Senior Tax Leader: High Net Worth & Retail
Rinvio Recruitment
A leading recruitment firm is seeking an experienced tax consultant to provide advice to wealthy individuals and business clients. You will manage complex tax returns and lead a team of tax professionals, ensuring quality work and up-to-date compliance with federal and state tax laws. The ideal candidate has at least 7 years of public accounting experience and a CPA designation. This role is based in San Diego, California, offering a vibrant work environment.#J-18808-Ljbffr
- ...wealthy individuals and business clients, giving them advice on taxes, following tax laws, and planning strategies. Check and approve... ...knowledge of federal and state tax laws, especially for businesses and high‑income individuals. Experience using tax software like Lacerte,...SeniorTaxHigh net worth
$95k - $140k
...Offers in Compromise and Collection Due Process Hearings Perform tax research and draft tax memoranda on a broad range of federal... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...SeniorTaxHigh net worthFull timeWork at officeLocal area- ...your goals. We are seeking a Tax Leader for our Employee Benefits Group... ...advisory.Serve as the firm’s senior technical authority on:... ...recruitment and help build a high‑performing team with deep technical... ...companies, as well as high net worth individuals, family offices,...TaxHigh net worthFull timeLocal area
$100k - $150k
...inspiration to do our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives in a growing... ...public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit...SeniorTaxHigh net worthFull timeWork at officeLocal area- ...Overview 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...SeniorTaxHigh net worthWorldwide
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Associate to join our Private Client Services (PCS) practice.... ...Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short...SeniorTaxHigh net worthTemporary workPrivate practiceLocal area
$76.32k - $127.21k
...Services team is looking for a highly motivated and qualified Senior Financial Planner to support advisors... ...to Client Experience, High Net Worth Services, and Tax Planning.Maintain knowledge of all... ...firms in the U.S. As a leader in the financial advisor-mediated...SeniorTaxHigh net worthWork at officeWork from home$141k - $290k
...Tax Senior Manager Weaver is a full-service national accounting,... ...entrepreneurial workplace culture. Our leaders truly care about the well-... .... Our goal is to balance high development with high... ...and large businesses to high-net-worth individual clients. Our scope...SeniorTaxHigh net worthImmediate startFlexible hours- ...Job Description Job Description Most Senior Tax Manager roles mean a bigger client load, more review responsibility, and another... ...directly with privately held businesses, business owners, and high-net-worth individuals across compliance, planning, structuring, and broader...SeniorTaxHigh net worth
- ...and leadership. They are seeking experienced Senior Wealth Advisors to join their team in key... ...equity . The Role Serve as lead advisor for high-net-worth clients and families Deliver comprehensive planning: retirement, tax, estate, investments, and more Collaborate with...SeniorTaxHigh net worthWork at officeLocal areaRemote work
$200k - $280k
...Office is seeking an experienced Senior Wealth Advisor to join its... ...client base to transition into a high-caliber firm that offers the... ...specializes in advising ultra-high-net-worth individuals, families, and... ...— investment strategy, tax and estate planning, philanthropic...SeniorTaxHigh net worthFull timeWork at office$190k - $250k
...0,000.00 - $250,000.00 per year Why This Is a Great Opportunity Join a premier boutique tax law practice representing business owners, entrepreneurs, and high-net-worth individuals in sophisticated tax matters. Lead complex federal and California tax controversy...SeniorTaxHigh net worthWork at officeRemote workRelocation packageFlexible hours- Position EisnerAmper seeks a Tax Senior Manager to join the Private Client Services (PCS) practice. The role requires overseeing multiple... ...opportunities. Oversee tax planning and compliance for ultra‑high net‑worth individuals and families, with emphasis on clients in the...SeniorTaxHigh net worthPrivate practiceWork at officeLocal areaFlexible hours
$75k - $85k
...Diego has immediate opening for Accounting/Tax Manager with minimum 5-years of industry... ...of interesting local businesses and high net worth individuals. This job position offers a... ...good work/life balance. Job Summary The Senior Tax Accountant is an integral part of our...SeniorTaxHigh net worthLocal areaImmediate start$130k - $160k
Family Office Financial Services Firm is Seeking a Senior Tax Manager to Join Their Growing Team! This Jobot Job is hosted by Sydney... ...About Us A specialized tax and wealth advisory firm supporting high-net-worth entrepreneurs and business owners is looking to add a Senior...SeniorTaxHigh net worthWork at officeLocal areaRemote work3 days per week- Telos Capital Management, Inc. is seeking a Senior Financial Planner to serve as the lead planner for our high-net worth client families. This high-impact position is designed... ...planning process and deliver comprehensive, tax-focused financial planning and advanced wealth...SeniorTaxHigh net worthFull timeWork at office
- ...A leading wealth management firm is seeking experienced Senior Wealth Advisors in San Diego, CA. This role offers a lead advisor position... .... Ideal candidates will have 8-10 years of experience with high-net-worth clients and relevant certifications. The firm promotes a...SeniorHigh net worth
- Senior Tax Manager Company: Boutique CPA Firm Compensation: $150,000 - $200,000 discretionary bonus Location: Hybrid / Remote (San Diego... ...someone who enjoys working directly with business owners and high-net-worth individuals, providing both tax compliance and strategic...SeniorTaxHigh net worthWork at officeLocal areaRemote work
- ...is seeking an Associate Advisor to support the Wealth Advisor in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients. You will manage client meeting preparation, conduct financial modeling, and prepare advanced...TaxHigh net worth
- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals... ..., and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...SeniorHigh net worth
$130k - $150k
...investment management, business management, tax, estate, insurance, and more, all managed... ...implementing planning strategies for our high new worth clients. For this role we have a... ...strategies Build book of ultra-high-net-worth clients Reviewing and summarizing...SeniorTaxHigh net worthFull timeTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours- ...Overview A law firm seeks a Senior Family Law Litigation Attorney in San Diego, CA. This role offers the opportunity to lead complex... ..., and progress toward partnership. The attorney will handle high-net-worth divorce cases, contested custody litigation, and other significant...SeniorHigh net worthWork from homeFlexible hours
$175k - $200k
...office, multifamily, life science, retail, industrial, data center,... ...in this role are operators and leaders in equal measure. They are:... ...point of escalation on complex, high-stakes client issues Fluent... ...financial instruments, property taxes, and construction...SeniorTaxHourly payContract workH1bWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- ...Description Are you ready to take your tax expertise to the next level with a dynamic, client-focused team? We're seeking a high-performing Tax Manager who thrives in public... ...partnerships, corporations, and high-net-worth individuals. Be a Trusted Advisor: Review...TaxHigh net worthLocal area
$112k - $150k
...within our firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...people with complicated tax and financial structures... ...associates and senior associates on all projectsReviews... ...find meaningful work, leaders invested in your...TaxHigh net worthPrivate practiceWork at office- ...in San Diego, CA. Ideal candidates will have a Bachelor’s degree and 5 –10 years in wealth management, alongside necessary licenses. The role is on-site and focuses on high-net-worth clients, requiring strong communication and client relationship skills.#J-18808-Ljbffr...SeniorHigh net worth
- ...a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover...SeniorTax
$300k
...talent, and delivering high-impact solutions that reflect... ...unsecured creditors, senior lenders, and trustees.... ...the firm as a thought leader through industry... ...the largest accounting, tax, and business advisory... ...companies, as well as high net worth individuals, family offices...TaxHigh net worthFull timeLocal area$236.56k - $414.12k
...institution in San Diego is seeking a Private Wealth Director. This role focuses on managing deep, long-term relationships with high-net-worth clients and developing tailored financial strategies. The ideal candidate will have 10-15 years of industry experience,...SeniorHigh net worth- ...A leading wealth management firm is seeking an experienced Senior Wealth Advisor to provide comprehensive services to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth advisory and a proven ability to transition client relationships...SeniorHigh net worthWork at office
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