Tax Senior, HNWI
Advantage Group Inc
Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally. We have established deep relationships, some lasting over 20 years, with real decision makers. We offer long term opportunities along with a real understanding of the companies that we represent. We will provide insight and information ensuring that you are making the right decision about the right opportunity for you. We are as committed to and passionate about your success as we are about the companies that we represent. Job Description This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer real career growth and competitive compensation. Remote and hyrbid roles are available and they hire candidates from all over the country. It will be integral to the tax planning of HNWI individuals, Trusts & Estates and will apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client related recommendations. Responsibilities will include the technical review of tax returns while collaborating with partners, clients and senior accountants to identify, explain, and resolve tax issues to ensure that client relationships are fostered and grow. Qualifications Bachelor’s, or Masters, degree with an emphasis on accounting or a related field Licensed CPA or EA (or on track to earning) 4+years of experience with complex High Net Worth Individual, Gift/Estate&Trust Tax (706,709,1041) High level of technical tax proficiency with attention to detail Ability to research and resolve complex tax issues An excellent verbal and written communicator Experience w/ recognized accounting/tax software(CCH,Lacerte) Additional Information This company offers an excellent array of benefits, real long term stability and career progression. This is a hybrid role. By clicking the link above or any third-party link within this posting, you are leaving this site and going to a third-party website where the third-party website's terms and privacy policy apply #J-18808-Ljbffr Advantage Group Inc
$85k - $110k
...Job Description Tax Senior A Top CPA firm in the area is looking to add an Tax Senior to their team. This stable and growing firm offers their clients valuable knowledge and expertise in tax. Applicants must be legally authorized to work in the United States....SeniorTaxHigh net worthgpac
Walnut Creek, CA3 days ago- Savant Wealth Management is seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team on the West Coast. You will develop and review sophisticated tax strategies for high-net-worth individuals, families, and business owners, coordinating with advisors...SeniorTaxHigh net worth
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Krutilla & Associates Inc
Walnut Creek, CA18 hours ago $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...SeniorTaxHigh net worthWork at officeLocal area$79k - $153k
...including brokerage and investment inquiries, asset allocation, retirement and income planning, trust and estate considerations, and tax-advantaged investment solutions. In partnership with the Advisor, this role supports the execution of client strategies through structured...SeniorTaxHigh net worthFull time$98k - $128.69k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...? If yes, consider joining Baker Tilly (BT) as a Corporate Tax Senior Associate for NorCal! This is a great opportunity to be a valued...SeniorTaxHigh net worthLocal areaWorldwide$140k - $180k
We are seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team and support high-net-worth clients across the West Coast! As a Senior Tax Strategy Advisor , you'll work alongside a collaborative team of advisors and specialists to create sophisticated...SeniorTaxHigh net worthWork experience placementSummer workWork at officeWork visaFlexible hours- Advantage Group is seeking a Tax Supervisor for Gift, Estate, Trust, and HNWI work in the Walnut Creek area. The role focuses on technical review of tax returns and ongoing collaboration with partners and clients to resolve tax issues. The ideal candidate holds a CPA license...TaxHigh net worth
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Advantage Group
Walnut Creek, CA8 days ago - ...major financial transactions, including real estate purchases, vehicle purchases, and related financing activities. Coordinate year-end tax reporting (Forms 1099, W-2, 1042) and assist with tax planning and preparation of individual and entity tax returns. Partner with...SeniorTaxHigh net worth
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Regal Executive Search
Walnut Creek, CA1 day ago - ...engagements, mentor staff, and drive new business while meeting sales targets. The role emphasizes developing specialized expertise in PHA, HUD, and compliance-related audits within a broader Tax/Audit practice. Occasional travel may be required. #J-18808-Ljbffr NovogradacSeniorTaxRemote job
- ...Senior Tax Accountant This is a hybrid role with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer stability, career growth and competitive compensation. It will be integral to the tax planning of closely...SeniorTax
Advantage Group Inc
Walnut Creek, CA2 days ago - Job Title This job is no longer available. Employer is willing to sponsor qualified candidates for a non-immigrant work visa. Preferred Skills All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age,...SeniorTaxLocal areaWork visa
Murphy & Company CPAs, LLC
Walnut Creek, CA18 hours ago - A leading financial services firm in California seeks experienced Financial Advisors dedicated to growing a practice and providing high-level advice and service to clients. Qualified candidates will have a four-year degree, CFP designation, and 7+ years of relevant experience...SeniorTax
- BDO USA is seeking a Tax Senior, Customs & International Trade, to advise clients on import/export matters and identify trade opportunities across industries. You will apply research skills and tax knowledge to deliver practical solutions in a fast-paced environment. The...SeniorTax
$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$125k - $175k
A financial services firm located in California is seeking a skilled Senior Tax Manager to lead tax compliance and planning. This role entails reviewing tax returns for various entities, managing client relationships, and overseeing tax strategies. Candidates must have...SeniorTax- ...the Concord/Pleasant Hill/Walnut Creek area is seeking a skilled tax professional for a hybrid role. You will apply tax expertise and... ..., while advising clients and collaborating with partners and senior staff to resolve issues. The ideal candidate has 3+ years of public...SeniorTax
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- ...proactively communicate solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, workpapers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure...SeniorTax
CBIZ
Walnut Creek, CA4 days ago - ...mentoring teams and internal promotion, with a hybrid work setup and strong commitment to client success. Ideal candidates bring CPA or EA on track, 3+ years in public accounting, and proficiency with tax and professional software (CCH). #J-18808-Ljbffr Advantage GroupSeniorTax
$73.5k - $131.25k
BDO USA is seeking a Tax Senior, Partnerships in Walnut Creek, California. In this role, you will advise clients on tax implications, prepare computations, and support the Partnerships team. The ideal candidate will have a Bachelor's degree and relevant tax experience....SeniorTax$170k - $225k
...helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the...SeniorTaxHigh net worthTemporary workWork at officeLocal areaRemote workFlexible hours- 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 ~...SeniorTaxRemote jobFull timeFlexible hours
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