Tax Senior: Client Advisory & Engagement Lead
CliftonLarsonAllen LLP
CLA, a top national professional services firm, seeks a Tax Senior in Sacramento to lead engagements for individuals and entities. You will collaborate with clients, mentor staff, and enhance tax strategy through research and advisory services, driving engagement management and excellence. Required are a CPA license (or EA) and 2+ years in public accounting or consulting, with a bachelor's in a related field. CLA offers growth, collaboration, and competitive compensation in California. #J-18808-Ljbffr CliftonLarsonAllen
- ...flexibility to work from home and focuses on relationship-led, autonomous client service within a collaborative team. You will deliver... ...specialists, and advance client outcomes through integrated services such as Estate, Insurance, and Tax Planning. #J-18808-Ljbffr Socket.devSeniorTaxWork at officeWork from home
$45 - $55 per hour
...Steve CPA, Inc. is a boutique tax and advisory firm headquartered in Walnut... ..., and year-round advisory engagements. All work is performed in-house... ...outsource or offshore any client work, and that commitment is... .... POSITION SUMMARY The Senior Tax Associate will carry client...SeniorTaxHourly payFull timeRemote workWork from homeFlexible hours- ...seeking an experienced CPA or CPA candidate. In this full-time role, you will manage a diverse portfolio of clients, provide tax compliance and advisory services, and lead technology initiatives. The ideal candidate will have over five years of public accounting experience...SeniorTaxFull time
- Steve CPA, Inc. in Walnut Creek, CA, seeks a Senior Tax Associate to manage client engagements from intake through delivery under the principal’s review. This hands-on role offers substantial autonomy and a clear path toward leadership as the firm scales, starting at ~2...SeniorTaxRemote jobFull timeFlexible hours
- ...Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This... ...-driven environment, where you’ll collaborate with a dedicated advisory team to support clients through complex financial decisions. A...Senior
- ...the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary... ...Demonstrated ability to lead complex client... ...concentrated positions, tax-aware strategies, multi-... ...Coachability: Demonstrates a senior learning mindset by...SeniorTaxFull timeWork at office
- ...opportunities every day, for our clients, our people, and our... ...industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...is looking to hire a Tax Senior to join our Sacramento tax... ...corporation, and partnership engagements.Partner with clients to...SeniorTaxFull time
- ...Pleasant Hill/Walnut Creek area is seeking a skilled tax professional for a hybrid role. You will apply tax expertise... ...to prepare and review returns, while advising clients and collaborating with partners and senior staff to resolve issues. The ideal candidate has 3+ years...SeniorTax
- Savant Wealth Management is seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy... ...solutions. In this role you’ll lead complex tax planning, review multi-entity... ...junior staff, and communicate insights to clients and internal teams. #J-18808-Ljbffr Savant...SeniorTax
- ...opportunities for our clients and for CBIZ Assume... ...team Manage staff on engagement deliverables (such as financial statements, tax returns, workpapers, etc... ...Inc. (NYSE: CBZ) is a leading professional services advisor... ...in accounting, tax, advisory, benefits, insurance,...SeniorTax
- A top advisory firm in Walnut Creek, California, seeks a Tax Director to provide corporate tax advisory and compliance services. You will lead client relationships, support the growth of team members, and utilize your expertise in corporate taxation to guide clients effectively...TaxFull timeFlexible hours
- Brooklyn Investment Group is seeking a Senior Client Portfolio Manager (CPM) in Emeryville, California... ...to use Python for data analysis. You'll engage directly with clients, enhance their portfolios, and help shape the future of tax-aware investment strategies. #J-18808-...SeniorTax
- ...is seeking a dynamic business development investigator who can both pursue new engagements and contribute to high-impact investigations. You'll network with law firms and corporate clients, write thought leadership content, and convert relationships into signed engagements...SeniorFull timePart time
$150k - $200k
...dynamic relationships with clients, understand their goals... ...asset management and advisory services to a diverse... ...supporting FTIS’s view.Engage with and support a large... ...will reflect the seniority of the position and a competitive... ...% company match on pre-tax and/or Roth...TaxFull timeWork experience placementLocal area- ...the next generation of tax-advantaged separately managed... ..., and hands‑on client expertise. Our mission... ...scale. The Role As a Senior Client Portfolio Manager... ...you’ll be trusted to: Engage directly with clients/advisors... ...: Work alongside leading investment, quant, and...SeniorTax
$98k - $128.69k
Responsibilities Be a trusted member of the engagement team providing various tax compliance and consulting services to middle market corporate clients. Provide tax compliance and advisory services to c‑corporations, s‑corporations, and partnerships ranging from middle...SeniorTaxWork at officeLocal area$115k - $135k
DescriptionKforce's client, a well-established and growing professional services firm, seeks an experienced Tax Senior. The Tax Senior work alongside a seasoned team of... ...collaborative environment. They will take a lead role on tax engagements, mentor staff, and build/maintain...SeniorTax- ...the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary... ...Demonstrated ability to lead complex client... ...concentrated positions, tax‑aware strategies, multi‑... ...Coachability: Demonstrates a senior learning mindset by...SeniorTaxWork at office
- Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the... ...while working on multiple aspects of an engagement Think independently and strategically about your...TaxLocal areaWorldwide
$90k - $115k
Job Title: Tax SeniorLocation: Hybrid (2-3 days a week in office... ...OverviewWe are seeking to add a Tax Senior or Supervisor to support our... ...Regional Tax & Business Advisory firm. We have been in business... ...employees.We work with Big 4 level clients, but work to keep a family-...SeniorTaxSummer workWork at officeLocal areaRemote work2 days per week3 days per week$82.6k - $120.5k
...your ideas. As a Senior Associate, you will... ...supervise and plan engagements for audit, review... ...accounting areas of the client’s balance sheet... ...engagements.Lead a team of up to five... ...LLP and Armanino Advisory LLC, independently... ...entities provide tax, advisory, and business...SeniorTaxFull timeContract workWork at officeLocal areaFlexible hours$98k - $128.69k
Baker Tilly US seeks a Tax Consultant in Walnut Creek, CA, to provide tax compliance and advisory services to various corporate clients. Candidates should hold a Bachelor's degree in accounting or law and have over two years of experience in public accounting. The position...SeniorTax$132.54k - $189.53k
...and public outreach to help clients move work forward and engage their communities. We... ...Position Description: Owner’s Advisory Services Practice Leader (... ...This leader will develop, lead, and execute an annual... ...will also function as a senior project manager on...Full timeTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hoursNight shiftAfternoon shift- Novogradac is seeking a Senior Accountant to join our fast-growing firm in a role that emphasizes tax work and engagement oversight. You will manage tax assignments, review engagements... ..., and mentor staff, while strengthening client relationships and team profitability....SeniorTaxRemote job
- ...Director for Power, Energy & Regulatory Advisory to lead transformative environmental projects... ..., regulatory strategies, and client engagements with utilities, contributing to ERM’s... ...toward Partner Path, and interaction with senior regulators. #J-18808-Ljbffr Environmental...Senior
- Heffernan Financial is seeking an experienced Tax Advisor to join our team in Walnut Creek,... ...strategic tax guidance to employees and clients, including preparing federal and state... ...a CPA, with at least 3 years in tax advisory or related fields, and excels in communication...SeniorTax
$140k - $180k
We are seeking a Senior Tax Strategy Advisor to join our growing Tax... ...and support high-net-worth clients across the West Coast! As a... ...provides advanced tax planning and advisory services to high-net-worth... ...and interactive team engagement. Offer feedback on training...SeniorTaxWork experience placementSummer workWork at officeWork visaFlexible hours- About the job Audit Senior/supervisor (hybrid) Job Title: Audit Senior... ...providing comprehensive audit, tax, and advisory services to clients in various industries,... ...Responsibilities: Audit Execution: Lead and execute audit engagements for clients in the real estate...SeniorTax
$195.1k - $265.9k
...California, is seeking a professional to perform technical tax reviews and manage complex client engagements. The ideal candidate will have at least 8 years of... ...include consultation on business transactions, leading training sessions, and staying updated on tax law changes...TaxRemote job- ...partners to grow, innovate, and lead with purpose. We recognize... ...position responsible for leading client engagements, expanding market presence,... ...law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative... ..., LLC providing non-attest tax and consulting services, and...TaxLocal area
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