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- ...executive search firm in the San Francisco Bay Area, seeks a senior tax professional. The role focuses on planning for high-net-worth individuals, trusts and estates, with collaboration across partners and clients. Hybrid work is available, and opportunities span across...SeniorHigh net worth
- 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
- ...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$98k - $128.69k
...is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...(BT) as a Corporate Tax Senior Associate for NorCal! This... ...to be a valued business advisor delivering industry-... ...in the state and local, high net worth, international, research...SeniorHigh net worthLocal areaWorldwide$57.46k - $108.93k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...opportunity to be a valued business advisor delivering industry-focused tax... ...tax matters in the state and local, high net worth, international, research and...High net worthLocal areaWorldwideVisa sponsorship- ...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$115k - $135k
Allworth Airline Advisors in Walnut Creek, CA seeks an experienced Senior Tax Accountant to handle federal, state, and local tax return preparation, projections, and notices for a diverse client base. This full-time, exempt role offers hybrid work near our Walnut Creek...SeniorFull timeWork at officeLocal area$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, CA16 hours ago- Flagstar Bank's Private Bank seeks a Senior Financial Planner (CFP®) to lead delivery of comprehensive, goals-based financial planning for high-net-worth clients in Palo Alto. You will partner with bankers and advisors to translate client goals into actionable planning...SeniorHigh net worth
$170k - $225k
...Why Work at Mercer Advisors? For more than 40 years... ...business management, tax, estate, insurance, and... ...legally bound to act in our clients' best interests —... ...Director, Investment Strategy . Investment Strategists... ...group of assigned high net worth clients Represent...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workFlexible hours$172k - $227k
...Las Vegas, NVTax - Private Client Services (PCS) /Full-time /HybridBPM... ...lead to innovation. As a Tax Director within BPM's... ...you will serve as a strategic advisor to high-net-worth individuals, multi-generational... ....Develop and motivate tax seniors and associates by reviewing...High net worthFull timeSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours- ...with a growing, independent wealth management firm seeking a Client Service Associate Leader to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.This is a great opportunity for a hands-on leader...High net worth
- Merrill is seeking a Financial Advisor role in the Walnut Creek, CA area to manage high-net-worth client relationships, assess financial objectives, and prepare comprehensive investment recommendations. You will prospect new clients, leverage referrals, and collaborate...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
- 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
$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- 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
- Lenox Advisors in Walnut Creek seeks seasoned Sales Professionals to develop new client opportunities across wealth management, including insurance, asset management, risk management, and retirement planning. You will proactively build relationships, deliver tailored recommendations...High net worth
$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$350k - $400k
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- Tax Senior or Supervisor - Walnut Creek, CA About the job Tax Senior... ...updates to policies and strategies. The ideal candidate is single... ...partners and staff to meet client expectations. Develop an understanding... ...contact. Exposure to ultra-high-net-worth clientele. Complex and...SeniorHigh net worthFull timeFlexible hoursWeekend work
- 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
- Baker Tilly in Northern California is seeking a Tax Experienced Associate for our Private Wealth/Private Client Services team. You will deliver industry-focused tax advisory and compliance to private clients and closely held businesses, with opportunities for career growth...Flexible hours
$140k - $170k
...1 Position Title Senior Financial Planner... ...planning advice to clients on a wide range of... ...wealth structuring for high-net-worth and ultra-high-net... ...planning; income tax planning for... ...with bankers and advisors to deliver high-quality... ...wealth management strategies. With a focus on...SeniorHigh net worthWork at officeLocal areaDay shift$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...$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$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
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
- senior tax associate Walnut Creek, CA
- tax specialist Walnut Creek, CA
- tax advisor Walnut Creek, CA
- tax examiner Walnut Creek, CA
- tax accountant Walnut Creek, CA
- accountant tax preparer Walnut Creek, CA
- tax associate Walnut Creek, CA
- tax preparers Walnut Creek, CA
- tax consultant Walnut Creek, CA
- senior brand strategist Walnut Creek, CA