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- 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,...Suggested
- CyberCoders is seeking a Senior Tax Manager for our San Rafael, CA... ...laws, and oversee complex returns. Requirements include 10+ years... ...in public accounting, active CPA license, and a bachelor's degree... ...collaborate with clients to align tax planning with business goals....SuggestedWork at officeLocal area
$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$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$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...- ...Francisco Bay Area to join its wealth management team. This hybrid, direct-hire opportunity targets accounting professionals with tax planning and wealth management experience. The role supports tax strategy, retirement and estate planning, investment activity, and long-...
- 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...
$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$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...
$85k - $100k
...private equity backed, multi branch Registered Investment Advisor. We are seeking an experienced Tax Preparer/Experienced Staff with their CPA or EA that is looking to do Individual tax return preparation and tax planning, including Gift, Trust and Estate.The Tax Preparer (...Hourly payFull timeTemporary workLocal area3 days per week$75k - $110k
...Tax Preparer Allworth Financial is an independent... ...in retirement planning, investment advising, and... ...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- ...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
- ...Senior Tax Accountant This is a hybrid role with a well-established... ...will be integral to the tax planning of closely held businesses and... ...the technical review of tax returns while collaborating with... ...field ~ Is a licensed EA or CPA (or on track to earning) ~3+...
$45 - $55 per hour
ABOUT THE FIRM Steve CPA, Inc. is a boutique tax and advisory firm headquartered in Walnut Creek, California... ...tax preparation, quarterly tax planning and projections, entity structuring,... ...and California individual income tax returns of moderate to high complexity, including...Hourly payFull timeRemote 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
$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$121k - $148k
...San Francisco, CA / Reno, NVTax - Tax /Full Time /RemoteWork with a Top 20 CPA and advisory firm that Accounts for... ...identifying opportunities for tax planning.Providing consulting services to... ...Responsible for preparing and reviewing tax returns for clients, ensuring that they...Full timeWork at officeLocal areaRemote workFlexible hours- Tax ManagerPosition Overview We are seeking a knowledgeable and detail-oriented Tax Manager to oversee tax compliance and planning for a diverse range of clients. The ideal candidate will have extensive... ...filing of federal and state tax returns for individuals, corporations,...
$82.4k - $144.2k
Individual Tax Manager (Flexible / Flex-Time)Location... ...; you are a strategic advisor and a mentor.Technical... ...E filings.Advisory & Planning: Lead tax planning discussions... ....Credentials: Active CPA or EA designation is... ...-complexity individual returns and planning.Tech Savvy...Full timePart timeWork at officeImmediate startFlexible hours- ...via email or LinkedIn.Tax Manager | Established RIA... ...in-house Tax & Estate Planning team to deliver a fully... ...ResponsibilitiesPartner with Wealth Advisors to integrate tax... ...federal and state tax returns for high-net-worth... ...LinkedIn.RequirementsCurrent CPA Demonstrated experience...Remote workFlexible hours
- ...Accountant to join our fast-growing firm in a role that emphasizes tax work and engagement oversight. You will manage tax assignments,... ...client relationships and team profitability. Candidates should have a CPA path or license in consideration and 1-3 years of public...Remote job
- 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
- ...practices.Key ResponsibilitiesLead and manage audit engagements from planning through completion of financial statement audits and related... ...in auditing or accountingCertified Public Accountant (CPA) preferred, not requiredStrong knowledge of auditing standards and...
$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- ...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...
$195.1k - $265.9k
...Responsibilities Perform technical reviews of tax returns for high-net-worth individuals,... ...Qualified to practice before the IRS (i.e., JD, CPA, or EA) Minimum of 8 years' experience... ...team members Advanced understanding of planning and compliance concepts related to high-...Contract 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 examiner Walnut Creek, CA
- tax preparers Walnut Creek, CA
- tax associate Walnut Creek, CA
- tax advisor Walnut Creek, CA
- accountant tax preparer Walnut Creek, CA
- tax accountant Walnut Creek, CA
- tax specialist Walnut Creek, CA
- senior tax associate Walnut Creek, CA
- tax consultant Walnut Creek, CA
- certified public accountant cpa Walnut Creek, CA


