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
$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 timeH1b$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$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$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- ...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
$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 area$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- ...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...SeniorFull timeWork at office
$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...SeniorLocal area- 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...SeniorFull time
$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 area- 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
$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- 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 BrightonjonesSenior
- ...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
- ...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...SeniorLocal area
$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$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...SeniorLocal area$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$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...SeniorFull time$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...SeniorFull timeH1b$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...SeniorLocal area$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...SeniorLocal area- ...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...SeniorFull timeWork at officeImmediate startRemote workFlexible hours
- ...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...SeniorPart timeLocal area
$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)...SeniorWork at officeLocal areaMonday to FridayAfternoon shift- 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
- ...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
$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...SeniorLocal areaVisa sponsorship$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 timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Advisor, Wealth Management. Be the first to apply!




