Senior Associate, Private Client Tax & Wealth Advisory
$100k - $130kAndersen
A leading professional services firm in Costa Mesa is seeking a Senior Associate for their Private Client Services practice. This role involves managing multiple engagements for sophisticated clients, including tax return preparation, consulting, and mentoring junior staff. Ideal candidates will have 2+ years of tax experience and a relevant advanced degree. We're offering a competitive salary range of $100,000 to $130,000, along with comprehensive benefits. Join our diverse community and take the next step in your career with us. #J-18808-Ljbffr Andersen
$100k - $130k
...Boundless Horizons of Tax, Valuation, and... ...Valuation, and Business Advisory. We stand as a... ...with extraordinary clients spanning every industry... ...success! The Role Senior Associates in our Private Client Services practice... ...legislative changes, wealth transfer techniques,...SeniorTaxPrivate clientFull timePrivate practiceH1bLocal areaWork visa- ...Wealth Management Associate As a member of a client service team, the Wealth Management... ...projections, income tax projections and... ...Management, and Investment Advisory Services. The... ...person) alongside senior advisors; assist... ...(personal, trust, privately held companies, family...SeniorTaxWork at office
$100k - $130k
...Senior Associate Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise... ...Valuation, and Business Advisory. We stand as a... ...with extraordinary clients spanning every... ...Associates in our Private Client Services practice... ...changes, wealth transfer techniques...SeniorTaxPrivate clientFull timePrivate practiceH1bLocal areaWork visa$84k - $110k
Private Client Services at BDO is a boutique practice... ...with complicated tax and financial... ...planning. A Tax Senior, Private Client Services... ...of PCS Associates Provides verbal and... ...assurance, tax and advisory services for a diverse... ...chance to grow their wealth over time as their...SeniorTaxPrivate clientPrivate practiceWork at office$30 per hour
...Planning department as a Senior Family Wealth Strategist. The Senior... ...high-net-worth (UHNW) clients. Such a candidate may... ...education on estate, tax, philanthropic, and... ...family partnerships, private foundations, and charitable... .... Guidance to advisory teams and clients as to...SeniorTaxWork at officeRemote work$147.4k - $336.8k
...better working world. ITTS - International Corporate Tax Advisory - Senior Manager The opportunity The International Tax and... ...of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda - Transaction Tax...SeniorTaxPrivate clientWork experience placementSummer holidayFlexible hours$75k - $160k
...responsibility. The team is seeking an Associate or Vice President who has the... .... OUR IMPACT At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to... ...financial goals. The Portfolio Advisory Group (PAG) is responsible for helping...Full timeTemporary workPart timeWork at office$91.1k - $150.2k
...ITTS - International Corporate Tax Advisory Senior - FY26 - HDG #841 Location: San Jose Other locations: Anywhere in Region Salary... ...of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda Transaction Tax Advisory...SeniorTaxPrivate clientWork experience placementSummer holidayFlexible hours- ...quality provider of wealth management... ...impact we have on our clients' financial lives.... ...Group is a private wealth management... ...running and added a Tax Services department... ...OPPORTUNITY The Senior Tax Associate will join a... ...and exposure to advisory discussions, with...SeniorTaxFull timeWork at office
- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through... ..., trusts & estates, individual tax rules (both transfer and income taxes... ..., goals-based investing, financial advisory at a broker-dealer, RIA and/or a private...TaxPrivate clientWork at office
- ...UHNW Wealth Advisor – Succession Mgmt. Opportunity Costa Mesa - CA We are looking... ...to handle a succession of UHNW high-touch client relationships while still growing their network... ...bench of in-house exper ts in advanced tax planning, Family office, complex insurance...SeniorTaxWork at office
- A prominent accounting firm is seeking a Tax Senior to engage in tax compliance and consulting for high net-worth clients. This role includes managing and preparing various... ...tax returns and providing mentoring to associates. The ideal candidate will have a Bachelor's...SeniorTaxPrivate client
$96k - $125k
A financial consulting firm is seeking a Tax Consultant for its Private Client Services. Candidates should have a bachelor's degree in accounting or... ...returns, assessing client needs, and providing leadership to associates. Strong analytical and communication skills are...SeniorTaxPrivate client- ...Job Description Senior Associate, Transactional Tax (4+ years) NYC DC LA San Fran Silicon Valley San... ...Austin Chicago Our AmLaw 100 client is hiring a senior transactional tax... ...M&A Partnership tax planning Private equity fund formation work Capital...SeniorTax
$159.2k - $231.2k
...Perform technical reviews of tax returns for high-net-worth individuals, primarily... ...complex engagements and workflow of multiple clients and related deliverables to minimize risk... ...name under which Armanino LLP and Armanino Advisory LLC, independently owned entities,...SeniorTaxPrivate clientContract workLocal areaFlexible hours$205k - $273k
...Senior Private Equity Broker The Senior Private Equity Broker is responsible for broking new... ...for complex placements to achieve optimal client outcomes. Lead negotiations with... ...benchmarking. Collaborate with legal, tax, and transaction advisors. Coverage...SeniorTaxPrivate clientRemote work$100k - $140k
...is a trusted partner and recognized tax, audit, and advisory leader, providing a comprehensive range... ...of services designed to support our clients' growth and expansion. Since day... .... KBF is currently seeking a Senior Associate to join our Corporate Tax Services team...SeniorTaxWork at office$76k - $125.3k
...by side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance... ...technically demanding tax planning and compliance... ...hedge fund and Private equity K-1s Researching... ...to challenge senior colleagues and stakeholders...SeniorTaxPrivate clientWork experience placementSummer holidayLocal areaFlexible hours- ...Tax Senior Associate This is our experienced-level Tax Senior Associate position—ideal for candidates... ...technical expertise, take ownership of client engagements, and mentor developing team... ..., independent, 100% employee-owned wealth management firm. Our core values guide...SeniorTaxWork at office
$73.72k - $164.57k
...team at one of the worlds top tax firms. Enjoy a collaborative,... ...team helping high-profile clients understand, analyze, and respond... ...KPMG is currently seeking a Senior Associate to join our State and Local Tax... ..., including compliance, advisory services, planning, technology...SeniorTaxLocal area$84k - $164k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions... ...Work directly with client leaders and alongside private equity firms, strategic clients and investment banks...SeniorTaxPrivate clientLocal areaWorldwide$125k - $140k
...Description B&D is seeking a strategic, client-facing Associate who is energized by complex... ...through high-impact procurement and dining advisory decisions. The Opportunity Brailsford... ...Jose. How You'll Contribute As a Senior Associate, you will lead dining...SeniorContract workFor contractorsRemote work$150k - $230k
...entertainment and media, private equity and venture... ...businesses and expand our associates' potential for career advancement... ...As a Sr. Private Client Manager, you will be... ...allocation, savings, tax planning, retirement planning... ...client's source of wealth, growth of business,...TaxPrivate client$90.4k - $168.2k
...and build a career, KPMG provides audit, tax and advisory services for organizations in today's... ...driven by delivering real results for our clients. It's also enabled by our culture,... .... KPMG is currently seeking a Sr. Associate,Security Governance, Risk and Compliance...SeniorTaxH1bLocal areaRemote work- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...building long-term relationships with clients. The role partners closely with high-net... ...information on Beacon Pointe's wealth advisory services, please visit: . About Beacon...Senior
$78k - $143.5k
...build a career, KPMG provides audit, tax and advisory services for organizations in today's... ...driven by delivering real results for our clients. It's also enabled by our culture,... ...team. KPMG is currently seeking a Senior Associate, GMS Product Business Analyst to join...SeniorTaxH1bLocal area- ...detail-oriented Associate Vice President to... ...central role in client engagement, advisory coordination, and... ...complex financial, tax, investment, and... ...suited for a mid-to-senior level... ...experience in: ~ Wealth management ~ Multi... ...family office ~ Private client advisory...TaxPrivate clientWork at officeWork from home
- ...quality provider of wealth management... ...we have on our clients' financial lives... ...Group is a private wealth management... ...running and added a Tax Services... ...planning, thoughtful advisory services, and... ...direction of senior tax leadership... ...experience as a Senior Associate / Senior...TaxFull timeWork at office
$77k - $202k
...Specialty/Competency: Advisory - Other Industry/Sector: Not Applicable... ...platform architectures for clients. They enable efficient data... ...(e.g. refer to specific PwC tax and audit guidance), the Firm... ...and migrations. As a Senior Associate you analyze complex problems,...SeniorTaxFull timeH1b$132k - $190.1k
...Andersen Tax Unlock the Boundless... ...Valuation, and Business Advisory. We stand as a... ...extraordinary clients spanning every industry... ...Managers in our Private Client Services (... ...evaluate Intern, Associate and Senior Associates; and... ...changes, wealth transfer techniques...TaxPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
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