Senior Wealth Tax Advisor (San Diego)

Premier Financial Search is representing a leading wealth advisory firm seeking an experienced Senior Wealth Tax Advisor to join a dedicated advisory team serving a select portfolio of approximately 60–100 ultra-high-net-worth clients. This is a 100% advisory role with no tax compliance responsibilities, allowing you to focus on sophisticated tax mitigation, wealth transfer, estate planning, and balance sheet strategies.

You’ll serve as the team’s technical subject matter expert on its most complex planning opportunities, partnering with other advisors to evaluate strategies, present recommendations, and guide implementation. This is an excellent opportunity for a technically accomplished advisor who enjoys solving complex planning challenges while working directly with UHNW individuals and families.

Responsibilities

• Lead the evaluation and implementation of advanced income tax, estate, and wealth transfer strategies.
• Serve as a technical resource for complex UHNW client planning matters.
• Identify new tax and planning opportunities in response to evolving regulations and client objectives.
• Partner with advisors and other specialists to develop and present comprehensive client strategies.
• Provide technical education, mentorship, and guidance to internal team members.
• Support the continued growth and development of the firm’s advanced planning capabilities.

Qualifications

• Bachelor’s degree required.
• 8+ years of financial advisory experience with significant exposure to sophisticated income and estate tax planning.
• Strong ability to communicate complex planning concepts clearly to HNW and UHNW clients.
• CFP®, CPA, JD, or LL.M preferred.
• Salesforce experience preferred.

Compensation Range:

$160,000–$220,000 (Depending on Experience)

Application Instructions

Please send your resume in Word format to:

Kayla Tusler

Premier Financial Search

View email address on apply.placed-app.com

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond. This includes major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.