Tax Associate: High-Net-Worth Wealth Planning
$80k - $115kWealth Enhancement Group
Wealth Enhancement is seeking a Tax Associate to support an advising team in California, with base salary ranges from $80,000 to $115,000. The role can be based in El Cerrito or Walnut Creek, CA, and includes responsibilities in tax compliance, preparation, planning, and client service. The candidate will work closely with Advisors and clients to ensure timely tax filings, develop projections, and assist with planning strategies, while maintaining confidential client information and #J-18808-Ljbffr Wealth Enhancement Group
- Wealth Enhancement is an independent wealth management firm serving high-net-worth clients with personalized financial planning and roundtable processes. We seek a Tax Associate to support an advising team in California, ensuring timely tax filings and client satisfaction...High net worth
$80k - $115k
...About Wealth Enhancement Wealth Enhancement is an independent... ...of personalized financial planning with our team-based Roundtable... ...We are looking for a Tax Associate to supports an advising team... ...top-quality tax services to high-net-worth clients and ensuring both the...High net worthFull timeTemporary workSeasonal workLocal areaFlexible hours- EP Wealth Advisors (EPWA) is a wealth management advisory firm... ...2026, serving predominately high net worth individuals. EPWA fosters an... ...offers opportunities for our associates to learn, grow and enhance their... ..., retirement, and estate planning. The advisor collaborates...High net worthTemporary workWork at officeImmediate startFlexible hours
$150k - $175k
...are an independent wealth and asset... ...dedicated to delivering a highly personalized experience... ...financial planning. About the Role We... ...financial planning, tax strategies, charitable... .... Secure high-net-worth clients from... ...develop junior client associates and emerging advisors...High net worthSummer work- JPMorganChase is seeking a Private Client Advisor in California to provide financial planning and advice to clients, from beginners to high-net-worth individuals. You will build strong client relationships and offer personalized investment solutions while embodying the...High net worth
- Mariner Wealth Advisors is seeking an Intern, Tax to assist our team with personal and business tax returns for high net worth clients. You will gain hands-on experience in tax planning and compliance while working under experienced professionals. You will help prepare...High net worthInternship
- ...Job Description Krutilla & Associates is a fast-growing CPA firm based... ...Creek specializing in tax and consulting services for... ...professional service firms, and high-net-worth individuals. Qualified candidates... ...and advise clients on tax planning opportunities. Candidates...High net worthFull timePart timeCasual workSeasonal workWork at officeWork from homeMonday to FridayFlexible hours
- ...Chase & Co. in the San Francisco Bay Area seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance within Chase Wealth Management. You will build a trusted client book and deliver tailored solutions aligned to clients’ goals and...
- JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Corte Madera, CA. The role focuses on comprehensive financial planning, relationship management, and delivering investment solutions to individuals and families. You will advise clients...
- ...Advisor to join our San Francisco team, offering a fee-only, holistic, client-first wealth advisory model with substantial upside. The role provides extensive support across investment, planning, trust and estate, client service, legal/compliance, business development, and...
- JPMorganChase is seeking a Private Client Advisor in Berkeley, California. In this role, you will offer comprehensive financial planning and investment solutions while building robust client relationships. You'll need at least 2 years of financial advising experience and...
$175k - $275k
...Advisor Description EP Wealth Advisors (EPWA) is a wealth... ...2025 serving predominately high net worth individuals. EPWA fosters an... ...offers opportunities for our associates to learn, grow and enhance their... ..., and strategic business planning. Your mission is to build a...High net worthTemporary workWork at officeFlexible hours- We are looking for an experienced Tax Manager to join a respected public accounting... ...collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses,... ...timely delivery.• Advise clients on tax planning opportunities, technical questions, and...High net worth
- ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your... ...We are an equal‑opportunity employer and place a high value on diversity and inclusion at our company....
$100k - $125k
...We are seeking an exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need... ...information and create or update planning projections. Assist clients with implementation... ...(i.e., endowments, foundations), high-net-worth individuals, and families. Beacon...High net worthRemote work$90k - $120k
Job Title: Senior Tax AccountantLocation: San Rafael, CA (Hybrid Schedule)About the... ...variety of clients, including non-profits, high-net-worth individuals, local government districts,... ...to manage diverse tax compliance, planning, and consulting engagements.Key responsibilitiesTax...High net worthWork at officeLocal areaRemote workFlexible hoursShift work$80.5k - $135k
...and venture capital, and high-tech help build... ...businesses and expand our associates’ potential for career advancement... ...strategic marketing plans and generate new... ...management experience with high-net-worth clients or... ...of financial planning, wealth management, and client-...High net worthFull time$150k - $180k
...Tax Senior Manager At MGO, human care comes first. When our people thrive, they... ...Senior Manager with a strong background in high-net-worth (HNW) individuals, corporations and... ...individual tax returns Provide strategic tax planning and advisory services, including income...High net worthFlexible hours- ...Description Job Description Tax Manager – Estate, Gift &... ...join their growing Private Wealth practice. This is a high-impact, client-facing role working with high-net-worth individuals, families, and... ...in fiduciary tax, estate planning, and trust structures and...High net worthPrivate practiceWork at officeRemote workFlexible hours
- ...CA, has provided closely held businesses, high net worth individuals, and trusts and estates in... ...join us? ~ Competitive salaries ~401(K) Plan ~ Profit Sharing Plan ~4 Weeks Vacation... ...We are currently seeking experienced Tax Managers with significant expertise preparing...High net worthLocal area
- ...curious, and organizedSenior Tax Accountant to its team. This position... ..., tax research, and tax planning with minimal supervision.Additionally... ...is a dynamic and responsive, high-value CPA firm that serves closely-held businesses, high net worth individuals, trusts and...High net worthTemporary workFlexible hours
- Are you an experienced Tax Manager looking for an opportunity to... ...where your contributions are highly visible. Why Consider This Opportunity... .... Lead tax engagements from planning through completion while... ...closely held businesses and high-net-worth individuals. Conduct tax...High net worth
$87.19k - $114.43k
...Hi, we're Oscar. We're hiring a Senior Tax Accountant to join our Finance Ops & Accounting... ...family. About the role: The Tax Associate is responsible for income tax compliance... ...tax return processes. You will support tax planning and projects. You will report into the...Full timeWork at officeLocal areaRemote work- ...Description Job Description Tax Professional Job... ...with our Liberty Wealth Management clients to help... ...provide strategic tax planning for individuals and businesses... ...interactions. High attention to detail and... ...Experience working with high-net-worth individuals or business...High net worthFull timeWork at officeLocal area
- ...Summary: The Intern, Tax will assist our team members in servicing high net worth individuals with a focus... ...knowledge of tax planning and compliance. Essential... ...in training sessions, associate meetings, and professional... ...with tax and wealth advisory teams to gain...High net worthInternshipWork at office
$165k - $195k
...Donahue Fitzgerald is a highly respected and growing... ...balance. We seek an associate attorney for our Employment... ...base, including high-net-worth individuals,... ...this time of significant planning opportunities for clients... ..., with a background in tax preferred. ~ Experience...High net worth$200k - $225k
...role requires a visionary and highly relational fundraiser who can... ...campaign, including campaign planning, donor pipeline development,... ...maintaining relationships with high net worth individuals, foundations, and... ...public schools. #J-18808-Ljbffr JCC Association of North AmericaHigh net worthSummer workWork at officeImmediate startWeekend workAfternoon shift- ...applications for a Financial Consultant Partner (FCP) to join the wealth management team in Corte Madera, CA. You will partner with Sr.... ...servicing affluent clients, delivering value through financial planning, and growing practice revenues in collaboration with the Sr. FC...
- ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your... ...We are an equal opportunity employer and place a high value on diversity and inclusion at our company....
- ...compliance with laws, rules, and regulations by planning and completing audits, identifying inadequate,... ...environment. About MMA MMA is a dynamic and responsive, high-value CPA firm that serves closely-held businesses, high net worth individuals, trusts and estates, and other...High net worthLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Associate: High-Net-Worth Wealth Planning. Be the first to apply!


