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
- 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
$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 worthFull timeTemporary workSeasonal workLocal areaFlexible 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
- ...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
- ...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 worthFull timeTemporary workWork experience placementFlexible hours
- ...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...
$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- 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
$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 officeLocal area$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- ...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...
- ...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....
$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$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 payFull timeContract workPart timeWork from homeWeekend workAfternoon shift$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 workWork at office2 days per week$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 worthWork at officeFlexible hours3 days per week$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 worthWork at officeFlexible hours$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 worthLocal areaFlexible hours- ...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 worthFull timeCasual workWork at officeWork from homeMonday to FridayFlexible hours
$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 worthLocal areaRemote work$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 workWork 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$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 worthHourly payFull timeLocal areaImmediate start- ...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...
- ...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....
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!




