Senior Wealth Strategist - Estate & Tax Planning
Fairygodboss
PNC is seeking a Wealth Strategist III in its Private Bank, based in Cleveland, OH; Columbus, OH or Detroit, MI. The role develops and implements tax, estate and financial plans, growing client assets and expanding relationships with Centers of Influence. Candidates collaborate with planning resources, conduct sophisticated analyses and provide strategic recommendations. The position emphasizes in-office work, client focus and risk management within a comprehensive benefits program. #J-18808-Ljbffr Fairygodboss
- Creative Planning in Cleveland, OH seeks a Wealth Manager to work directly with clients to develop and implement strategies addressing their financial, investment, insurance, tax and estate planning needs. You will serve as the primary contact for wealth management clients...Tax
$91k - $185.9k
...opportunity to contribute to the company’s success. As a Wealth Strategist III within PNC's Private Bank organization, you may be... ...Description Develops, consults on and implements tax, estate and financial plans for clients, including those of greater complexity. Collaborates...TaxFull timeTemporary workPart timeWork experience placementWork at office$106.5k - $221.7k
...or will the future shape you? The opportunity Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team, serving... .... We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the most...TaxFull timeSummer holidayFlexible hours$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These... ...and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorTaxFull timeSecond jobH1b$74.93k - $153k
...clients and their trusts, estates, family offices,... ...providing solutions to complex tax issues? Do you not only... ...’s growing Private Wealth practice! Recruiting for... ...You’ll Do As a Tax Senior in our Private Wealth Tax... ...projects related to tax planning opportunities and the tax...SeniorTaxPrivate practiceWork at officeLocal area- ...seeking a dynamic and experienced Senior Manager to join our Housing... ...deep expertise in Historic Tax Credits (HTC) and New Markets... ...with colleagues on strategic planning to assist in growing the practice... ...largest audit, tax, consulting, and wealth management firms. But dig a...SeniorTaxFull timeRemote workFlexible hours
$130k
...Crystal & Liffman Co., LPA in Cleveland, Ohio is seeking a Trusts and Estates Senior Associate or Partner. This role involves providing tailored legal advice in estate planning, trust administration, and tax law while managing client relationships. The ideal candidate...SeniorTax- EY is looking for a Real Estate Tax Senior Manager to lead tax planning projects in Cleveland, Ohio. You will apply your extensive tax knowledge across various projects, delivering critical insights to a diverse client base. The role requires a CPA and 7-10 years of experience...SeniorTax
- ...Job Description Job Description Job SummaryHaving foundational experience in estate planning, trust administration, tax planning, probate, and related areas, the Trusts and Estates Senior Associate or Partner works closely with clients to understand their needs and...SeniorTax
- ...The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person...TaxLocal area
- ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth management... ...and comprehensive financial planning strategies. This includes developing... ...management, retirement planning, tax planning, estate strategies, and complex financial...SeniorTaxLocal area
$133k - $296.4k
...to the company’s success. As a Senior Counsel within PNC's Corporate... ...in the area of trusts and estates in a law firm or fiduciary practice... ...trust, estate and tax matters. The candidate should... ...and/or reviewing complex estate planning documents, nonjudicial agreements...SeniorTaxFull timeTemporary workPart timeWork experience placementWork at office$77k - $214k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate... ...develop and implement creative tax solutions. As a Senior Associate you will analyze complex problems,...SeniorTaxH1b- ...in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist... .... Position Summary The Portfolio Strategist serves as the investment resource for an... ...objectives, constraints, risk tolerance, tax posture, and liquidity requirements....TaxFull timeContract work
$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes... ...for complex issues. You will be expected to lead tax planning projects for a diverse client base, providing up‑to‑the‑minute...SeniorTaxSeasonal workFlexible hours$110k - $210k
...ll Do Are you an experienced tax professional with a passion... ...service and sophisticated tax planning? As a Senior Manager on our High Net... ...structures. Oversee trust and estate-related filings (Form 1041)... ...advise on matters impacting wealth planning, succession, and family...SeniorTaxFull timeContract workWork at office- ...RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a... ...contributor in our work to enrich lives for generations. The Tax Advisor is a senior-level individual contributor on Sequoia Financial Group'...SeniorTaxFlexible hours
$171.6k - $338.3k
...infrastructure and real estate, mergers and... ...partner and apply to this Senior Manager role today! Recruiting... ..., accounting, and tax risks associated with transactions... ..., integration planning, divestiture planning,... ...clients include asset, wealth, and investment advisers...SeniorTaxLocal areaVisa sponsorship$124k - $335k
...A career in our Financial Services Tax practice, within Corporate Tax services, will provide... ...careers, now and in the future. As a Senior Manager, you'll work as part of a team of... ...Opportunity As part of the Asset and Wealth Management team you are expected to join a...SeniorTaxH1bLocal areaOverseas- ...Trusts And Estates Planning AttorneyWe are seeking a thoughtful and detail-oriented Trust and Estate... ...that protect assets, minimize tax exposure, and achieve long-term goals.Key... ...trust administration matters.Assist with wealth transfer, tax planning, and business succession...Tax
- ...Tax Senior Manager Hybrid Cleveland, OH Responsibilities: ~7+ years of tax experience ~ CPA required ~ Lead and manage... ...business and individual tax returns ~ Provide proactive tax planning, strategy, and advisory services ~ Act as a mentor for your...SeniorTax
- Hondros College of Nursing in Independence, OH is seeking a Senior Online Admissions Representative to screen, interview, and enroll prospective students and guide them through enrollment. You will collaborate with campus teams, conduct high-volume interviews, and assist...Senior
- CBRE Group, Inc. is seeking a Senior Transaction Manager to join a high-performing corporate real estate team. You will manage long-term outsourced partnerships, delivering portfolio strategy, optimization and transaction management services for diverse clients. You will...Senior
- KeyBank's Commercial Bank Strategy Team seeks a Senior Analyst to partner with executives and business leaders. You will evaluate strategic initiatives, study markets and customer needs, and translate insights into actionable recommendations that drive growth. You will...SeniorBank staff
- Catholic Charities Corporation in Cleveland, OH is seeking a Senior Grants Specialist to coordinate a comprehensive grant-seeking program across the eight-county service area. They understand the priorities of grant-making organizations and assist program directors in...SeniorFull timeWork at office
- Kuno Creative is seeking a Senior Revenue Operations Strategist to independently lead complex HubSpot Enterprise engagements, from platform strategy through hands-on implementation and ongoing optimization. You will own a dedicated client book, guide discovery, and integrate...SeniorRemote job
- ...providing quality accounting, consulting, and tax services to clients in a wide range of... ...office.We are seeking an experienced Tax Senior to join our growing team. If you're... ...clients and team members.-Assist with tax planning strategies to help clients minimize tax liabilities...SeniorTaxWork at officeLocal area
- ...Job Description: How You'll Make an Impact: Managing and reviewing tax returns for corporate, partnerships, s corporations and individuals Providing proactive tax planning and consulting services to clients Developing and maintaining strong client...SeniorTaxFlexible hours
- gpac is seeking a Trusts and Estates Planning Attorney in Cleveland and/or Akron, Ohio. The ideal candidate will have seven years of estate... ...trusts, powers of attorney, probate and trust administration, wealth transfer and business succession planning, and you will draft...Senior
- ...Job Description Job Description Tax Senior Manager Hybrid Cleveland, OH Details : ~7+ years of tax experience ~... ...business and individual tax returns ~ Provide proactive tax planning, strategy, and advisory services ~ Act as a mentor for your...SeniorTax
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