Tax Advisor: Returns & Planning (CPA)
$75k - $110kAllworth Airline Advisors (Formerly RAA)
Allworth Financial seeks a Tax Preparer to provide comprehensive tax services for clients, including federal, state, and local returns, projections, and strategic planning. The role involves client-facing duties and collaboration with advisors and the financial planning team. The position is full-time and exempt, reporting to the Folsom, CA or Walnut Creek Office. Salary range is $75–110K annually. #J-18808-Ljbffr Allworth Airline Advisors (Formerly RAA)
$100k - $140k
...Insurance Brokers is seeking an experienced Tax Advisor to support the financial well-being of... ...candidate will provide tax advice, prepare returns, and collaborate with Financial Advisors.... ...Bachelor's degree in a related field, a CPA designation, and a minimum of three years...Suggested$125k - $175k
We are seeking a talented tax professional to join the firm’s tax... ...for tax compliance and tax planning for some of the firm’s clients... ...off on federal and state tax returns for individuals, trusts, estates... ...extensive background in taxation CPA or JD required; Master’s in...Suggested$100k - $140k
...experienced, motivated, and focused Tax Advisor to join its expanding team.... ...Provide tax advice and planning strategies to internal employees... ...review federal and state tax returns for individuals, trusts, and... ..., or a related field. CPA designation required. Minimum...Suggested$100k - $140k
Tax Advisor Heffernan Financial Services is looking for an experienced... ...Responsibilities Provide tax advice and planning strategies to internal... ...review federal and state tax returns for individuals, trusts, and... ..., or a related field. CPA designation required. Minimum...SuggestedWork at office- Savant Wealth Management is seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team on the West Coast. You... ...solutions. In this role you’ll lead complex tax planning, review multi-entity returns, mentor junior staff, and communicate insights to clients...Suggested
$140k - $180k
We are seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy... ...Advisor provides advanced tax planning and advisory services to... ...reviews complex income tax returns while serving as a trusted resource... ...(required) Active CPA license or Enrolled Agent (EA...Work experience placementSummer workWork at officeWork visaFlexible hours- Heffernan Financial is seeking an experienced Tax Advisor to join our team in Walnut Creek, CA. The... ..., including preparing federal and state returns for individuals, trusts, and small businesses. The ideal candidate holds a CPA, with at least 3 years in tax advisory or...
$75k - $110k
...Tax Preparer Folsom, California, United States... ...specializes in retirement planning, investment advising,... ...Registered Investment Advisor. Founded in Sacramento,... ...individual income tax returns Review situations and... ...preferred ~ Current CPA license ~2+ years individual...Full timeContract workTemporary workPart timeInternshipWork at officeLocal areaFlexible hours- ...unique opportunity combines tax expertise,... ...will serve as a trusted advisor, empowering customers to... ...will be full-service tax return preparation, providing... ...bookkeeping, payroll, financial planning, and advisory services.... ...~ EA (Enrolled Agent), CPA (Certified Public...Part timeLocal area
- ...unique opportunity combines tax expertise,... ...will serve as a trusted advisor, empowering customers to... ...will be full-service tax return preparation, providing... ...bookkeeping, payroll, financial planning, and advisory services.... ...~ EA (Enrolled Agent), CPA (Certified Public...Part timeLocal area
- ...Senior Tax AccountantThis is a hybrid role with a well-established... ...will be integral to the tax planning of closely held businesses and... ...include the technical review of tax returns while collaborating with... ...related fieldIs a licensed EA or CPA (or on track to earning)3+...
- ...Krutilla & Associates is a fast-growing CPA firm based in Walnut Creek specializing in tax and consulting services for a variety of large... ...will work as part of a team to complete tax returns and advise clients on tax planning opportunities. Candidates will also have an...Full timePart timeCasual workSeasonal workWork at officeWork from homeMonday to FridayFlexible hours
- ...an organized, detail-oriented Entry-Level Tax Staff Accountant to join our Walnut Creek... ...of individual, business and trust tax returns and related client deliverables. The ideal... ...support through integrated tax and financial planning services. #J-18808-Ljbffr Allworth...Full timeWork at office
$27 - $41 per hour
...unique opportunity combines tax expertise,... ...will serve as a trusted advisor, empowering customers to... ...will be full-service tax return preparation, providing... ...bookkeeping, payroll, financial planning, and advisory services.... ...* EA (Enrolled Agent), CPA (Certified Public...Work at officeLocal areaMonday to Friday- Advantage Group, a trusted executive search firm in the San Francisco Bay Area, seeks a senior tax professional. The role focuses on planning for high-net-worth individuals, trusts and estates, with collaboration across partners and clients. Hybrid work is available, and...
- Tax AdvisorPosition OverviewWe are seeking a knowledgeable and detail-oriented Tax Advisor/Manager to provide expert tax planning and compliance services to our clients. The ideal candidate will have... ...off on federal and state tax returns for individuals, trusts, estates,...
- ...your career with BHLF LLP, a CPA firm based in the San Francisco... ...are seeking a senior or staff tax accountant with public accounting... ...will be responsible for planning, preparing and reviewing tax and... ...federal, state and local tax returns for individuals, businesses, trusts...Full timePart timeSeasonal workLocal areaRemote workWork from homeFlexible hours
- ...seeking qualified candidates to prepare tax returns on a seasonal, full-time, or part-time basis... ...some overtime but less than a typical CPA firm. Part-time employees generally do... ...complete tax returns and advise clients on tax planning opportunities. Candidates will also have...Full timePart timeCasual workSeasonal workWork at officeWork from homeFlexible hours
- Future Opening: Tax Staff - Full-time - Remote or Hybrid We are looking for theright individual... .... Responsibilities: Prepare income tax returns for individuals and trusts, or... ...Prepare tax projection and participate in tax planning Assist in responses to tax authorities...Remote jobFull time
$68k - $78k
...specializes in retirement planning, investment advising,... ...Registered Investment Advisor. Founded in Sacramento,... ...detail-oriented Entry-Level Tax Staff Accountant to... ...business and trust tax returns, as well as related... ...accounting preferred. CPA/EA-track candidate or interest...Full timeContract workTemporary workPart timeInternshipWork at officeFlexible hours$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- ...fast-growing firm. The Senior Accountant will manage a variety of tax and other assignments with minimal supervision while supervising... ...possibility of remote or hybrid work depending on business needs. CPA licensure is encouraged, and the firm supports professional...Remote jobFlexible hours
$130k - $180k
...providing full-context wealth planning solutions. The firm... ...together investment, tax, retirement, estate,... ...clients, and assisting our advisors and financial planning... .../trust and gift tax returns and provide staff with... ...accounting preferred ~ Valid CPA license ~6+ years...Full timeContract workPart timeInternshipLocal areaFlexible hours- ...Tax Manager This role is with a well-established, stable and... ...It will be integral to the tax planning of closely held businesses and... ...include the technical review of tax returns while collaborating with... ...field of study Is a licensed CPA or EA Has performed...
- ....” We are seeking a motivated tax professional to support and elevate... ...and providing tax compliance, planning, and provision support to the... ...consolidated income tax returns, including related US tax reporting... ...or finance. ~ Valid CPA ~5+ years of combined corporate...
$130k - $180k
...Tax Manager Folsom, California, United States;... ...specializes in retirement planning, investment advising,... ...Registered Investment Advisor. Founded in Sacramento,... ...estate/trust and gift tax returns and provide staff with... ...preferred ~ Valid CPA license ~6+ years individual...Full timeTemporary workLocal area$130k - $140k
...Tax Manager Actively seeking a High Net Worth... ...Estate) with either a CPA and experience with Lacerte... ...in retirement planning, investment advising, and... ...Registered Investment Advisor. Founded over 30 years... ...estate/trust and gift tax returns and provide staff with...Full timeTemporary workWork at officeLocal areaFlexible hours$130k - $165k
...Tax Manager A top CPA firm in Walnut Creek, CA Area is looking to add a Tax Manager to their team... ...partnerships, individuals, trusts and estate returns is preferred Assure compliance with... ...Tax research, tax projections, tax planning Prep and review staff tax returns...Local areaRemote work- A local CPA firm in Walnut Creek, California, is seeking qualified candidates to prepare tax returns on a seasonal, full-time, or part-time basis. The role involves working on individual, partnership, corporate, and trust tax returns while offering flexible work from home...Remote jobFull timePart timeSeasonal workLocal areaWork from homeFlexible hours
- Teamshares is seeking an Assurance Sr. based in Emeryville, California, ideal for a CPA with a growth mindset. This role involves managing audits from planning through issuance while ensuring high-quality deliverables in a dynamic and collaborative environment. The position...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Advisor: Returns & Planning (CPA). Be the first to apply!
- tax consultant Walnut Creek, CA
- tax advisor Walnut Creek, CA
- tax specialist Walnut Creek, CA
- tax accountant Walnut Creek, CA
- accountant tax preparer Walnut Creek, CA
- tax preparers Walnut Creek, CA
- tax examiner Walnut Creek, CA
- senior tax associate Walnut Creek, CA
- tax associate Walnut Creek, CA
- cpa Walnut Creek, CA



