Senior Wealth Architect — Estate & Tax Planning
PNC Bank
PNC Financial Services Group, Inc. is hiring a Sr Wealth Strategist in Indianapolis, IN. This role involves developing and implementing tax, estate, and financial plans for clients, collaborating with other resources on complex matters, and expanding client relationships. The ideal candidate will possess a university/college degree, have relevant industry experience of 8+ years, and strong skills in client relationship management and problem-solving. Employees enjoy benefits such as medical coverage, 401(k) matching, and educational assistance. #J-18808-Ljbffr PNC Financial Services Group, Inc.
- ...experienced and relationship-driven Wealth Advisor to deliver comprehensive... ...This role blends strategic financial planning, investment management, and deep personal... ...allocation Retirement planning Tax‑efficient wealth strategies Estate and legacy planning Risk management...SeniorTax
$171.6k - $392.1k
...working world. ServiceNow – ServiceNow AI Architect Senior Manager In the digital economy, it takes... ...objectives are met. Developing resource plans and budgets for engagements, managing... ...spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by...SeniorTaxSummer holidayWorldwideFlexible hours$76k - $125.3k
...’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...comprehensive and specialized tax assistance tailored to the... ...structuring, tax minimization planning, on‑call advice, and tax... ...Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorTaxSummer holidayWork at officeLocal areaFlexible hours- Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and manage teams across various sectors including real estate, hospitality, and construction. The role demands a strong background in real estate tax, along with effective client...SeniorTax
- Corient Private Wealth LLC. is seeking a Senior Wealth Analyst in Indianapolis, IN. This full-time position focuses on assisting high-net-worth clients with financial planning, investment strategies, and estate analysis. The ideal candidate will have a Bachelor's degree...SeniorFull time
$147.4k - $336.8k
Location: Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly evolving. This role involves leading tax planning projects, managing teams, and providing up‑to‑the‑minute advisory services to a diverse client base across the real estate, hospitality...SeniorTaxFlexible hours$87k - $178.1k
...life insurance (Employee/Spouse/Child) Health care and dependent care Flexible Spending Accounts Pre-tax commuter and parking benefits 401(k) Savings and Investment Plan with company match Paid time off: Flexible Vacation is provided to all eligible employees assigned...SeniorTaxContract workTemporary workWork experience placementLocal areaRelocationFlexible hours- ...firms, West Point Financial Group, as a Wealth Management Advisor. We help clients protect... ...wealth through personalized, holistic planning. You’ll receive extensive training,... ...businesses Partner with in-house specialists in estate, tax, and business planning Build long-term...Tax
$142.6k - $261.5k
...world. ServiceNow– ServiceNow/Moveworks AI Architect Manager In the digital economy, it takes... ...sessions and leading workstreams from planning through execution and closure. Travel may... ...spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by...TaxSummer holidayWorldwideFlexible hours$72.7k - $144k
Crowe is seeking a Senior Tax Associate based in Indianapolis, Indiana. This role entails identifying and implementing tax planning and consulting opportunities for clients in the construction and real estate sectors. You will work in a hybrid environment, participating...SeniorTax- Position: Senior Project Architect: Housing Market Location: Indianapolis, IN Job Id: 239 # of Openings: 1 Job Purpose The Senior Project Architect... ...design efforts from site feasibility and conceptual site planning that align with a client’s proforma. Validate conceptual...Senior
$132.7k - $303.2k
...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...professionals providing dedicated tax technical services to both US and... ...coverage, pension and 401(k) plans, and a wide range of paid time off...SeniorTaxWork experience placementSummer holidayFlexible hours- A fast-growing financial advisory firm in Zionsville seeks a Senior Tax Advisor to provide tax planning and advisory services to business owners and individual clients. Ideal candidates should have 3-5 years of experience in public accounting, strong communication skills...SeniorTax
- Goelzer Investment Management, Inc is looking for an experienced Wealth Advisor to provide comprehensive financial guidance to high-net... ...and families. This role entails strategic financial planning and personalized client engagement to help clients manage and transfer...Senior
$70k - $85k
Jobot is seeking a Senior Accountant based in Indianapolis, Indiana. The role involves managing accounting operations, overseeing financial reporting, tax planning, and ensuring compliance with applicable regulations. Candidates should possess a Bachelor’s degree in Accounting...SeniorTax- ...Indiana is accepting applications for an Architect/Project Manager. The Architect/Project Manager... ...Representative Duties: Lead the planning, design, and construction of a new $24 million... ...and/or dependent care expenses on a pre-tax basis Credit for prior government service...TaxPermanent employmentPart timeFor contractorsWork at officeRemote workRelocationTrial periodFlexible hours
- ...financial institution is seeking a Private Wealth Management Trust Advisor in Indianapolis,... ...involves acquiring new personal trust, estate, IRA, and investment management client relationships... ...in trust administration or financial planning. Strong communication skills and...Senior
- Forvis Mazars, LLP seeks a Wealth Management professional to provide personalized financial strategies for high-net-worth clients in... ...have a Bachelor's degree, significant experience in financial planning, and a relevant certification such as CFP or CPA. This role offers...Senior
$80k - $100k
...Audit Senior $80000 - $100000 per year | Indianapolis, IN | On-Site | Permanent Audit Senior... ...market. Our team provides audit, tax, and advisory services to privately held... ...partners on client deliverables Assist with planning, fieldwork, and financial statement preparation...SeniorTaxPermanent employmentLocal areaWork from homeFlexible hours$127.7k - $269.3k
...Job Description We are seeking a highly accomplished Senior Tax Manager to join our Lead Tax Services team. This role is ideal for a seasoned... ...and anticipating client needs Provide forward‑thinking tax planning strategies, compliance expertise, and technical tax research...SeniorTaxLocal areaRemote work$72.7k - $144k
Job Description As a Senior Tax Associate, your role will include identifying and implementing tax planning and consulting opportunities for clients in the construction and real‑estate industries. You will work in an interactive team environment, participate in the tax...SeniorTaxLocal areaRemote work$91.8k - $171k
...Pennsylvania StreetJob Family Group:Wealth Sales & ServiceProvides high... ....Makes recommendations to senior leaders on strategy and new initiatives... ...readiness assessments, planning, stakeholder management,... ...depth / expert understanding of tax-related issues affecting investments...SeniorTaxContract workPart timeLocal areaShift work- A major financial institution is seeking a Wealth Planner to deliver high-quality financial planning services for clients with a net worth of $1-10M. The role involves developing customized financial plans, conducting in-depth client conversations, and collaborating with...SeniorWork at officeFlexible hours
- A financial services institution is hiring a Wealth Planner in Indianapolis, IN. This role requires delivering high-quality financial planning services to clients with a net worth of $1-10M. Responsibilities include leading engagements, conducting discovery conversations...SeniorWork at officeRemote workFlexible hours
$80k - $100k
...Audit Senior - Great Work Life Balance, Lucrative Base, and Opportunity to Grow into Management... ...market. Our team provides audit, tax, and advisory services to privately held... ...partners on client deliverables Assist with planning, fieldwork, and financial statement...SeniorTaxLocal areaWork from homeFlexible hours- Overview Forvis Mazars Wealth Advisors delivers personalized financial... ..., crafting tailored plans and adaptive investment strategies... ...Management Education Planning Estate & Legacy Planning Trust Administration... ...members deliver assurance, tax, and consulting services to...TaxFlexible hours
$72.7k - $144k
...a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously... .... Job Description As a Federal Tax Senior Associate within our Lead Tax Services... ...federal tax matters, and assist with the planning and execution of specialized projects....SeniorTaxLocal area- ...the top 50 largest independent advisory, tax, and audit firms in the United States. But... ...Katz, Sapper & Miller (KSM) is seeking a Senior Associate to join our growing Transaction... ...and trends.* Contribute to engagement planning, including scoping, data request lists, and...SeniorTaxContract workWork at officeFlexible hours
$95k - $130k
...focused team, where people come first, and tax meets strategy! Storen Financial is a fast-... ...meaningful client relationships. We offer tax planning and preparation, business solutions, and financial advisory services. As a Senior Tax Advisor, you will work directly with...SeniorTaxLocal areaImmediate start$96k - $192k
...social media at @Carrier. Role Purpose The Senior Project Manager will provide full... ...and execution of approved annual operating plan and cycle‑planned engineering programs. Improving... ...Insurance and Accidental Death and Dismemberment Tax‑Advantaged Accounts: Health Savings...SeniorTaxTemporary workLocal areaVisa sponsorship
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