Senior Tax Strategist, CPA — High-Net-Worth Advisory
Edgar Law Group, LLP
Edgar Law Group, LLP in San Jose, CA seeks a seasoned Tax Strategist - CPA to lead sophisticated advisory, planning, compliance, and controversy work for high-net-worth individuals and business entities. The ideal candidate has a CPA license, 5+ years of tax experience, and the ability to act as a strategic advisor, communicating clearly with clients and coordinating with attorneys to deliver well-documented, billable services. #J-18808-Ljbffr Edgar Law Group, LLP
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Tax Strategist, CPA — High-Net-Worth Advisory in San Jose, CA vacancy
$180k - $230k
...Top 50 CPA firm Based in San Jose, CA we are... ...well known and come highly recommended by those... ...include traditional Tax, Auditing, and Advisory. Why join us? Highly... ...practice is looking for Senior Tax Managers with 7+... ...experience serving ultra-high-net-worth individuals in public...SeniorTaxHigh net worthLocal areaRemote work3 days per weekJobot
San Jose, CA2 days ago$90k
...delivering strategic, innovative tax solutions that protect and... .... We're seeking a dynamic CPA - Tax Strategist to join our team of... ...lead on sophisticated tax advisory, planning, compliance, and... ...individuals, business owners, and high-net-worth clients. Your expertise...TaxHigh net worthWork at officeLocal areaEdgar Law Group, LLP
San Jose, CA2 days ago$90k
Tax Strategist - CPA Edgar Law Group, LLP San Jose, California, United States About this position... ...- CPA to help lead sophisticated tax advisory, planning, compliance, and... ...work for individuals, business owners, high-net-worth clients, fiduciaries, partnerships, corporations...TaxHigh net worthWork at officeLocal area- PP&Co, now part of Ascend, is seeking a Senior Tax Accountant to lead tax engagements for a diverse client base including privately held businesses and high-net-worth individuals. The role emphasizes client relationships, technical tax work, and collaboration with a growing...SeniorTaxHigh net worthFull time
- Jobot, based in San Jose, CA, is seeking a Senior Tax Manager to serve ultra-high-net-worth individuals in a collaborative, high-performing public accounting... ...must have 7+ years in public accounting, an active CA CPA, and a degree in accounting or taxation. You will mentor...SeniorTaxHigh net worth
- ...Talnt in San Jose, California, is seeking an experienced Tax Director to lead its Private Client advisory practice, specializing in tax planning for high net worth individuals and related entities. The role involves strategic tax advisory, client management, and overseeing...SeniorTaxHigh net worthPrivate practice
Talnt
San Jose, CA2 days ago $80k - $100k
...Senior Tax AssociateUnleash Your Potential: Senior Tax Associate at... ...closely held businesses, and high-net-worth individuals to reach their... ...Ascend – a tax, accounting, and advisory platform that partners with... ...'s in Taxation preferred (CPA or CPA candidate preferred)Minimum...SeniorTaxHigh net worthFull timeAscend Together
San Jose, CA2 days ago$130k - $160k
...Senior Tax Manager - Real EstateAre you driven by making a real impact—helping individuals... ..., closely held businesses, and high-net-worth individuals to reach their financial goals... ...to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial...SeniorTaxHigh net worthLocal areaRemote workAscend Together
San Jose, CA2 days ago- ...Recruiting LLC is seeking a Tax Manager specializing in... ...& Trust taxation. This high-impact role involves advising high-net-worth individuals and families... ...schedule, and a clear path to senior roles. Ideal for those... ...to transition into a more advisory-driven position. #J-18808...TaxHigh net worth
$135k
...Description Job Description Tax Senior Associate | Boutique Family Office Practice | UHNW Advisory Work Location: San Jose,... ...public accounting tax experience | CPA required or actively pursuing... ...client base of ultra-high-net-worth individuals and families—clients...SeniorTaxHigh net worthWork at officeLevelociti
San Jose, CA9 days ago- ...Job Description Tax Senior– Remote | Public Accounting... ...provides comprehensive tax, advisory, and accounting... ...while working with a high-caliber client portfolio... ...partnerships, and high-net-worth individuals. Provide... ...opportunities. Qualifications: CPA or EA designation...SeniorTaxHigh net worthFull timeRemote workFlexible hours
Solid Rock Recruiting LLC
San Jose, CA4 days ago $100k - $150k
...and fastest growing accounting and advisory firms in the industry You will have... ...work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who... ...middle-market companies, as well as high net worth individuals, family offices, not-for...SeniorTaxHigh net worthWork at officeLocal area$101k - $148.55k
...Overview Baker Tilly is a leading advisory, tax and assurance firm,... ...LLP is a licensed independent CPA firm that provides attest services... ...Group, LP JOB TITLE: Tax Senior Associate LOCATION: Santa... ...partnerships (Form 1065), and high-net-worth individuals (Form 1040) (6%)...SeniorTaxHigh net worthWork at officeLocal areaWork from homeWorldwideBioForward Inc
Santa Clara, CA3 days ago- ...Management is a growing and dynamic accounting and tax firm headquartered in Silicon Valley that offers accounting... ...-traded companies, privately-held businesses, and high-net-worth individuals. Position Description The Senior Tax Associate is primarily responsible for...SeniorTaxHigh net worthLocal area
Sagent Management
San Jose, CA23 hours ago $90k - $115k
...absolute confidence. We maintain a highly supportive culture with hands... ...OverviewWe are looking for a Tax Senior with 5+ years of experience... ...complex tax returns for high-net-worth individuals, corporations,... ....Credentials: Active CPA license or Enrolled Agent (EA...SeniorTaxHigh net worthFull timeFlexible hours$150k - $200k
A national CPA firm in California is seeking a Tax Senior with over 2 years of public accounting experience. This role offers competitive pay of $150,000 - $200,000 annually, a fully remote option, and a great work/life balance. Candidates should possess a BS/BA in accounting...SeniorTaxRemote workFlexible hoursJobot
Campbell, CA23 hours ago$139.2k - $293.5k
...across our audit, tax, and consulting groups... ...boutique tax and advisory services to America... ...multidisciplinary team delivers highly tailored strategies... .... We are seeking a Senior Tax Manager with... ...ultra-high-net-worth (UHNW) individual,... ...required Active CPA or JD required Minimum...SeniorTaxHigh net worthWork at officeLocal areaRemote workWorldwide$135k - $175k
...solutions provider located in San Jose, CA, is seeking a Tax Manager. This role involves reviewing individual... ...returns, preparing complex returns, and advising high-net-worth clients. The ideal candidate will hold a CPA license, have a minimum of 10 years in public...SeniorTaxHigh net worthFull time- Frank, Rimerman + Co. LLP seeks a Tax Senior Associate with 3-5 years of corporate tax experience in public accounting. You will work... ...tax solutions for a sophisticated client base, including ultra high net-worth individuals, pre-IPO, public companies, and partnerships in...SeniorTaxHigh net worthWork at officeRemote work
- Crowe is hiring a Senior Tax Manager focused on ultra-high-net-worth individuals and family offices. You will lead complex tax engagements, advise clients and... ...develop a high-performing team. The role requires a CPA or JD and at least eight years in public accounting,...SeniorTaxHigh net worthWork at office
- Senior Tax Associate Sagent Management is a growing and dynamic accounting and tax firm headquartered in Silicon Valley that offers accounting... ...to publicly-traded companies, privately-held businesses, and high-net-worth individuals. Position Description The Senior Tax Associate...SeniorTaxHigh net worthLocal area
- ...Description We are seeking an experienced Senior Accountant with a strong background... ...The ideal candidate is a licensed CPA with expertise in fiduciary income tax returns, estate and gift tax compliance, trust accounting, and high-net-worth client service. This role requires...SeniorTaxHigh net worth
Mhtb Accountancy Group Of Silicon V
San Jose, CA4 days ago - Armanino in San Jose is looking for a Tax Consultant to assist in corporate tax compliance, prepare returns, and conduct tax research.... ...The role provides quality client service and offers pathways to CPA certification. A comprehensive benefits package including medical...SeniorTaxFlexible hours
$115k - $125k
E-Space is seeking a motivated Senior Accountant to join our startup finance team in Saratoga, CA. This role involves hands-on accounting duties such as month-end close, vendor management, and tax support. The ideal candidate will have experience in startup environments...SeniorTaxFull time- E-Space seeks a Senior Accountant to join our finance team in Saratoga, CA (or Arlington, TX). This full-time, exempt role... ...across general accounting, NetSuite, AP, audit and tax support, and is ideal for a CPA candidate or licensed CPA seeking hands-on experience in...SeniorTaxFull time
- ...Description We are looking for an accomplished Senior Estate Planning Attorney to support... ...developing tailored planning strategies for high-net-worth individuals and families. The attorney in this role will manage tax-related filings, fiduciary accounting review,...SeniorTaxHigh net worth
Robert Half
San Jose, CA9 days ago - Vialto, located in Campbell, California, is seeking a Senior Manager, Global Equity & Reward to deliver innovative equity compensation... ...collaborating with senior stakeholders in HR, Finance, Payroll, and Tax. This opportunity combines technical understanding with...SeniorTax
- TSMC is looking for a Principal Employment Tax and Payroll Analyst to support its groundbreaking semiconductor fabrication facility in San Jose, California. This position will play a key role in the lead-up to operations starting in 2025, focusing on tax and payroll processes...SeniorTax
$110k - $135k
...join our sophisticated and growing tax practice. We are seeking Tax Senior Associates with 3-5 years of corporate... ...practice groups serving ultra high net-worth individuals, pre-IPO and public companies... ...in business or corporate taxation CPA licensed, or license pending with...SeniorTaxHigh net worthWork at officeLocal areaImmediate startWork from home$200k
...relationship manager to a select group of high-net-worth clientele. Highlights Advise clients with... ...options, RSU’s, deferred compensation, tax and estate planning, financial planning,... ...development of strategic partnerships with CPA firms, Law Firms, and Insurance firms, to...SeniorTaxHigh net worthWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Strategist, CPA — High-Net-Worth Advisory. Be the first to apply!
Related searches
- senior brand strategist San Jose, CA
- business strategist San Jose, CA
- communications strategist San Jose, CA
- strategy consultant San Jose, CA
- technology strategist San Jose, CA
- design strategist San Jose, CA
- media strategist San Jose, CA
- investment strategist San Jose, CA
- senior strategy consultant San Jose, CA
- strategist San Jose, CA