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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the UHNW Tax Partner — Lead Advisor in Newport Beach, CA vacancy
- Mercer Advisors seeks an exceptional Tax Partner for Regis to act as the lead tax advisor and expert for our Regis UHNW families. You will guide engagements with senior wealth advisors, owning tax outcomes and experiences for complex client needs within a fully integrated...TaxWork at office
- 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
- Mercer Advisors seeks an exceptional Estate Planning Partner - Regis to serve as a primary advisor, team leader, and subject... ...for our Regis families. You will lead engagements with senior wealth... ...sophisticated wealth transfer and tax strategies are implemented with precision...Tax
- Mercer Advisors seeks a senior leader to head the Regis estate planning practice, guiding a high... ...with senior wealth advisors and tax strategists to integrate planning within overall client goals. A JD and extensive UHNW experience are required. #J-18808-Ljbffr...Tax
$212.5k - $250k
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ..., 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$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$212.5k - $250k
...Description Why Work at Mercer Advisors? For more than 40 years,... ..., 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$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...- Mercer Advisors is seeking a Managing Partner, Estate Planning - Regis to lead and grow a dedicated UHNW estate planning practice. This senior role requires technical authority, strategic leadership, and the ability to design sophisticated multi-generational estate plans...
$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...- ...credit authorization as required and in accordance with company policies •Ensures all cash, credit, charge, purchase order, invoice and tax exempt sales are processes in accordance with company policies •Issues credit for parts returned, in accordance with company...Tax
Huntington Beach Chrysler Jeep
Huntington Beach, CA2 days ago $95.55k - $195.25k
Position Summary The Tax Transformation Office serves Deloitte Tax, focused on Service Delivery Transformation inclusive of people, process, and technology in order for our Tax Professionals to deliver efficient, high value, quality tax services to our clients. Tax...TaxWork at officeLocal areaVisa sponsorship- ...What You\'ll Do As a Senior Financial Advisor, you\'ll: We\'ll remove noisy application scaffolding... ...about purpose, family, stewardship, taxes, business transitions, charitable giving,... ...other centers of influence. Experience leading client meetings independently. History of...Tax
FPA of Charlotte
Newport Beach, CA3 days ago $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- ...empowering experienced financial advisors to build the practices they've... ...across investment strategy, tax planning, retirement, estate... ...asset allocations Act as a design partner to Savvy's Product team — your... ...your existing book Industry-leading compensation with equity...TaxWork at officeRemote work
Savvy Wealth
Newport Beach, CA4 days ago - 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
$85k - $145k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives... ...financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver...TaxTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- Tarbox Family Office, Inc. in Newport Beach, CA seeks a Wealth Advisor to build lasting relationships with high-net-worth families and individuals... ...to develop and implement wealth strategies across investments, tax planning, and estate planning. You will translate complex...TaxWork at office
- 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
$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 contractors3 for income tax purposes, and a statutory employee for...TaxFull timeContract workFor contractorsWork at officeUnavailable
Huntington Beach, CA2 days ago- ...This hands-on leadership role focuses on accuracy, compliance, and strong payroll controls. You will coach the payroll team, coordinate tax filings, and collaborate with Finance, HR, Operations, IT, and external vendors to resolve complex issues while supporting a high-...Tax
- ...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
- SteelPeak Wealth is seeking a Wealth Advisor to join our growing, collaborative team in Newport Beach, CA. You’ll build long‑term client... ...advice, and help clients meet goals across retirement, estate, tax, and risk planning. In a high‑performing environment, you’ll leverage...Tax
$148.95k - $215.14k
...function of the Area Chief of Staff is to lead, develop and manage associate veterinarians... ...equitable care.) The Area Chief of Staff partners with the Practice Manager (if applicable)... ...dependent care expenses by setting aside pre-tax money. It's a smart way to manage your...TaxFull timeTemporary workLocal areaFlexible hoursShift workBanfield
Huntington Beach, CA2 days ago- This role targets someone with 12+ years of public accounting, a CPA license, and experience with tax software such as CCH Axcess or GoSystem. The firm offers competitive compensation and comprehensive benefits. #J-18808-Ljbffr Ethos Human Capital SolutionsTax
- ...private equity and private credit funds, and support investments as a limited partner in third‑party funds. You will collaborate with private funds professionals, investment teams, compliance, tax, and operations from diligence through closing, mentoring junior staff as...Tax
$70.5k - $100.5k
.... We are looking for a skilled Payroll Lead to join our team in Huntington Beach, CA.... ...month-end and year-end activities, reporting, tax compliance, and coordination with ADP and government agencies. The Payroll Lead partners closely with Human Resources, Accounting,...TaxTemporary workLocal areaImmediate startElevate Aircraft Seating
Huntington Beach, CA2 days ago- ...Financial Advisor PositionJoin a financial services firm where your... ...everything we do is our purpose: We partner for positive impact to improve... ...results. Financial advisors lead the branch team to serve... ...offers a 401k retirement plan, and tax-advantaged accounts: health...TaxTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
Edward Jones
Huntington Beach, CA5 days ago $80k - $85k
Roth Capital Partners, LLC is a relationship-driven investment bank focused on serving... ...include (but are not limited to): Lead the development and quality control... ...across internal teams and external advisors (legal, accounting, tax) Participate in client meetings and...TaxWork at officeROTH Capital Partners
Newport Beach, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Tax Partner — Lead Advisor. Be the first to apply!
Related searches
- senior partner marketing manager Newport Beach, CA
- partners healthcare Newport Beach, CA
- marketing partner Newport Beach, CA
- partner Newport Beach, CA
- care partner Newport Beach, CA
- partner sales Newport Beach, CA
- accountant tax preparer Newport Beach, CA
- tax consultant Newport Beach, CA
- tax advisor Newport Beach, CA
- tax associate Newport Beach, CA