Tax Senior CPA — Wealth Planning & Strategy
Regal Executive Search
A reputable wealth management advisory firm in Torrance, CA, is seeking a Tax Senior CPA to manage tax services for clients. This role involves preparing tax returns, collaborating with advisors on tax planning strategies, and participating in business development activities. Candidates should have at least 3 years of relevant experience and hold a CPA license. Excellent communication and interpersonal skills are essential for success in this position. #J-18808-Ljbffr Regal Executive Search
$105k - $130k
A mobility technology company based in California is seeking a Tax Strategy & Planning Lead to manage accounting and tax functions. The candidate will provide technical accounting guidance to ensure compliance with GAAP/SEC/IFRS, assist in tax forecasts, and support tax...SeniorTax- ...financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing client relationships, advising on investments and financial planning, and acquiring new clients. Candidates must have over six years of...Senior
- Overview Wealth management advisory firm serving predominately... ...individuals. We areseeking an Tax Senior CPA for our Torrance, CA office.... ...our advisors and financial planning team with strategic tax... ...Responsibilities Participate in internal strategy discussions for clients,...SeniorTaxWork at officeImmediate start
$105k
...Are you a highly skilled tax professional with a passion for... ...Genwealth 360, we redefine financial planning by integrating tax planning as... ...innovative, forward-thinking strategies that go beyond mere compliance... ...Accounting, Enrolled Agent, CPA preferred). ~3-5 years of experience...SeniorTaxLocal area$150k - $170k
At Monograph, we believe a family’s wealth is an expression of effort, industry, history,... ...providing thoughtful guidance, disciplined planning, and a client experience designed to help... ...(e.g., client reporting across team, tax season preparation and 1099 deliveries, RMD...SeniorTaxWork experience placementWork at officeImmediate start$85k - $105k
...Strategy Specialist Griffin Capital Company is a leading full... ...territory alongside an SVP, Wealth Solutions. This is a specialist... ...Estate offerings and in the tax and planning context that makes those... ...and internal value, including seniority and merit systems, and internal...TaxFull timeTemporary workPart timeWork experience placementLocal area$105k - $130k
...and something with a true global impact. Your Role As the Tax Strategy & Planning Lead, you will manage the integrality of accounting and tax... ...Preferred Qualifications Masters in taxation is highly desired. CPA active/inactive is preferred. Annual Salary Range ($105K -...TaxCasual work- Senior Tax Accountant Prepare and review tax returns for Individual, Partnership, Corporate,... ...Perform accounting and bookkeeping and tax planning throughout the year. Interact with IRS,... ...-10 years Accounting and Tax experience. CPA or Enrolled agent. Self -motivated, outgoing...SeniorTax
$115k - $145k
...Description Job Description CPA I Advanced Tax Planning Specialist for Physicians... ...rules, and tax-sensitive wealth planning. What You... ...• Help clients move from strategy to execution with clear documentation... .... Career Path | Senior Tax Planner → Tax Planning...TaxSeasonal workWork at office- C010 Cherry Bekaert Advisory LLC is seeking a Senior Tax Manager for its Torrance, CA office. In this role, you will manage client tax compliance... ...will have over 7 years of public accounting experience and a CPA license. This position emphasizes client engagement and problem...SeniorTaxWork at office
- A tax compliance firm located in California is seeking an experienced tax professional to manage and mentor staff while handling corporate... ...income tax compliance and consulting. Candidates should have a CPA or passed sections of the CPA exam and possess strong analytical...SeniorTax
$110k - $145k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion... ...for analyzing client asset portfolios, tax circumstances, and for developing and... ...executable estate, income, gift, and charitable planning strategies through client-ready deliverables and...TaxTemporary workWork at officeFlexible hours$105k - $140k
SUMMARY As a Tax Senior, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting work papers for various tax returns and tax related projects. You will work...SeniorTaxFull timeWork at officeLocal areaNight shift- We are seeking a Senior Accounting Manager to support... ...executing the operational strategy required to transition... ...external audits and tax compliance. Collaborate... ...with Enterprise Resource Planning (ERP) financial... ...Certified Public Accountant (CPA) or Certified Management...SeniorTaxContract workLocal area
- As a senior tax associate, you will work directly with the tax team and wealth management teams to deliver personal, Fiduciary, S-Corporation, partnership, private foundation... ...retention; support clients as it relates to planning, projects and compliance requirements Prepare...SeniorTaxWork at office
- Southbaycities is looking for a Senior Manager for Homelessness Services in Torrance, California. The role involves developing strategies, standards, and processes for homelessness and... ...engage with partners, lead project planning, prepare grant applications, and respond...Senior
$170k - $215k
...INVESTMENTS SpaceX is seeking a Senior Treasury Manager with 10+... ...practices, and driving fixed‑income strategies to support corporate... ...with finance, accounting, and tax teams to support M&A activities... ...capital management, and liquidity planning. Identify, monitor, and...SeniorTaxPermanent employmentTemporary workRemote workWeekend work$180k - $260k
...SUMMARY As a Tax Senior Manager, you will enhance client relationships through effective communication... ...professional and ethical standards as a CPA. Use resources effectively to perform... ...acquiring new clients or expanding tax planning services with existing clients. SKILL...SeniorTaxFull timeWork at officeNight shift$187.2k - $197.6k
...professionals worldwide, we help clients plan, execute, and optimize large-... ...is seeking a seasoned **Senior Cost Estimator** to support LA... ..., material pricing, taxes, insurance, and markups to develop... ...with project scope, delivery strategy, and schedule milestones.* Support...SeniorTaxFull timeFor contractorsWorldwide3 days per week$110k - $155k
Position Overview As a Senior Accountant (CPA) at Varda, you will be pivotal in ensuring timely and accurate... ...on the company’s overall financial plan. This is a full‑time, exempt position... ...products and company growth. Support tax compliance needs and coordinate with...SeniorTaxPermanent employmentFull timeLocal area$185k - $215k
...Top 100 public accounting firm seeking experienced Tax Senior Manager to join their team! This Jobot Job is hosted by: Brittany Perry... ...Proficiency in use of computer tax preparation, tax research, and tax planning software programs. ~ Occasional overtime work required...SeniorTaxCasual workLocal areaWork from homeFlexible hours$180k - $210k
...Description Job Description Tax Attorney I Advanced Tax Strategy, Entity Structuring, and Wealth Planning Counsel We are hiring a tax... .... • Coordinate with CPA, financial planning, insurance... ...counsel; $275,000 to $350,000+ for senior counsel, director-level, or partner...Tax$144k - $164k
..., and timely preparation of all clients’ tax returns. The Manager makes decisions on all... ...actively in client meetings and tax planning efforts to assist the Auditing and Accounting... ..., coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants...SeniorTaxWork at officeLocal area3 days per week- ...on a full-time basis upon hire. CPA certification required. Ability to... ...committed to delivering exceptional tax services to clients. As a senior-level professional, you will manage... ...to acquire new clients or expand tax planning services. Why Join Us? Tremendous...SeniorTaxFull timeWork at officeNight shift
$50 per hour
...Senior Tax Manager (Trust and Estates) / $$$ / Top 50 firm / Strong benefits and ability for... ...Trust and Estate clients, ensuring all tax planning and compliance needs are met. 2.... ...Taxation or Law is highly preferred. 2. CPA, JD, or CFP certification required. 3....SeniorTaxPermanent employmentWork at officeLocal areaFlexible hours- ...constantly growing. And we have no plans of slowing down. About the... ...a high‑caliber, bilingual Senior Tax Manager to join our team in either... .... The role is ideal for a CPA who can seamlessly navigate U... ..., and repatriation strategies Partner with PRC‑based tax advisors...SeniorTaxFull timeWorldwide
$115k - $150k
...SR. TAX ANALYST SpaceX was founded under the belief that a future... ...tax operations including tax planning, compliance/coordination related... ...tax impacts of business strategies. Identify and assist in implementation... ...Skills and Experience CPA. Expertise in income tax provisions...SeniorTaxPermanent employmentFull timeTemporary workLocal areaRemote workWeekend work$225k
...Description Job Description Tax Supervisor / Tax Manager / Senior Tax Manager Boutique CPA Firm | El Segundo, CA... ...with complex tax planning and compliance needs... ...Tax Partner on client strategy, tax planning... ...Exceptional long-term wealth creation and partnership...SeniorTaxWork at officeFlexible hours$100k - $285k
...innovative advisory, assurance and tax services to our clients. We... ...Services team is seeking a Senior Tax Manager to support our Torrance... ...issues, and recognize tax planning opportunities. Candidates should... ...; Master’s preferred. Must be CPA certified with an active CPA...SeniorTaxLocal area$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior... ...into comprehensive financial strategies. You will own and actively... ..., leveraging goals based planning, and prudent risk oversight to... ...with internal partners across Wealth, Home Lending, and Business Banking...SeniorTemporary workWork experience placementImmediate start
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