Senior Tax & Wealth Advisory Lead
$150k - $200kCentura Wealth Advisory
Centura Wealth Advisory is seeking a Senior Case Advisor who will play a pivotal role in driving revenue and advancing client opportunities. This position requires strong technical fluency across tax and wealth planning while managing client relationships to facilitate informed decision-making. Candidates should have at least 7 years of experience in consultative sales and a Bachelor’s degree in Finance or related fields. The role offers a competitive salary of $150,000 - $200,000 plus bonus opportunities. #J-18808-Ljbffr
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Senior Tax & Wealth Advisory Lead in San Diego, CA vacancy
- ...A leading multinational professional services firm is seeking an experienced Senior to join their International Corporate Tax Advisory team in San Diego. This role includes managing complex tax issues, providing technical advice, and developing client relationships. Candidates...SeniorTax
Ernst & Young Oman
San Diego, CA10 hours ago - ...The University of California San Diego seeks a Senior Lead Tax Accountant responsible for tax compliance and advisory within the institution. This role ensures adherence to tax regulations and supports operational efficiency while managing complex tax-related transactions...SeniorTax
University of California San Diego
San Diego, CA1 day ago $90k - $110k
AlphaCore Wealth Advisory in San Diego, CA is seeking a Wealth Planner to manage financial plans for high-net-worth clients. This full-time role involves creating financial strategies, working with tax and legal advisors, and constructing investment portfolios. Ideal candidates...SeniorTaxFull time$102.3k - $150k
A leading tax advisory firm seeks a Core Tax Services (CTS) Manager in San Diego, California. This role involves advising clients on tax implications, ensuring compliance, and managing relationships. The ideal candidate will hold a Bachelor's degree in Accounting or Taxation...SeniorTax$65k - $95k
An established wealth management firm in San Diego is seeking an Associate Advisor to support... ...in delivering comprehensive financial, tax, investment, and estate planning... ...expected to be between $65,000 to $95,000 plus bonuses. #J-18808-Ljbffr Centura Wealth AdvisoryTax$71.6k - $127.4k
...employees. Internal Controls & Accounting leads campus accounting operations and... ...Federal Audit compliance requirements. The Senior Lead Tax Accountant serves as the subject matter... ...coordinator for tax compliance, reporting, advisory services, and tax‑related accounting...SeniorTaxHourly payFor contractorsCasual workWork at officeLocal areaUniversity of California San Diego
San Diego, CA10 hours ago- A leading global consulting firm seeks a Senior Manager in International Corporate Tax Advisory. This role involves managing complex tax issues and advising clients on international tax operations. Candidates should have strong communication skills and significant experience...SeniorTax
- ...A leading advisory firm in San Diego seeks a Tax Manager to provide tax and business advisory services to small business clients. This role involves managing client relationships, advising on tax compliance, and leading a team. Candidates should hold a Bachelor's degree...TaxFlexible hours
Baker Tilly International
San Diego, CA10 hours ago - ...established midsize CPA firm based in California, is seeking a Senior Associate for the CFO Advisory and Accounting Services practice. The firm's CFO Advisory... ...Annual compliance including 1099s, sales and use tax, property tax, and Delaware tax filings State registrations...SeniorTaxPart time
$92k - $146.34k
...Baker Tilly Advisory Group, LP is seeking a Corporate Tax Manager for their San Diego office. This role involves delivering tax and business advisory services to middle market clients, coaching talented staff, and maintaining client relationships. Ideal candidates will...TaxWork at officeMoss Adams Advisory Group LP
San Diego, CA1 day ago- ...Regal Executive Search is seeking a Tax Senior Associate in San Diego, California. In this role, you will work on tax compliance, consulting, and project management while leading engagements and developing client relationships. The ideal candidate should possess a BS/...SeniorTax
Regal Executive Search
San Diego, CA10 hours ago $100k - $160k
Withum is seeking a Tax Manager in San Diego. You will lead engagements and advise clients on Income Tax Accounting under ASC 740, managing multiple tax provisions for diverse clients. A Bachelor’s degree in Accounting and a CPA are required, along with a minimum of 5 years...SeniorTax$120k - $170k
A financial advisory firm in San Diego is seeking a Lead Financial Advisor who is passionate about building trusted client relationships. This role involves leading client meetings, overseeing financial plan development, and conducting investment discussions. The ideal...Senior$110k - $180k
...Calibre Global Consulting is looking for a Tax Manager in San Diego, California. The ideal candidate will have an active CPA license and 3–6 years of experience as a senior accountant. Responsibilities include supervising tax associates, developing client relationships...SeniorTaxCalibre Global Consulting
San Diego, CA10 hours ago- EisnerAmper in San Diego is seeking a Tax Partner for the Private Client Services practice... ...emphasizes delivering integrated tax advisory and compliance solutions to high net worth... ...tax experience. Responsibilities include leading complex engagements, advising clients,...TaxPrivate practice
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...knowledge, and experiences you need to lead and deliver value at this level include... ...and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorTaxFull timeH1bPwC
San Diego, CA1 day ago$100k - $150k
...of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage... ...to do our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives in a growing environment...SeniorTaxWork at officeLocal area- A leading asset and wealth management firm in San Diego seeks to hire a Senior Financial Planner to lead the planning for high-net-worth clients. The ideal candidate will leverage expertise in financial planning, tax strategy, and relationship management to deliver tailored...TaxFull time
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...Management - Renewable Energy Tax Senior Manager, you will play a pivotal role... ...you will leverage your skills to lead large projects, innovate processes...SeniorTaxFull timeH1bLocal areaPwC
San Diego, CA2 days ago$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...knowledge, and experiences you need to lead and deliver value at this level include... ...creative tax solutions. As a Senior Associate you will analyze complex...SeniorTaxFull timeH1bPwC
San Diego, CA2 days ago$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...careers, now and in the future. As a Senior Manager, you'll work as part of a team... ...and engagements. Initiate and lead open conversations with teams,...SeniorTaxFull timeH1bLocal areaOverseasPwC
San Diego, CA5 days ago$177k - $382.8k
Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects for diverse clients in San Diego. The ideal candidate will have seven to ten years of experience, strong business development skills, and a proven track record in managing teams...SeniorTaxRemote work$100k - $150k
...Lavine Lofgren Morris & Engelberg Llp is seeking an experienced tax professional in La Jolla, CA. Responsibilities include reviewing federal and state income taxes and preparing documents for submission to tax authorities. A CPA certification and a Master’s Degree in Taxation...SeniorTaxLavine, Lofgren, Morris & Engelberg
San Diego, CA11 hours ago$76k - $125.3k
...in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the... ...tax compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible...SeniorTaxSummer holidayWork at officeLocal areaFlexible hoursErnst & Young Oman
San Diego, CA11 hours ago$249k - $325k
...a highly skilled Associate in the Private Wealth Services Practice of our San Diego office.... ...country. Job Requirements We are seeking a senior‑level associate (4-8 years of experience)... ..., valuation, succession planning, and tax implications. Proven ability to manage and...SeniorTaxFull timeTemporary workPrivate practiceWork at officeFlexible hours$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our... ...team of professionals providing dedicated tax technical services to both US and global... ...compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorTaxSummer holidayWork at officeLocal areaFlexible hoursEY
San Diego, CA4 days ago$147.4k - $336.8k
...build a better working world. ITTS - International Corporate Tax Advisory - Senior Manager The opportunity The International Tax and... ...understanding of their unique needs and requirements Building and leading a dedicated client service team, providing performance...SeniorTaxWork experience placementSummer holidayFlexible hoursEY
San Diego, CA5 days ago$76k - $125.3k
...in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of... ...tax compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible...SeniorTaxSummer holidayWork at officeLocal areaFlexible hours- ...evolving financial goals across all stages of wealth-accumulation, preservation, and legacy.... ...management, retirement income planning, tax strategies, insurance solutions, day-to-... ...(Member SIPC , FINRA ), First Command Advisory Services, Inc., First Command Insurance...SeniorTaxFor contractorsLocal areaShift work
First Command Financial Services
San Diego, CA5 days ago $180k - $220k
...We are seeking an experienced Senior Tax Manager to support the tax... ...employees. A nationally recognized advisory firm with deep roots in tax... ...transactions, and long-term wealth planning. Why join us?... ...clientele. Responsibilities: Lead tax compliance and planning for...SeniorTaxWork at officeLocal areaJobot
La Jolla, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax & Wealth Advisory Lead. Be the first to apply!
Related searches
- senior cost analyst San Diego, CA
- senior computer engineer San Diego, CA
- senior development engineer San Diego, CA
- senior program specialist San Diego, CA
- senior manager quality engineering San Diego, CA
- senior software test automation engineer San Diego, CA
- senior design technologist San Diego, CA
- senior director corporate development San Diego, CA
- senior design verification engineer San Diego, CA
- senior director quality San Diego, CA