Tax Director, Private Client (Estate, Gift & Trust) - Hybrid
Armanino Advisory LLC
Armanino Advisory LLC is seeking a seasoned tax professional to perform technical reviews of tax returns, primarily for high-net-worth individuals. The role requires managing complex engagements and delivering results while fostering relationships across the firm. Successful candidates will have at least 8 years in public accounting and a strong understanding of tax laws. Benefits include medical, flexible work arrangements, and a generous PTO plan. #J-18808-Ljbffr Armanino Advisory LLC
$195.7k - $254.4k
...Responsibilities Perform technical reviews of tax returns for high-net-worth individuals,... ...businesses (pass-through entities), trust, estate, and gift tax returns. Provide consultation on... ...coordinating the workflow of multiple clients and deliverables to minimize risk and surprises...Private clientLocal areaFlexible hours- ...Job Description Tax Manager – Estate, Gift & Trust (Top National Firm |... ...join their growing Private Wealth practice.... ...is a high-impact, client-facing role working... ...office locations Hybrid flexibility as the... .... Joey Wieger Director of Recruiting 605...Private clientPrivate practiceWork at officeRemote workFlexible hours
- ...About the Role We are seeking an experienced Tax Director to join our Private Client advisory practice, specializing in tax planning and... ...compliance for high net worth individuals, families, trusts, estates, gift taxation, and closely held businesses. This leadership...Private clientPrivate practiceLocal area
- ...seeking an experienced Tax Director to join our Private Client advisory practice, serving... ...worth individuals, families, trusts, estates, and closely held... ...entities, trusts, estates, and gift tax engagements.... ...Willingness to work in a hybrid environment with in office...Private clientPrivate practiceWork at officeLocal area
- Talnt is looking for an experienced Tax Director to join its Private Client advisory practice in San Ramon, California. This leadership role focuses... ...candidate will possess significant expertise in estate and gift taxation, comprehensive tax management skills, and the...Private clientPrivate practice
- A leading accounting and consulting firm in 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 degree in accounting, relevant certifications, and at least...Private clientFlexible hours
$120.3k - $166.1k
A leading CPA firm is seeking a Tax Consultant in San Ramon, CA, to provide tax advisory services for high-net-worth individuals and... ...over 4 years of relevant tax consulting experience. You will guide client relationships and support staff in their career growth, with a...Private client$85k - $100k
...their professional careers.The Estates Review & Quality Specialist is... ..., and quality control of client estate planning documents and... ...knowledge of estate planning and trust administration documents with... ...other basis protected by law.#LI-Hybrid #J-18808-Ljbffr EP Wealth Advisors...Temporary workWork at office$30 per hour
...and development opportunities leading to roles such as Controller/VP of Finance. The initial training is in-office, followed by a hybrid schedule, offering competitive compensation at $30/hr, along with paid time off, health insurance, employee discounts, and a 401(k)...Work at office$175k - $250k
...Family Law Attorney (Hybrid) - AV Top Rated Multi-Service Firm! This Jobot Job is hosted... ...values are centered around our people and our clients. We believe that putting your employees... ...include: businesses, entrepreneurs, and private clients across diverse industries and...Private clientLocal areaFlexible hours- About the job Audit Senior/supervisor (hybrid) Job Title: Audit Senior Location: Danville, CA (Two... ...specialize in providing comprehensive audit, tax, and advisory services to clients in various industries, including real estate and construction. As we continue to expand...
$30 per hour
...seeking an Accountant based out of our Regional office in San Ramon, CA. This role offers competitive compensation at $30/hr and a hybrid work schedule after initial training. The Accountant will execute accounting procedures leading to financial statement preparation...Work at office$125k - $150k
...Commercial Lines Account Manager - Real Estate Focus Department: Insurance & Financial... ...and wholesale & retailers. Through our Private Client Services, we also provide specialized personal... ...are built on a solid foundation of trust and confidence in our knowledge and expertise...Private clientFull timeWork experience placementWork at office$130k - $230k
...Description Job Description Probate, Trust, & Estate Attorney Career Consulting Partners... ...have been recognized as a leader in Private Wealth Disputes in the "Chambers and Partners... ...other legal documents. Represent clients in court appearances, mediation, and...Worldwide- RadNet, Inc. is seeking a motivated accounting professional for a full-time, hybrid position based in San Ramon, CA. The role focuses on accounts payable control functions while offering paths for growth in accounting responsibilities and team management. Ideal candidates...Full time
- ...Job Description Job Description Our client is seeking a Senior Trust & Estate Litigation Attorney to join its growing litigation practice in California. This is an excellent opportunity for an experienced attorney who enjoys handling sophisticated trust and estate...
- JPMorganChase is seeking a Private Client Investment Associate to provide client service and operational support within their Wealth Management division. Responsibilities include supporting Advisors with operational requests, building client relationships, engaging in...Private client
$90k - $111k
...Creek, California. The role involves managing various tax assignments, supervising staff, and fostering client relationships. Candidates should hold a Bachelor's... ...package. Flexible working hours and remote/hybrid options are available. #J-18808-Ljbffr Novogradac...Remote jobFlexible hours$91.99k - $137.98k
American Automobile Association is seeking an Internal Auditor responsible for conducting and documenting audit projects. The position is hybrid, requiring 3 days onsite in Walnut Creek, CA. Ideal candidates should possess a Bachelor’s degree in finance or accounting, and at...- ...is seeking an experienced Audit Senior to lead audit engagements and mentor staff. The role involves executing audits for clients in the real estate and construction industries, ensuring compliance with standards. The ideal candidate has a Bachelor's degree in...
- ...Description:We are seeking a Tax Manager to join the tax department... ...serving high-net-worth clients. This role will focus on tax planning... .... Review related trust, partnership, and S corporation... ...in an RIA, family office, or private client tax practice. Familiarity...Private clientPrivate practiceWork at office
$195k - $265k
About Aardvark Tax Advisors Aardvark Tax Advisors is... ...technical expertise, strong client instincts, and a genuine... ...or complex equity, real estate, or investment structures Experience in trust and estate taxation is a... .... Work Environment Hybrid based in Cupertino or...For contractorsWork at officeLocal area3 days per week$125k - $195k
...Tax Manager – Public Accounting Firm (Confidential... ...Locations. Work Style: Hybrid (flexible in-office schedule... ...the Opportunity Our client is a well-established... ...mentor staff, and be a trusted advisor to clients. Key... ...multiple industries (real estate, construction,...Work at officeFlexible hours$82.3k - $229.5k
...authentic selves. Position Overview The Tax Manager will have dual reporting responsibility... ...to the chief Accounting Officer and Sr. Director of Indirect Taxes and will oversee all... ...reside within that radius, the role is hybrid and requires three days a week in office...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week- Armanino LLP in San Ramon is seeking a Tax Director for Privately Held Business with experience in public accounting and taxation. You will perform technical reviews, provide consultation on transactions, and lead business development efforts. The ideal candidate will...Flexible hours
$195.1k - $265.9k
Armanino Advisory LLC is seeking a Senior Tax Manager in San Ramon, California. The successful candidate will lead complex tax engagements, provide expert consultation on both business and personal transactions, and ensure compliance with IRS regulations. An ideal candidate...Flexible hours$45 - $60 per hour
...expertise Supplement your income or take on more clients to fill out a robust part-time schedule... ...student population, which includes private clients, scholarship recipients, and school... ...GIS Technical Trainer (Contractor role - Hybrid) Lecturer- Principal Leadership Institute...Private clientPart timeFor contractorsFreelanceRemote workFlexible hours$130k - $200k
...career development opportunities in a supportive and innovative environment. This position promotes a healthy work-life balance with a hybrid work model, requiring at least two days per week in the office. The expected salary range is between $130,000 and $200,000,...Work at office2 days per week- As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking... ...communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs...Private clientImmediate startAfternoon shift
$130k - $150k
...The role involves overseeing monthly and year-end closing cycles, managing a small team, and driving process improvements within a hybrid work environment. Applicants should have experience with NetSuite, accounting management, and a bachelor's degree in accounting or...
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