Senior Principal Tax Advisor CPA — Wealth & Estate Planning
Cerity Partners Management LLC
Cerity Partners Management LLC is seeking an experienced Principal Tax Advisor to join our Tax Advisory Services team in Raleigh, North Carolina. In this senior-level role, you'll manage high-net-worth clients, providing expert tax compliance and planning services. The ideal candidate will have a minimum of 6-8 years of experience, an active CPA license, and strong leadership skills. Benefits include health, dental, vision insurance, a matching 401(k) plan, and a flexible PTO policy. #J-18808-Ljbffr Cerity Partners Management LLC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Principal Tax Advisor CPA — Wealth & Estate Planning in Raleigh, NC vacancy
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...to clients on tax planning, compliance, and strategy... ...increased efficiencies. As a Senior Associate you shall... ...requirements are met for CPA licenture per respective...SeniorFull timeH1bPwC
Raleigh, NC1 day ago$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...to clients on tax planning, compliance, and... ...creative tax solutions. As a Senior Associate you will analyze... ...tax technical business advisor Demonstrating familiarity...SeniorFull timeH1bPwC
Raleigh, NC2 days ago- PNC is seeking a Wealth Strategist III in Raleigh, NC, to develop, consult, and implement financial plans for clients. The role requires 5+ years of relevant industry experience and a Juris Doctor degree. Successful candidates will manage relationships, conduct financial...Senior
- Join our CPA firm client in a well rounded tax focused role. 95% Remote Tax Associate or Tax Senior position offers: Excellent work/life balance Significant growth and upside... ...solutions for tax issues Perform tax planning Perform some accounting work Maintain and...SeniorWork at officeRemote work
- ...WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with clients... ...solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Senior Wealth...Senior
WealthBridge Financial Group
Raleigh, NC1 day ago $85k - $145k
Mercer Advisors in Raleigh, NC, is looking for a Wealth Path Wealth Advisor to support regional business development and client service efforts. You will... ...have extensive knowledge of investment, finance, and tax planning. The position offers a competitive salary range of $...Senior- WealthBridge Financial Group is looking for a results-oriented Senior Wealth Advisor to engage with clients in understanding their financial... ...tailored advice related to investment opportunities, retirement planning, and wealth management strategies. You will also have the...Senior
- Fifth Third Bank is seeking a Wealth Management Advisor II to act as a trusted advisor for Private Bank clients. The ideal candidate will simplify... ...compliance and risk management, you will develop business plans and collaborate with specialists to enhance client service....Senior
$85k - $145k
Mercer Advisors is hiring a Wealth Path Wealth Advisor to manage a book of 150-250 clients, focusing on client retention and asset growth. Candidates should hold a Bachelor's degree and a Certified Financial Planner designation, with considerable experience in wealth management...SeniorMonday to Friday- A national financial advisory firm is seeking a Lead Advisor in North Carolina. In this full-time role, you will act as a Personal CFO for clients, manage wealth management plans, and leverage resources to help clients meet their financial goals. Candidates must have a...SeniorFull timeWork at office
$120k - $180k
...world of business and taxes come alive for creative... ...entrepreneurs along the way? As a Principal, you are an experienced... ...tax team, including a senior tax manager and 3 tax... ...and corporate tax planning documents and making... ...a little bit You’re a CPA with 8+ years of experience...PrincipalRemote jobFull timePart timeSleeping nightsFlexible hours- ...LLC is looking for an experienced Principal Tax Advisor to join the Tax Advisory Services team... ...provide expert tax compliance and planning services. This senior-level position demands significant... ...responsible for mentoring junior staff. A CPA license is required, and you'll...SeniorFlexible hours
$147.4k - $336.8k
...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and deliver reliable advisory services to clients in the real estate, hospitality, and construction sectors. The ideal candidate will have a Bachelor’s degree in Accounting or...SeniorErnst & Young Oman
Raleigh, NC3 days ago- ...financial services company is seeking an experienced fiduciary advisor to manage Wealth trust accounts and provide fiduciary advice. The ideal... ...in Fiduciary Services and a deep understanding of estate planning and tax laws. Responsibilities include collaborating with...Senior
- ...High Net Worth Financial Advisor Manage and prepare... ...Worth (UHNW) financial and estate plans using their background... ...in conjunction with Wealth Advisors to leverage and... ...current on estate, tax and planning trends and... ...Taxation, MSFS, ChFC, CFP, CPA or comparable advanced...SeniorWork experience placementWork at office
- ...highly credentialed Principal Tax Advisor to join our Tax... ...team. In this senior-level role, you will... ...compliance and planning services. The Principal... ...strategies, and estate/gift tax planning... ...: Active CPA license in good... ...accounting or a wealth management/multi-...Work at officeLocal areaFlexible hours
Cerity Partners
Raleigh, NC3 days ago - Ghj is looking for a Tax Manager to lead the preparation of clients' tax returns and manage a team. You will be responsible for complex... ...experience and hold a Bachelor's degree in Accounting along with CPA certification. A competitive salary range is offered, with...Senior
- ...Toshiba Global Commerce Solutions is seeking a Senior Tax Accountant – Flex to join our corporate... ...; Master’s degree in Taxation and/or CPA certification strongly preferred. Minimum... ...requirements, business transactions, and tax planning initiatives. Prepare technical memoranda...SeniorLocal areaFlexible hours
Dormont Manufacturing Company
Raleigh, NC4 days ago $88.9k - $128.4k
...jurisdictions, implementation and review of transfer pricing processes and controls, strategic policy design and international tax planning, intangibles migration, royalty rate calculations, and cost sharing agreements. What your day looks like: Assistin conducting...SeniorWork experience placementWork at officeLocal areaCherry Bekaert
Raleigh, NC3 days ago$135.2k - $306.4k
...software that powers the full data center lifecycle, including planning, design, build, and operations , within the DC Software and Automation... ...care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment...PrincipalSeniorTemporary workFlexible hoursOracle
Raleigh, NC1 day ago- ...expanding into Raleigh-Durham, NC, and seeking experienced Lead Advisors who have their CFP® certification. In this role, you will act... ...Successful candidates will have at least 6 years of financial planning experience and a strong commitment to integrity. You'll enjoy a...SeniorRemote job
- Senior or Principal Natural Resources Scientist Primary Location US-NC-Raleigh ID 2026-4663 Category Natural Resources Position Type Regular... ...FERC) environmental regulations; Assist with developing work plans, evaluating data, and preparing a variety of technical...PrincipalSeniorFull timeFor subcontractorRemote work
$147.4k - $336.8k
...’t an average day for a Real Estate Tax Senior Manager - you’ll spend your time on a variety of tax planning projects for a diverse client... ...maintain credibility as a trusted advisor. Building client... ...Business, or a related discipline. CPA certification or admission to...SeniorWork at officeFlexible hours$147.4k - $336.8k
...: Anywhere in Country Real Estate Tax Senior Manager Our tax function is... ...This role involves leading tax planning projects, managing teams,... ...maintain credibility as a trusted advisor. Build client relationships... ..., or related discipline. CPA certification or state bar...SeniorFlexible hours- A leading tax services company in Cary, NC is seeking a Tax Advisor to provide exceptional year-round tax preparation and planning services. The ideal candidate will possess a minimum of 5 years... ...Bachelor's degree in accounting or CPA certification is preferred. This role...Senior
- ...Public Tax Senior Manager, CPA To Apply Now - email your resume to job-knemkq... ...: Oversee tax compliance, planning, and consulting for diverse... ...: To serve as a trusted advisor to clients, delivering high... ...institutions, real estate, professional services, and...SeniorFull timeWork at officeLocal areaImmediate start
- Metabolon, Inc., located in Morrisville, NC, is hiring a Principal Software Development Engineer. This full-stack role involves leading... ...leader, you will mentor teams and influence strategic planning, while driving innovation and simplifying complex processes. The...PrincipalSenior
- A leading tax consultancy firm is seeking a Principal to manage client relationships and oversee tax services. The role involves preparing and reviewing tax... ..., and ensuring client compliance. Candidates should be CPA certified with over 8 years' experience in public...PrincipalRemote workFlexible hours
Revel
Raleigh, NC2 hours ago $99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...to clients on tax planning, compliance, and strategy... ...years of experience ~ CPA, Member of the Bar or other... ...as tax technical business advisor Familiarity with CRM systems...Full timeH1bPwC
Raleigh, NC7 hours ago- A respected Raleigh-based law firm is seeking an experienced Transactional / Estate Planning Paralegal to support their dynamic trusts, estates, and business transactions practice. The ideal candidate has over 5 years of experience, strong drafting and communication skills...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Principal Tax Advisor CPA — Wealth & Estate Planning. Be the first to apply!
Related searches