Senior Tax Strategy Advisor for High-Net-Worth Clients
Savant Wealth Management
Savant Wealth Management is seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team on the West Coast. You will develop and review sophisticated tax strategies for high-net-worth individuals, families, and business owners, coordinating with advisors to deliver integrated wealth management solutions. In this role you’ll lead complex tax planning, review multi-entity returns, mentor junior staff, and communicate insights to clients and internal teams. #J-18808-Ljbffr Savant Wealth Management
$140k - $180k
We are seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team and support high-net-worth clients across the West Coast! As a Senior Tax Strategy Advisor , you'll work alongside a collaborative team of advisors and specialists to create sophisticated...SeniorHigh net worthWork experience placementSummer workWork at officeWork visaFlexible hours- JPMorgan Private Client in Walnut Creek seeks a seasoned Relationship Manager to cultivate and deepen client relationships, delivering... ...business lines while maintaining stringent risk and compliance standards for high-net-worth clients. #J-18808-Ljbffr JPMorgan Chase & Co.SeniorHigh net worth
$93k - $98k
...Private Client Services Tax Senior Private Client Services at BDO is a boutique... ...our firm. Offering a high touch approach, we have extensive... ...experience serving high net-worth individuals, their families... ...Works with clients and their advisors to gather information needed...SeniorHigh net worthPrivate practiceWork at office- ...Walnut Creek specializing in tax and consulting services for a... ...variety of large and mid-sized clients. Our clients include real... ...professional service firms, and high-net-worth individuals. Qualified... ...throughout the year. As a Tax Senior Associate you will be responsible...SeniorHigh net worthFull timePart timeCasual workSeasonal workWork at officeWork from homeMonday to FridayFlexible hours
$98k - $128.69k
...Corporate Tax Senior Associate Have you seen the headlines that... ...opportunity to be a valued business advisor delivering industry-focused... ...services to middle market clients. As one of the fastest... ...matters in the state and local, high net worth, international, research and...SeniorHigh net worthLocal area$98k - $128.69k
...member of the engagement team providing various tax compliance and consulting services to middle market corporate clients. Provide tax compliance and advisory... ...specialty tax practices on complex state, local, high‑net‑worth, international, research‑and‑development, and...SeniorHigh net worthWork at officeLocal area- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion... ...June 30, 2026,serving predominately high net worth individuals. EPWA fosters an inclusive... ...progress in their professional careers. As a Senior Client Relationship Associate (CRA) will...SeniorHigh net worthTemporary workWork at officeFlexible hours
- Recruitics is seeking a Sr. Client Manager to advise enterprise clients on maximizing value from the Recruitics Talent Intelligence &... ...blend client consulting, HR tech expertise, analytics, and growth strategy to improve hiring outcomes and expand adoption of Recruitics...Senior
- ...Pleasant Hill/Walnut Creek area is seeking a skilled tax professional for a hybrid role. You will apply tax expertise... ...to prepare and review returns, while advising clients and collaborating with partners and senior staff to resolve issues. The ideal candidate has 3+ years...Senior
$195.1k - $265.9k
...ideas. Job Responsibilities Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns... ...larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises,...High net worthContract workLocal areaWork from homeFlexible hours$85k - $110k
...Job Description Tax Senior A Top CPA firm in the area is looking to add an... ...This stable and growing firm offers their clients valuable knowledge and expertise in tax... ...experience in public accounting ~ High Net Worth Individual experience required...SeniorHigh net worth- ...the Concord/Pleasant Hill/Walnut Creek area seeks a tax professional to lead high net worth planning initiatives. You will review complex returns and advise clients among a collaborative team with partners and senior accountants. The role offers hybrid/remote options,...SeniorHigh net worthRemote work
- ...It will be integral to the tax planning of HNWI individuals,... ...regulations and standards to formulate client related recommendations.... ...with partners, clients and senior accountants to identify,... ...+years of experience with complex High Net Worth Individual, Gift/Estate&Trust...SeniorHigh net worthRemote work
- ...to lead and standardize the financial planning function for high-net-worth clients. Responsibilities include overseeing financial planning deliverables... ..., and over 8 years of financial planning experience. This senior leadership role emphasizes strategic execution and team...SeniorHigh net worth
- ...CA is seeking an Associate Wealth Advisor to join their team. The successful... ...service experience while supporting Senior Wealth Advisors with client advisory and investment management... ...services sector, particularly with high-net-worth clientele. Strong communication, organizational...High net worth
- JPMorgan Chase & Co. in Walnut Creek, CA seeks an experienced Private Client relationship manager to cultivate affluent client relationships... ...across teams, and uphold risk controls while providing high-touch service. Licenses SIE, Series 7, and 66 (or 63/65) are required...Senior
$98k - $128.69k
Baker Tilly US seeks a Tax Consultant in Walnut Creek, CA, to provide tax compliance and advisory services to various corporate clients. Candidates should hold a Bachelor's degree in accounting or law and have over two years of experience in public accounting. The position...Senior$60k - $120k
EP Wealth Advisors is hiring a Wealth Advisor at its Walnut Creek, CA location. The role involves providing comprehensive services to clients and assisting in business development through inbound leads. Candidates should have at least 2 years of relationship management...High net worthFlexible hours- Beacon Pointe Advisors in Pleasant Hill, CA, seeks an Associate Wealth Advisor to assist in client advisory, investment management, and service delivery for high net worth individuals. You will work with Senior Wealth Advisors and a collaborative team of wealth management...High net worthWork at office
$150k
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding...High net worthTemporary workWork at officeImmediate start$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer... ...business management, tax, estate, insurance,... ...bound to act in our clients’ best interests — always... ...formed to serve ultra-high-net-worth families ($25M+), who... ...management.Job Summary:The Senior Wealth Advisor focuses...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$104k - $168k
...role:Wells Fargo is seeking a Senior Wealth Management Banking... ...complex affluent and high net worth client relationship portfolio in lending... ...internal teams (Financial Advisors, etc.) to ensure clients are... ...to proactively execute strategies to deepen and broaden relationships...SeniorHigh net worthFull timeWork experience placementWork at officeImmediate start$79k - $153k
...Manager For you, client interactions aren'... ...and highest net worth client. Through frequent... ...support the Advisor's efforts to increase... ...seeking a personalized high-touch relationship... ...and communicating strategy discussions and... ...needs, basic tax-free and deferred...SeniorHigh net worthFull time$100k - $140k
Heffernan Insurance Brokers is seeking an experienced Tax Advisor to support the financial well-being of employees and clients through strategic tax guidance. The ideal candidate will provide tax advice, prepare returns, and collaborate with Financial Advisors. Candidates...$135k - $230k
...Description:Withum’s Tax Services Group is... ...develop economical tax strategies anywhere. Their... ...International and Private Client services. This Tax Senior Manager role will... ...review of complex high-net-worth individual,... ...executivesServing as a trusted advisor, managing client...SeniorHigh net worthFull timeLocal area- ..., California is seeking an experienced CPA or CPA candidate. In this full-time role, you will manage a diverse portfolio of clients, provide tax compliance and advisory services, and lead technology initiatives. The ideal candidate will have over five years of public accounting...SeniorFull time
$150k
Job Description At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele... ...in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate...High net worthTemporary workWork at officeImmediate start- Brooklyn Investment Group is seeking a Senior Client Portfolio Manager (CPM) in Emeryville, California. In this pivotal role,... ...with clients, enhance their portfolios, and help shape the future of tax-aware investment strategies. #J-18808-Ljbffr Brooklyn Investment GroupSenior
$125k - $145k
..., comes opportunity to continue to add highly skilled and greatly valued employees to... ...is a vital position working with high net worth clients and we would really like this individual... ...the execution of employee communication strategies, including managing the open enrollment...SeniorHigh net worthTemporary workWork at officeLocal areaRemote work3 days per week- ...Senior Tax Accountant This is a hybrid role with a well-established, stable and growing firm... ..., regulations and standards to formulate client related recommendations.... ...exceptionally in environments that required high level of technical tax proficiency ~ Is...Senior
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