Senior Tax Manager — Family Office & Wealth Planning Leader
Jobot
Jobot in San Diego is seeking a Senior Tax Manager to lead tax compliance, planning and strategy for high-net-worth individuals, families, trusts and estates. You will coordinate with external advisors and professionals, review complex federal and state returns, and provide proactive tax planning around liquidity events and generational transitions. This role offers long-term stability and a relationship-driven environment. #J-18808-Ljbffr Jobot
$180k - $220k
...seeking an experienced Senior Tax Manager to support the tax and planning needs of our clients including... ...a multi-generational family office. This role oversees... ..., and long-term wealth planning. Why join us Excellent... ...Partner as the current leaders retire and succession...SeniorWork at officeLocal area$130k - $160k
...Family Office Financial Services Firm is Seeking a Senior Tax Manager to Join Their Growing Team! This Jobot Job is hosted by Sydney... ...Us A specialized tax and wealth advisory firm supporting high-... ...tax compliance and strategic planning services with a white-glove approach...SeniorWork at officeLocal areaRemote work3 days per week$141k - $290k
...Senior Manager Tax Weaver is a full-service national accounting, advisory... ...workplace culture. Our leaders truly care about the well-being... ...scope of services includes tax planning and preparation, entity structuring, wealth preservation, family succession consulting, and...SeniorImmediate startFlexible hours$17 - $20 per hour
...top-tier patient care but will also contribute to the financial management of the dental practice. This is an excellent opportunity for a... ...blood pressure and pulse. 4. Serve as an infection control officer, developing infection control protocol and preparing and...SeniorHourly payWork experience placementWork at officeLocal area$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...to clients on tax planning, compliance, and... ...and learning how to manage and inspire others.... ...efficiencies. As a Senior Associate you shall... ...vacation, personal and family sick leave, and more...SeniorFull timeSecond jobH1b$124k - $335k
...Senior Manager, Financial Services Tax PracticeA career in our Financial Services Tax practice... ...-led and values-driven leader at every level. To help us... ...As part of the Asset and Wealth Management team you are expected... ...pay, vacation, personal and family sick leave, and more....SeniorLocal areaOverseas$126.1k - $253k
...opportunity to join the Partnership Tax team, a high-performing, high... ...your important role as Tax Senior Manager with RSM, you will be... ...partnership tax services, including planning, research, compliance,... ...; national origin; ancestry; familial or marital status; age; physical...SeniorFull timeWork experience placementInternshipPrivate practiceLocal area$150k - $200k
...Senior Tax Manager Company: Boutique CPA Firm Compensation: $150,000 - $200,000 + discretionary... ...individual and business tax clients from planning through filing Prepare and review federal... ...planning, business transactions, and wealth preservation strategies Research technical...SeniorRemote work$150k - $210k
...have the flexibility to manage your days in support of... ...of international tax compliance forms and working... ...matters for individuals and families with global holdings... ...activities Develop tax planning opportunities arising... ...worth individuals, family offices, not-for-profit...SeniorFixed term contractLocal area$150k - $200k
Senior Tax Manager Company: Boutique CPA Firm Compensation: $150,000 - $200... ...and business tax clients from planning through filing • Prepare and... ...business transactions, and wealth preservation strategies •... ...licensure and certifications, office location and other geographic...SeniorFor contractorsWork at officeLocal areaRemote work- A leading wealth management firm is seeking experienced Senior Wealth Advisors in San Diego, CA. This role offers a lead advisor position with full service support, a deep planning platform, and a clear path to partnership and equity. Ideal candidates will have 8-10 years...Senior
- ...Position EisnerAmper seeks a Tax Senior Manager to join the Private Client... ...hybrid work model with flexible office locations. Responsibilities... ...opportunities. Oversee tax planning and compliance for ultra‑high net‑worth individuals and families, with emphasis on clients in...SeniorPrivate practiceWork at officeLocal areaFlexible hours
- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client... ...flexibility in terms of office location, as EisnerAmper follows... ...for overseeing tax planning and compliance functions for... ...worth individuals and their families, with a particular emphasis...SeniorTemporary workPrivate practiceWork at officeLocal area
$249k - $325k
Greenberg, Traurig, PA is seeking a Private Wealth Services Associate at its San Diego office. This full-time position focuses on sophisticated estate planning for high-net-worth individuals and families. Ideal candidates will have 4-8 years of relevant experience, strong...SeniorFull timeWork at office- BBVA Global Wealth Advisors in San Diego seeks an experienced Financial Advisor to advise ultra/high net worth families on wealth-building, preservation, and balance sheet management. You will leverage investments, credit, and banking knowledge to broaden client relationships...Senior
$147.4k - $336.8k
...average day for a Real Estate Tax Senior Manager - so you're likely to spend... ...time on a variety of tax planning projects, responsibilities and... ...Join us in our team‑led and leader‑enabled hybrid model. Our expectation... .../Summer breaks, Personal/Family Care, and other leaves of...SeniorSummer holidayFlexible hours$90k - $143k
...workplace culture. Our leaders truly care... ...is looking for Tax a Senior Associate or... ...helps clients manage and preserve their personal wealth. Our scope of services... ...limited to tax planning and preparation... ...preservation, family succession... ...consulting, and family office services. A...SeniorWork at officeFlexible hours- ...Senior Tax ManagerA well-established public accounting and advisory firm in San Diego is looking for a Senior Tax Manager to take ownership of key client relationships, lead complex tax engagements... ...individuals across compliance, planning, structuring, and broader advisory...Senior
$249k - $325k
...Job Description Private Wealth Services Associate San... ...is seeking a Mid to Senior-Level Associate to join... ...net-worth individuals and families on sophisticated estate planning, wealth transfer, and trust... ...real estate assets Manage complex trust and estate...SeniorFull timePrivate practice$189.29k - $331.2k
Northern Trust Corp is actively seeking a Sr. Relationship Advisor in San Diego, California to manage sophisticated wealth management clients. The role involves providing exceptional service, regulatory advice, and fostering client relationships. Ideal candidates will have...Senior- ...seeking experienced Senior Wealth Advisors to join... ...support, a deep planning platform, strong client... ...worth clients and families Deliver... ...planning: retirement, tax, estate, investments... ...and from a local office Ideal Background... ...Strong relationship management and planning...SeniorWork at officeLocal areaRemote work
$95k - $135k
A leading tax service provider is looking for a Tax Supervisor in San Diego, California. The successful candidate will lead all aspects... ...preparing and reviewing complex tax returns and identifying tax planning opportunities. Candidates should possess a Bachelor's Degree in...Senior$120k - $170k
...to focus on strategic planning, value creation, and successful... ...seeking an experienced Senior Estimator to lead pre-... ...for complex multi-family housing developments.... ...and scope coverage. Manage subcontractor buyout... ...Low-Income Housing Tax Credit (LIHTC) projects...SeniorFor contractorsFor subcontractor$200k - $280k
...premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its team.... ...platform of a top-tier wealth management organization. This firm specializes... ...— investment strategy, tax and estate planning, philanthropic advisory, and family...SeniorFull timeWork at office$160k
Senior Tax Accounting Manager - North Atlanta (On-site) A global manufacturing company with $4B+ in annual revenue is seeking a Senior Tax Accounting... ...& disclosures Support audits, tax forecasting, and planning initiatives Partner with cross-functional teams across a...Senior- ...San Diego County, providing tax, financial, and business planning services tailored to each... .... Role Description The Senior Tax Supervisor is a full-time... ...client service and manage client relationships. Researching... ...network. We value family and a fully believe in the...SeniorFull timeLocal area
- A national accounting firm in California is seeking a Commercial Tax Manager or Senior Manager with extensive experience in providing federal tax compliance and planning services. Responsibilities include working closely with firm leadership, managing business development...Senior
$249k - $325k
...Private Wealth Services Practice Associate... ...our San Diego office. We offer... ...are seeking a senior-level associate... ...sophisticated estate planning for high-net-... ...and families. Exceptional mid... ...independently managing complex matters... ...planning, and tax implications....SeniorFull timeTemporary workPrivate practiceWork at officeFlexible hours$125k - $290k
...entrepreneurial workplace culture. Our leaders care about the well-being of all our... ...Profile Weaver is looking for a Commercial Tax Manager or Senior Manager with extensive partnership... ...Manager provides federal tax compliance and planning services to large middle market and...SeniorFlexible hours- ...the flexibility to manage your personal and... ...Multi‑jurisdictional planning in accordance with... ...and international tax groups. Ensure... ...role as a mentor and leader within the group.... ...bonus payrolls to officers from loan‑out... ...business management or family office industry;...Work at office
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