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Wealth Management Jobs in Seattle

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United States
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 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 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 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 6 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 Sep 02, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
asset management Energy Estate Planning estate tax Insurance Medicare Privacy social security trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
asset management Energy Estate Planning estate tax Insurance Medicare Privacy social security trusts

we are an independent wealth and asset management company... billion in assets under management. Headquartered in Washington, with... a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique...

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Posted On Sep 04, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Bankruptcy civil litigation creditors Employment Law Estate and Trust Estate Planning estates family Family Law gift tax Insurance partnerships Probate Real Estate Law Software Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Bankruptcy civil litigation creditors Employment Law Estate and Trust Estate Planning estates family Family Law gift tax Insurance partnerships Probate Real Estate Law Software Taxation trusts wealth transfer Wills

Title: Estate Planning Attorney Job Responsibilities: - Draft and implement advanced estate planning documents such as wills, revocable and irrevocable trusts, ILITs, GRATs, IDGTs, SLATs, family limited partnerships/LLCs, and other complex planning instruments. - Advise clients, families, closely-held businesses, private...

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Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory Job Responsibilities: As a... support to business owners, business-owning families, and private wealth owners. The role involves... advising on family, business entities, and private wealth management matters, including High... Net Worth Individuals' personal business matters,...

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Posted On Aug 24, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...

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Posted On Jul 28, 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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