Tax Manager, Private Client AprioTax Manager, Private ClientBellevue, WAAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. This role is ideal for someone who thrives in a consultative environment, combining deep tax expertise with a strategic mindset to support individuals, simple trusts, and closely held businesses.
NewSenior Technical Program Manager Microsoft CorpSenior Technical Program ManagerRedmond, WA$119,800–$234,700 / yearC+E's Commerce Financial Platforms (CFP) team is responsible for Financial Platforms, Global Payments Platform, Employee Financial Experiences, and C+E Compliance, and also develops and operates financial commerce platforms and tools that perform all revenue management functions for our customers, partners, and staff worldwide. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $160,200 - $261,000 per year.
VP, Assistant Branch Manager Tacoma, WA The Charles Schwab CorpVP, Assistant Branch Manager Tacoma, WATacoma, WAAs an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, you''ll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.
Tax Manager Coldstream Wealth ManagementTax ManagerSeattle, WAReview and prepare tax returns and provide guidance and technical advice on complex tax issues to high-net-worth individuals, families, and their businesses to help maximize tax efficiency. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more.
NewSenior Personal Finance & Tax Expert - AI Training BraintrustSenior Personal Finance & Tax Expert - AI TrainingSeattle, WARelevant titles may include CPA, Enrolled Agent, personal tax preparer, financial advisor, wealth advisor, retirement planner, financial planner, trust officer, or fiduciary accountant. You may be a fit if your experience includes one or more of the following: Preparing individual tax returns, personal tax planning, capital-gains matters, or self-employment and quarterly taxes.
NewPersonal Finance & Tax Expert - AI Training BraintrustPersonal Finance & Tax Expert - AI TrainingSeattle, WARelevant titles may include CPA, Enrolled Agent, personal tax preparer, financial advisor, wealth advisor, retirement planner, financial planner, trust officer, or fiduciary accountant. You may be a fit if your experience includes one or more of the following: Preparing individual tax returns, personal tax planning, capital-gains matters, or self-employment and quarterly taxes.
Associate Advisor Consultant, Washington State/Oregon New York Life Insurance CoAssociate Advisor Consultant, Washington State/OregonWARemoteAs a Seattle, Washington In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler.
J.P. Morgan Advisors - Senior Client Associate - Seattle, WA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Seattle, WASeattle, WAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.