Strategic Financial Advisor & Tax Planner
LMW Financial LLC
A financial services firm is looking for a Financial Advisor/Tax Preparer to join their team in Los Angeles, California. The successful candidate will assess clients' financial situations and create tailored financial plans. Key responsibilities include preparing and reviewing various tax returns and providing strategic financial guidance. Candidates should have a bachelor's degree in finance or a related field, strong communication skills, and at least 6 years of tax experience. Competitive compensation and benefits are offered. #J-18808-Ljbffr LMW Financial LLC
- Financial success is about creating the right roadmap for you that aligns... ...trusted and best financial advisor in Los Angeles, we provide... ...them so that they can also save taxes. Our team understands their... ...requires a disciplined and strategic approach to investing. Our investment...Tax
$115k - $140k
...seeking an experienced Senior Financial Planner to join our team, dedicated... ...plans, estate reviews, and tax strategies for clients with... ...Financial Planning and Wealth Advisors. You will deliver tailored... ...also play a pivotal role in strategic projects, collaborating with...TaxPermanent employmentVisa sponsorshipFree visaFlexible hours- LMW Financial LLC is seeking a Financial Advisor/Tax Preparer in Los Angeles. The role involves guiding clients on investment strategies and preparing various tax returns including individual and corporate. The successful candidate will have a Bachelor's degree and substantial...Tax
- ...guided by a common purpose to help make financial lives better through the power of every connection... ...every day. This role supports Merrill advisors who are interested in addressing their... ...philanthropy, and wealth transfer/tax minimization. Responsibilities include building...TaxWork experience placementShift workDay shift
- A leading wealth management firm is seeking a VP Financial Advisor in Los Angeles, CA. This key role involves managing existing client relationships, sourcing and closing new clients, and mentoring team members. Ideal candidates will possess strong analytical and communication...Suggested
$75k - $95k
A financial services firm in Los Angeles seeks a Financial Planning Associate to support the Wealth Management Advisor. This role includes creating comprehensive financial plans, attending client meetings, and managing workflow processes. The ideal candidate will demonstrate...Work at office$120k - $150k
...wherever they are in their financial journey. Wealthspire... ..., visit Wealthspire Advisors LLC, Fiducient... ...advisers. Summary The Wealth Planner will serve as a core... ...including complex estate, tax, and multi-... ...coordination into a more strategic role, participating in...TaxWork at office$70.3k
...efforts for a successful advertising campaign by focusing on the strategic inventory selection for client proposals, developing plans for... ...Identity Theft Protection, Legal Assistance, and Pet Insurance • Pre-Tax Commuter Spending Account • Employee Assistance Program (EAP)...TaxTemporary workWork experience placementWork at officeFlexible hours- Gilder Search Group is seeking a Senior Tax Accountant to contribute to their prestigious business management firm in Los Angeles. The... ...with high-net-worth clients, preparing payroll tax reports, and strategic tax planning. The firm offers a variety of benefits including...Tax
- ...Vision Insurance Matching 401K Job Summary We are seeking a Financial Advisor/Tax Preparer to join our team. In this role, you will educate... ...financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing...Tax
$100k - $140k
A financial services firm in Los Angeles is seeking an experienced Tax Advisor. The role involves providing tax guidance and preparing tax returns for clients. Candidates should possess a Bachelor's degree and CPA, with at least 3 years of relevant experience. The base...Tax$65k - $85k
Roku is seeking a Sales Planner based in Santa Monica, California, responsible for managing commercial inventory and creating strategic ad proposals. The role involves collaborating with various teams to ensure proposals align with client goals. Candidates should have 2...Remote jobFlexible hours$60k - $120k
A leading accounting firm in California seeks a skilled tax accountant to manage tax compliance and provide strategic financial guidance. The role demands proficiency in accounting software and knowledge of tax regulations, critical for advising clients effectively. A degree...Tax$85k - $120k
...will also help enhance the employee equity experience and support strategic initiatives in compensation and total rewards. RESPONSIBILITIES... ...inquiries, providing clear guidance on vesting schedules, tax implications, and exercise processes Collaborate with finance,...TaxPermanent employmentFull timeTemporary workWork at officeRemote workWeekend work$24.5 per hour
...Entry‑Level Planner Aerospace Location: Burbank Hours: 6:00 AM – 2:30 PM 9/80 schedule Pay $24.50 Summary: · The Planner Role... ..., Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary...TaxWeekly payContract workTemporary workWork at office$115k - $162k
...loved ones physically, emotionally, and financially. Benefits include, competitive salaries... ...company paid and voluntary life insurance, tax deferred savings accounts, 10 backup... ...expected salary range for this position (Senior Planner) in Los Angeles is between $115,000 and $...TaxTemporary workFor contractorsWork at office$115k - $162k
...Planner ID 2026-11238 Job Location : Location US-CA-Los Angeles Type... ...loved ones physically, emotionally, and financially. Benefits include, competitive salaries... ...company paid and voluntary life insurance, tax deferred savings accounts, 10 backup...TaxFull timeTemporary workFor contractorsWork at office- Wealthspire is seeking a Wealth Planner as a core member of the Wealth Strategy Team to support Financial Advisors and clients with comprehensive wealth transfer plans. The position involves coordinating Wealth Book creation and participating in advanced planning conversations...Tax
- Principal Financial Group is seeking a full-time Financial Advisor in the Los Angeles Metropolitan Area. In this role, you'll provide personalized financial planning and advisory services to help clients achieve their financial goals. Key responsibilities include developing...Full time
$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have over... ...will work closely with managing directors and provide strategic wealth management solutions. #J-18808-Ljbffr Ground Control Business...- A leading premium bottled water company in Los Angeles is seeking a Financial Analyst to provide analytical and strategic support. This role requires strong analytical skills and involves conducting financial analyses, preparing reports, and collaborating with various finance...
- A leading bottled water company in Los Angeles is looking for a Financial Analyst to provide strategic support, conduct financial analyses, and develop financial reports. The ideal candidate should have 2+ years of experience in finance or accounting, strong analytical...Full time
- Kaiser Permanente is looking for a Financial Planning & Analysis professional based in Downey, California. This role involves supporting... ...also include collaborating across groups and supporting strategic financial planning. Strong attention to detail and critical thinking...
$90k - $115k
...Los Angeles is seeking a Senior Analyst in FP&A for Supply Chain and Merchandising. This role emphasizes driving financial insights, supporting strategic decisions, and ensuring financial discipline. Candidates should have a minimum of 4 years FP&A experience, a Bachelor...$78k - $108k
A leading financial services company in El Segundo is looking for a Senior Financial Analyst to transform financial data into strategic insights. You will lead budgeting and forecasting processes, develop financial models, and support key corporate decisions. The candidate...- Dnata in El Segundo is seeking a Financial Planning and Analysis professional to develop financial models and perform budgeting and forecasting... ...involves collaborating with cross-functional teams to support strategic decision making. Ideal candidates have an Associate's degree...
- ...marketing and consumer insights platform is looking for a Sr. Financial Analyst to drive financial planning and analysis. The role focuses... ...operations, creating budgets, forecasting, and providing strategic support for new initiatives. Successful candidates will have a...
$125k - $175k
...Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth... ...by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial...Tax- ...is seeking a Wellness Plan Sales Consultant to connect with businesses and introduce a no-cost wellness benefit that reduces payroll taxes. This is a fully remote role offering flexible hours and the potential for scalable, recurring income based on commissions for...TaxRemote workFlexible hours
- ...Angeles is seeking an experienced Senior Financial Planner to support high-net-worth clients. The ideal... ...financial plans, estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role requires strong expertise in financial...Tax
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Advisor & Tax Planner. Be the first to apply!
- entry level financial advisor Los Angeles, CA
- jde finance consultant Los Angeles, CA
- financial advisor Los Angeles, CA
- financial planner cfp Los Angeles, CA
- financial planner Los Angeles, CA
- senior financial advisor Los Angeles, CA
- financial planning assistant Los Angeles, CA
- financial advisor associate Los Angeles, CA
- associate financial representative Los Angeles, CA
- financial counselor Los Angeles, CA

