- Grant Thornton (Bellevue, WA)
- As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...industry and public accounting experience Excellent analytical, technical, and tax accounting/technology skills Exceptional client service and… more
- Deloitte (Seattle, WA)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + ... Do As a Tax Senior in our Private Wealth Tax practice, you...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Deloitte (Seattle, WA)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...Do As a Tax Manager in our Private Wealth Tax practice, you… more
- Umpqua Bank (Seattle, WA)
- …business development, relationship and portfolio management, private banking, and wealth management skills. + Intermediate estate planning, tax , advanced ... Sr Private Bank Relationship Manager Wealth Management...planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit and other appropriate services… more
- Lincoln Financial (Seattle, WA)
- …initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep understanding ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with Sales… more
- Umpqua Bank (Seattle, WA)
- Healthcare Business Development Officer Wealth Management Irvine, California Los Angeles, California San Diego, California Seattle, Washington **Description** ... a sales- and solutions-focused position. + Business development of new private banking client relationships. + Coordinate the development of internal relationships… more