Senior Tax Advisor, Wealth Management
$100k - $150kCerity Partners
Cerity Partners LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management team. This hybrid position involves preparing and reviewing personal and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships with clients. The ideal candidate will have a Bachelor’s degree in Accounting, extensive tax experience, and proficiency in Bloomberg Tax and BNA systems. The compensation range is $100,000 to $150,000, with numerous benefits included. #J-18808-Ljbffr
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...connections, and learning how to manage and inspire others. Navigating... ...automation and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorFull timeSecond jobH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ..., and learning how to manage and inspire others. Navigating... ...tax solutions. As a Senior Associate you will analyze... ...as tax technical business advisor- Demonstrating familiarity...SeniorFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their...SeniorFull timeH1bLocal area- ...Financial Services Tax Practice Senior ManagerA career in our Financial Services... ...their tax obligations while managing the impact tax has on their... ...part of the Asset and Wealth Management team you are expected... ...as a strategic advisor, leveraging specialized knowledge...SeniorLocal areaOverseas
$77k - $214k
...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ..., now and in the future.As a Senior Associate, you'll work as... ...expected to lead the way as tax advisors dedicated to innovation,...SeniorFull timeH1b$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...owned businesses.Growing as a strategic advisor, you leverage your influence, expertise,... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,...SeniorFull timeH1bRemote work- BDO USA is seeking a Tax Senior for the Partnerships team in Costa Mesa, California. The ideal candidate will utilize their expertise in partnership taxation to advise clients on tax implications and assist with computations. Responsibilities include training interns,...Senior
- RMO LLP in Costa Mesa, California, seeks a Senior Attorney to lead complex private wealth disputes, mentor junior lawyers, and shape the practice for sophisticated... ...County clients. You will work closely with the managing partners to drive strategy, client relationships, and...Senior
- ...Institutions Division (FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is... ...Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional...SeniorImmediate start
$100k - $150k
...can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team. Primary Responsibilities Preparation and review of personal and fiduciary income tax returns including multi‑state filings Preparation and review of tax projections...SeniorLocal areaFlexible hours$164k - $245k
...customers truly value.OverviewWe are looking for a Product Management leader with strong Wealth Management domain expertise who can operate at the... ...data, and AI. This role will help shape and deliver modern advisor and client platform experiences across onboarding, servicing...Senior$74.93k - $153k
...providing solutions to complex tax issues? Do you not only know... ...with Deloitte’s growing Private Wealth practice! Recruiting for this... ...2027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice... ...:Chartered Financial Advisor (CFA)Certified Financial Planner...SeniorPrivate practiceWork at officeLocal area$95k - $120k
A respected public accounting and advisory firm is seeking a Senior Tax Associate to join its growing tax practice. This is an excellent... ...value-added tax and advisory services.Collaborate with managers and partners to deliver high-quality client engagements.Manage...SeniorWork at officeLocal area$116.2k - $229.1k
Position Summary Workday Functional Senior Consultant Position Summary Our Human Capital practice helps organizations address the... ...relationshipsAbility to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic environmentStrong...SeniorLocal areaVisa sponsorship$126k - $250k
...impact. Join us! Job Description: The Credit Advisor (CA) is a client-facing role responsible... ...credit relationships with strategic wealth clients, driving funded loan balance and... ...in a responsible and profitable manner, managing a portfolio of existing credit relationships...Work at officeFlexible hoursShift workDay shift- Integrity Wealth Management is seeking an experienced Financial Advisor to serve affluent clients with comprehensive financial planning and to grow an existing book of business. You will build trusted relationships based on transparency and long-term stewardship while delivering...Senior
$81.13k - $164.57k
...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...for as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services... ...activities external to the firm; build and manage client relationshipsQualifications:Minimum...SeniorLocal area$81.13k - $164.57k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services... ...practice. Responsibilities:Support Tax Managers and Partners in the day-to-day management...SeniorLocal area- Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership... ..., and SME guidance across investments, taxes, and financial planning. Strong collaboration with Managing Directors is essential. #J-18808-Ljbffr...Senior
$81.13k - $164.57k
...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...for as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services... ...policies, exercise sound judgment, effectively manage stress and work safely and respectfully...SeniorLocal areaVisa sponsorship$90k - $115k
...professional services, including accounting, audit, financial statement, tax services, fraud detective services and outsourced CFO services.... ...to interns and staff, and promote open communication with their manager and partner• Participate in tax research projects on a variety...SeniorWork at officeLocal areaRemote workFlexible hours$86.5k - $164.5k
...RSM.Understanding the impact of existing tax laws is hard enough, and new legislation,... ...procedure issues. Responsibilities: Assist senior professionals with IRS examinations, IRS... ...or written means Effective project management skills, including the ability to manage multiple...SeniorFull timeWork experience placementInternshipWork at officeLocal area$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC-LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management...SeniorRemote work- ...Senior Tax AssociateWe are seeking a Senior Tax Associate to support tax planning and compliance engagements for high net worth individuals... ....Excellent written and verbal communication skills.Ability to manage multiple priorities, meet deadlines, and work effectively in a...SeniorLocal area
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...meet their tax obligations while managing the impact tax has on their business... ...the way as technology-enabled tax advisors who provide value through digitization...Full timeH1bLocal areaOverseas$80k - $120k
...Century Group's client is looking for a Senior Tax Accountant. You will play a crucial role in leading the team responsible for the Company... ...$120,000 per year. Responsibilities: Lead and manage the team handling day-to-day direct tax compliance and planning...SeniorWork at officeLocal area- ...Description Unlock Your Potential: SENIOR TAX ASSOCIATE Position Open for Qualified Candidates Location: Irvine, CA Type: Full-Time Industry... ...other duties as assigned by the engagement supervisors, managers or partners. Skills and Attributes for Success Ability to prioritize...SeniorFull timeWork at officeImmediate startRemote workFlexible hours
$125.5k - $216.4k
...As the Senior Manager, Business Development for Bio-Rad's Clinical Diagnostics Group (CDG), you will be a key contributor in pursuing inorganic... ...-Rad's robust offerings serve to enrich the overall health, wealth, and wellbeing of our employees and their families through the...SeniorContract workWork experience placementWork at officeRemote work- Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-driven... ...efforts under leadership from Managing Directors. You will serve as a... ...new ones while collaborating with senior leaders on investments, tax, and estate planning. The role...Senior
$235k - $300k
...boutique devoted entirely to contested private wealth matters. Their practice covers trust... ...The Opportunity Our client is seeking a Senior Attorney to lead complex matters from their... ...hearing, and trial preparation. You will manage case teams by delegating work, reviewing...SeniorFull timeWork at officeLocal areaFlexible hours
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