Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Advisor: Returns & Planning (CPA)

$75k - $110k

Allworth 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)

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Tax Advisor: Returns & Planning (CPA) in Walnut Creek, CA vacancy
  • $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

    Heffernan Insurance Brokers

    Walnut Creek, CA
    4 days ago
  • 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

    Walnut Creek, CA
    3 days ago
  • 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.... 
    Suggested
    Work at office
    Local area

    CyberCoders

    Walnut Creek, CA
    2 days ago
  • $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... 
    Suggested
    Work at office

    Heffernan Insurance Brokers

    Walnut Creek, CA
    19 hours ago
  • $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

    Heffernan Financial

    Walnut Creek, CA
    4 days ago
  • $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... 

    Empirical Financial Services, LLC

    Walnut Creek, CA
    2 days ago
  •  ...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-... 

    Lee Hecht Harrison Nederland B.V.

    Walnut Creek, CA
    2 days ago
  • 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... 

    Savant Wealth Management

    Walnut Creek, CA
    1 day ago
  • $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 office
    Local area
    Monday to Friday

    Intuit

    Pleasant Hill, CA
    19 hours ago
  • $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 placement
    Summer work
    Work at office
    Work visa
    Flexible hours

    Savant Wealth Management

    Walnut Creek, CA
    1 day ago
  • 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... 

    Heffernan Financial

    Walnut Creek, CA
    19 hours ago
  • $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 pay
    Full time
    Temporary work
    Local area
    3 days per week

    CyberCoders

    Walnut Creek, CA
    3 days ago
  • $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 time
    Contract work
    Temporary work
    Part time
    Internship
    Work at office
    Local area
    Flexible hours

    Allworth Financial

    Walnut Creek, CA
    19 hours ago
  •  ...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 time
    Part time
    Casual work
    Seasonal work
    Work at office
    Work from home
    Monday to Friday
    Flexible hours

    Krutilla & Associates Inc

    Walnut Creek, CA
    19 hours ago
  •  ...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+... 

    Advantage Group Inc

    Walnut Creek, CA
    2 days ago
  • $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 pay
    Full time
    Remote work
    Work from home
    Flexible hours

    Steve CPA Inc.

    Walnut Creek, CA
    19 hours ago
  •  ...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 time
    Part time
    Casual work
    Seasonal work
    Work at office
    Work from home
    Flexible hours

    Krutilla & Associates Inc

    Walnut Creek, CA
    2 days ago
  • $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

    Armanino Advisory LLC

    San Ramon, CA
    3 days ago
  • $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 time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Walnut Creek, CA
    4 days ago
  • 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,... 

    CyberCoders

    Concord, CA
    2 days ago
  • $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 time
    Part time
    Work at office
    Immediate start
    Flexible hours

    CyberCoders

    Concord, CA
    4 days ago
  •  ...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 work
    Flexible hours

    Robert Half

    Walnut Creek, CA
    1 day ago
  •  ...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

    Novogradac

    Walnut Creek, CA
    19 hours ago
  • 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 job
    Full time
    Part time
    Seasonal work
    Local area
    Work from home
    Flexible hours

    Krutilla & Associates Inc

    Walnut Creek, CA
    2 days ago
  •  ...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... 

    CyberCoders

    Pleasant Hill, CA
    13 hours ago
  • $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 time
    Temporary work
    Local area

    Allworth Financial

    Walnut Creek, CA
    2 days ago
  •  ...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... 

    Advantage Group Inc

    Walnut Creek, CA
    1 day ago
  •  ....” 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... 

    Renesas

    Walnut Creek, CA
    1 day ago
  • $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 work
    Local area
    Work from home
    Flexible hours

    Armanino

    San Ramon, CA
    2 days ago
  • 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... 

    Teamshares

    Emeryville, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Advisor: Returns & Planning (CPA). Be the first to apply!