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
- ...Francisco is seeking an Executive Director, Wealth Planner. In this role, you will leverage your deep understanding of tax and trust laws to simplify complex information... ...Responsibilities include developing wealth management strategies, providing customized advice, and fostering...Senior
- ...financial institution in San Francisco is seeking an Executive Director, Wealth Planner. This role involves leveraging expertise in tax and trust laws to provide comprehensive advice and develop strategies for clients. You will work closely with advisors to identify client...Senior
- ...San Francisco seeks an Executive Director, Wealth Planner to educate clients on wealth... ...opportunities. The role requires deep knowledge of tax and trust laws, with responsibilities... ...presenting content, advising on complex strategies, and developing business opportunities....SeniorFull time
- 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
$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...SuggestedLocal areaRemote work- ...Senior Wealth Advisor About the Company Prominent independent investment management firm... ...includes estate planning, wealth management, tax planning, cross-border estate planning,... ...-oriented, GIPS-compliant investment strategies. The ideal candidate will have a proven...SeniorLocal area
$95k - $110k
...Senior Tax Accountant / Tax Supervisor – REMOTE (Atlanta based CPA Firm) To Apply Now - email your resume to [emailprotected] Who: A highly skilled... ...evolving tax legislation and apply insights to client strategies Qualifications: ● Bachelor's degree in Accounting (CPA...SeniorWork at officeImmediate startRemote work- A financial advisory company is seeking a Senior Private Wealth Advisor, Practice Lead. The role involves leading client engagements and providing tailored financial strategies to high-net-worth clients. Ideal candidates should have over 10 years in financial services...SeniorPrivate practiceRelocation package
$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$91.22k - $172.95k
Tax Manager, Private Wealth page is loaded## Tax Manager, Private Wealthlocations: USA CA San Francisco 50 Fremont St: USA CA Santa Clara: USA... ...continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display...Local areaWorldwide$70k - $200k
...analysis and communication. You will be responsible for managing client accounts, conducting economic assessments, and developing strategies to enhance clients' portfolios. Ideal candidates will hold pertinent licenses and possess strong financial backgrounds....Senior- ...of a client service team, the Wealth Management Associate is responsible... ...financial projections, income tax projections and various... ...contribute: Participate in internal strategy discussions for clients... ...virtual and in-person) alongside senior advisors; assist with meeting...SeniorWork at office
- ...expanding its Financial Advisory team in San Francisco, hiring for Senior Analyst, Associate, and Senior Associate roles. You will support... ...candidates will possess strong analytical skills, experience in wealth management, and proven relationship management abilities. This...Senior
$189.29k - $331.2k
Northern Trust Corp seeks an experienced Senior Portfolio Advisor II in San Francisco. In this full-time role, you will manage investment... ...for high net worth clients, generate new business, and develop strategies to meet client objectives. The position requires at least 10-15...SeniorFull time$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- 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
- 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
- ...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
$5,000 per month
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Northern California page is loaded## Senior Private Wealth Advisor, Practice Lead (Personal Strategy... ...such as retirement planning, income optimization, tax-advantaged savings strategies, and education...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal areaRemote workRelocation packageFlexible hours- ...experience within its International Private Bank. Ideal candidates will have over six years of experience in Private Banking, focusing on wealth management for offshore clients. The role involves advising clients on investments, financial planning, and asset allocation, with...Senior
$250k - $290k
...combination of transformative strategy, transactions and corporate finance... ...sectors. As such, we bring a wealth of deep sector and supply... ...Your key responsibilities As a Senior Director with EY-Parthenon's Strategy... ...in assurance, consulting, tax, strategy and transactions....SeniorWork experience placementSummer holidayWork at officeFlexible hours- Regal Executive Search is looking for a Tax Senior/Supervisor located in San Francisco, California. This position involves supervising tax engagements, mentoring staff, and reviewing tax returns and income tax provisions for corporate, partnership, and individual taxation...Senior
- Jade FIDUCIAL is seeking a Tax Supervisor for their San Francisco office. This role involves reviewing complex tax returns, conducting advanced tax research, mentoring staff, and building client relationships. Ideal candidates should have international tax experience,...SeniorWork at office
$136.8k - $198.38k
...compensation on top of the base pay. The Senior Private Wealth Advisor, Practice Lead plays a vital... ...clients. Clearly explain the ‘Personal Strategy’ investment strategy; recommend,... ...retirement planning, income optimization, tax‑advantaged savings strategies, and education...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$102.3k - $150k
A leading tax services firm in San Francisco is seeking a Core Tax Services (CTS) Manager to oversee tax compliance and strategies for clients. This role requires significant experience managing ASC740 computations and leading teams. You will work closely with clients...Senior$146.76k - $278.24k
...International Tax Senior Manager Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career... ...continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display...SeniorLocal area- Elevate your career to new heights as a Senior U.S Tax Senior Manager at our client's Big 4 prestigious accountancy firm in the Cayman Islands... ...team of tax professionals in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients within...SeniorWork experience placementRelocation package
$150k - $180k
Australia-Employment is seeking a Senior Tax Manager (CPA) in San Francisco, CA, offering a salary of $150,000 - $180,000 annually. This... ...such as managing tax returns and developing tax strategies. The ideal candidate will possess a Bachelor/Masters degree in...Senior$146k - $200k
A national tax consulting firm is seeking a Senior Manager in Core Tax Services to advise clients on tax implications and compliance strategies. This role will oversee tax processes, manage client relationships, and supervise junior staff. Candidates should possess a Bachelor...Senior$120k - $160k
A leading tax services firm is searching for a High Net Worth Tax Supervisor in San Francisco, CA. The role requires preparing complex tax returns and offering leadership to junior staff. Candidates should possess a Bachelor's in Accounting and a CPA license. The salary...SeniorWork at office
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