Strategic Tax Planner & Client Advisory Lead
Beacon Pointe
A leading advisory firm located in Newport Beach, California is seeking a Senior Tax Planner to oversee tax planning technology tools and deliver strategic tax advice to clients. The ideal candidate has strong leadership skills, deep tax expertise, and a client-focused approach. Responsibilities include client meetings, managing tax planning software, and collaborating with firm leadership on best practices. This role is pivotal in enhancing client relationships and internal processes within the firm. #J-18808-Ljbffr
- ...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...Tax
- ...-Employment is looking for a Senior Tax Manager for Private Client Services. This remote position is ideal... ...professionals who want to engage in strategic, integrated tax planning. You will... ...-worth clients and focus on client advisory rather than only compliance. The...TaxRemote work
- ...Tax Alchemy in Irvine, California, is seeking a Senior Tax... ...with extensive experience to lead the Tax Advisory team. The ideal candidate will... ...for our high-net-worth clients. This position involves overseeing... ...driving growth through strategic planning. Benefits include remote...TaxRemote work
- ...solutions for ultra-high-net-worth (UHNW) clients. The ideal candidate will have a J.D. and a minimum of 10 years' experience in tax and estate planning, particularly with clients... ...$30M or more. Responsibilities include leading client engagements, assessing financial...TaxRemote work
- Job Description The Senior Tax Planner is responsible for overseeing our firm... ...directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. The ideal... ...approach. Responsibilities Client Advisory and Tax Planning Meet directly with...Tax
- ...EY is looking for an Indirect Excise Tax Staff in California. You will support excise tax compliance and advisory projects across various industries including Oil & Gas... ...supervising junior staff while collaborating with clients to provide exceptional service. This position...TaxFlexible hours
- ...A leading global consultancy seeks an International Corporate Tax Advisory – Senior professional to manage advisory services for corporate clients. The candidate will oversee technical planning, client relationships, and develop junior staff within a dynamic work environment...Tax
- ...A leading tax advisory firm in Newport Beach is searching for a Corporate Tax Manager to lead various tax compliance and consulting projects. In this role, you'll manage client engagements, supervise junior staff, and ensure high-quality service delivery. Applicants should...Tax
- ...A leading financial services firm is looking for a Global Indirect Tax Manager in Newport Beach, CA. This role involves managing client services, providing tax planning and compliance services. Candidates should hold a Bachelor’s degree in accounting, possess a CPA or...Tax
$30 per hour
...Beacon Pointe Advisors’ Strategic and Legacy Planning... ...-high-net-worth (UHNW) clients. Such a candidate may be... ...and education on estate, tax, philanthropic, and multigenerational... ...of at least $ 30 M. Lead client engagements in... ...service. Guidance to advisory teams and clients as to...TaxWork at officeRemote work- ...A leading advisory and tax firm in Irvine is seeking a Tax Manager to provide comprehensive tax compliance and advisory services. This role involves managing client relationships, mentoring associates, and delivering high-quality service. Candidates should have a Bachelor...Tax
- A leading consulting firm is seeking a Client Engagement Senior Associate to manage the lifecycle of client engagements within the Tax Operations unit. This role involves ownership of billing, contract execution, and risk assessment while promoting operational efficiency...TaxContract workWork at office
$147.4k - $336.8k
...A leading global professional services firm is seeking a Senior Manager for its International Tax Advisory practice. The role involves managing technical planning and advising on tax operations while coaching a dedicated client service team. Candidates should have substantial...Tax- ...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
$65k - $90k
...Client Advisory Associate Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional... ..., and other payments to trust beneficiaries. Coordinate tax-related payment information with the Tax Department and client...TaxFull timeWork at officeLocal area- ...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...TaxWork at officeFlexible hours
- ...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...Tax
$95k
...Vertical Careers, Inc. is seeking a Senior Tax Accountant to join a reputable Top 150 CPA firm in Orange County. The role involves preparing various tax returns, interacting with clients, and working closely with staff on client management. Candidates should possess a...Tax$111k - $145.71k
...California is seeking an Audit Manager. This role involves delivering industry-focused audit and assurance services to middle market clients while mentoring staff and impacting the firm’s success. Candidates should have a CPA, five years of auditing experience, and...$170k - $281.86k
...Overview Baker Tilly is a leading advisory, tax and assurance firm that serves clients across major U.S. regions and global financial centers. Responsibilities... ...engagement aspects. Think independently and strategically about client business processes, systems, and risks...TaxLocal area$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...Tax$101k - $113k
...GLOVIS America, Inc. is seeking a Revenue Growth & Client Strategy Manager in Irvine, California. This role focuses on overseeing revenue generation, monitoring financial performance, and building strong customer relationships. Ideal candidates will have significant experience...$250k - $350k
...Tax Managing Director, Transaction Advisory Services The Tax Managing Director, Transaction... ...grow the practice and will lead teams responsible for... ...and manages significant client relationships (new and existing... ...that private equity and strategic corporate entities pursue...TaxWork at office$100k - $150k
...Partners LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management... ...personal and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships with clients. The ideal candidate will have a Bachelor’s degree...Tax$159.2k - $231.2k
...Perform technical reviews of tax returns for high-net-worth individuals, primarily... ...complex engagements and workflow of multiple clients and related deliverables to minimize risk... ...name under which Armanino LLP and Armanino Advisory LLC, independently owned entities,...TaxContract workLocal areaFlexible hours$129k - $171k
...control center. As the world enters an era of strategic competition, Anduril is committed to... ...a world-class Senior Field Service Parts Planner to join our team. The Senior Field Service... ...: Traditional 401(k), Roth, and after-tax (mega backdoor Roth) options. UK & IE Roles...TaxFull timeContract workWork experience placementLocal areaRelocationRelocation packageFlexible hours$125k
...and operational process expertise to the Advisory team in a one-to-one working relationship... ...not limited to: (1) advisor support; (2) client proposals; (3) plan implementation; and (... ...strategies, including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies....TaxWork at office- ...A tax preparation firm in California is seeking a Tax Preparer to handle individual and business tax returns. The ideal candidate will... .... This role involves analyzing financial data to maximize client savings and educating clients on tax regulations. If you are detail...Tax
$21.75 - $44.5 per hour
...DNA across our audit, tax, and consulting groups.... ...Description: The Client Engagement Specialist (... ...Technology Champion: ~ Lead adoption of core... ...enablement tools) Drive Strategic Resolution: Use... ...their goals with tax, advisory, risk and performance...TaxHourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...Senior Planner The Senior Planner is responsible for developing... ...partner with sales teams to develop strategic forecasts and business plans.... ...Spending Accounts (FSA) Pre-tax savings accounts for... ...personal best to work each day, it leads to success, advancement, and upward...TaxTemporary workWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Tax Planner & Client Advisory Lead. Be the first to apply!
- senior planner Newport Beach, CA
- medical planner Newport Beach, CA
- operations planner Newport Beach, CA
- well planner Newport Beach, CA
- party planner Newport Beach, CA
- business continuity planner Newport Beach, CA
- retail planner Newport Beach, CA
- planner Newport Beach, CA
- manufacturing planner Newport Beach, CA
- transportation planner Newport Beach, CA

