NewTax Manager JobotTax ManagerSeattle, WA$150,000–$200,000 / 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. 2. Minimum of 5 years of experience in a tax management role, with a focus on wealth management, real estate tax, and high net worth individuals.
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.
NewManager, Salesforce Health Cloud & Agentforce Forward Deployed Engineer KPMGManager, Salesforce Health Cloud & Agentforce Forward Deployed EngineerSeattle, WA$151,430–$254,380 / yearStrong knowledge of healthcare compliance (HIPAA, PHI/PII handling), and experience with Salesforce Shield, Event Monitoring, Data Masking, OmniStudio (OmniScripts, Integration Procedures, DataRaptors), enterprise AI/ML services or external models, Agile/Scrum methodologies, strong problem-solving, communication, and stakeholder management skills preferred. Design and configure Agentforce agents, topics, instructions, actions, and escalation paths using Agentforce Builder, Flow, Apex, and APIs, and develop and test Prompt Builder templates and grounded AI experiences using Salesforce data, Data Cloud, knowledge, and retrieval-augmented generation (RAG) patterns.
NewEscrow Officer-Branch Manager FigEscrow Officer-Branch ManagerChelan, WA$69,305.60–$88,200 / yearTechnology: uses information technology and related applications to convey and retrieve information; demonstrates strong computer/typing skills in Microsoft Office, email programs, accounting software, and internet browsers. Five years of escrow experience as Escrow Officer with a Washington State Limited Practice Officer (LPO) License and demonstrate competency in complex escrow processes.
NewMortgage Branch Manager (Bilingual in Chinese) TransGlobalMortgage Branch Manager (Bilingual in Chinese)Bellevue, WAProficiency in loan origination software Calyx Point is preferred WHO WE AREWith over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. MAJOR DUTIES AND RESPONSIBILITIESBusiness Development: Identify opportunities in various markets including stated income loans, conventional loans, hard money loans, bridge loans, non-qualified mortgage, and private lending.
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.
Tax Senior Manager, Private Wealth Baker Tilly Virchow Krause, LLPTax Senior Manager, Private WealthSeattle 999 Third Ave, WA$142,700–$214,030 / yearBaker 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. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filer.
Tax Manager, Private Wealth Baker Tilly Virchow Krause, LLPTax Manager, Private WealthSeattle 999 Third Ave, WA$91,220–$172,990 / yearBaker 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. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
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 & CoJ.P. Morgan Wealth Management - Vice President, Private Wealth PlannerBellevue, WAYou 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.