Tax Pro: Strategic Wealth Planning & Client Advisory
taxalchemy
taxalchemy in Irvine, CA is seeking a proactive Tax Pro to engage directly with clients on tax planning for strategic wealth planning. The role covers business and personal tax, finance, and investments, acting as the primary contact for clients in the Tax Advisory team under the Senior Tax Strategist. The ideal candidate has 3-5 years in tax accounting or planning, a Bachelor's in Accounting/Finance, and is pursuing EA or CPA. #J-18808-Ljbffr taxalchemy
- 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...Tax
- ...rolling basis. We are seeking a proactive and client-facing Tax Pro to engage directly with clients on tax planning for strategic wealth planning. The ideal candidate will be... ...point of contact for all clients in the Tax Advisory team. The position will work with other...Tax
$79k - $125k
...your ideas. Our CFO Advisory Services team helps our clients scale for growth and... ...meet our client’s strategic goals. We’re looking... ...Responsibilities Financial Planning and Analysis,... ...and preparation of pro-forma financial information... ...entities provide tax, advisory, and...TaxFull timeContract workWork experience placementLocal areaFlexible hours- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory in California. You will deliver fiduciary, fee-based... ...wealth advice, building tailored financial plans and portfolios for high-need clients. You will mentor junior team members and...Suggested
$100k - $150k
...based in Irvine, is seeking a Senior Tax Accountant to join their wealth management team. This hybrid position... ...personal and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships with clients. The ideal candidate will have a...Tax- ...Private Wealth PlannerThe Private Client experience at J.P. Morgan offers... ...comprehensive, expert planning. The Private Wealth Planner... ...estates, individual tax rules (both transfer... ...investing, financial advisory at a broker-dealer,... ...such as Moneyguide Pro, eMoney, or Wealth Bench...TaxWork at office
- Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership, supporting region... ...new clients, and SME guidance across investments, taxes, and financial planning. Strong collaboration with Managing Directors is...Tax
- Withum’s Founders & Tech Executive Tax Supervisor will be based in one... ...tax engagements for high-net-worth clients, mentor staff, and build strong... ...inclusive culture. The role emphasizes strategic planning, tax research, and ongoing advisory services to founders and tech...Tax
- Mercer Advisors seeks a Wealth Path Wealth Advisor to support region-wide business development and client service. You will work under Wealth Path leadership alongside... ...expand the client base and coordinate financial planning, tax, and investment guidance. The role requires...TaxLocal area
- ...CPA firm in Newport Beach is hiring a Senior Tax Accountant to manage tax preparation, planning, and compliance for individuals and... ...collaborative environment while independently handling client engagements, providing strategic tax advice, and continually seeking...TaxFull timeWork at office
- Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-driven environment. You will support region-wide business... ...with senior leaders on investments, tax, and estate planning. The role requires travel up to 50% and strong financial...Tax
$74.93k - $153k
...Are you a leader and strategic thinker with extensive... ...services to individual clients and their trusts, estates... ...providing solutions to complex tax issues? Do you not only... ...’s growing Private Wealth practice! Recruiting... ...projects related to tax planning opportunities and the...TaxPrivate practiceWork at officeLocal area$120k - $130k
Tax ManagerLocation: Fully Remote - must... ...leadership career?Our client is a boutique tax... ...build long-term wealth. Their... ...advisor in the tax planning space.What You'll... ...accounting, finance advisory, and/or consulting... ...eventsIf you're a strategic tax leader who enjoys...TaxLocal areaRemote work- ...looking for a proactive and technically sharp Tax Specialist to develop individual tax plans for clients as part of our strategic wealth planning services. The successful... ...collaborate with other members of the Tax Advisory team, reporting to the Senior Tax Strategist...Tax
- ...Tax DirectorWe are seeking an experienced Tax Director to join our Private Client advisory practice, specializing in tax planning and compliance for high net worth individuals... ...role provides strategic tax advisory services... ...gift tax planning, wealth transfer strategies,...TaxPrivate practiceLocal area
$220k - $300k
...Boundless Horizons of Tax, Valuation, and Business... ...Valuation, and Business Advisory. We stand as a... ...working with extraordinary clients spanning every industry... ...firm-wide initiatives.Plan, execute, direct, and complete... ...legislative changes, wealth transfer techniques, charitable...TaxFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...pivotal role in advising clients on their local and... ...tax affairs, acting as a strategic consultant in business analysis... ...of innovative tax planning solutions and methodologies...TaxFull timeH1bLocal area- ...preserving their wealth for future generations... ...building trusted client relationships,... ...offering across wealth planning, wealth transfer,... ...candidate is a strategic thinker, a strong... ...and external teams. Advisory & Strategy Collaborate... ...services and tax optimization. Through...TaxPermanent employmentTemporary workWork at officeFlexible hours
- ...seeking a highly experienced, client-facing Senior Tax Strategist to drive our company’s strategic planning mission. The ideal candidate... ...sophisticated tax law into proactive, wealth growing financial plans. The... ...Strategist will lead a Tax Advisory pod, under the direction and...TaxImmediate startRemote work
- ...Private Wealth Advisor Our client is a growing independent wealth management firm... ...comprehensive financial planning and investment management services... ...to expand the firm's advisory presence. This is an excellent... ..., including retirement, tax, estate, insurance, and investment...TaxImmediate start
$100k - $150k
...Wealth Management AccountantAre you someone with... ...and fiduciary income tax returns including multi... ...tax projections for planning and estimated taxes and... ...for multiple clients - this includes direct... ...financial statementsProvide strategic tax advisory services to clients...TaxLocal area$125k - $160k
...bonus + benefits Overview Our client is a comprehensive wealth management and insurance planning firm dedicated to helping clients... ..., real estate, insurance, tax strategy, cash flow planning, and... ...critical role in coordinating across advisory, operations, and investment...TaxWork at officeRemote work- A leading financial advisory firm in Newport Beach, CA is seeking an experienced... ...Financial Planner to join their Financial Planning Department. The role involves... ...plans, managing data, and engaging with Wealth Advisors to enhance client services for high-net-worth...Work at office
- ...looking for a proactive and technically sharp Tax Specialist to develop individual tax plans for clients as part of our strategic wealth planning services. The successful... ...collaborate with other members of the Tax Advisory team, reporting to the Senior Tax Strategist...TaxLocal areaRemote work
- ...ultra‑high‑net‑worth wealth manager that empowers clients to secure their... ...offering across wealth planning, wealth transfer, traditional... ...market updates, and strategic planning sessions to... ...and external teams. Advisory & Strategy... ...office services and tax optimization. Through...TaxPermanent employmentTemporary workWork at officeFlexible hours
- EP Wealth Advisors (EPWA) is a wealth management advisory firm with$49.1 billion as of June... ...tailored financial plans to clients within the region.... ...plans, including tax planning,retirement... ...Strategic Involvement & Support... ...eMoney, Money Guide Pro, Social Security Analyzer...TaxTemporary workWork at officeLocal areaFlexible hours
- A leading financial services firm in California is looking for a Private Wealth Analyst. In this role, you will lead the design and implementation of financial plans for clients, ensuring high standards of service and collaboration with various departments. Ideal candidates...
- ...supporting industry alliance programs. The role provides pro bono accounting and taxation services to local small... ...and updating clinic policies, coordinating communications with clients, boards and CPA mentors, planning #J-18808-Ljbffr University of California, IrvineTaxLocal area
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC, our... ...services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses...TaxFull timeSecond jobH1b$90k - $110k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...Tax, Valuation, and Business Advisory. We stand as a trailblazing force... ..., working with extraordinary clients spanning every industry,... ...participate in the accounting planning and consulting process for a variety...TaxFull timePrivate practiceH1bLocal areaWork visa
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