Strategic Tax Planner & Client Advisory Lead
Beacon Pointe
A leading advisory firm located in Newport Beach, California is seeking a Senior Tax Planner to oversee tax planning technology tools and deliver strategic tax advice to clients. The ideal candidate has strong leadership skills, deep tax expertise, and a client-focused approach. Responsibilities include client meetings, managing tax planning software, and collaborating with firm leadership on best practices. This role is pivotal in enhancing client relationships and internal processes within the firm. #J-18808-Ljbffr Beacon Pointe
$140k - $170k
...Jobot is seeking experienced tax professionals for a remote position focused on strategic tax planning for high net worth clients. The role emphasizes client advisory and relationship building over pure compliance work. Applicants should possess a Bachelor’s in Accounting...TaxRemote work- BDO USA in California seeks a Tax Experienced Senior, Core Tax Services. You will apply tax research, gather client information for filings, participate in tax planning, and prepare returns for review while acting as the main client contact for general questions. You may...Tax
$140k - $170k
...Jobot is seeking experienced tax professionals for a remote role focused on integrated tax planning for high net worth clients. The position emphasizes advisory and relationship building over compliance, with a salary range of $140,000 to $170,000 per year. Candidates...TaxRemote work- Job Description The Senior Tax Planner is responsible for overseeing our firm... ...directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. The ideal... ...approach. Responsibilities Client Advisory and Tax Planning Meet directly with...Tax
- ...respected CPA firm in Newport Beach is hiring a Senior Tax Accountant to manage tax preparation, planning, and compliance... ...collaborative environment while independently handling client engagements, providing strategic tax advice, and continually seeking professional growth....TaxFull timeWork at office
- A leading tax advisory firm in Newport Beach is searching for a Corporate Tax Manager to lead various tax compliance and consulting projects. In this role, you'll manage client engagements, supervise junior staff, and ensure high-quality service delivery. Applicants should...Tax
- A leading financial services firm is looking for a Global Indirect Tax Manager in Newport Beach, CA. This role involves managing client services, providing tax planning and compliance services. Candidates should hold a Bachelor’s degree in accounting, possess a CPA or JD...Tax
- A leading consulting firm is seeking a Client Engagement Senior Associate to manage the lifecycle of client engagements within the Tax Operations unit. This role involves ownership of billing, contract execution, and risk assessment while promoting operational efficiency...TaxContract workWork at office
$99.75k - $262.5k
BDO USA in Costa Mesa is seeking a Tax Senior Manager specializing in partnerships. In this role, you will advise clients on tax implications, lead teams, and develop effective strategies to enhance client benefits. The ideal candidate will have over eight years of tax...Tax$65k - $90k
...on the West Coast, providing exceptional client service and highly customized investment... ...retirement plans. Position Summary The Client Advisory Associate supports Client Advisors with... ...to trust beneficiaries. Coordinate tax‑related payment information with the Tax...TaxFull timeWork at officeLocal area$20 per hour
...‑time Marvin Test Solutions Leading Aerospace and manufacturing company... ...Specialist, National Tax Operations Responsible for overseeing... .... This role focuses on strategic sourcing, vendor management,... ...tax planning, compliance, and advisory services for the Tustin, CA office...TaxHourly payFull timePart timeSummer workWork at officeFlexible hours- ...Newport Beach team. This role requires over 10 years of accounting experience and involves managing accounting functions for various clients in the Orange County area. The ideal candidate will serve as a trusted advisor, prepare essential deliverables, and supervise...Full timeLocal area
- Crowe is seeking a Senior Tax Manager to serve as a trusted advisor in the construction and... ...managing multiple tax engagements while leading high-performing teams. You will provide strategic guidance and develop strong client relationships. The ideal candidate will have...Tax
- A leading recruitment consultancy is looking for a Tax Manager or Senior Tax Manager to oversee tax planning, compliance, and reporting for a corporate tax team in Costa Mesa, California. The successful candidate should have over 5 years of relevant experience and a Bachelor...Tax
- MSX International is seeking a Client Success Specialist in Fountain Valley, California. This full-time position will serve as the primary... ...bridge between the MSX project team and clients, emphasizing strategic operations, reporting, and relationship management. Ideal...Full timeRemote work
- ...by developing and managing a portfolio of clients. You will be responsible for identifying... ...industry segments. Develop and implement strategic sales plans to achieve and exceed sales targets... ...insurance 401(K) and Roth options Tax‑advantaged accounts (HSA, FSA) Educational...TaxWork at officeFlexible hours
$21.75 - $44.5 per hour
...DNA across our audit, tax, and consulting groups.... ...industry.Job Description:The Client Engagement Specialist (... ...a Technology Champion:Lead adoption of core... ...enablement tools)Drive Strategic Resolution:Use sound judgment... ...their goals with tax, advisory, risk and performance...TaxHourly payContract workWork at officeLocal areaRemote workWorldwideShift work$21.75 - $44.5 per hour
...DNA across our audit, tax, and consulting groups.... ...Description: The Client Engagement Specialist (... ...Technology Champion: ~ Lead adoption of core... ...enablement tools) Drive Strategic Resolution: Use... ...their goals with tax, advisory, risk and performance...TaxHourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...a highly experienced, client-facing Senior Tax Strategist to drive our company’s strategic planning mission. The... ...The role serves as the lead advisor for high net worth... ...will lead a Tax Advisory pod, under the direction... ...(G-Suite, Canopy, CS Planner, UltraTax, Slack, Zoom...TaxImmediate startRemote work
- ...loans, trust accounting, and census reconciliation, primarily on balance‑forward plans. Communicate directly with clients and coordinate with legal counsel and tax advisors. Qualifications 5+ years of administrative experience with Defined Contribution Plans (including 401(...Tax
- A premier tax and business advisory firm is seeking a Manager for their Private Client Services. The role involves managing client communications, conducting tax return reviews, and mentoring junior staff. The ideal candidate should have over 4 years of experience, including...Tax
$100k - $150k
...Partners LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management... ...personal and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships with clients. The ideal candidate will have a Bachelor’s degree...Tax- BMO U.S. is seeking a Managing Director to lead and grow our Orange County market based in Newport Beach. This leader will drive market... ..., and foster collaboration across BMO to deliver exceptional client outcomes. This role offers a unique opportunity to impact the local...Local area
$125k - $140k
An advisory consulting firm is looking for a Senior Associate in its Dining Advisory Practice Group. You will lead and manage client engagements, primarily in higher education, focusing on dining services planning and procurement. The ideal candidate has 7+ years of relevant...Remote job- Grant Thornton in Newport Beach seeks an International Tax Senior Associate to lead U.S. international tax service delivery for diverse clients. You’ll collaborate globally, supervise staff, and help clients navigate complex tax issues with a focus on accuracy and value...Tax3 days per week
$99.75k - $262.5k
A leading financial advisory firm in Costa Mesa is looking for a skilled Tax Senior Manager specializing in State and Local Taxation. You will advise clients on tax implications and compliance while managing a team of tax professionals. The ideal candidate will have at...TaxLocal area- ...primarily on Meta platform. You will manage performance across other channels like Google and TikTok, leading creative testing and strategic discussions with clients. The ideal candidate has 5+ years of paid media experience and a strong grasp of Meta Ads Manager. Offering...Flexible hours
$129k - $171k
...control center. As the world enters an era of strategic competition, Anduril is committed to... ...seeking a world‑class Senior Aftermarket Parts Planner (internally known at Anduril as Senior... ...: Traditional 401(k), Roth, and after‑tax (mega backdoor Roth) options. UK & IE Roles...TaxFull timeContract workWork experience placementLocal areaRelocationRelocation packageFlexible hours$115k - $145k
A leading tax and advisory firm in California is seeking an experienced professional to assist with financial due diligence engagements. The ideal... ...include financial analysis, report preparation, and client relationship management. The role offers a competitive salary...Tax- ...proactive and technically sharp Tax Specialist to develop individual tax plans for clients as part of our strategic wealth planning services.... ...other members of the Tax Advisory team, reporting to the Senior... ...software (G-Suite, Slack, CS Planner, UltraTax, CRM platforms, etc...Tax
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