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
...Tax AssociateWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our... ....We are looking for a Tax Associate to support an advising team in... ...top-quality tax services to high-net-worth clients and ensuring both the...High net worthFull timeSeasonal workLocal areaFlexible hours$80k - $115k
...About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the... ...visit We are looking for a Tax Associate to supports an advising team... ...top-quality tax services to high-net-worth clients and ensuring both...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$100k - $125k
...We are seeking an exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need... ...dynamic, growing independent wealth management team based in the Bay Area, offering... ...(i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe...High net worthRemote work- ...Francisco Bay Area seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance within Chase Wealth Management. You will build a trusted client book and deliver tailored solutions aligned to clients’ goals and risk tolerance. The role...
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...build a new portfolio of affluent and high net worth clients. As a successful Merrill ADP...High net worthTraineeshipWork at officeLocal areaImmediate startShift workDay shift
$175k - $275k
...Category Advisor Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2... ...31, 2025 serving predominately high net worth individuals. EPWA fosters an inclusive... ...offers opportunities for our associates to learn, grow and enhance their...High net worthTemporary workWork at officeFlexible hours- 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
$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- Mariner Wealth Advisors is seeking an Intern, Tax to assist our team with personal and business tax returns for high net worth clients. You will gain hands-on experience in tax planning and compliance while working under experienced professionals. You will help prepare...High net worthInternship
$150k
...database inputs. This frees up your time to focus on high-level relationship management, architectural collaboration, preconstruction agreements... ...communication skills necessary to guide high-net-worth clients through complex financial decisions. Key Responsibilities...High net worthFull timeFor subcontractorLocal area- Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program, Financial Solutions Advisor Stage I, in Berkeley, CA. You begin by obtaining Securities Industry licenses (SIE, Series 7 and Series 66) and then learn the foundational...Work at officeLocal area
- ...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...
$250k
...strongest admissions people don't sell. They manage a waitlist, staff a committee, and... ...presentations, meetings, or hosted experiences for high‑net‑worth clients, senior executives, or similarly... ...services, concierge medicine, private wealth, membership clubs, or high‑end...High net worthFull timeLive inLocal areaImmediate startRemote workRelocationVisa sponsorshipAfternoon shift$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- ...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 and mid-sized... ...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
$115k - $145k
...apply to this posting and ping me on LinkedIn for additional consideration - Mahmoud Adam, CPASenior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco.If you're a Wealth Analyst who wants to move beyond simply preparing reports...Work at office2 days per week- ...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
- ...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
$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- Our company is seeking a skilled Property Accountant on a contract basis to support our property management accounting operations. This role is ideal for professionals with experience managing the accounting and financial reporting for commercial or residential real estate...Contract work
- 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...
- 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...
$65k - $75k
...day financial operations. This role is highly hands-on and focused on keeping our books... ...accurate, organized, and up to date. You’ll manage core accounting processes such as accounts... ...rate tracking and allocations Support tax setup and payroll coordination for employees...Full timeWork at officeFlexible hours$120k - $140k
Accounting Manager - San Rafael, CA Elite Sourcing is working with a well... ...providing accounting, tax, advisory, and consulting services to high-net-worth individuals, families, privately... ...its day-to-day workflow Oversee associates responsible for monthly accounting...High net worthWork at officeWork from home- ...enhanced provider of travel risk management, mass communications,... ...professionals dedicated to safeguarding high-profile residences and the... ...estate operations and high-net-worth residential environments.... ...'s License American Heart Association BLS Provider OR HeartSaver CPR...High net worthFor contractors
$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 required... ...and systems included AI based tools like Copilot and ChatGPT High school diploma / GED/ equivalent Preferred Qualifications Bachelor...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift- 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
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