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$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$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- ...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
- ...Business Banking Consultant Senior If you want to have a positive impact on underserved small businesses in your community and... ...partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant and Card Services, to provide our clients the best...SeniorWork experience placementLocal area
$86.28k - $131.71k
...Job Title : Senior Tax Accountant Location : 401 Ryland Street Reno, NV 89502 Compensation... ...services, including accounting, tax, wealth advisory, and business brokerage create... ...M&A work, positioning you as a trusted advisor who drives meaningful tax savings for...SeniorLocal areaRemote work$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$81.13k - $164.57k
...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...firm. KPMG is currently seeking a Senior Associate to join our practice. Responsibilities... ...industry knowledge and experience Manage teams of tax professionals and assistants...SeniorLocal area$124k - $146k
...Senior Tax Associate (Individual & Business Tax exp req) Location: Irvine, CA (Hybrid schedule available after 3 months) Salary: $124,00... ...estimated payments, entity-structure analysis, and year-end planning Manage IRS and FTB notice response and resolution, including...SeniorFull timeImmediate startRelocation packageMonday to FridayFlexible hours- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients. The...Senior
$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$80k - $135k
...Tax Senior Associate page is loaded## Tax Senior Associatelocations: USA CA Irvine 2050 Main... ...opportunity to be a valued business advisor delivering industry-focused tax advisory... ...Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship...SeniorLocal areaWorldwide$81.13k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm. KPMG is currently seeking a Senior Associate to join our Business Tax... ...Responsibilities: Support Tax Managers and Partners in the day-to-day management...SeniorLocal area$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$98k - $131.41k
Tax Senior Associate needed by Baker Tilly Advisory Group, LP in Irvine, CA (hybrid role, may work from home). Lead and review the preparation of complex federal & state income tax returns for a diverse client base. Rate of pay: $98,000 to $131,410 per year. To apply,...SeniorWork from home$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- ...Senior Tax Accountant Job Duties: Files federal , state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments. Prepares tax provision schedules by reviewing, preparing,...SeniorLocal area
- ...Senior Associate, Corporate Tax Generalist - Industry Tax Practice At PwC, our people in tax services... ...client connections, and learning how to manage and inspire others. Navigating... ...lead the way as technology-enabled tax advisors who provide advantages through digitization...Senior
- ...Tax Senior Associate Irvine, CA (Hybrid schedule, requiring three days per week in-office) General Intro: MGO is a top 50 CPA and advisory... ...communication and interpersonal skills. Ability to manage multiple projects and meet deadlines. Proficiency with tax software...SeniorWork at officeLocal areaRemote workFlexible hoursNight shift3 days per week
$50 - $60 per hour
...progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work...SeniorHourly payContract workFor contractorsWork experience placementRemote work$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At PwC,... ...relationships Success as tax technical business advisor Familiarity with CRM systems Knowledge of automation...Full timeH1b$70k - $95k
...Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer... ...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...who work in conjunction with our wealth advisors to provide tax compliance services...SeniorTemporary workWork at officeLocal areaWork from homeHome officeMonday to FridayFlexible hours- ...Job Title: Senior Accounting Specialist Location: Onsite, Irvine, California Employment Type: Full-Time, Exempt Reports To: Director... ...role is ideal for someone who is strong in execution, comfortable managing recurring deadlines, and energized by the opportunity to build...SeniorFull timeTemporary workFlexible hours
- ...Senior Audit Manager and Audit Manager Positions Progressive regional CPA firm needs a Senior Audit Manager and an Audit Manager, who have a Government and Non-Profit specialization- Fast track to Director / Partnership - Reasonable work life balance - Hybrid work...SeniorWork at officeLocal areaWork from homeHome officeNight shift
$116.2k - $212.9k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...join our dynamic FSO team! EY’s FSO tax practice provides comprehensive and specialized... ...is sent for review to the partner or senior manager – and consult when necessary...Work experience placementSummer holidayLocal areaFlexible hours$30 per hour
...seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist... ...guidance and education on estate, tax, philanthropic, and multigenerational planning...SeniorWork at officeRemote work$85.5k - $108.42k
...Tilly is a leading advisory, tax and assurance firm, providing... ...Baker Tilly US (BT) as an Audit Senior Associate! This is a great opportunity... ...to be a valued business advisor delivering industry-focused... ...role in discussions with the Manager and Partner relative to business...SeniorLocal areaWorldwide- ...SENIOR AUDIT ASSOCIATE The Job This position is expected to demonstrate competence, skills... ..., Microsoft Word and Excel Experience in tax return preparation preferable but not... ...interpersonal Detail oriented with excellent time management and organization skills Commitment to...SeniorSummer workVisa sponsorshipFlexible hours
- ...performing staking options for millions of users through trusted platforms they already use. Role Overview : As a Senior Business Development Manager for the US market, you’ll be responsible for sourcing and growing strategic partnerships with platforms that can...SeniorRemote workFlexible hours
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