UHNW Tax Partner — Lead Advisor
Doist
Mercer Advisors is seeking an exceptional Tax Partner – Regis to lead the tax advisory practice for ultra‑high net worth families. You will drive complex tax strategies, oversee engagements, and collaborate with senior wealth advisors to deliver integrated wealth management. Location is hybrid with preference for CA/West Coast candidates; strong leadership and cross‑border tax expertise are essential. Compensation aligns with experience and market benchmarks. #J-18808-Ljbffr Doist
- Mercer Advisors is seeking an exceptional Tax Partner - Regis to serve as the lead tax advisor, strategist, and subject matter expert for our Regis families. You will lead... ...role in California-based markets requires deep UHNW tax expertise, strong leadership, cross-border...TaxWork at office
- Corient is seeking a results-driven Wealth Advisor to grow its client base and revenue by delivering holistic wealth solutions. You will build trusted client relationships, generate new business, and collaborate with specialists on planning, investments, and wealth transfer...Suggested
$250k
...seeking a Private Banker Func Group Manager in Costa Mesa, California. The role involves managing a team of professionals while serving UHNW clients through strategic financial advice and solutions. With over 15 years of experience required, candidates must demonstrate...Suggested$212.5k - $250k
...Why Work at Mercer Advisors? For more than 40 years, Mercer... ...management, business management, tax, estate, insurance, and... ...an exceptional Tax Partner - Regis - to serve as the lead tax advisor, strategist, and... ...judgment, and gravitas that UHNW families expect from their...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...this role:Wells Fargo is seeking a Vice President, Lead Commercial Real Estate Portfolio Manager - Tax Credit to manage a portfolio of stabilized equity investments... ...serving as the primary point of contact for general partners and internal teams.Monitor performance of stabilized...TaxFull timeWork experience placementWork at office
- Mercer Advisors in Newport Beach, CA seeks a Senior Financial Planner to join our Financial Planning Group. You will work with advisor teams... ...individuals. The role emphasizes detailed, analytical planning, tax planning with Holistiplan, and using eMoney, Morningstar, Orion...Tax
$212.5k - $250k
...Why Work at Mercer Advisors? For more than 40 years... ..., business management, tax, estate, insurance, and... ...exceptional Estate Planning Partner - Regis to serve as a... ...families. You will lead engagements alongside senior... ..., and gravitas that UHNW families expect from their...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$250k - $300k
A boutique law firm in Newport Beach seeks a Litigation Partner with over 10 years of experience in sophisticated litigation. The ideal candidate will have strong courtroom presence and the ability to develop and manage client relationships. This role offers an opportunity...$105.4k - $207.8k
...change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational... ...ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation Tech Enablement team, you will...Local areaVisa sponsorship- BCG Attorney Search seeks an Estate and Tax Planning Associate in Newport Beach, CA, to join a dynamic team providing comprehensive legal... ...-on use of irrevocable trust tools and close collaboration with UHNW clients. JD required; California licensure preferred. #J-18808-...Tax
$350k
...Australia-Employment in Costa Mesa, CA is urgently hiring a Partner Trial Attorney. The role requires 20+ years of trial expertise in... ...product liability and personal injury. Responsibilities include leading complex litigation cases, mentoring associates, and developing...Full timeImmediate start$85k - $150k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families... ...management, business management, tax, estate, insurance, and more, all managed... ...coaching, and mentoring more junior employees; leads planners in the production of client deliverables...TaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours- Tax Partner - State and Local TaxWell established, highly profitable regional CPA firm seeks a direct entry Tax Partner to add to their growing staff. Must be a subject matter expert in State of CA state and local tax regulations.The selected individual will work a hybrid...TaxWork at officeLocal areaWork from home
- 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
- ...There comes a point in every successful advisor's career when you ask yourself a different... ...questions about purpose, family, stewardship, taxes, business transitions, charitable giving,... ...other centers of influence. Experience leading client meetings independently. History of...Tax
- ...looking for an advisory platform that balances true independence with meaningful support, Tax & Financial Group (TFG) offers a different path forward. This opportunity is for advisors at any stage of their careers- from those new to the profession seeking strong training,...TaxLocal areaHome office
- 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
- Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership, supporting... ..., onboarding new clients, and SME guidance across investments, taxes, and financial planning. Strong collaboration with Managing Directors...Tax
- BDO USA in California seeks a Tax Experienced Senior, Core Tax Services. You will apply tax research, gather client information for filings, participate in tax planning, and prepare returns for review while acting as the main client contact for general questions. You may...Tax
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Our Financial Advisors are valued partners and proud business owners. As such, they... ...considered independent contractors for income tax purposes, and a statutory employee for Federal...TaxFull timeContract workFor contractorsWork at office- ...Oracle Fusion ecosystem. You will work directly with the Director, M&A Accounting and collaborate across Corporate Development, Legal, Tax, and General Accounting to centralize M&A accounting activities, perform pre-close due diligence, and prepare closing statements and...Tax
$200k - $400k
...degree in Accounting or Taxation ~ Licensed CPA or actively working towards license ~12+ years of progressive public accounting tax experience ~ Expertise in the preparation and review of closely held, individual returns, partnership returns, and flow-through entity...Tax$300k
...Our client is a top firm, seeking a senior tax attorney for its Taxation, Trusts & Estates practice in Los Angeles, Orange County, or San Francisco. The salary for this position will range between $300k to $525k. Qualifications At least 7 years of experience in advising...Tax- Fox Point Recruitment LLC is seeking a Corporate Tax Manager in Newport Beach, CA. This hybrid, full-time role focuses on managing business... ...to strong technical resources and client support. You will lead tax teams across engagements, review tax returns, mentor staff, and...TaxFull time
$275k
...Job details: SALT Tax Partner opportunity - State & Local Taxes focus - Top 100 firm annual bonus, raises, diverse clientele This Jobot Job is hosted by: Brittany Perry Salary: $275,000 - $500,000 per year A bit about us: Top 100 public accounting firm seeking experienced...TaxLocal areaWork from home$175k - $240k
...industry thought leader and trusted advisor to our clients.Position... ...control, investor reporting, tax structuring and compliance, treasury... ..., and oversight of investment partners and third-party service... ...review, and performance reporting.Lead finance-related aspects of the...TaxFull timeFlexible hoursShift work- ...career track, not a support seat. You'll work directly with our advisors and clients on real planning and, as your skills grow, so does your... ...of client plans: retirement projections, Roth conversion and tax scenarios, Social Security and income modeling Own client data,...Tax
$46 - $48 per hour
...Shift Lead, Licensed Cosmetologist Shift Leads at Madison Reed's Hair Color Bar are aspiring business leaders who ensure excellent... ...FSA (FT Only) ~ Employee Assistance Program (FT and PT) ~ Pre-tax Commuter (Parking & Transit) Basic (FT Only *) ~ Life AD&D (FT...TaxHourly payDaily paidFull timeTemporary workLocal areaShift workWeekend work$116.2k - $229.1k
...technology to operations, and across workforce, risk, assurance, and tax, Deloitte helps drive value along the Finance Transformation... ...productAbility to build and sustain professional relationshipsAbility to lead projects or workstreamsAbility to manage and prioritize multiple...TaxLocal areaVisa sponsorship- ...open-ended funds investing across public and private credit markets. The position offers visibility across Portfolio Management, Legal, Tax, Compliance, and Operations, with opportunities to influence both ongoing fund oversight and new product development #J-18808-Ljbffr...Tax
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