Tax Associate - Wealth Management for High-Net-Worth
Wealth Enhancement
Wealth Enhancement is an independent wealth management firm serving high-net-worth clients with personalized financial planning and roundtable processes. We seek a Tax Associate to support an advising team in California, ensuring timely tax filings and client satisfaction. The role can work from El Cerrito or Walnut Creek, CA, with a base salary range of $80,000 to $115,000, exclusive of bonuses. The successful candidate will prepare federal/state tax returns, assist with planning, and #J-18808-Ljbffr Wealth Enhancement
$80k - $115k
Wealth Enhancement is seeking a Tax Associate to support an advising team in California, with base salary ranges from $80,000 to $115,000. The role can be based in El Cerrito or Walnut Creek, CA, and includes responsibilities in tax compliance, preparation, planning, and...High net worth$80k - $115k
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives... ...We are looking for a Tax Associate to supports an advising team... ...top-quality tax services to high-net-worth clients and ensuring both the...High net worthFull timeTemporary workSeasonal workLocal areaFlexible hours$150k - $175k
...we are an independent wealth and asset management firm with over $14... ...dedicated to delivering a highly personalized... ...financial planning, tax strategies, charitable... ...plans. Secure high-net-worth clients from various... ...develop junior client associates and emerging advisors...High net worthSummer work- Wealth Enhancement Group in California seeks a Tax Associate to support an advising team delivering top-quality tax services to high-net-worth clients and ensuring client and WE Financial Advisors satisfaction. The role can be based in El Cerrito or Walnut Creek, CA. The...High net worth
$28.85 - $33.65 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management... ...and Wealth Management Client Associates help clients pursue the life they envision... ...a new portfolio of affluent and high net worth clients. As a successful Merrill ADP...High net worthHourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift$175k - $275k
...year Category AdvisorDescriptionEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2... ...December 31, 2025 serving predominately high net worth individuals. EPWA fosters an... ...that offers opportunities for our associates to learn, grow and enhance their...High net worthTemporary workWork at office$66.56k - $80k
...to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Rated... ...meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is... ...institution requirements Delivering a high quality customer service experience...Work at officeLocal area$80.5k - $135k
...venture capital, and high-tech help build sustainable... ...and expand our associates’ potential for career... ...Premier Relationship Manager, you will be a trusted... ...experience with high-net-worth clients or equivalentStrong... ...of financial planning, wealth management, and client...High net worthFull time- JPMorganChase is seeking a Private Client Advisor in California to provide financial planning and advice to clients, from beginners to high-net-worth individuals. You will build strong client relationships and offer personalized investment solutions while embodying the firm's...High net worth
$130k - $165k
...gifts from tech professionals, founders, and mission-aligned high-net-worth individuals in support of AIPN's mission to prepare America for... ...policy. Working with the Head of Development, this position manages a dynamic portfolio of individual donors, leads cultivation...High net worthRelocation- ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to... ...our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not...
$170k
...Job Description Job Description Tax Senior / Tax Manager San Rafael, CA | Hybrid Flexibility | Up to $170,000 DOE + Comprehensive Benefits Are you looking for a firm where your expertise is valued, your career can continue to grow, and work-life balance is...Contract workWork at office- Alpha is hiring for a Director of Enrollment and Parent Relations to oversee trust-based engagement with ultra-high-net-worth families at our Bay Area campuses in San Francisco or San Rafael. The role emphasizes long-term dialogue, AI-focused conversations, and high-visibility...High net worth
$55 per hour
...Local candidates only! Position Overview An Ultra-High-Net-Worth family is seeking an experienced, detail-oriented, and highly... ...crystals, and antiques). Wardrobe & Laundry Care: Manage all household laundry, including daily wear, fine linens, and...High net worthHourly payFull timeSeasonal workLocal areaWork from homeNight shiftWeekend work- ...Description Job Description Tax Professional Job Description... ...directly with our Liberty Wealth Management clients to help create a well... ...for client interactions. High attention to detail and ability... ...Experience working with high-net-worth individuals or business entities...High net worthFull timeWork at officeLocal area
$42.25 - $45.68 per hour
...Location: Richmond, CA When you join our team... You’ll be the financial heartbeat of our school operations. This is a non-management, highly execution-focused position where your passion for precision and your ability to connect with people come together. You’ll...Full timeSummer workWork at office- ...Front Desk Agents and Night Auditors in the Berkeley area to uphold professional guest service and smooth daily operations. You will manage check-ins/outs, handle registrations and nightly reconciliation to ensure accuracy and compliance. Ideal candidates demonstrate...Part timeNight shiftAfternoon shift
- ...owned environmental consulting firm specializing in scientifically based solutions to aquatic, terrestrial, and watershed resource management. We assist government agencies, NGOs, and private clients with environmental problem solving, planning, and permitting using a...Full time
- Charles Schwab invites applications for a Financial Consultant Partner (FCP) to join the wealth management team in Corte Madera, CA. You will partner with Sr. Financial Consultants, deepen client relationships, and uncover opportunities while learning from experienced advisors...
$17.75 - $23.5 per hour
...About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience... ...systems included AI based tools like Copilot and ChatGPT High school diploma / GED/ equivalent Preferred Qualifications...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift$85k - $135k
...segments—Institutional Securities, Wealth Management, and Asset Management. Wealth... ...trust services. We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join... ...credit, securities-based loans, high net worth tailored lending products &...High net worthFull timeTemporary workWork experience placement- JPMorgan Chase & Co. is seeking a Private Client Advisor in Berkeley, California. This role focuses on providing comprehensive financial planning and advice to clients. The successful candidate will demonstrate strong skills in client acquisition and maintain client relationships...
- Freestone is seeking an experienced Advisor to join our San Francisco team, offering a fee-only, holistic, client-first wealth advisory model with substantial upside. The role provides extensive support across investment, planning, trust and estate, client service, legal...
- ...Description Job description Krutilla & Associates is a fast-growing CPA firm based in Walnut Creek specializing in tax and consulting services for a variety of large... ...companies, professional service firms, and high-net-worth individuals. Qualified candidates will...High net worthFull timePart timeCasual workSeasonal workWork at officeWork from homeMonday to FridayFlexible hours
- JPMorganChase is seeking a Private Client Advisor in Berkeley, California. In this role, you will offer comprehensive financial planning and investment solutions while building robust client relationships. You'll need at least 2 years of financial advising experience and...
$40 - $75 per hour
...are looking for: Senior staff accountants, or light Accounting Managers, with strong general ledger skills who are interested in... ...Opportunity and Affidavtive Action Employer. Seniority level Associate Employment type Contract Job function Accounting/Auditing...Permanent employmentContract workInterim roleWork at officeRemote work- University of California, Berkeley seeks an Accountant to support Capital Projects accounting with GAAP-based financial management, complex data analysis, and coordination across partners. The role emphasizes system expertise (Unifier, BFS, CalAnswers) and accurate reporting...Remote jobFull timeContract work
$250k
...you can, it becomes among the most intellectually stimulating roles in education. This is not account management. This is long-term trust with ultra-high-net-worth families who demand consistency, judgment, and discretion. If that environment feels natural—and you use...High net worthFull timeFor contractorsImmediate startRemote workWeekend workDay shiftAfternoon shiftEarly shift$280k - $350k
.... Our proprietary operating platform is the foundation for our managed marketplace and consists of distributed processing infrastructure... ..., and balance sheet governance while continuing to build a highly scalable, audit-ready accounting function.Lead Public Company Financial...Full timeRemote work- ...identifying inadequate, inefficient, or ineffective management and accounting operation systems; recommending... ...& Anderson MMA is a dynamic and responsive, high-value CPA firm that serves closely-held businesses, high net worth individuals, trusts and estates, and other...High net worthLocal areaFlexible hours
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