Senior Tax Supervisor: Wealth & Founder Tax Strategy
$95k - $160kWithum
Withum is seeking a Tax Supervisor for their offices across the United States, including California and New York. The role involves leading tax engagements, mentoring staff, and ensuring compliance with tax regulations while serving high-net-worth clients. Ideal candidates will have a Bachelor’s Degree in Accounting, a CPA license, and at least 4 years of public accounting experience. The position offers a competitive salary range depending on location, with California salaries between $95,000 - $160,000. #J-18808-Ljbffr Withum
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- The Senior Analyst at General Catalyst’s GC Wealth team plays a crucial role in portfolio research and analysis. This... ...Managers to shape investment strategies and provide insightful updates to... ...classes Oversee estate planning and tax strategies for high net worth clients...Senior
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...- Renewable Energy Tax Senior Manager, you will play a pivotal... ...operational tax risks and structuring tax strategies for our Financial Services clients...SeniorFull timeH1bLocal area$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...careers, now and in the future. As a Senior Manager, you'll work as part of a... ...complex business issues from strategy to execution. PwC Professional skills...SeniorFull timeH1bLocal areaOverseas$95k - $160k
This Founders & Tech Executive Tax Supervisor role will be based out of one of our Los Angeles, CA, New... ...and implementing tax planning strategies that optimize wealth preservation, charitable giving... ...Collaborating with partners and senior leadership on client engagements...Local areaRemote work$136.8k - $198.38k
...meet with clients in person, if needed. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long... ...such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...on tax planning, compliance, and strategy. These individuals help businesses... ...and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorFull timeH1b$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...on tax planning, compliance, and strategy. These individuals help businesses... ...implement creative tax solutions. As a Senior Associate you will analyze complex...SeniorFull timeH1b$115k - $165k
BDO USA, LLP is looking for an Experienced Manager to lead Core Tax Services in San Francisco. This role involves advising clients on tax compliance and ASC740 issues, managing client relationships, and supervising teams. Candidates should have 6+ years of experience, a...Senior- ...About the job Tax Senior or Supervisor - San Francisco, CA The Role The ideal candidate is a team player who manages the tax team... ...regulation and make the appropriate updates to policies and strategies. The ideal candidate is single-minded in their...SeniorFull timeTemporary workFlexible hoursWeekend work
$124k - $335k
...advisory needs such as audit, tax compliance, and planning to help... ...be spent focusing on business strategy. You'll have the opportunity... ...team focus on key issues like wealth management, compliance, cash flow... ...and in the future. As a Senior Manager, you'll work as part of...SeniorFull timeH1b$161k - $200k
...technologist and entrepreneur Jyoti Bansal (founder of AppDynamics, acquired by Cisco for $3.... ...This is Harness's first in-house tax hire. Reporting to the VP Corporate Controller... ...obligation as they are advising the CFO on tax strategy. If you are looking for a role where...SeniorWork at officeLocal areaImmediate startFlexible hoursShift work$170k - $225k
...Senior Wealth Planning Strategist Join First Citizens Bank and be part of a team dedicated... ...primary expert on highly complex issues and strategies, providing leadership and coaching for... ...strategies, taking into account legal, tax, and investment goals or limitations....Senior- ...Tax Manager Join Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team in NorCal! This is a great opportunity to be a valued advisor delivering... ...in order to stay current regarding applicable strategies, see the "big picture" as well as the details,...
$130k - $160k
...Overview The Wealth Specialist is a regional subject matter expert... ...the firm's investment strategy, research, and portfolio solutions... ...represent Allspring's expanding tax-aware solutions, especially... ...will build relationships with senior leaders, financial advisors, and...SeniorWork at officeLocal areaImmediate start$175k - $200k
..., an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth... ...legacy and estate planning, tax advisory, bespoke alternative investments... ...equity and fixed‑income strategies. Lido offers a flexible work...SeniorLocal areaFlexible hours- ...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with... ...Tilly as a Tax Manager with our Private Wealth/High Net Worth team in NorCal ! This is a... ...order to stay current regarding applicable strategies, see the "big picture" as well as the details...Local areaWorldwide
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career... ..., helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities...Full timeH1bLocal areaOverseas$121.9k - $262.1k
...FUNCTION: Serves as the primary Wealth Planning expert and resource... ...complex financial issues and strategies, typically including multi-generational... ..., their cash flow and income tax situation, their family tree... ...creative solutions. Senior Wealth Strategist Total...SeniorBank staff$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At... ...guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax...Full timeH1b$110k - $140k
...growth and success, we are an independent wealth and asset management firm with over $ 14... ...thoughtful advice with unique investment strategies and comprehensive financial planning. About... ...Medicare planning, education funding, tax projections, charitable planning, insurance...SeniorSummer workFlexible hours$116.2k - $212.9k
...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...dynamic FSO team! EY’s FSO tax practice provides... ...local tax issues, implement tax strategies aligned with client objectives... ...for review to the partner or senior manager – and consult when necessary...Work experience placementSummer holidayLocal areaFlexible hours$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance... ...providing dedicated tax technical services to both US... ...Your key responsibilities A senior analyst in FSO EDGE WAM will be... ...in assurance, consulting, tax, strategy and transactions. Fueled by sector...SeniorSummer holidayWork at officeLocal areaFlexible hours- A leading financial services firm is seeking a Senior Manager for their Business Incentives Group in San Francisco. This position involves guiding teams on tax incentives and developing client strategies. Candidates should have over seven years of tax consulting experience...Senior
$170k - $225k
A leading financial services firm is seeking a Senior Wealth Planning Strategist to lead wealth planning for high net worth clients. This role requires designing and presenting tailored recommendations based on in-depth financial analysis while fostering a client-centered...Senior- ...experience. Responsibilities include onboarding clients, providing investment and tax planning advice, and managing client relationships. The role offers a competitive salary, full benefits, and the potential for revenue sharing. #J-18808-Ljbffr Empirical Wealth ManagementSenior
$160k - $240k
...Senior Tax Manager San Francisco, California, United States $ 160,000.00 - 240,000.00 (US Dollar) About the Job Senior Tax Manager... ...and corporate tax returns while developing effective tax strategies to reduce client tax liabilities. Ensure compliance with current...Senior$104.8k - $148.08k
...person, based on client needs. The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients achieve long-term financial... ...retirement planning, income optimization, tax-advantaged savings strategies, and education...Senior16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- An established industry player is seeking a Senior U.S. Tax Senior Manager to elevate their career within a prestigious Big 4 accountancy... ...you will lead a talented team in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients in the...Senior
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