Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Architect — Estate & Tax Planning in Indianapolis, IN vacancy
  •  ...Requirements Forvis Mazars Wealth Advisors delivers personalized...  ..., crafting tailored plans and adaptive investment strategies...  ...Education Planning Estate & Legacy Planning Survivor...  ...team members deliver assurance, tax, and consulting services to clients... 
    Senior
    Tax
    Flexible hours

    Forvis Mazars

    Indianapolis, IN
    3 days ago
  • $124k - $280k

     ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm'...  ...the Data Management team, you architect and manage master data...  ...enhance business processes. As a Senior Manager, you lead large...  ...satisfaction through strategic planning - Foster a collaborative and... 
    Senior
    Tax
    Full time
    H1b

    PwC

    Indianapolis, IN
    1 day ago
  • $99k - $232k

     ...ownership of projects, ensuring their successful planning, budgeting, execution, and completion....  ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of...  ...As part of the Data Management team you architect end-to-end MDM solutions, including integration... 
    Senior
    Tax
    Full time
    H1b

    PwC

    Indianapolis, IN
    16 days ago
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time...  ...advice and guidance to clients on tax planning, compliance, and strategy. These...  ...and increased efficiencies. As a Senior Associate you shall analyze complex... 
    Senior
    Tax
    Full time
    H1b

    PwC

    Indianapolis, IN
    19 hours ago
  • $171.6k - $392.1k

     ...working world. ServiceNow – ServiceNow AI Architect Senior Manager In the digital economy, it...  ...are met. Developing resource plans and budgets for engagements, managing engagement...  ...of services in assurance, consulting, tax, strategy and transactions. Fueled by sector... 
    Senior
    Tax
    Summer holiday
    Worldwide
    Flexible hours

    EY

    Indianapolis, IN
    2 days ago
  • $124k - $335k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time...  ...- Renewable Energy Tax Senior Manager, you will play a pivotal...  ...the development of innovative tax planning solutions and methodologies Coaching... 
    Senior
    Tax
    Full time
    H1b
    Local area

    PwC

    Indianapolis, IN
    1 day ago
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time...  ...advice and guidance to clients on tax planning, compliance, and strategy. These...  ...implement creative tax solutions. As a Senior Associate you will analyze complex... 
    Senior
    Tax
    Full time
    H1b

    PwC

    Indianapolis, IN
    3 days ago
  •  ...while enabling them to preserve their wealth for future generations, and provide for...  ...Responsibilities: Increasing level of financial planning and investment knowledge through...  ...financial plans, investment reports, tax and estate analysis as requested Vast majority... 
    Senior
    Tax
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Capital Partners

    Indianapolis, IN
    4 days ago
  • $76k - $125.3k

     ...Banking and Capital Markets, Wealth and Asset Management and Insurance...  ...providing dedicated tax technical services to both US...  ...structuring, tax minimization planning, on-call advice, and tax compliance...  ...Your key responsibilities A senior analyst in FSO EDGE WAM will be... 
    Senior
    Tax
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    Indianapolis, IN
    19 hours ago
  • $98k - $127.06k

    Position Summary The Trust and Estate Settlement Advisor is...  ...account administration within Wealth Management in accordance with...  ...trust and estate laws, local law, tax law and sound fiduciary principles...  ...asset allocation, advanced estate planning, retirement plans, insurance,... 
    Senior
    Tax
    Temporary work
    Work at office
    Local area
    Flexible hours

    First Busey Corp

    Carmel, IN
    3 days ago
  • $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... 
    Senior
    Tax
    Summer holiday
    Work at office
    Local area
    Flexible hours

    Ernst & Young Oman

    Indianapolis, IN
    3 days ago
  • $147.4k - $336.8k

     ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and...  ...dynamic FSO team! Handling tax in such a large,...  ...practices. As a Real Estate Tax Senior Manager, we will look to...  ...on a variety of tax planning projects, responsibilities... 
    Senior
    Tax
    Summer holiday
    Flexible hours

    EY

    Indianapolis, IN
    3 days ago
  • $147.4k - $336.8k

    EY is seeking a Real Estate Tax Senior Manager in Indianapolis, Indiana. This role involves leading diverse tax planning projects, providing advisory services to clients, and supervising teams. Candidates should possess extensive real estate tax experience, a bachelor’s... 
    Senior
    Tax
    Flexible hours

    EY

    Indianapolis, IN
    2 days ago
  •  ...opportunity to contribute to the company's success. As a Sr Wealth Strategist within the PNC Private Bank organization, you...  ...Job Description Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity.... 
    Senior
    Tax
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Indianapolis, IN
    6 days ago
  • $142.6k - $261.5k

     ...ServiceNow - ServiceNow FSO Architect (CTA) Manager – Open...  ...Architect will be the senior technical authority...  ...leading workstreams from planning through execution and closure...  ...– FSO Banking and Wealth Management Professional...  ...assurance, consulting, tax, strategy and transactions... 
    Tax
    Summer holiday
    Worldwide
    Flexible hours

    EY

    Indianapolis, IN
    3 days ago
  • $80k - $198.38k

    Senior Estate Settlement Advisor Locations Springfield, IL; Bloomington, IL; Indianapolis, IN; Houston, TX. Eligibility PNC will not...  ...entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the... 
    Senior
    Tax
    Full time
    Temporary work
    Work experience placement

    PNC

    Indianapolis, IN
    4 days ago
  •  ...Sr Wealth Strategist At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve...  ...Job Description Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity.... 
    Senior
    Tax
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Indianapolis, IN
    19 hours ago
  • $76k - $125.3k

     ...some of the most technically demanding tax planning and compliance projects around. You'll...  ...A thorough understanding of estate and wealth planning Experience with federal and...  ...skills, and the confidence to challenge senior colleagues and stakeholders from a diverse... 
    Senior
    Tax
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young Oman

    Indianapolis, IN
    2 days ago
  •  ...for leading the management of all aspects of the real estate and business personal property tax practice, including timely payment of property tax bills...  ...ad valorem filings, audits, bill payments, and tax planning; Performing independent Income/Expense valuation analysis... 
    Senior
    Tax
    Local area

    Simon Property Group

    Indianapolis, IN
    7 days ago
  • $87k - $187k

     ...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... 
    Senior
    Tax
    Temporary work
    Flexible hours

    Oracle

    Indianapolis, IN
    4 days ago
  • $71.2k - $158.2k

     ...to the right place. We're looking for a Senior Integration Architect to help us oversee the business and...  ...dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan with company match # Paid time off:... 
    Senior
    Tax
    Contract work
    Temporary work
    Work experience placement
    Flexible hours

    Oracle Defunct

    Indianapolis, IN
    4 days ago
  • $155k - $410k

     ...professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence...  ...The Opportunity As part of the Data Management team, you architect and manage master data management (MDM) solutions. As a Director... 
    Senior
    Tax
    Full time
    Temporary work
    H1b

    PwC

    Indianapolis, IN
    19 hours ago
  • $71.2k - $158.2k

     ...Government Services is seeking a skilled Federal Senior Engineer/Architect (Principal Consultant) to join our mission-...  ...care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan with company match # Paid time off:... 
    Senior
    Tax
    Temporary work
    Flexible hours

    Oracle

    Indianapolis, IN
    19 hours ago
  • $105.6k - $181k

     ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing...  ...seeking to hire an experienced Senior Solution Architect - D365 to join our talented Information...  ...: Strong experience planning, facilitating, documenting and managing... 
    Senior
    Tax
    Work experience placement
    Flexible hours

    CliftonLarsonAllen

    Indianapolis, IN
    19 hours ago
  •  ...process on the follow-up screen. Job Function: the Business Architect is responsible for driving clarity, alignment, and shared...  ...Agile delivery activities including backlog refinement, sprint planning, reviews, and retrospectives, ensuring requirements are complete... 
    Senior
    Work at office
    Remote work

    AEG Presents

    Indianapolis, IN
    2 days ago
  • $123k - $165k

     ...re looking for a Sr. Product Architect to join our team. The Product...  ...design, implementation planning, and deployment of Cisco and...  ...annually, which increases with seniority level), paid parental leave (...  ...annually), 401(k), FSA/HSA pre-tax benefits. More detailed information... 
    Tax
    Local area

    CompuCom

    Indianapolis, IN
    1 day ago
  • $124k - $335k

     ...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial...  .... The Opportunity As part of the Real Estate team you are expected to provide exceptional... 
    Senior
    Tax
    H1b
    Local area
    Overseas

    PwC

    Indianapolis, IN
    1 day ago
  •  ...options. Financial Security: Access Life Insurance and a 401(k) plan with a company match. Performance Bonuses: Seize the...  ...Client Representation: Manage client interactions with IRS and state taxing authorities, from audits to resolution negotiations. Tax Expertise... 
    Senior
    Tax
    Local area

    Jobot

    Indianapolis, IN
    19 hours ago
  • $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... 
    Senior
    Tax
    Contract work
    Temporary work
    Work experience placement
    Local area
    Relocation
    Flexible hours

    Ll Oefentherapie

    Indianapolis, IN
    3 days ago
  • $162k - $190k

     ...Senior Tax Manager The Senior Tax Manager is responsible for providing...  ...Job Duties: Performs tax planning, preparation and research for...  ...returns, which may include estates, trusts and charitable...  ...income, estate and gift tax and wealth retention strategies, as well... 
    Senior
    Tax
    Work at office

    BDO USA

    Indianapolis, IN
    19 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Architect — Estate & Tax Planning. Be the first to apply!