Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Tax Advisor, Wealth Management

$100k - $150k

Cerity 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

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Advisor, Wealth Management in Irvine, CA vacancy
  • $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... 
    Senior
    Full time
    H1b

    PwC

    Irvine, CA
    4 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,... 
    Senior
    Full time
    H1b

    PwC

    Irvine, CA
    2 days 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... 
    Senior
    Local area
    Flexible hours

    Cerity Partners

    Irvine, CA
    3 days ago
  • $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,... 
    Senior
    Full time
    H1b
    Remote work

    PwC

    Irvine, CA
    4 days 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...  ...Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional... 
    Senior
    Immediate start

    Columbia Banking System, Inc.

    Irvine, CA
    5 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... 
    Senior
    Work at office
    Local area

    Deloitte

    Costa Mesa, CA
    4 days ago
  • $134k - $201k

     ...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

    Publicis Media

    Irvine, CA
    4 days ago
  •  ...achieve what matters most.Schwab Wealth Advisory is a fee‑based, non...  ...to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing...  ...g., concentrated positions, tax-aware strategies, multi-goal...  ...Coachability: Demonstrates a senior learning mindset by seeking... 
    Senior
    Full time
    Work at office

    The Charles Schwab Corporation

    Irvine, CA
    5 days ago
  • $110.7k - $218.3k

     ...Human Capital Offering Portfolio focuses on helping organizations manage and sustain their performance through their most important asset...  ...for this role ends on 09/28/2026. Work you'll do As a Senior Consultant, Project and Program Management on the Human Capital... 
    Senior
    Local area

    Deloitte

    Costa Mesa, CA
    1 day ago
  • Mission Wealth Management Lp seeks an experienced Wealth Advisor to join its award-winning team in Newport Beach, CA. This full-time role focuses on managing relationships with high-net-worth clients and delivering holistic wealth planning solutions. You will work with... 
    Senior
    Full time

    Mission Wealth Management Lp

    Newport Beach, CA
    3 days ago
  • $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... 
    Senior
    Work at office
    Local area

    Premier Financial Search

    Irvine, CA
    3 days ago
  • Northern Trust is seeking an experienced Relationship Manager to guide sophisticated wealth management clients. You will work with client service teams...  ...client goals and offer fiduciary-based guidance across trust, tax and estate planning domains. The role requires JD or... 
    Senior

    Northern Trust Corp

    Newport Beach, CA
    4 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... 
    Senior
    Local area

    KPMG

    Irvine, CA
    5 days ago
  • Brighton Jones in Newport Beach is seeking our next Advisor to join a purpose-driven wealth management team. You will manage day-to-day client service workflows...  ...analyses, asset allocation, and coordinate with tax and estate planning teams. #J-18808-Ljbffr Brightonjones
    Senior

    Brightonjones

    Newport Beach, CA
    5 days ago
  •  ...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 of client portfolio Take responsibility for overall engagement planning and job administration Keep... 
    Senior

    KPMG

    Irvine, CA
    1 day ago
  •  ...About the job Senior Tax Associate About the Role: We are seeking a Senior Tax Associate to support tax planning and compliance...  ...written and verbal communication skills. Ability to manage multiple priorities, meet deadlines, and work effectively in a... 
    Senior
    Local area

    Talnt LLC

    Irvine, CA
    4 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... 
    Senior
    Work at office
    Local area
    Remote work
    Flexible hours

    Redwitz

    Irvine, CA
    2 days ago
  • $32.5 - $36 per hour

     ...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community...  ...Expert, you will serve as a trusted advisor, empowering customers to achieve positive...  ...-paced environment independently while managing multiple priorities. Proficient with technology... 
    Senior
    Local area

    Intuit

    Irvine, CA
    3 hours ago
  • $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... 
    Senior
    Local area
    Visa sponsorship

    KPMG

    Irvine, CA
    5 days ago
  • $75k - $98k

     ...8,000.00/yr Executive Director at Advantex Professional Services and Leadership Team at Blythe Global Advisors Mid‑sized CPA firm in Irvine is hiring for a tax senior or associate on the tax side. We need someone with some tax compliance experience and a great attitude... 
    Senior
    Full time

    Advantex Professional Services

    Irvine, CA
    14 hours ago
  • $77k - $214k

     ...SummaryAt PwC, our people in tax services focus on providing advice...  ..., and learning how to manage and inspire others. Navigating...  ...technology-enabled customs and trade advisors who provide benefits through...  ...increased efficiencies. As a Senior Associate you are to analyze complex... 
    Senior
    Full time
    H1b

    PwC

    Irvine, CA
    3 days ago
  • $81.13k

     ...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... 
    Senior
    Local area

    KPMG

    Irvine, CA
    2 days ago
  • $81.13k - $164.57k

     ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-...  ...as a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services...  ...provide industry knowledge and experience Manage teams of tax professionals and assistants... 
    Senior
    Local area

    KPMG

    Irvine, CA
    5 days ago
  •  ...Unlock Your Potential: SENIOR TAX ASSOCIATE Position Open for Qualified Candidates Location: Irvine, CA Type: Full-Time...  ...Performing other duties as assigned by the engagement supervisors, managers or partners. Skills and Attributes for Success Ability... 
    Senior
    Full time
    Work at office
    Immediate start
    Remote work
    Flexible hours

    JLK Rosenberger Certified Public Accounts

    Irvine, CA
    4 days ago
  •  ...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to...  .... As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while... 
    Senior
    Part time
    Local area

    Intuit

    Costa Mesa, CA
    3 days ago
  • $92.12k - $140k

    Perficient is hiring a Senior Salesforce Business Analyst to join our Salesforce Support...  ...consulting model. Powered by our 7,000+ advisors, engineers, and designers, Perficient...  ...experience using Jira for agile backlog management, Google Workspace (Docs, Sheets, Slides)... 
    Senior
    Work at office
    Local area
    Monday to Friday
    Afternoon shift

    Perficient

    Irvine, CA
    1 day ago
  • An ASC 740 Experienced Senior Associate at BDO USA supports the preparation and review of income tax provisions under ASC 740, applying U.S. GAAP and tax accounting knowledge to deliver accurate calculations, documentation, and reporting. The role involves working closely... 
    Senior

    BDO USA

    Costa Mesa, CA
    6 days 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... 
    Senior
    Work at office

    MRISpokane

    Newport Beach, CA
    8 days ago
  • $116.2k - $229.1k

    Position Summary Dayforce Integration Data Management - Senior ConsultantOur Human Capital practice is at the forefront of transforming the nature of work. As converging forces reshape industries, our team uniquely addresses the complexities of work, workforce, and... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Costa Mesa, CA
    4 days ago
  • $99k - $266k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping... 
    Full time
    H1b

    PwC

    Irvine, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Tax Advisor, Wealth Management. Be the first to apply!