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
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...to clients on tax planning, compliance, and strategy.... ...increased efficiencies. As a Senior Associate you shall analyze... ...requirements are met for CPA licenture per respective state...SeniorFull timeSecond jobH1b- TJT, a leading North Carolina CPA firm, is seeking a Senior Tax Associate to join our trust, estate, and gift tax team in a full-time capacity. You will leverage your... ...and opportunities to contribute to complex tax planning and client service. #J-18808-Ljbffr TJTSeniorFull time
- ...Description Job Description 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... ...solutions for tax issues ~ Perform tax planning ~ Perform some accounting work ~...SeniorWork at officeRemote work
- Senior Tax Manager High Net Worth & Family WealthIf you are... ...ready to lead complex estate and family wealth engagements and step... ...generation-skipping transfer planning.Serve as the primary trusted advisor to a defined client... ...situations.What you needActive CPA license.7 plus years of...SeniorWork at officeFlexible hours
$77k - $214k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...creative tax solutions. As a Senior Associate you will analyze... ...as tax technical business advisor Demonstrating familiarity...SeniorH1b- ...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...SeniorFull timePart timeWork experience placementWork at office
- Jobot, a fast-growing Top 400 CPA firm, seeks a Senior Tax Advisor / Tax Manager to lead tax planning for real estate investors and small business owners. This is a 100% remote, client-facing role in a modern virtual environment. You will advise on complex real estate taxation...SeniorRemote job
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal... ...and implementing strategic tax planning initiatives to address client...SeniorFull timeH1bLocal area- ...Public Tax Senior Manager, CPA To Apply Now - email your resume to [email... ...: Oversee tax compliance, planning, and consulting for diverse... ...Why: To serve as a trusted advisor to clients, delivering high... ...institutions, real estate, professional services, and...SeniorFull timeWork at officeLocal areaImmediate start
- ...Public Tax Senior Manager, CPAAn experienced tax professional... ...leadership, holding a CPA, EA, or similar... ...Oversee tax compliance, planning, and consulting for diverse... ...NCTo serve as a trusted advisor to clients, delivering... ...financial institutions, real estate, professional services,...SeniorFull timeLocal areaImmediate start
- Frost PLLC in Raleigh, NC, is seeking an Audit Senior I to lead fieldwork for financial and operational audits across the country, while... ...smaller engagements, handle engagement setup to close, and participate in risk assessments and audit planning. #J-18808-Ljbffr JoblessSenior
- First Citizens Bank's Wealth team seeks a Wealth Consultant to identify and acquire high net worth clients, delivering integrated wealth management and financial planning. You will serve as the primary relationship manager, coordinating with specialists to provide an exceptional...Senior
$138k - $172.5k
...Description As the Private Wealth Services Tax Manager, you’ll conduct... ...returns and provide income, estate, and gift tax planning strategies for your high... ...s degree in Accounting - CPA or licensed member of the... ...― and Grant Thornton Advisors LLC (not a licensed CPA firm...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$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
- ...Banker to advise families on building, preserving and managing wealth. You will leverage investments, credit and banking knowledge to... ...and cross-market specialists to deliver holistic, goals-based planning while upholding risk and compliance standards. #J-18808-Ljbffr...SeniorLocal area
- ...an experienced Assurance Manager to lead audit engagements from planning through completion, manage client relationships, and develop staff... .... The ideal candidate has 5-10 years in public accounting, a CPA or CPA-eligible status, and strong knowledge of U.S. GAAP and GAAS...Senior
$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on... ...guidance to clients on tax planning, compliance, and... ...Growing as a strategic advisor, you leverage your influence... ...owners of PwC. As a Senior Manager you are expected... ...6 years of experience- CPA, Enrolled Agent or Member...SeniorFull timeH1bRemote work- Truist Financial Corporation is seeking a Senior Fiduciary Tax Liaison - Estate and Charitable to coordinate tax compliance for agency, investment management... ...accounts. This role interfaces with administrators, advisors, and clients to resolve tax issues and ensure accurate...Senior
- ...tomorrow backed by the strength of the Cox family of companies.The Senior Principal Client Partner is responsible for owning and growing a... ...outcomes. This individual is responsible for leading account planning, managing the sales cycle from qualification through close, and...PrincipalSeniorLocal areaRemote workVisa sponsorship
- ...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
- Grant Thornton is seeking a Private Wealth Services Tax Manager to lead reviews of complex returns and develop strategies for high net worth... ...tax engagements, mentoring staff, and delivering innovative planning and compliance expertise to diverse client bases. #J-18808-...
$230k - $295k
...and everyone is a stakeholder.As a Sr. Principal Product Manager on the Circle product team... ...for money.Collaborating with senior product leadership and other product managers... ...developers.Launch Excellence: Drive go-to-market planning and execution for feature launches in...PrincipalSeniorFlexible hours- CAPTRUST is seeking a Wealth Planning Senior Associate who will work closely with our wealth advisory teams to deliver client wealth management solutions and support our centralized financial planning model. Responsibilities include preparing client financial plans, training...Senior
- About the OpportunityThe Cloud Senior Principal Engineer serves as the organization's highest-level... ...role serves as the primary technical advisor for emerging technologies, cloud... ...business and financial management, long-range planning, student affairs, research, legal...PrincipalSeniorPart timeFor contractorsWork at office3 days per week
- ...Senior or Principal Natural Resources Scientist Primary Location US-NC-Raleigh ID 2026-4663 Category Natural Resources Position... ...) environmental regulations; Assist with developing work plans, evaluating data, and preparing a variety of technical...PrincipalSeniorFull timeFor subcontractorRemote work
- ...Sr. Principal Mechanical EngineerTARGAN is seeking a highly accomplished... ...Engineer to serve as a senior technical leader within our R... ...early and develop mitigation plans to maintain program timelines... ...as a trusted senior technical advisor.May lead a team of mechanical...PrincipalSeniorWork at officeFlexible hours
$126.2k - $264.1k
...We are seeking a highly experienced Senior Principal Technical Program Manager (TPM) to lead... ...support. · Develop comprehensive program plans, milestones, risk assessments, and execution... ...care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k)...PrincipalSeniorContract workTemporary workFlexible hours- ...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
- ...accounting firm is seeking an experienced Senior Tax Associate to support its expanding tax... ...business tax returns Assist clients with tax planning, entity considerations, cash-flow... ...collaborative team Preferred Qualifications CPA, Enrolled Agent, or progress toward a relevant...Senior
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