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Wealth Management Jobs in Kirkland

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United States
Posted On Jul 13, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
family Insurance Registered Investment Advisor Retirement Planning wealth management
Job Tags:
family Insurance Registered Investment Advisor Retirement Planning wealth management

Title: Advisor Job Responsibilities: - Engage directly with clients to understand their financial goals and needs. - Build and grow a personal book of business through proactive, strategic business development. - Manage and deepen client relationships following acquisition. - Monitor market trends and participate in...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Tax - Federal Real Estate - Tax Tax - General Tax - State & Local Trusts and Estates - General
Job Tags:
document review Estate Planning family Financial Institutions gift tax Insurance Probate trusts
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Tax - Federal Real Estate - Tax Tax - General Tax - State & Local Trusts and Estates - General
Job Tags:
document review Estate Planning family Financial Institutions gift tax Insurance Probate trusts

Title: Paralegal – Estate Planning, Tax Planning, Funding, Trust & Estate Administration Job Responsibilities: - Draft and revise estate planning documents and assist attorneys with advanced estate and tax-planning matters, including trusts, gifting strategies, closely held businesses, real estate interests, and estate...

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Posted On Sep 07, 26
Full-time 18 views
Job Tags:
ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa
Job Tags:
ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa

Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will involve tax consulting and tax return preparation duties. This includes tax research, tax planning, and the preparation of supporting digital work papers for...

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Posted On Aug 18, 26
Full-time
Job Tags:
Amnesty family finance M&A restructuring
Job Tags:
Amnesty family finance M&A restructuring

Title: Manager/Director - Income Franchise Tax Job Responsibilities: - Collaborate with leadership to drive State & Local Tax (SALT) growth both internally and externally, focusing on income/franchise consulting and compliance projects. - Manage a variety of SALT income/franchise projects, identifying opportunities for client...

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Posted On Aug 20, 26
Full-time Experience : Min 6 yrs required
Job Tags:
directors family finance marketing
Job Tags:
directors family finance marketing

Title: Manager/Director - Accounting Methods Job Responsibilities: - Consult on accounting methods-related issues, including automatic and non-automatic accounting methods changes such as overall methods, revenue & expense recognition, inventory, capitalization, cost recovery, and accounting periods. - Display solid verbal and written communication skills...

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Posted On Aug 25, 26
Full-time 4 views Experience : Min 6 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

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Posted On Aug 13, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Code of Conduct family finance guardian H-1B wealth management
Job Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... specifically for asset and wealth management clients. - Oversee the... preparation and filing of tax returns, ensuring strict adherence to regulatory requirements. - Analyze financial data to identify opportunities for tax optimization and...

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Posted On Aug 27, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Code of Conduct family finance guardian H-1B wealth management
Job Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Oversee preparation... and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and mitigate compliance risks. -...

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Posted On Aug 25, 26
Full-time 17 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Posted On Aug 25, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

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Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Posted On Sep 02, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

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Posted On Aug 25, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management

Asset and Wealth Management - Tax Senior... Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while...

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Posted On Jul 08, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management children equity Estate Planning estates Probate Software trusts Wills
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management children equity Estate Planning estates Probate Software trusts Wills

Title: Trust and Estate Gift Program Manager Job Responsibilities: - Manage the trust and estate gift program and serve as a key resource for the department on all trust and estate matters. - Plan charitable strategies and manage donor relations. - Provide administrative oversight...

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Posted On Sep 01, 26
Full-time
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Assist the tax and wealth management teams with estate... planning on a non-exclusive basis. - Work directly with clients and collaborate with internal Legal Directors and other professionals. - Receive hand-offs from Legal Directors to provide estate planning services for...

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Posted On Aug 20, 26
Full-time 7 views Experience : 3-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Agriculture banking beverage child Corporation Energy estates Financial Institutions Insurance International Law life sciences Natural Resources Transportation trusts Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Agriculture banking beverage child Corporation Energy estates Financial Institutions Insurance International Law life sciences Natural Resources Transportation trusts Women

Title Trusts & Estates Associate Job Responsibilities The Trusts & Estates Associate will focus on providing legal services to high net-worth individuals and families, closely-held business owners and executives, corporate fiduciaries, and charitable organizations. Key responsibilities include: - Engaging in...

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Posted On Jul 29, 26
Full-time 13 views Experience : 1-12 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

expand its practice in wealth transfer, estate settlement, and... fiscal advisory services. This individual will cultivate existing client relationships while guiding new matters, with the potential to integrate a small established team if OverviewLocation: Seattle, WAExperience: 1–6 years of...

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