Tax Director: Lead Advisory for High-Net-Worth Clients
Thoerner & Toma
Thoerner & Toma, located in California, seeks a Tax Director to lead advisory services for high-net-worth individuals and businesses. This role involves technical leadership, business development, and client relationship management while providing a direct Partner track within 3-5 years. The ideal candidate will possess an active CPA license and a minimum of 10 years of public accounting experience, focusing on tax advisory. A competitive salary and comprehensive benefits are offered, with a culture emphasizing autonomy and growth. #J-18808-Ljbffr
$159.2k - $231.2k
...Armanino Advisory LLC is seeking a qualified tax professional to perform technical reviews of complex tax returns and provide consultation on business transactions. With a focus on high-net-worth individuals and closely held businesses, the position requires strong managerial...High net worth$280k
...fast-growing, multi-state tax and advisory firm serving high-net-worth individuals, closely held... ..., we are seeking a Tax Director who is ready to step into... ...growing a practice, building client relationships, and... ...looking for someone who leads from the front: presenting...High net worthFull timeWork at officeLocal areaRelocation packageFlexible hours$106.5k - $195.1k
...side with a range of clients from our most... ...team! Private Tax is a growing practice... ...These clients are high-growth private... ...management, including High Net Worth Individuals’... ...include: Leading the delivery of tailored... ...tax planning and advisory services to...High net worthWork experience placementSummer holidayImmediate startFlexible hours$114k - $159k
...Review and coordinate preparation of tax returns as it relates to high-net-worth individuals, primarily their... ...and gift tax returns Advise clients on a full spectrum of tax services... ...under which Armanino LLP and Armanino Advisory LLC, independently owned entities,...High net worthContract workLocal areaFlexible hours- ...wealth management and advisory firm that provides... ...advisory services to high-net-worth individuals and... ...launching an in-house Tax Advisory division -... ...an experienced Tax Director to build and lead it. This is a rare... ...new practice inside a client-focused environment....High net worthWork at officeLocal area3 days per week
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$150k
...range of business advisory needs such as audit, tax compliance, and planning... ...Our team helps our clients design and... ...entrepreneurs, and high net worth individuals. You'll... ...the future. As a Director, you'll work as part... ...you are expected to lead the creation and implementation...High net worthFull timeH1b$165k - $190k
...Job Description Job Description Tax Manager | Irvine, CA Boutique Advisory Firm Tax Manager | Irvine, CA... ...- and we're growing. We work with high-net-worth individuals and businesses nationwide... ...(1040) returns - complex clients, high stakes, real relationships....High net worthOngoing contractLocal area- ...Baker Tilly Advisory Group LP in Irvine, California is seeking a Tax Manager to provide tax and business advisory services to small business and middle market clients. You'll work closely with firm leadership, coach talented staff, and influence the firm's success. This...
- ...A leading advisory firm is seeking a Tax Manager for their Irvine office in California. In this role, you will provide essential tax compliance services and advisory to small business clients, driving their success while enhancing your own career trajectory. The ideal...Work at officeFlexible hours
$200k - $250k
...seeking an accomplished Senior Tax Manager to join our Laguna... ...technical expertise, strong client advisory skills, and proven... ...and technical research for high-net-worth individuals and business clients... ...Leadership and Staff Development • Lead engagement teams and oversee...High net worthFull timeWork at officeAfternoon shift- A financial services firm in Mission Viejo is looking for a Senior Tax Manager to lead tax compliance and planning for clients. The role involves reviewing tax returns, managing client relationships, and overseeing tax strategies. The ideal candidate will have a minimum...
$103.1k - $188.9k
...side by side with a range of clients from our most venerable institutions... ...providing dedicated tax technical services to both US... ...tailored to the unique needs of the high-net worth tax industry. The team has a... ...deliverables Ability to lead projects and work...High net worthPrivate practiceSummer holidayLocal areaFlexible hours$250k - $300k
...fast-growing, multi-state tax and advisory firm serving high-net-worth individuals, closely held... ..., we are seeking a Tax Director who is ready to step into... ...growing a practice, building client relationships, and... ...People Development · Lead, mentor, and develop tax...High net worthWork at officeLocal areaRelocationRelocation packageFlexible hours$150k
...Relationship Manager At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent... ...in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively...High net worthTemporary workWork at officeImmediate start- ...MACIAS, GINI & O'CONNELL, LLP. located in Irvine is seeking a Tax Senior Associate for a hybrid role. The ideal candidate will support a diverse client base, including high-net-worth individuals, while developing advanced technical skills in public accounting. This role...High net worthFlexible hours
$147.4k - $336.8k
...ITTS - International Corporate Tax Advisory - Senior Manager The... ...corporate and private equity clients on all aspects of their capital... ...personally coach and develop a highly trained team, all while handling... ...requirements Building and leading a dedicated client service...Work experience placementSummer holidayFlexible hours$140k - $160k
...A bit about us: We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what... ...technology. We serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund...High net worthLocal areaRemote work$120 - $150 per hour
...Ernst & Young Oman is hiring a Seasonal Tax Senior Manager in Irvine, California. This role focuses on managing tax compliance for high-net-worth individuals and families and requires reviewing tax returns and planning. The job allows for remote work and offers competitive...High net worthHourly paySeasonal workRemote workFlexible hours$125k - $175k
...financial services firm in California is seeking a Senior Tax Manager to lead tax compliance and planning efforts for clients. This role involves reviewing tax returns, managing client relationships, and supporting advisory teams. Candidates should have at least 5 years of...- ...U.S. Bank is seeking a Private Wealth Advisor in Irvine, CA, to manage and grow relationships with high net worth clients. The ideal candidate will have over 10 years of wealth management experience and must possess strong relationship-building skills, a Bachelor’s degree...High net worth
- A leading financial advisory firm in Newport Beach, CA is seeking an experienced Financial Planner to join their Financial Planning... ...data, and engaging with Wealth Advisors to enhance client services for high-net-worth individuals and families. Ideal candidates have a CFP...High net worthWork at office
$126.1k - $253k
...We are the leading provider of professional services... ...change, empowering our clients and people to realize... ...looking for a dynamic Tax Senior Manager to join... ...may also support ultra-high net worth individuals and small... ...tax planning, business advisory and compliance work...High net worthWork experience placementInternshipPrivate practiceLocal area$150k
...Tax Manager - HNWI - Trusts & Estates Location: Laguna Beach - Relocation assistance Job Description: We are currently... ...be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax...High net worthWork at officeImmediate startRelocation packageFlexible 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
$150k
...A leading recruiting firm is seeking a Tax Manager in Laguna Beach. This role involves preparing and reviewing tax returns for high-net-worth clients, managing a team, and developing compliance strategies. Candidates should have a strong background in public accounting...High net worthFlexible hours$124k - $335k
...with a range of business advisory needs such as audit, tax compliance, and planning to... ...transition. Our team helps our clients design and implement... ...entities, entrepreneurs, and high net worth individuals. You'll be... ...engagements. Initiate and lead open conversations with...High net worthFull timeH1b$145.8k - $333.1k
...global consultancy firm is seeking a Senior Manager for its Payroll Advisory team in Irvine, California. The ideal candidate will have over... ...4 firm, and will manage comprehensive payroll strategies and client relationships. This role offers a flexible hybrid work...Flexible hours$145.8k - $333.1k
...People Consulting– Payroll Advisory – Senior Manager... ...performance, delivering a highly complex and challenging... ...professionals that help clients in a number of areas.... ...skills, integrate into and lead new teams, and rapidly... ...a highly focused expat tax team, this role is for...Summer holidayWork at officeWorldwideFlexible hours3 days per week- ...A leading global consulting firm is seeking a Property Tax Manager to lead innovative tax strategies and compliance initiatives. The successful candidate will handle complex tax issues, provide client-facing leadership, and contribute to a dynamic team environment. With...
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