Tax Strategy Advisor (CPA) - Client-Focused Planning
$100k - $140kHeffernan Insurance Brokers
Heffernan Insurance Brokers is seeking an experienced Tax Advisor to support the financial well-being of employees and clients. The role involves providing strategic tax guidance, preparing tax returns, and developing strategies aligned with clients' financial goals. The ideal candidate will have a Bachelor’s degree, CPA designation, and a minimum of 3 years of tax advisory experience. Compensation is competitive, with a salary range of $100,000 to $140,000, plus benefits. #J-18808-Ljbffr Heffernan Insurance Brokers
$130k - $160k
Faycroft Search is seeking a Tax Supervisor for an independent CPA firm in Walnut Creek, CA. The ideal... ...public accounting experience, focusing on complex tax returns and client interactions. The role... ...junior staff and proactive tax planning. Offered compensation ranges from...SuggestedFull timeWork at office- ...PROFILE POSITION TITLE : Tax Manager and Tax... ...available, CPA firm REPORTING TO :... ..., Walnut Creek OUR CLIENT : RINA Accountancy... ...oriented firms with a focus on work-life balance... ...innovative financial planning ideas that meet or... ...becoming a trusted advisor to the business and...SuggestedPermanent employmentFull timeWork at officeLocal areaFlexible hours
$100k - $140k
...experienced, motivated, and focused Tax Advisor to join its expanding team.... ...being of our employees and clients by providing accurate,... ...Provide tax advice and planning strategies to internal employees and existing... ...Administration, or a related field. CPA designation required....SuggestedWork at office$195.1k - $265.9k
...Perform technical reviews of tax returns for high-net-worth individuals... ...and workflow of multiple clients and related deliverables to... ...practice before the IRS (i.e., JD, CPA, or EA) Minimum of 8... ...Advanced understanding of planning and compliance concepts related...SuggestedContract workLocal areaWork from homeFlexible hours$110k - $130k
...Primary Duties Tax Compliance... ...high net worth clients. Ensure... ...filings. Tax Planning Support Contribute... ...tax planning strategies for high net... ...oriented with a focus on accuracy and... ...preferred ~ CPA candidates preferred... ...services advisor to middle-market...Suggested$98.5k - $160k
...Tax Manager - Private Client Services Join Aprio's Tax team and you... ...implementing tax strategies. This will involve staying... ...for tax planning. Providing consulting... ...experience in accounting ~ CPA is preferred ~... ...grow with a future-focused, innovative firm....Full timeLocal areaRemote workFlexible hours$195.7k - $254.4k
...Perform technical reviews of tax returns for high-net-worth individuals... ...the workflow of multiple clients and deliverables to minimize... ...practice before the IRS (JD, CPA, or EA). Minimum of 8 years’ experience... .... Advanced understanding of planning and compliance concepts...Local areaFlexible hours$75k - $80k
Hightower Advisors is seeking an Associate Wealth Advisor in San Ramon, California. The role involves onboarding clients, preparing investment proposals, and supporting advisory practices... ...a strong understanding of financial planning. The position offers an annual salary...- ...members and upper level client management Has... ...intermediate to advanced level tax preparation skills... ...etc.) Participates in planning and execution of client... ...study in Accounting CPA eligible 3+ years' or... ...professional services advisor to middle-market businesses...Work at office
$55k - $85k
...to continuing growth, we are seeking a Tax Advisor to join our team. The Tax Advisor is a... ...preparation, compliance, and advising clients on tax planning. Building long-lasting client... ..., Master's Degree Preferred ~ EA or CPA desired (or actively working towards licensure...Full timeWork experience placementWork at officeFlexible hours- ...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 clients. Our clients include real estate... ...returns and advise clients on tax planning opportunities. Candidates will also...Full timePart timeCasual workSeasonal workWork at officeWork from homeMonday to FridayFlexible hours
$83.5k - $111.3k
...an Associate Financial Planner in Danville, CA. In this role, you will assist Financial Planners to ensure client happiness and perform various financial planning analyses. Requirements include 1-3 years of experience in the financial services industry, a Bachelor's degree...$155.1k - $198k
...Senior Tax Manager, International... ...you will help clients maximize their... ...serve as a trusted advisor to... ...strategic tax planning, compliance oversight... ...business development strategies aimed at acquiring... ...field ~ CPA required ~8–1... .../or technology-focused companies...Full timeLocal areaRemote workFlexible hours$130k - $160k
Tax Supervisor | Independent CPA Firm | Walnut Creek, CA | $130,000-$160,000... ...built around long-term client relationships, proactive planning, and a genuine advisory... ...work. Their focus spans individual tax planning... ...retirement distribution strategy, and business tax advisory...Full timeWork at office- ...seeking qualified candidates to prepare tax returns on a seasonal, full-time, or... ...some overtime but less than a typical CPA firm. Part-time employees generally do... ...team to complete tax returns and advise clients on tax planning opportunities. Candidates will also have...Full timePart timeCasual workSeasonal workWork at officeWork from homeFlexible hours
$75k - $81k
Novogradac is searching for a Staff Accountant in Walnut Creek, CA. This role involves completing tax and audit engagements, developing client relationships, and conducting research. Candidates should have a Bachelor's degree in accounting or finance and up to 3 years...Flexible hours- A leading financial services firm in Walnut Creek seeks a Wealth Advisor to deepen client relationships and enhance their financial practices. Ideal candidates have 7-10 years of relevant experience and a CFP designation. You will work with affluent clients to analyze...
$154k - $207k
...California. The role involves leading low-income housing tax credit transactions, advising developers, and managing client relationships. Ideal candidates have 9+ years of... ...benefits package including a 401(k) plan and supportive workplace culture. #J-18808-Ljbffr...Remote job$73.5k - $131.25k
BDO USA is seeking a Tax Senior, Partnerships in Walnut Creek, California. In this role, you will advise clients on tax implications, prepare computations, and support the Partnerships team. The ideal candidate will have a Bachelor's degree and relevant tax experience....$88.4k - $132.6k
...a seasoned professional who can develop new techniques and improve processes while integrating industry expertise. Forming strong client relationships is key, as the analyst will manage clients' complex financial needs and provide comprehensive solutions. Candidates should...$120.8k - $158.4k
...Ramon, California. The role involves overall responsibility for planning and executing audits for healthcare organizations, ensuring compliance... ...must have a Bachelor's degree in accounting, an active CPA license, and at least 5 years of public accounting experience. The...Flexible hours$32 - $36 per hour
...over 90 years, we've specialized in the planning, design, and construction of water, wastewater... ..., manufacturing, and beyond. These clients choose Carollo because we employ some of... ...comprehensive health insurance coverage, pre-tax savings account options for healthcare,...Hourly payFull timeContract workWork at officeFlexible hours- As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide... ...support to Private Client Advisors within Wealth Management. Job Responsibilities... ...assisting the Advisors with ongoing wealth planning for clients and referral source management...
- ...San Ramon, California, is seeking an experienced tax consultant to manage a diverse portfolio of high-net-worth clients. The ideal candidate will possess a bachelor's... ...include advising clients on tax planning and compliance, preparing returns, and mentoring...Flexible hours
- ...partnership, not‑for‑profit, and corporate tax returns. Conducting engagement planning, process and controls testing,... ...150‑semester unit requirement for CPA licensure, either under current or... ...Benefits Package. Diverse Client Relationships. Outstanding Career...Permanent employmentFull timeWork at officeLocal areaRemote work
$100k - $180k
...Top Reasons To Work With Our Client : ~100% Employee-Owned... ...BIM, expert pre-construction planning, and a collaborative team... ...Culture - collaborative, team-focused environment with mentorship and... ...quantity take-offs, pricing strategies, and bid proposals...Contract workFor contractorsFor subcontractorWork at officeRemote work$95k - $129k
...utilization of estimating databases, as well as leading the estimate planning and process for high-profile projects. The role will conduct... ...and verbal for communicating with internal and external clients. Presentation skills to describe estimates and calculations...Temporary workFor contractorsWork experience placementWork at officeRemote work$67k - $110k
...current or future products. Consult with clients, vendors, personnel in other departments,... ...used by management for purposes such as planning, organizing, and scheduling work.... ...depth perception, and the ability to adjust focus. While performing the duties of this job...Contract workFor contractorsFor subcontractorWork at officeLocal area$180k - $240k
...Summary: The Senior Tax Manager plays the... ...tax compliance, planning, audit, and preparation... ...for all prepared-by-client workpapers requested by CPA firms Overseeing... ...and implementing tax strategies to minimize tax... ...accounting firm (tax focus) and/or corporate tax...Temporary workFlexible hours- ...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 clients. Our clients include real estate... ...returns and advise clients on tax planning opportunities. Candidates will also...Full timeCasual workWork at officeWork from homeMonday to FridayFlexible hours
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