Tax Manager: Strategic Planning for High-Net-Worth Clients
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Empirical Wealth Management in Seattle/Bellevue area is seeking a Tax Manager to lead tax compliance and planning for diverse clients, including individuals, trusts, estates, non-profits, corporations, and partnerships. You will sign returns, supervise staff, and guide strategic tax moves across the client base. The role requires 5+ years of public accounting taxation experience, CPA or JD, and strong communication and analytical skills. #J-18808-Ljbffr SupportFinity™
$105.38k - $215.38k
...you a delivery-focused tax leader who thrives on individual... ...to interact with clients on their personal tax... ...so, this Tax Delivery Manager role in Global Employer... ...delivery for a portfolio of High Net Worth (HNW) individual compliance engagements (planning through post-filing)....High net worthWork at officeLocal area- ...A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates will have 5-7 years of experience in personal lines insurance, coupled with strong interpersonal...High net worthWork at office3 days per week
$100k - $150k
...Senior Tax ManagerBellevue, WA; Kelso,... ...for a Senior Tax Manager for our team! Leveraging... ...in tax matters & client relations, you'll... ...tax issues, craft strategic solutions, and... ...consistently delivering high-quality service.... ...clients, high net worth individuals, trust...High net worthWork experience placementInternshipFlexible hours- ...Senior Tax Manager We are seeking a Senior Tax... ...tax compliance, planning, and consulting for... ...diverse portfolio of clients. The role focuses on delivering high-quality tax... ...compliance, and providing strategic tax advice that... ..., and high-net-worth individual clients...High net worthLocal area
$100k - $130k
...This role is within a tax leadership team... ...responsible for delivering high-quality tax services to a national client list. The Role... ...seeking strong Tax Managers to join our growing... ...tax issues, craft strategic solutions, and... ...individual clients, high net worth individuals, trusts...High net worthFull timeWork at officeRemote workFlexible hours- ...seasoned Private Wealth Tax Principal to lead our high-net-worth tax practice in the US. You... ...estate and gift tax planning for families, trusts, and... ...senior leadership to deliver strategic outcomes. The role emphasizes... ...staff, developing new client relationships, and...High net worth
- ...Tax Manager Now that Baker Tilly and Moss Adams have combined... ...Manager with our Private Wealth/High Net Worth team in NorCal! This is a... ...to small business clients. You will work side-by-side... ...that deliver proactive tax planning and strategic consulting including federal...High net worth
$100k
...looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have... ...and more. You will report to the Inside Sales Manager who will make sure you have the training and...High net worthWork at office$80k - $135k
...you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment... ...our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in...High net worthWork experience placementWork at officeWork from home- ...understanding, and strategic foresight for... ...industries, Aprio ensures clients are prepared for... ...and individual tax engagements? Do... ...groups, and high-net-worth individuals while... ...engagements from planning through completion... ...review comments and managing revisions...High net worthFull timeWork at officeLocal areaRemote workFlexible hours
- ...Senior Tax Manager Join Aprio's Tax team and help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast... ...Serve as the primary point of contact for high-profile clients, providing tax planning, compliance, and consulting services...Full timeWork experience placementLocal areaRemote workFlexible hours
- ...Private Client Service Manager Are you ready to take your career to the next level by working with prestigious clients and delivering tailored... ...Manager at Gallagher, you'll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs...High net worthLocal area
- The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis... ...long-term relationships with high-net-worth individuals and families...High net worthWork at office3 days per week
$54.7k - $101.9k
...Position Overview: Account Managers within our Private Client Services department at McLennan Agency, provide a high, professional standard of... ...with existing high net worth customers, identify needs... ...assigned book of accounts by planning and carrying out daily responsibilities...High net worthMinimum wageWork at office- ...seeking an experienced Senior Investment Advisor, CFP®, to manage and expand wealth management client relationships within a collaborative, fee-only... ...and CFP designation, with proven experience serving high-net-worth clients, executives, and business owners. Hybrid schedule...High net worthWork at officeRemote work
- ...Financial Advisor to serve as the primary relationship owner for high-net-worth clients, delivering comprehensive financial and investment... ...will lead client meetings and coordinate with portfolio management, tax professionals, and estate attorneys to deliver advice that...High net worthWork at office
$70k - $100k
A leading insurance brokerage is looking for a dedicated professional to manage high-net-worth client accounts in Portland, Oregon. The role requires at least 8 years of experience in Personal Lines Property & Casualty Insurance, along with strong communication and problem...High net worth- Mariner is seeking an Intern, Financial Planning to assist staff in servicing high net worth clients through holistic financial planning and client relationship support. This role offers hands-on experience supporting onboarding, meeting preparation, and the creation of...High net worthInternship
$75k - $105k
Aldrich is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This professional will manage client accounts, execute transactions,... ...within wealth management, especially with high-net-worth clients, and proficiency with investment...High net worthWork at office- ...Advisors seeks a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high-net-worth clients in the region. You will lead plan development, tax, retirement, and estate strategies, and help implement recommendations while overseeing...High net worthFlexible hours
- ...Client Support Specialist To be eligible for consideration... ...enhancing relationships with our high net worth clients who have assets of $... ...of general financial planning concepts Proven customer... ...influence others Robust time management and organizational skills...High net worthRemote jobFull time
- U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of products and services for high-net-worth clients. The role focuses on proactive client contact, expert guidance, and collaboration with mortgage, small business banking...High net worth
$25 - $38.46 per hour
...Private Client Banker Location: 14888 SE... ...relationship with a plan-based approach to financial... ...; effectively managing internal and... ...Key. Education High School Diploma, GED... ...retirement planning, and tax optimization. This... ...with high-net-worth clients, providing...High net worthHourly payWork experience placementDay shift$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The...High net worthWork at office- ...Client Associate Unlock your potential as a Client Associate at J.P. Morgan... ...of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing... ...to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities...High net worthLocal area
$165k - $172k
...Director of Major and Planned Gifts in Portland, Oregon... ...Another Source's client, Reed College , is recruiting... ...strengthen portfolio management, and create... ...collaborative, accountable, and high-performing team.... ...establish trust with high-net-worth individuals, alumni,...High net worthSummer workWork at officeLocal areaRemote work1 day per week$36.05 - $45.67 per hour
...professional and detail-oriented Client Services Specialist or... ...in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement plans through a thoughtful, holistic approach to wealth management and fiduciary responsibility...High net worthHourly pay16 hoursFull timeWork at officeMonday to FridayFlexible hours2 days per week- Jobtailor in Oregon is seeking a qualified tax and assurance professional to prepare individual, corporate, and partnership returns while supporting client engagements and maintaining high-quality work. You will gain experience with procedures, workpapers, and systems and...
- EY is seeking a Manager for Tax - Indirect - License Compliance Services in Portland, Oregon. This role involves participating in client meetings, managing communications, and leading teams to ensure compliance and achieve client satisfaction. Ideal candidates will possess...
- Aprio is seeking a Senior Tax Associate to join our Private Client Services (PCS) team. The role offers exposure to sophisticated client engagements, leadership interaction, and mentorship within a growing Pacific Northwest practice. The position is ideally based in Portland...
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