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
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our... ...digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems,...SeniorFull timeH1b$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...implement creative tax solutions. As a Senior Associate you will analyze... ...as tax technical business advisor Demonstrating familiarity with...SeniorFull timeH1b- ...Tax Alchemy is looking for a proactive Tax Pro to engage directly with clients on tax planning for strategic wealth planning. The ideal candidate will lead client meetings, conduct tax research, and manage complex engagements. Requirements include 3-5 years of relevant...SuggestedRemote work
- ...highest quality provider of wealth management services to those within our... ...consistently ranked as a top advisor by Barron's, Forbes, and the... ...ten years running and added a Tax Services department, Risk Department... ...experience. OPPORTUNITY The Senior Tax Associate will join a...SeniorFull timeWork at office
- ...The Teachers Insurance and Annuity Association of America is seeking a Wealth Management Advisor in Irvine, California. In this role, you will develop a wealth management practice and manage high-net-worth clients, providing tailored financial strategies. The ideal candidate...Senior
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% The Opportunity... ...Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising...SeniorFull timeH1bLocal area$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...now and in the future. As a Senior Manager, you'll work as part of... ...problems Serve as a strategic advisor, leveraging specialized knowledge...SeniorFull timeH1bLocal areaOverseas$85.5k - $108.42k
...Baker Tilly Advisory Group, LP is seeking a qualified professional for federal tax compliance and consulting services. Candidates should have at least three years of experience in public accounting and a four-year degree. Strong interpersonal and analytical skills are...Senior- ...Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Irvine, California. In this role, you will provide exceptional financial advisory services, building strong client relationships and mentoring junior team members within a dedicated team. The position requires...Senior
- ...Charles Schwab Corporation is hiring a Sr. Manager, Wealth Advisor in Irvine, California to lead a premier investment advisory team. You will have the opportunity to create personalized investment solutions for clients while collaborating with experienced industry professionals...SeniorWork at office
- A global professional services firm is seeking a Senior in Indirect Tax, based remotely. You will advise on indirect tax strategies, manage compliance processes for public and private clients, and help optimize tax recoveries. This role involves significant client interaction...SeniorRemote workFlexible hours
$89k - $113k
...CA Work Arrangement : In-Office/Hybrid A Day in the Life As a Tax Senior Associate in our high net worth tax practice, you will be responsible... ...individual tax clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Senior...SeniorWork at officeLocal areaVisa sponsorship$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 hours$77k - $214k
...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ...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- The Bahnsen Group is looking for a Senior Tax Associate to join its Tax Services Department in Newport Beach, California. This full-time role focuses on preparing and reviewing tax returns, supporting client relationships, and conducting technical research. Candidates...SeniorFull timeWork at office
$55k - $151.47k
...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and... ...client connections, and learning how to manage and inspire others. Navigating... ...returns, AMT, and year-end planning. As a Senior Associate you analyze complex problems, mentor...SeniorFull timeH1b$91k - $321.5k
...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and... ...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$77k - $214k
...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash flow management... ...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- ...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... ...and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional...SeniorImmediate start
$85k - $105k
...Empirical Financial Services, LLC is seeking a Senior Tax Associate in Irvine, California. This role involves providing technical tax work and collaborating on tax planning, ensuring high-quality service delivery to clients. The ideal candidate will have 2-5 years of...Senior- ...Beacon Pointe is looking for experienced Senior Wealth Advisors to provide comprehensive wealth management advice and foster long-term client relationships. The ideal candidate will have at least 5 years of relevant experience and a proven track record in client acquisition...Senior
$80k - $135k
...A leading advisory firm is seeking a Federal Tax Senior Associate in Irvine, California. The role involves providing tax advisory and compliance services, focusing on middle market clients. Candidates should have a Bachelor's degree in accounting or law, with a preference...SeniorFlexible hours- ...MACIAS, GINI & O'CONNELL, LLP. located in Irvine is seeking a Tax Senior Associate for a hybrid role. The ideal candidate will support a diverse client base, including high-net-worth individuals, while developing advanced technical skills in public accounting. This role...SeniorFlexible hours
- ...Baker Tilly International is seeking a Tax Senior Associate in Irvine or San Diego. This role involves providing tax advisory and compliance services to middle-market clients, focusing on flow through and individuals. You will be part of a growing firm that values client...Senior
$125k
...Australia-Employment in Irvine, CA, is looking for a Tax Senior to handle tax preparation and planning. You will work closely with clients, resolve tax matters, and perform essential research with minimal supervision. The ideal candidate will have 2-5 years of experience...Senior$89k - $113k
...The Colorado Railroad Museum is looking for a Tax Senior Associate in Irvine, CA. In this role, you will manage complex tax returns and provide guidance to clients on tax-related matters. Ideal candidates will have a Bachelor's degree in Accounting, be working towards...Senior- ...Experienced Tax Staff Accountant Job Description: We are a boutique tax compliance and consulting firm located in Irvine that specializes in real estate taxation. Our clients include real estate operators, developers, and investors in multi-family, commercial, retail,...SeniorFull timeWork at office
$85k - $105k
...Senior Tax Associate We are seeking a Senior Tax Associate to join our tax practice. This role is ideal for a tax professional who enjoys... ...CPAeligibleor JD required;Master’s in taxation preferred Ability to manage multiple client engagementsand projects Proficiency in or...Senior$85.5k - $108.42k
...yes, consider joining Baker Tilly as a Tax Senior Associate focused on flow-through and individuals... ...opportunity to be a valued business advisor delivering industry-focused tax advisory... ...firm Demonstrated skills in time management, communication, interpersonal skills, relationship...SeniorLocal area$126.4k - $267.5k
Credit Advisor (CA) The Credit Advisor (CA) is a client‑facing role responsible for developing... ...credit relationships with strategic wealth clients, driving funded loan balance and... ...in a responsible and profitable manner, managing a portfolio of existing credit relationships...Shift workDay shift
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