Senior Tax Associate, Private Client Wealth
Weaver
Weaver’s Private Client Services team seeks a Senior Associate or Supervisor to join the growing practice. You will plan, prepare, and deliver tax work for high-net-worth individuals, trusts, estates, and closely-held businesses, working with Managers, Senior Managers, and Partners. Ideal candidates hold a Bachelor’s in Accounting with CPA or CPA candidacy and 2–4+ years in public accounting, plus familiarity with QuickBooks and CCH software. #J-18808-Ljbffr Weaver
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob... ...providing advice and guidance to clients on tax planning, compliance, and strategy... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems...SeniorFull timeSecond jobH1b$90k - $143k
...culture at weaver.com. Position Profile Weaver’s Private Client Services (PCS) team is looking for Tax a Senior Associate or Supervisor to join their growing team. The... ...clients manage and preserve their personal wealth. Our scope of services includes, but is not limited...SeniorPrivate clientWork at officeFlexible hours- ...autonomy to reach your goals. EisnerAmper is seekinga TaxSenior Associate to join our Private Client Services (PCS) practice. We are looking for a dynamic... ...WhatWork You Willbe Responsible For: Prepare and review tax returns for individuals, partnerships, corporations, and...SeniorPrivate clientTemporary workPrivate practiceLocal area
$85k - $110k
...that’s the Power in the Plus! Job Description: Withum’s Tax Services Group is made up of a brilliant team of tax specialists... ...Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tax Senior based out of our San Diego, CA office, you'll work...SeniorPrivate clientWork at officeLocal area- EisnerAmper seeks a Tax Senior Associate for our Private Client Services (PCS) practice in the San Diego area. You will prepare and review tax returns, build client relationships, and stay current with tax laws and industry standards. You will mentor junior staff and participate...SeniorPrivate clientPrivate practiceFlexible hours
- BDO USA, Private Client Services in San Diego, seeks a Tax Experienced Senior to provide tax compliance and consulting for high net-worth clients, estates, trusts, and related entities. The role emphasizes education, leadership, client service, and business development...SeniorPrivate client
- ...Financial Advisor to join its Rancho Bernardo Wealth Advisory team. This VP-level role... ...individuals and families. You'll collaborate with senior leaders in a modern office environment,... ...leading planning tools to build deeper client relationships and provide a true white-...Private clientWork at office
$236.56k - $414.12k
A leading financial institution in San Diego is seeking a Private Wealth Director. This role focuses on managing deep, long-term relationships with high-net-worth clients and developing tailored financial strategies. The ideal candidate will have 10-15 years of industry...Senior$141k - $290k
...Senior Manager Tax Weaver is a full-service national accounting, advisory, and consulting... ...firm! We serve a variety of clients in multiple industries from private equity-backed clients and large... ...preparation, entity structuring, wealth preservation, family succession consulting...SeniorPrivate clientImmediate startFlexible hours- BBVA Global Wealth Advisors in San Diego seeks an experienced Financial Advisor to advise ultra/high net worth families on wealth-building... ...leverage investments, credit, and banking knowledge to broaden client relationships and attract new assets. You will work with a...Senior
$249k - $325k
Greenberg, Traurig, PA is seeking a Private Wealth Services Associate at its San Diego office. This full-time position focuses on sophisticated estate planning for high-net-worth individuals and families. Ideal candidates will have 4-8 years of relevant experience, strong...SeniorFull timeWork at office- EP Wealth Advisors seeks a Senior Financial Planner to work with advisors in the San Diego region, developing and delivering tailored financial plans for high-net-worth clients. You will manage the planning process, analyze client data, and support relationships with centers...Senior
- A leading wealth management firm is seeking experienced Senior Wealth Advisors in San Diego, CA. This role offers a lead advisor position with full service support... ...have 8-10 years of experience with high-net-worth clients and relevant certifications. The firm promotes a...Senior
- Bank of America is seeking a Senior Trust Officer in San Diego, CA to oversee fiduciary administration and wealth transfer planning for high-net-worth clients. You will coordinate trust reviews, custody tasks, and risk management while guiding client relationships and ensuring...SeniorWork at office
- A recruiting firm specializing in financial services is seeking a Wealth Advisor to manage client relationships and provide financial planning expertise in San Diego, CA. Ideal candidates will have a Bachelor’s degree and 5-10 years in wealth management, alongside necessary...Senior
$65k - $80k
...: $65,000.00 To $80,000.00 Annually Senior Client Relationship Associate Location: La Jolla, CA Schedule: Full... ...Develops strong relationships with wealth advisors, CPAs, attorneys and other... ...in wealth management, family office, private client services, accounting or financial...SeniorPrivate clientFull timeWork at office$175k - $210k
...Senior Manager Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement... ...present a comprehensive tax strategy to prospective... ..., and evaluate Intern, Associate and Senior Associates;... ...about legislative changes, wealth transfer techniques,...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- A leading wealth management firm is seeking an experienced Senior Wealth Advisor to provide comprehensive services to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth advisory and a proven ability to transition client relationships...SeniorWork at office
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional... ...Net Worth and Ultra High Net Worth clients. This leader will partner closely... ...Financial Advisor or Brokerage Client Associate.Demonstrated ability to transition and...SeniorFull timeWork experience placementWork at office
$108k - $117k
Position Overview We are seeking a Manager of Client Services to join Bernstein's Private Wealth Management office in San Diego, CA. This position is responsible... .... Recruit, develop and manage multiple teams of Associates and Coordinators responsible for the support...Private clientWork at officeFlexible hours$249k - $325k
...Job Description Job Description Private Wealth Services Associate San Diego, CA | Hybrid Full-Time... ...law firm is seeking a Mid to Senior-Level Associate to join its Private... ...estate planning for high-net-worth clients ~ Prior law firm experience preferred...SeniorFull timePrivate practice- UBS in San Diego seeks a Client Associate to support a Private Wealth team. You will keep client records current, educate clients on account services, and prepare materials for meetings, helping open new accounts and service requests. You’ll also plan team events and maintain...Private client
- Our client is a nationally recognized, independent RIA with over... ...They are seeking experienced Senior Wealth Advisors to join their team... ...comprehensive planning: retirement, tax, estate, investments, and... ...a plus Background in RIA, private bank, or wirehouse environments...SeniorWork at officeLocal areaRemote work
- Mercer Advisors is seeking an Estate Planning Attorney to join the Wealth Solutions group. The role supports high-net-worth clients with planning, trust, and tax strategies, collaborating with wealth advisors and internal teams. Preference is given to candidates in the...SeniorWork at office
- Bernstein Private Wealth Management in San Diego, CA seeks a Manager of Client Services to lead the sales support and client service functions for the local Private... ..., developing and managing multiple teams of Associates and Coordinators, ensuring service excellence,...Private clientLocal area
$90k - $130k
CAPTRUST is hiring a Centralized Wealth Planning Senior Specialist to support wealth management solutions for clients. You will directly collaborate with wealth management teams to enhance financial planning strategies and onboarding processes. This role demands a strong...SeniorWork at office$200k - $280k
...Office is seeking an experienced Senior Wealth Advisor to join its team.... ...Advisor with an established client base to transition into a... ...disciplines — investment strategy, tax and estate planning,... ...experience as a Wealth Advisor, Private Banker, or in a related advisory...SeniorFull timeWork at office$75k - $80k
...Senior Administrative Assistant Bernstein Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication... ...Management, help propel the growth of our Private Wealth Management Platform. This is an exciting...SeniorPrivate clientWork at officeWorldwideFlexible hours$124k - $335k
...Senior Manager, Financial Services Tax PracticeA career in our Financial Services Tax practice, within Corporate... ...with the opportunity to help our clients meet their tax obligations while managing... ...: As part of the Asset and Wealth Management team you are expected to...SeniorLocal areaOverseas$249k - $325k
...Private Wealth Services Practice Associate Greenberg Traurig (GT), a global law firm, has an... ...opportunity to work with clients, large and small, from a variety... ...We are seeking a senior-level associate (48 years... ...succession planning, and tax implications. Proven ability...SeniorFull timeTemporary workPrivate practiceWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Associate, Private Client Wealth. Be the first to apply!
- tax examiner San Diego, CA
- sales & use tax accountant San Diego, CA
- tax preparers San Diego, CA
- tax associate San Diego, CA
- income tax preparer San Diego, CA
- tax advisor San Diego, CA
- accountant tax preparer San Diego, CA
- entry level tax preparers San Diego, CA
- tax accountant San Diego, CA
- remote tax accountant San Diego, CA


