CPA Tax Advisor | Strategic Client Tax Planning
$100k - $140kHeffernan Insurance Brokers
Heffernan Insurance Brokers is seeking an experienced Tax Advisor to support the financial well-being of employees and clients through strategic tax guidance. The ideal candidate will provide tax advice, prepare returns, and collaborate with Financial Advisors. Candidates must have a Bachelor's degree in a related field, a CPA designation, and a minimum of three years of relevant experience. This position offers a salary range of $100,000 to $140,000, along with a comprehensive benefits package. #J-18808-Ljbffr
$100k - $140k
...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,... ...will have a Bachelor’s degree, CPA designation, and a minimum of 3 years...Suggested$100k - $140k
...Tax Advisor Heffernan Financial Services is looking for an... ...being of our employees and clients by providing accurate, timely, and strategic tax guidance. This... ...Provide tax advice and planning strategies to internal employees... ..., or a related field. CPA designation required. Minimum...SuggestedWork at office$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...SuggestedLocal areaFlexible hours$120.3k - $166.1k
...coordinate preparation of tax returns as it relates... ...tax returns* Advise clients on a full spectrum of tax services, including planning, research, compliance,... ...clients and their team of advisors as needed on income tax... ...before the IRS (i.e., JD, CPA, or EA)* Minimum of 4...SuggestedContract workLocal areaFlexible hours$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$125k - $175k
...We are seeking a talented tax professional to join the firm’s tax practice. As... ...team member for tax compliance and tax planning for some of the firm’s clients. Key Responsibilities Review and sign... ...an extensive background in taxation CPA or JD required; Master’s in taxation...- ...members and upper level client management Has... ...to advanced level tax preparation skills... ...Participates in planning and execution of client... ...new ideas and strategic initiatives Preferred... ...in Accounting CPA eligible 3+ years... ...professional services advisor to middle-market...Work at office
- ...PROFILE POSITION TITLE : Tax Manager and Tax... ...Supervisor positions available, CPA firm REPORTING TO :... ...Oakland, Walnut Creek OUR CLIENT : RINA Accountancy... ...deliver innovative financial planning ideas that meet or... ...and becoming a trusted advisor to the business and its...Permanent employmentFull timeWork at officeLocal areaFlexible hours
$11 - $80 per hour
...Tax Advisor As you inspire people to make confident, informed decisions... ...and money, you'll build client relationships that will grow... ...preparation, tax audit support and tax planning year‑round Create confidence... .... Preferred Qualifications CPA or Enrolled Agent...Minimum wageTemporary workLocal area$130k - $160k
...Faycroft Search is seeking a Tax Supervisor for an independent CPA firm in Walnut Creek, CA. The ideal candidate... ...focusing on complex tax returns and client interactions. The role involves leading junior staff and proactive tax planning. Offered compensation ranges from $1...Full timeWork at office- ...responsible for leading client engagements,... ...the firm's long term strategic direction. Partners... ...Serve as a trusted advisor to clients, delivering... ...and execute growth plans that expand Aprio's... ...non-attest tax and consulting services... ...Aprio, LLP providing CPA firm services....Local area
- ...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
$110k - $130k
...and Primary Duties Tax Compliance Assist in... ...returns for high net worth clients. Ensure accuracy and... ...tax filings. Tax Planning Support Contribute to... ...preferred ~ CPA candidates preferred... ...professional services advisor to middle-market businesses...$98.5k - $160k
...Tax Manager - Private Client Services Join Aprio's Tax team and you will help clients maximize their... ...and identifying opportunities for tax planning. Providing consulting services to clients... ...experience in accounting ~ CPA is preferred ~ Experience in S-Corp,...Full timeLocal areaRemote workFlexible hours$63.3k - $117.2k
...Responsibilities Provides financial and investment planning and advice in collaboration with other... ...interest of the customer. Determines client needs and provides solutions through the... ...of solutions. Supports the execution of strategic initiatives in collaboration with...Local area$162k - $190k
...Private Client Services Tax Senior Manager Private Client Services at BDO is a boutique practice... ...-flow, retirement, and life insurance planning. A Tax Senior Manager, Private... ...recommendations for PCS leadership, clients, and advisors Expands their understanding of tax...Private practiceWork at office- ...transitioned out of the Private Client Group at Wells Fargo Advisors. Stelvio Private Wealth has... ...-level role for a Wealth Tax Associate. The role will... ...responsible for collaborating on tax planning activities, as well as,... ..., notably being an active CPA (Certified Public...Full timeTemporary workWork at officeImmediate startFlexible hours
$100k - $150k
...Tax Manager Folsom, California, United States... ...in retirement planning, investment advising... ...and advice to help clients achieve their goals and plan strategically for retirement.... ...Registered Investment Advisor. Founded in Sacramento... ...~ Valid CPA license ~6+ years...Full timeTemporary workLocal area- ...A law firm seeks a Senior Estate and Tax Planning Associate Attorney in Walnut Creek, CA. This role offers a dynamic environment for legal... ...impact. The firm values collaboration, integrity, and client-focused service, providing a supportive atmosphere for attorneys...
- BCG Attorney Search is seeking a Senior Estate and Tax Planning Associate Attorney in Walnut Creek, CA. This role requires a minimum of 9... ...candidate will thrive in a collaborative atmosphere focused on client service. The firm offers numerous benefits, including a 401(k)...
- ...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
$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$155.1k - $198k
...Senior Tax Manager, International & Technology... ...and you will help clients maximize their... ...as a trusted advisor to multinational and... ...companies, providing strategic guidance on... ...providing strategic tax planning, compliance... ...related field ~ CPA required ~8–12+...Full timeLocal areaRemote workFlexible hours- ...Job Description Tax Manager – Estate, Gift... ...) A top national CPA advisory firm is seeking... ...is a high-impact, client-facing role... ...both compliance and strategic advisory across complex... ...tax, estate planning, and trust structures... ...Serve as a trusted advisor on both compliance...Private practiceWork at officeRemote workFlexible hours
$130k - $173k
...Job Description Tax Manager – Estate, Gift... ...growing Private Client / Private Wealth practice... ...also serving as a strategic leader to both... ...clients on complex tax planning matters Review... ...Serve as a trusted advisor to clients on wealth... ...Background ~ CPA, EA, or JD required...Private practiceWork at officeRemote workFlexible hours- ...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
$95k - $129k
...databases, as well as leading the estimate planning and process for high-profile projects.... ...and ensure successful completion of strategically important estimation projects. Exercise... ...with internal and external clients. Presentation skills to describe estimates...Temporary workFor contractorsWork experience placementWork at officeRemote work$80k - $85k
...Associate Wealth Advisor – Focus Partners Wealth Focus... ...Wealth Advisor to join a planning‑centric team dedicated... ...wealth advice for clients. The role works closely... ...software. Apply knowledge of tax, estate, insurance, and... ...efforts and firm strategic priorities. Meet with clients...Work at officeRemote work3 days per week$81.31k - $132k
...of a team that drives innovation, builds strategic partnerships, and wins meaningful work... ...water, wastewater, and water resources planning and design. Responsibilities Lead pursuit... ...the development and implementation of client plans, including long‑term strategies to...Full timeTemporary workWork at office$95k
...City National Bank is seeking a Financial Advisor in Walnut Creek, California. The role... ...with a Senior Financial Advisor to support clients in wealth management. Candidates should... ...client management skills. A financial planning background and relevant licenses are mandatory...
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