Senior Private Wealth Tax Leader
Baker Tilly International
Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance and consulting for high-net-worth individuals, providing strategic tax planning and advice.
The ideal candidate will have over 15 years of experience in tax planning along with a CPA or JD. This position offers a unique opportunity to work alongside firm leadership and mentor a talented team.
#J-18808-Ljbffr- ...Baker Tilly US is seeking a Private Wealth Tax Principal in Seattle. In this role, you'll lead compliance and consulting services for high-net-worth individuals and families, perform technical reviews of complex tax returns, and advise clients on business succession planning...SeniorPrivateTax
- Empower Annuity Insurance Company of America seeks a Senior Private Wealth Advisor, Practice Lead in Seattle to guide high-net-worth clients with... ...with wealth advisors, and a focus on retirement, tax optimization, and education planning. #J-18808-Ljbffr Empower...SeniorPrivateTaxPrivate practice
- ...seeking an experienced Vice President, Senior Wealth Manager to lead personalized wealth strategies... ...area. Reporting to the Regional Market Leader, you will collaborate with investment... ...comprehensive financial planning, tax and estate strategies, and optimized asset...SeniorTaxFlexible hours
$74.93k - $153k
Position Summary Are you a leader and strategic thinker with... ...solutions to complex tax issues? Do you not only know... ...career with Deloitte’s growing Private Wealth practice! Recruiting for this... ...027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice...SeniorPrivateTaxPrivate practiceWork at officeLocal area$142.7k - $214.03k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...nation, has an incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice!...SeniorPrivateTaxFull timePrivate practiceLocal areaWorldwide- Senior Wealth Advisor - Multi-Family Office A premier, rapidly growing Multi-Family Office is... ...across disciplines — investment strategy, tax and estate planning, philanthropic... ...years of experience as a Wealth Advisor, Private Banker, or in a related advisory role. Strong...SeniorPrivateTaxWork at office
- Wealth Management Professional Accelerate your career at the pinnacle of global wealth management... ...net worth clients. Work closely with Private Wealth Advisors and teammates to service... ...documents, estate planning and tax concepts. Introduce new and existing clients...SeniorPrivateTaxWork at office
- ...A leading CPA advisory firm in Seattle is seeking an experienced Tax Senior Manager to join their High Net Worth Tax practice. In this role, you will provide tax compliance and consulting services to affluent clients, lead engagements, and mentor junior staff. The ideal...PrivateTax
$82k - $135.2k
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior Join to apply for the Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior... ...time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most...SeniorPrivateTaxWork experience placementSummer holidayFlexible hours- ...areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and...SeniorPrivateTax
$60k - $125k
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst-Seattle location_on Seattle, WA, United States Are you a quick-thinking self... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning...SeniorPrivateTaxFull timeTemporary workPart timeWork at officeLocal area- ...Acquisition & Porting Books @ NLR | Private Wealth | Family Office | Multi... ...| Investment Banking |… ***Senior Family Office Wealth Advisor... ...Advisor (RIA). Seeking a dynamic leader to help the firm fulfill its... ...estate planning counsel and tax professionals. High attention...SeniorPrivateTaxFull timeWork at office
- Goldman Sachs seeks a Wealth Management Professional to support private wealth clients in Seattle. This role focuses on onboarding, relationship management and ensuring client investment objectives are met in a fast-paced environment. You will collaborate with Private Wealth...SeniorPrivate
$125.4k - $181.88k
...financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital... ...Enlightening. This role requires a natural leader, someone who can confidently serve as... ...planning, income optimization, tax-advantaged savings strategies, and education...SeniorTax16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$116k - $216k
KeyBank is seeking a Senior Key Private Bank Relationship Manager in Seattle, WA, responsible for serving high-net-worth clients by providing tailored financial solutions. The ideal candidate will have at least 7 years of experience in sales and business development, strong...SeniorPrivate$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...needs such as audit, tax compliance, and... ...focus on key issues like wealth management, compliance,... ...-led and values-driven leader at every level. To help... ...and in the future.As a Senior Manager, you'll work as...SeniorPrivateTaxFull timeH1b$77k - $214k
...SummaryA career within PwC Private will provide the... ...advisory needs such as audit, tax compliance, and... ...focus on key issues like wealth management, compliance,... ...-led and values-driven leader at every level. To help... ...and in the future.As a Senior Associate, you'll work...SeniorPrivateTaxFull timeH1b- ...JoinAt Carta we create owners and make private markets liquid. We live in a world... ...equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack... ...reporting software.About YouAs a Senior Financial Reporting Analyst, you...SeniorPrivateTaxLive in
- ...Private Wealth PlannerThe Private Client experience at J.P. Morgan offers a pathway to Wealth... ...diversification, trusts & estates, individual tax rules (both transfer and income taxes),... ...and who can work closely with market leaders & practice partners without daily contact...PrivateTaxWork at office
- OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...US - one where you will be the "go to" Private Wealth Tax expert?Are you inspired to lead a practice... ...or JD requiredExperience as a leader in a public accounting firm in the Tax spaceFifteen...PrivateTaxFull timePrivate practiceLocal areaWorldwide
- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private... ..., trusts & estates, individual tax rules (both transfer and income... ...can work closely with market leaders & practice partners without...PrivateTaxWork at office
$236.56k - $414.12k
...Northern Trust Corp is seeking a Private Wealth Director in Seattle, WA. The role involves cultivating deep, long-term relationships with clients and managing complex financial needs through tailored Wealth Management strategies. Candidates should have 10 - 15 years...SeniorPrivate- ...Advisors in Bellevue, WA seeks an experienced Vice President, Senior Wealth Manager to lead a personal book of high-net-worth clients. You... ...deliver comprehensive wealth strategies, oversee financial planning, tax and estate considerations, and collaborate with investment...SeniorTax
- U.S. Bank is looking for a PWM Wealth Planner in Seattle, WA, responsible for providing clients with comprehensive and personalized planning services such as lifestyle, protection, and tax planning. The ideal candidate will have a bachelor's degree and over 10 years of...SeniorTax
- RBC is seeking a Senior Associate Wealth Strategist to support wealth transfer planning as a core component of the client experience for HNW and... ...Advisors and their clients. Responsibilities include supporting tax and estate planning, business succession planning, and...SeniorTax
- A leading CPA advisory firm in Seattle is seeking a Tax Manager for the Private Wealth/High Net Worth team. This role involves delivering tax and business advisory services to small business clients, mentoring staff, and developing strong client relationships. Candidates...PrivateTaxFlexible hours
- ...Whittier Trust, the oldest privately owned multi-family office on the West Coast, seeks a senior professional to expand client relationships... ...business development across wealth management, fiduciary and... ...services. You will collaborate with tax, investment and operations...SeniorTaxWork at office
$88k - $105k
...The Assurance Senior will be responsible for coordinating... .../or public accounting, private industry accounting or... ...provide assurance, tax and advisory services for... ...chance to grow their wealth over time as their shares... ...to middle market leaders by sharing insight-driven...SeniorPrivateTaxWork at office$82k - $135.2k
A global leader in professional services is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory services to high-net-worth clients and lead complex wealth planning projects. The ideal candidate will have a Bachelor's degree, at least 3 years of relevant...SeniorTax- Teachers Insurance and Annuity Association of America (TIAA) is seeking a Wealth Client Relationship Management professional to supervise senior staff, partner with clients, and craft financial plans aligned with goals. This role emphasizes trust, strategic planning, and...Senior
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