Senior Tax Associate, Private Client Wealth
Weaver
Weaver’s Private Client Services team seeks a Senior Associate or Supervisor to join the growing practice. You will plan, prepare, and deliver tax work for high-net-worth individuals, trusts, estates, and closely-held businesses, working with Managers, Senior Managers, and Partners. Ideal candidates hold a Bachelor’s in Accounting with CPA or CPA candidacy and 2–4+ years in public accounting, plus familiarity with QuickBooks and CCH software. #J-18808-Ljbffr
$160k - $220k
...Premier Financial Search is representing a leading wealth advisory firm seeking an experienced Senior Wealth Tax Advisor to join a dedicated advisory team serving... ...portfolio of approximately 60–100 ultra-high-net-worth clients. This is a 100% advisory role with no tax...SeniorLocal area- ...Bank of America in the United States is seeking a senior Private Bank leader to acquire new clients, deepen relationships, and coordinate across the enterprise... .... This role emphasizes retention, advisory across wealth, credit, banking, and asset management, with a focus...SeniorPrivate client
- ...Now Hiring: Wealth Advisor – High Net-Worth Clients San Diego | Base Salary + Commission Ongoing Expansion | Global Wealth Management Advisor... ...high-caliber Wealth Advisor to its growing High Net-Worth Private Client practice in San Diego. This is an exceptional...Private clientPrivate practiceWork at officeImmediate start
- ...Beacon Pointe is seeking experienced Senior Wealth Advisors to cultivate relationships with high-net-worth clients and provide tailored wealth management strategies. Successful candidates will have over 5 years of experience in financial advisory roles and a strong focus...Senior
$236.56k - $414.12k
...A leading financial institution in San Diego is seeking a Private Wealth Director. This role focuses on managing deep, long-term relationships with high-net-worth clients and developing tailored financial strategies. The ideal candidate will have 10-15 years of industry...Senior$249k - $325k
...Greenberg, Traurig, PA is seeking a Private Wealth Services Associate at its San Diego office. This full-time position focuses on sophisticated estate planning for high-net-worth individuals and families. Ideal candidates will have 4–8 years of relevant experience, strong...SeniorFull timeWork at office- ...Private Wealth Services AssociateA leading global law firm is seeking a Mid to Senior-Level Associate to join its Private Wealth Services Practice in San Diego. This role offers the opportunity to advise high-net-worth individuals and families on sophisticated estate planning...SeniorPrivate practice
$200k - $280k
...Office is seeking an experienced Senior Wealth Advisor to join its team.... ...Advisor with an established client base to transition into a... ...disciplines — investment strategy, tax and estate planning,... ...experience as a Wealth Advisor, Private Banker, or in a related advisory...SeniorFull timeWork at office$249k - $325k
Private Wealth Services Associate (Mid to Senior Level) - San Diego page is loaded## Private Wealth Services Associate... ...have the opportunity to work with clients, large and small, from variety of... ...valuation, succession planning, and tax implications.· Proven ability to...SeniorFull timeTemporary workPrivate practiceWork at officeFlexible hours- ...Andersen in San Diego, CA seeks an experienced Manager for its Private Client Services (PCS) practice. You will oversee multiple engagement teams, guide tax planning, and mentor junior staff while delivering thoughtful, compliant client service to high-net-worth families...Private clientPrivate practice
$95k - $140k
...Offers in Compromise and Collection Due Process Hearings Perform tax research and draft tax memoranda on a broad range of federal tax... ...not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally...SeniorFull timeWork at officeLocal area- ...an experienced Outsourced Chief Financial Officer to join our Outsourced Services practice, focused on real estate private equity fund clients. This senior, client-facing advisory role combines strategic financial leadership with fund accounting, reporting, governance,...SeniorPrivate client
- ...hireneXus in San Diego is seeking a mid-career advisor to join a growing national RIA with a planning-first focus serving high-net-worth clients. The firm offers referral channels, in-house planning support, institutional-quality investment solutions, and centralized...Senior
- ...Account Executive for Executive Liability in San Diego. You will coordinate and place management liability for public, private, and nonprofit clients, negotiating with top underwriters to tailor D&O, EPL, cyber and related coverages. You will consult with CEOs and boards...SeniorPrivate client
- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee...SeniorPrivate clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$81.13k - $164.57k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a diverse team helping high-profile clients understand, analyze, and respond to complex... ...as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services...SeniorLocal area$100k - $150k
...and a Firm, find inspiration to do our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives in a growing environment, while providing clients with exceptional services. This individual will receive training and...SeniorFull timeWork at officeLocal area$150k - $210k
...unites us as a team and strengthens our foundation Review of international tax compliance forms such as Forms 3520, 3520-A, 8621, 2555, and treaty based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for...SeniorPrivate clientFixed term contractLocal area$110k - $140k
Senior Tax Associate needed for CPA Firm! This Jobot Job is hosted by: Matt Swaneveld Are you a fit... ...in San Diego with a long-standing client base and a strong reputation for providing... ...with small to mid-sized businesses, privately held companies, entrepreneurs, and business...SeniorWork at officeLocal area- Preparing and reviewing individual and business (corporate and partnership) returns involving consolidated returns, multi-state, and even international issues. - Book/ Tax Reconciliations Tax, Associate, Senior, Accounting, StaffingSenior
$135k - $250k
...Withum'sTax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations... ...Local tax, R&D Tax Credit, as well as International and Private Client services This Senior Manager role will be based out of our any of our...SeniorPrivate clientWork at officeLocal area- ...WSHB, a national civil litigation defense firm, is looking for associate applicants with at least 4-7 years of relevant experience for... ...and international insurance carriers, as well as many large private clients, WSHB attorneys handle a wide-spectrum of matters. On a daily...SeniorPrivate clientWork at officeWork from homeFlexible hours
$200k - $350k
...one of the most prominent and successful full-service firms in the nation! We provide high quality legal work to public and private sector clients across a wide range of practice areas. If you're a CA licensed labor & employment looking for a new challenge, great...SeniorPrivate clientLocal areaFlexible hours- ...infrastructure consulting firm, partnering with clients to solve the world’s most complex... ...Join us.Job DescriptionAECOM is seeking a Senior Cost Estimator to help turn hurricane damage... .... Our teams partner with public- and private-sector clients to create innovative, sustainable...SeniorPrivate clientDaily paidFor contractorsFor subcontractorWork at officeLocal areaWorldwideFlexible hours
$112k - $118k
...Job Description Senior Tax Associate \n San Diego \n Hybrid \n \n Eleven years in and still called a senior. It happens all the... ...reviewing individual and business returns \n Running your own client work rather than feeding it upwards \n Being in front of...SeniorWork at officeLocal area$110k - $140k
...Senior Tax Associate needed for CPA Firm! This Jobot Job is hosted by: Matt Swaneveld Are you... ...in San Diego with a long-standing client base and a strong reputation for providing... ...with small to mid-sized businesses, privately held companies, entrepreneurs, and business...SeniorWork at officeLocal area$141.15k - $288.38k
...largest growth area in the tax industry? Do you have... ...issues? If you’re a senior leader who wants to develop... ...and serve our largest clients, we have an exciting... ...including hedge funds, private equity, investment partnerships... ...differential associated with the location at which...SeniorWork at officeLocal area- ...electrical plans according to budget constraints, design factors or client needs.Perform and lead electrical design of projects from the... ...field inspections, measurements or calculations for public and private clients.Apply knowledge and experience to complex projects,...SeniorPrivate clientContract workWork at office
$85k - $120k
...a diverse team who know how to have fun but also support their clients. Immediate hire, someone who want to have flexibility to work some... ...exceptional service Conduct client meetings to gather tax information and discuss strategies Identify and offer tailored...SeniorWork at officeLocal areaImmediate startWork from home$100k - $150k
...national design firm specializing in architecture, interiors, engineering, and planning for a diverse group of public and private sector clients. We believe great design grows from a supportive and energized environment. Thats why we encourage initiative, value diverse...SeniorPrivate clientFor contractorsWork at officeFlexible hours
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