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-LjbffrVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Advisor, Wealth Management in Irvine, CA vacancy
$41.51 - $53.04 per hour
...Powering Prosperity Around the World by providing expert guidance, tax preparation, and explanations of tax and technical terms to our... ...products. The successful candidate will be responsible for managing complex business tax returns for Partnerships and S Corporations...SeniorRemote workIntuit
Irvine, CA21 hours ago- ...client services firm in the United States, seeks Senior Associates to support a range of sophisticated clients... ...junior staff while engaging with high-level tax planning and compliance work. You will gain exposure to wealth transfer and strategic planning topics, with formal...Senior
$85k - $110k
...Job Description Job Description Senior Tax Associate Senior Tax Associate Position... ...identifying tax-saving opportunities and managing client relationships. This role requires... ...completeness. Coordinate with accounting, wealth management, and other internal teams on...SeniorOngoing contractLocal area$28.74 - $36.72 per hour
...unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working toward advancing our goal of “Powering Prosperity Around the World” by providing...SeniorRemote jobIntuit
Irvine, CA2 days ago$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...SeniorFull timeH1bPwC
Irvine, CA3 days ago$87k - $115k
...Summary The Tax Senior is a mid-level role paying $87,000–$115,000 in Orange County, bridging... ..., not-for-profit organizations and high wealth individuals. Responsibilities... ...excellent client service Experience managing multiple client engagements Creative...SeniorWork at officeLocal areaGelman
Irvine, CA23 hours ago$100k - $150k
## Senior Tax AccountantApplyremote type: Hybridlocations: Irvine, CAtime type: Full timeposted on: Posted 24 Days Agojob requisition... ...? If yes, we believe you would be an outstanding fit on our wealth management team.**Primary Responsibilities*** Preparation and review of...SeniorLocal areaFlexible hoursCerity Partners
Irvine, CA1 day ago- ...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... ...to LTC and Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced financial professional...SeniorImmediate start
Columbia Banking System
Irvine, CA4 days ago $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 timeH1bPwC
Irvine, CA23 hours ago$28.74 - $36.72 per hour
...unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working toward advancing our goal of “Powering Prosperity Around the World” by providing...SeniorRemote workIntuit
Irvine, CA23 hours ago$86.5k - $164.5k
...RSM. Understanding the impact of existing tax laws is hard enough, and new legislation,... ...issues. Responsibilities: Assist senior professionals with IRS examinations, IRS... ...electronic or written means Effective project management skills, including the ability to manage...SeniorFull timeWork experience placementInternshipWork at officeLocal areaRSM
Irvine, CA1 day ago$85k - $145k
...Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...financial planning, investment management, business management, tax, estate, insurance, and more, all... ...here. Job Summary: The Senior Wealth Advisor focuses on deepening relationships...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
Irvine, CA20 days ago$141.15k - $288.38k
...a part of the largest growth area in the tax industry? Do you have experience serving... ...important tax and business issues? If you’re a senior leader who wants to develop and thrive in... ...opportunity for you as a Tax Senior Manager on our growing team! Work You’ll Do As a...SeniorWork at officeLocal areaDeloitte
Costa Mesa, CA3 days ago- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients. The...Senior
Beacon Pointe
Newport Beach, CA2 days ago - ...Reviews federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts; also reviews related income... ...organizes and implements income tax returns. Coaches Tax Accountant, Tax, Staff Accountant, Accountant, Senior, Staffing, Accounting...Senior
Regal Executive Search
Costa Mesa, CA23 hours ago $134k - $201k
...Product Management Leader Publicis Sapient is a digital transformation partner helping... ...a Product Management leader with strong Wealth Management domain expertise who can operate... ...role will help shape and deliver modern advisor and client platform experiences across...Senior$95k - $120k
...comA respected public accounting and advisory firm is seeking a Senior Tax Associate to join its growing tax practice. This is an... ...recommend value-added tax and advisory services.Collaborate with managers and partners to deliver high-quality client engagements.Manage...SeniorWork at officeLocal areaPremier Financial Search
Irvine, CA4 days ago$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 areaKPMG
Irvine, CA4 days ago$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 hoursRedwitz, Inc.
Irvine, CA4 days ago$72k - $108.5k
...maintenance, financial reporting, cash flow management, AP, AR, payroll and reconciliations.... ...integrations.Routinely communicate with senior-level executives and decision makers within... ...functions.Assist in corporate and business owner tax matters (as required).Lead the day to day...SeniorFull timeContract workLocal areaFlexible hoursArmanino
Irvine, CA1 day ago$90k - $120k
...an alternative application process. Senior Tax Accountant 123-Tax Irvine, CA, US 1... ...responses with internal teams and external advisors as needed. Conduct tax research and... ...effectively with all levels of management. ~ Demonstrated initiative, professionalism...SeniorWork at officeLocal areaRemote workFlexible hoursSteadfast Companies
Irvine, CA1 day ago$105.4k - $207.8k
...ever-changing threat landscape. Through powerful solutions and managed services that simplify complexity, we enable our clients to operate... ...early with a recommendation to engagement managers and senior leadership• Lead show back demonstrations, UAT, defect triage training...SeniorLocal areaRemote workDeloitte
Costa Mesa, CA1 day ago$77k - $214k
Industry/SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior... ...SummaryThe OpportunityAs a Corporate Tax Senior Associate you will support corporate tax compliance... ..., prepare tax returns, and help clients manage obligations within our Tax practice. As a...SeniorFull timeH1bLocal areaPwC
Irvine, CA1 day ago$100k - $105k
...Job Description Job Description Postion: Senior Tax Associate Location: Irvine, CA Compensation: $100,000 – $105,000 Annually... ...candidate is organized, analytical, collaborative, and able to manage multiple deadlines in a fast-paced environment. Key...SeniorWork at officeLocal areaAddison Group
Irvine, CAmore than 2 months ago- ...Job Description Job Description Wealth Advisor / Future Equity Partner Location: Orange County, CA (Preferred) | Los Angeles | San... ...a rapidly growing independent Registered Investment Advisor managing approximately $600 million in assets under management. Founded...SeniorWork at office
MRISpokane
Newport Beach, CA28 days ago $235k - $300k
Lead consequential private wealth disputes - and help build the practice sophisticated Orange... ...related civil matters. We are seeking a Senior Attorney to help lead complex matters in... ...You will work closely with Orange County Managing Partner, Meghan M. Glaspy , and RMO...SeniorFull timeWork at officeFlexible hours$60 per hour
...Job Title: Senior Product Management Advisor Work Location: Irvine CA 92618 Onsite Hybrid Vendor Rate: $60/hr Contract duration: 6 months Interview Process (Is face to face required): Yes Must Have Skills Strong background in product management portfolio...SeniorContract workDiverse Lynx LLC
Irvine, CAa month ago- Beacon Pointe Advisors in Newport Beach, CA seeks a Senior Client Service Associate to deliver exceptional client service and act as a liaison among clients, Wealth Advisors, and custodians. You will support investment management and financial planning for high-net-worth...Senior
$77k - $214k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior... ...Tax Services - Research & Development Tax - Senior Associate, you will focus on providing tax... ...meaningful client connections and learn how to manage and inspire others. You will navigate...SeniorFull timeH1bPwC
Irvine, CA4 days ago$305k
Senior Tax Associate/Counsel Position Overview Our client, a nationally recognized law firm, is seeking a Senior Tax Associate or Counsel... ...multidisciplinary matters. Lead sophisticated tax projects and manage client relationships. Contribute to business development and...SeniorPermanent employmentLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Advisor, Wealth Management. Be the first to apply!
Related searches