Senior Tax Advisor - Private Wealth
bakertilly
Baker Tilly is seeking a Tax Senior Associate to join our Northern California private wealth tax practice, based in the San Francisco area. The role focuses on delivering tax compliance and advisory services to high net worth individuals and flow-through entities. You will collaborate with partners and colleagues to serve mid-market clients, develop technical skills, and contribute to a collaborative, client-focused advisory team. #J-18808-Ljbffr bakertilly
- ...Tilly Advisory Group, LP in NorCal seeks a Tax Manager to deliver tax compliance and... ...services to high-net-worth individuals and private entities. You will mentor staff, work with... ...while expanding the Private Wealth/PCS practice. You’ll join a fast-growing...SeniorPrivatePrivate practiceFlexible hours
$67.88k - $128.69k
...Tax Senior Associate in Private Wealth/Private Client Services Moss Adams and Baker Tilly are now in their second year merged into the #6 public... ...teams! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance...SeniorPrivateLocal area$77.4k - $100k
...Tax Senior Associate In Private Wealth Moss Adams and Baker Tilly are now in their second year merged into the #6 public accounting and advisory... ...teams! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance...SeniorPrivateLocal area- ...Buchalter LLP in San Francisco seeks a senior attorney to join the Trusts & Estates practice, focusing on estate planning, wealth transfer strategies, and post-death trust administration... ...for high-net-worth individuals, private foundations, and family offices. The...SeniorPrivate
$70k - $200k
...StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to... ...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and...SeniorPrivateFull timeWork at office- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...PrivateFlexible hours
- Lido Advisors in San Francisco seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will... ...enduring client relationships, coordinate across tax, estate, and investment services, and collaborate with...SeniorPrivate
- ...roadmap, partner with data/ops teams, and focus on trusted insights for fintech clients in private markets. Ideal candidates bring 7+ years in product management within fintech, wealth or private markets, plus hands-on experience launching AI-powered products and strong...SeniorPrivate
- ...Solutions is assisting a sophisticated private investment and wealth management organization in its search... ...offers autonomy and collaboration with senior leadership in a hybrid setting. The... ...real estate, trusts and estates, and tax matters, with emphasis on discretion and...SeniorPrivate
- A global financial services firm in San Francisco is seeking a Vice President, Private Wealth Planner to deliver customized financial planning advice and engage with affluent clients. This role requires over five years of financial services experience including asset allocation...SeniorPrivate
$77k - $214k
...SummaryA career within PwC Private will provide the... ...advisory needs such as audit, tax compliance, and... ...focus on key issues like wealth management, compliance,... ...and in the future.As a Senior Associate, you'll work... ...to lead the way as tax advisors dedicated to innovation...SeniorPrivateFull timeH1b$125k - $200k
...and the autonomy to reach your goals. We are seeking a technical tax professional to join our growing Real Estate Tax practice. This... ...wide range of clients with specific needs including real estate private equity funds, public and private REITs, as well as privately owned...SeniorPrivateFull timeWork at officeLocal area$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset...SeniorFull timeH1b- PwC Private is seeking a Senior Manager to lead large projects and innovate processes for operational excellence. You will interact with clients at a senior level and leverage your network to deliver quality results. The role focuses on applying strategic advising and providing...SeniorPrivate
$82.99k - $108.93k
...Tax Experienced Associate In Private Client Services/Private Wealth Are you interested in joining one of the fastest growing public accounting firms? Would you... ...is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance...PrivateLocal areaVisa sponsorship- Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Principal to lead compliance and strategic tax services for wealthy individuals, families, and private businesses. You will mentor staff, manage multiple engagements, and drive proactive planning while collaborating...SeniorPrivate
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients...SeniorFull timeH1b$141.15k - $288.38k
...a part of the largest growth area in the tax industry? Do you have experience serving... ...important tax and business issues? If you’re a senior leader who wants to develop and thrive in... ...of the industry, including hedge funds, private equity, investment partnerships,...SeniorPrivateWork at officeLocal area- PwC in San Francisco seeks an Asset & Wealth Management Tax Senior Associate to support tax compliance and advisory work for clients, including reviewing financial data, preparing returns, and navigating complex tax rules. You will manage workstreams, analyze issues, and...Senior
$200k - $300k
Citibank (Switzerland) AG is seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients. Responsibilities include identifying prospects, managing...SeniorPrivate- ...striving to be best-in-class. As an Asset Wealth Management Credit Risk Senior Associate , you will support lending... ...supporting wealth management, private banking, or high net worth lending... ...Asset Management provides individuals, advisors and institutions with strategies and...SeniorPrivate
$310k - $390k
...****@*****.***: McKenzie seeks a Mid to Senior-Level Tax Associate for its Transactional Tax practice. The desired... ...of domestic and cross-border mergers and acquisitions, private equity transactions, capital markets offerings, financings, and...SeniorPrivatePart timeWork at officeLocal areaWorldwide- Job Summary:The Senior Tax Manager is responsible for providing tax and... ..., estate and gift tax and wealth retention strategies, as well... ...software toolsActs as a Career Advisor to associates and senior... ...experience and/or public accounting, private industry accounting or...SeniorPrivateWork at office
$77k - $214k
Industry/SectorNot ApplicableSpecialismEntrepreneurial & Private Business (EPB) - GeneralManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Tax Senior Associate - Private Companies, you will play a pivotal role in guiding clients through complex...SeniorPrivateFull timeH1b- Talent Focus is seeking a Wealth Advisor for High Net-Worth Private Client practice in San Francisco. You will serve as a trusted financial partner to affluent... ...coordinating across investment, estate planning, and tax considerations. The ideal candidate has 5-10 years in...SeniorPrivate practice
- BDO USA, LLP is seeking a tax professional to support tax compliance and consulting for Venture Capital, Private Equity, Hedge Funds, and Real Estate clients in the Alternative Investments practice. The role involves leading engagements, managing budgets, and mentoring...SeniorPrivate
- Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine... .... Join Baker Tilly as a Tax Manager with our Private Wealth/PCS team in NorCal! This is a great opportunity to be a valued advisor delivering tax compliance and and business...PrivateWorldwide
- ...Baker Tilly Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a... .... Join Baker Tilly as a Tax Manager with our Private Wealth/PCS team in NorCal! This is a great opportunity to be a valued advisor delivering tax compliance and business...PrivateLocal areaWorldwide
$125k - $145k
...A rapidly growing, private equity-backed wealth management firm with more than $20B in AUM is looking to add a Senior Accountant to its expanding finance and accounting team.... ...and general ledger balances Oversee advisor compensation, payroll, bonus accruals, and...SeniorPrivateRemote work- AllianceBernstein L.P. is offering a Summer Intern program in Private Wealth Management in San Francisco. The role supports Financial Advisors with portfolio analysis, account setup and meeting prep, and contributes to client service excellence. Ideal candidates are rising...PrivateSummer internship
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