Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Associate: High-Net-Worth Wealth Planning

$80k - $115k

Wealth 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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Tax Associate: High-Net-Worth Wealth Planning in El Cerrito, CA vacancy
  • 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

    Wealth Enhancement

    El Cerrito, CA
    1 day ago
  • Wealth Enhancement Group in California seeks a Tax Associate to support an advising team delivering top-quality tax services to high-net-worth clients and ensuring client and WE Financial Advisors satisfaction...  ...and on time, engage in planning, and help maintain client... 
    High net worth

    Wealth Enhancement Group

    El Cerrito, CA
    3 days ago
  • $80k - $115k

     ...About Wealth Enhancement Wealth Enhancement is an independent...  ...craft of personalized financial planning with our team-based...  ...visit 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 worth
    Full time
    Temporary work
    Seasonal work
    Local area
    Flexible hours

    Wealth Enhancement Inc

    El Cerrito, CA
    5 days ago
  • $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 worth
    Summer work

    Fairygodboss

    Alameda, CA
    3 days ago
  • 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

    JPMorganChase

    Alameda, CA
    2 days ago
  •  ...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 worth
    Full time
    Part time
    Casual work
    Seasonal work
    Work at office
    Work from home
    Monday to Friday
    Flexible hours

    Krutilla & Associates

    Oakland, CA
    1 day ago
  •  ...Accountant is responsible for performing tax preparation, tax research and planning with supervision. The position...  ...supervision. MMA is a dynamic and responsive, high-value CPA firm that serves closely held businesses, high net worth clients, trusts and estates, and other... 
    High net worth
    Full time
    Temporary work
    Work experience placement
    Flexible hours

    Mowat Mackie & Anderson

    Oakland, CA
    3 days ago
  •  ...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... 

    JPMorgan Chase

    Alameda, CA
    3 days ago
  • 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... 

    JPMorganChase

    Berkeley, CA
    3 days ago
  • $145k - $185k

     ...Oakland, specializing in serving High Net Worth individuals, family offices,...  ...them navigate complex tax landscapes and build long-term...  ...to strategic tax planning and compliance.Key Responsibilities...  ...staff accountants and senior associates.Stay current on tax law changes... 
    High net worth

    CyberCoders

    Oakland, CA
    3 days ago
  • DescriptionWe are looking for an experienced Tax Manager to join a respected public...  ...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

    Robert Half

    Oakland, CA
    14 hours ago
  • $66.56k - $80k

     ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite...  ...institution requirements Delivering a high quality customer service experience during...  ...investment/insurance products and financial planning Core Competencies: Strong self... 
    Work at office
    Local area

    LPL Financial

    El Sobrante, CA
    5 days ago
  • $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 worth
    Work at office
    Local area
    Remote work
    Flexible hours
    Shift work

    CyberCoders

    Larkspur, CA
    14 hours ago
  • $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 worth
    Full time

    East West Bank

    Oakland, CA
    1 day ago
  •  ...financial services firm based in Corte Madera, California is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment solutions. You will play a pivotal role in fostering client relationships while embracing digital innovations... 

    JPMorganChase

    Corte Madera, CA
    4 days ago
  •  ...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.... 

    JPMorganChase

    Corte Madera, CA
    2 hours ago
  • $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 worth
    Flexible hours

    MACIAS GINI & O'CONNELL LLP

    San Rafael, CA
    4 days ago
  • $100k

     ...of Inland Empire area.Responsibilities include the workforce planning, hiring, trainin... Full-time $25.00 hourly Full-time Full-time...  .... Participate in trade shows, networking events, and industry associations. Maintain an active sales pipeline and accurately forecast business... 
    Hourly pay
    Full time
    Contract work
    Part time
    Work from home
    Weekend work
    Afternoon shift

    JPMorgan Chase

    Berkeley, CA
    1 day ago
  • $115k - $145k

     ...for additional consideration - Mahmoud Adam, CPASenior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco.If you...  ...actually get closer to portfolio management, financial planning, investment management, and clients, this could be a... 
    Casual work
    Work at office
    2 days per week

    Robert Half

    Oakland, CA
    2 days ago
  • $175k

     ...Description Job Description Tax Manager / Senior Tax Manager...  ...San Francisco Bay Area A highly respected and well-established...  ...positions, including: High Net Worth Individual Tax Focus Complex...  ...exposure Advisory and planning for affluent clients Entity... 
    High net worth
    Work at office
    Flexible hours
    3 days per week

    Levelociti

    Oakland, CA
    more than 2 months ago
  • $200k

     ...Description Job Description Tax Manager / Senior Tax Manager (...  ...| 2 Days In-Office A highly respected mid-sized CPA firm in...  ...practices, including: High Net Worth / Estate & Trust Focus HNW...  ...estate tax work Advanced tax planning for high-net-worth clients and... 
    High net worth
    Work at office
    Flexible hours

    Levelociti

    Alameda, CA
    21 days ago
  • $125k - $150k

     ...outcomes for Bay Area nonprofits, private companies, and high-net-worth individuals by elevating the integrity of their financial...  ...County CPA firm known for audit/assurance/attestation, tax, business planning, forensic accounting, and litigation support. Enjoy genuine... 
    High net worth
    Local area
    Flexible hours

    People First Recruiting

    San Rafael, CA
    12 days ago
  •  ...Job description Krutilla & Associates is a fast-growing CPA firm...  ...Walnut Creek specializing in tax and consulting services for...  ...professional service firms, and high-net-worth individuals. Qualified...  ...returns and advise clients on tax planning opportunities. Candidates... 
    High net worth
    Full time
    Casual work
    Work at office
    Work from home
    Monday to Friday
    Flexible hours

    Krutilla & Associates Inc

    Oakland, CA
    more than 2 months ago
  • $120k - $175k

     ...Tax Manager | Hybrid Remote| Join a well-established and growing Bay Area firm! This...  ...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... 
    High net worth
    Local area
    Remote work

    Jobot

    Oakland, CA
    14 hours ago
  • $170k

     ...Job Description Job Description Tax Senior / Tax Manager San Rafael, CA | Hybrid Flexibility | Up to $170,000 DOE + Comprehensive...  ..., and nonprofit organizations, providing strategic tax planning, compliance, and consulting services that make a meaningful impact... 
    Contract work
    Work at office

    Levelociti

    San Rafael, CA
    a month ago
  • $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

    Donahue Fitzgerald

    Oakland, CA
    1 day ago
  • $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 America
    High net worth
    Summer work
    Work at office
    Immediate start
    Weekend work
    Afternoon shift

    JCC Association of North America

    Berkeley, CA
    4 days ago
  • $185k - $225k

     ...vulnerabilities to develop mitigation strategies. Advance planning: Conducting reconnaissance of locations, planning secure travel...  ...close protection/executive protection operations for high-net-worth clients/at-risk clients. Experience working in one of or a combination... 
    High net worth
    Hourly pay
    Full time
    Local area
    Immediate start

    Gavin de Becker & Associates

    Oakland, CA
    a month ago
  •  ...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... 

    Charles Schwab

    Corte Madera, CA
    4 days ago
  •  ...position of Manager reports to the Head of Internal Audit. The major responsibility of this position is business partnering, planning, ensuring high quality execution & reporting audit results, as well as strengthening relationships with the business stakeholders. 1.... 

    BioMarin Pharmaceutical

    San Rafael, CA
    1 day ago

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!