NewSenior Tax Manager - HNW Advisory (REMOTE) JobotSenior Tax Manager - HNW Advisory (REMOTE)Seattle, WARemote$140,000–$170,000 / yearWe serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.
NewTax Manager JobotTax ManagerSeattle, WA$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Founded in 2004 and headquartered in the Pacific Northwest, we provide tax, accounting, and strategic financial consulting services to individuals, businesses, and fiduciaries.
VP, Assistant Branch Manager - Tacoma, WA Charles SchwabVP, 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.
NewManager, SAP Business Process Controls & Security KPMGManager, SAP Business Process Controls & SecuritySeattle, WA$114,095–$268,180 / yearBachelor's degree in business, information systems, accounting, supply chain, engineering, technology, or related field preferred; or high school diploma/GED required plus seven years of relevant SAP implementation experience; certifications such as SAP functional certifications, CISA, CISSP, or other relevant SAP or risk certifications are a plus. Solid hands-on knowledge of SAP business processes across one or more functional areas such as finance/controlling, order-to-cash, procure-to-pay, supply chain, manufacturing, asset management, or other enterprise functions, including experience translating business requirements into practical SAP solution designs.
NewSenior Tax Associate Coldstream Wealth ManagementSenior Tax AssociateKirkland, WAThis position offers a hybrid work environment, with team members working in-office three days per week and two optional work-from-home days outside of tax season, and four days in-office during tax season. We recently merged with Coldstream, an employee-owned, independently operated wealth management firm providing personalized client services to high-net-worth individuals and families.
Wealth Manager Focus Financial PartnersWealth ManagerSeattle, Washington$150,000–$250,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. As an investment-focused Wealth Manager , you will have two main responsibilities: researching, recommending, and managing stocks for the firm’s Large Cap Growth portfolio; and working with clients to manage their investments.
Associate Wealth Manager Coldstream Wealth ManagementAssociate Wealth ManagerBellevue, WA$130,000–$150,000 / yearAs an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding wealth planning and guidance to our high-net-worth clients - and you’ll be on the path to become a Wealth Manager (advisor). Client Relationships : Develop and manage relationships with existing and new client families; initiate frequent client communication, facilitate meetings, present information, and educate clients on various topics.
NewSenior Lead Private Wealth Portfolio Manager (LO) Wells Fargo BankSenior Lead Private Wealth Portfolio Manager (LO)Seattle, Washington$185,000–$300,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This leader will partner closely with Private Wealth Management leadership, relationship teams, and investment professionals to drive exceptional client outcomes, ensure strong risk management practices, and support business growth initiatives.
Asset & Wealth Management - Tax Senior Manager PwCAsset & Wealth Management - Tax Senior ManagerSeattle, WA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Asset & Wealth Management Tax Manager PwCAsset & Wealth Management Tax ManagerSeattle, WA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Asset & Wealth Management - Renewable Energy Tax Senior Manager PwCAsset & Wealth Management - Renewable Energy Tax Senior ManagerSeattle, WA$124,000–$335,000 / yearAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you 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 sharing for partners. Within our Tax practice, you will navigate the complexities of the frequently changing national and international tax environment, addressing operational tax risks and structuring tax strategies for our Financial Services clients.
Client Service Operations Manager – Wealth Management Coldstream Wealth ManagementClient Service Operations Manager – Wealth ManagementBellevue, WAThis role is ideal for someone with multiple years of wealth management client service/operations experience who has taken on or is ready to take on additional leadership responsibilities, including people management, mentoring, delegation, workflow management, and operational oversight. Team Leadership & Management Serve as the day-to-day leader and primary resource for the team’s Client Service Associates and Wealth Management Associates, providing management, direction, mentorship, and support.
Tax Senior Manager, Private Wealth Baker Tilly Advisory Group, LPTax Senior Manager, Private WealthSeattle, WashingtonBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
Tax Manager, Private Client Services/Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private Client Services/Private WealthSeattle, WashingtonBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Tax Manager, Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private WealthSeattle, WashingtonBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerBellevue, WAFull timeYou will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. You should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
Human Resources Generalist | Wealth Management Threadline WealthHuman Resources Generalist | Wealth ManagementBellevue, WA$85,000–$105,000This role will serve as the primary internal coordinator for payroll administration, recruiting, onboarding/offboarding, employee administration, and HR processes, working closely with firm leadership and the firm’s PEO. We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.
Wealth Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankSeattle, WashingtonRated in Forbes as one of America’s Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
Wealth Management Advisor US BankWealth Management AdvisorAuburn, WA$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor - Queen Anne, WA U.S. BankWealth Management Advisor - Queen Anne, WASeattle, Washington$65,000–$80,200 / yearBasic Qualifications- Bachelor's degree, or equivalent work experience- Three to five years of experience in a financial sales position, preferably working with the affluent client segment- FINRA Series 7, 63, 65 or 66 license, and applicable state insurance licensePreferred Skills/Experience- Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding- Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services- Extensive knowledge of private banking products and services, including credit processes and policies- Ability to effectively present investment strategies to clients and maintains a holistic approach to planning- Strong relationship management, sales and new business development skills- Well-developed analytical and problem-solving skills- Excellent interpersonal, verbal and written communication skills- Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.