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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Strategy Advisor for High-Net-Worth Clients in Walnut Creek, CA vacancy
$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
- Bank of America is hiring a Private Client Advisor II in California to acquire new clients, deepen relationships, and... ...collaboration with specialists to drive wealth strategies and financing solutions for high-net-worth individuals. #J-18808-Ljbffr ALPFA Baltimore ChapterSeniorHigh net worth
- ...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
Krutilla & Associates Inc
Walnut Creek, CA2 days ago $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- ...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
$62.5k - $78k
...GENERAL JOB DESCRIPTION The Sr. Client Accountant Specialist... ...activities. Coordinate year-end tax reporting (Forms 1099, W-2, 1... ...with internal team members, advisors, and external service providers... ...management, and/or working with high-net-worth individuals 1 plus years of...SeniorHigh net worthFull time- ...Baker Tilly is seeking a High Net Worth Tax Managing Director to lead the private wealth practice, guiding tax planning and advisory services... ...talented staff. The role emphasizes ownership-driven growth, client service excellence, and staying current with evolving tax authorities...SeniorHigh net worthPrivate practice
Baker Tilly US
Walnut Creek, CA1 day ago - ...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
$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 worthgpac
Walnut Creek, CA5 days ago- ...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
- Mercer Advisors is seeking a Partner, Market Leader in Menlo Park, CA. This senior wealth advisor will deepen relationships with high-net-worth clients and grow the practice through referrals, supported by... ...experts in portfolio management, tax, and estate planning. The role...SeniorHigh net worth
$82.99k - $108.93k
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... ...! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance...High net worthLocal areaWorldwideVisa sponsorship- 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
- EP Wealth Advisors provides tailored financial advice and wealth management solutions to high-net-worth clients in a team-driven environment. The Wealth Advisor builds long-term relationships, deepens understanding of clients’ goals, and designs investment, retirement,...High net worthFlexible hours
$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- BDO USA is seeking a Tax Senior, Customs & International Trade, to advise clients on import/export matters and identify trade opportunities across industries. You will apply research skills and tax knowledge to deliver practical solutions in a fast-paced environment. The...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$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$150k - $180k
...of financial planners. As a Senior Financial Planner, you will... ...services and advice to advisors & clients, helping them achieve their... ...estate, and estate planning strategies. Job Description: The Job/What... ...Responsibilities: Prepare High Net Worth (HNW) financial plans for...SeniorHigh net worthWork at officeFlexible hours$79k - $153k
...Building meaningful client relationships is at... ...partners closely with Advisors to deliver a highly personalized... ...sophisticated and high-net-worth clients. Through a combination... ...considerations, and tax-advantaged... ...execution of client strategies through structured contact...SeniorHigh net worthFull time- Heffernan Financial is seeking an experienced Tax Advisor to join our team in Walnut Creek, CA. The role focuses on providing strategic tax guidance to employees and clients, including preparing federal and state returns for individuals, trusts, and small businesses. The...Senior
$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
- 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
$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$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Strategy Advisor for High-Net-Worth Clients. Be the first to apply!
Related searches
- tax specialist Walnut Creek, CA
- tax preparers Walnut Creek, CA
- accountant tax preparer Walnut Creek, CA
- tax associate Walnut Creek, CA
- tax advisor Walnut Creek, CA
- tax examiner Walnut Creek, CA
- tax consultant Walnut Creek, CA
- senior tax associate Walnut Creek, CA
- tax accountant Walnut Creek, CA
- design strategist Walnut Creek, CA