Tax Associate: High-Net-Worth Wealth Planning
$80k - $115kWealth Enhancement Group, LLC
Wealth Enhancement is seeking a Tax Associate to support an advising team in California, with base salary ranges from $80,000 to $115,000. The role can be based in El Cerrito or Walnut Creek, CA, and includes responsibilities in tax compliance, preparation, planning, and client service. The candidate will work closely with Advisors and clients to ensure timely tax filings, develop projections, and assist with planning strategies, while maintaining confidential client information and #J-18808-Ljbffr Wealth Enhancement Group, LLC
- Wealth Enhancement is an independent wealth management firm serving high-net-worth clients with personalized financial planning and roundtable processes. We seek a Tax Associate to support an advising team in California, ensuring timely tax filings and client satisfaction...High net worth
- Wealth Enhancement Group in California seeks a Tax Associate to support an advising team delivering top-quality tax services to high-net-worth clients and ensuring client and WE Financial Advisors satisfaction... ...and on time, engage in planning, and help maintain client...High net worth
$80k - $115k
About Wealth Enhancement Wealth Enhancement is an independent... ...craft of personalized financial planning with our team-based... ...visit We are looking for a Tax Associate to supports an advising team... ...top-quality tax services to high-net-worth clients and ensuring both the...High net worthFull timeTemporary workSeasonal workLocal areaFlexible hours$150k - $175k
...are an independent wealth and asset... ...dedicated to delivering a highly personalized experience... ...financial planning. About the Role We... ...financial planning, tax strategies, charitable... .... Secure high-net-worth clients from... ...develop junior client associates and emerging advisors...High net worthSummer work- JPMorganChase is seeking a Private Client Advisor in California to provide financial planning and advice to clients, from beginners to high-net-worth individuals. You will build strong client relationships and offer personalized investment solutions while embodying the...High net worth
- ...Advisor to join our San Francisco team, offering a fee-only, holistic, client-first wealth advisory model with substantial upside. The role provides extensive support across investment, planning, trust and estate, client service, legal/compliance, business development, and...
$175k - $275k
...Category AdvisorDescriptionEP Wealth Advisors (EPWA) is a wealth... ...2025 serving predominately high net worth individuals. EPWA fosters an... ...offers opportunities for our associates to learn, grow and enhance... ...development, and strategic business planning. Your mission is to build a...High net worthTemporary workWork at office- ...Job description Krutilla & Associates is a fast-growing CPA firm... ...Walnut Creek specializing in tax and consulting services for... ...professional service firms, and high-net-worth individuals. Qualified... ...returns and advise clients on tax planning opportunities. Candidates...High net worthFull timePart timeCasual workSeasonal workWork at officeWork from homeMonday to FridayFlexible hours
- JPMorganChase is seeking a Private Client Advisor in Berkeley, California. In this role, you will offer comprehensive financial planning and investment solutions while building robust client relationships. You'll need at least 2 years of financial advising experience and...
$145k - $185k
...Oakland, specializing in serving High Net Worth individuals, family offices,... ...them navigate complex tax landscapes and build long-term... ...to strategic tax planning and compliance.Key Responsibilities... ...staff accountants and senior associates.Stay current on tax law changes...High net worth$66.56k - $80k
...to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Rated... ...institution requirements Delivering a high quality customer service experience... ...investment/insurance products and financial planning Core Competencies: Strong self-...Work at officeLocal area$90k - $120k
Job Title: Senior Tax AccountantLocation: San Rafael, CA (Hybrid Schedule)About the... ...variety of clients, including non-profits, high-net-worth individuals, local government districts,... ...to manage diverse tax compliance, planning, and consulting engagements.Key responsibilitiesTax...High net worthWork at officeLocal areaRemote workFlexible hoursShift work$80.5k - $135k
...and venture capital, and high-tech help build... ...businesses and expand our associates’ potential for career advancement... ...strategic marketing plans and generate new... ...management experience with high-net-worth clients or... ...of financial planning, wealth management, and client-...High net worthFull time- ...financial services firm based in Corte Madera, California is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment solutions. You will play a pivotal role in fostering client relationships while embracing digital innovations...
- ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your... ...We are an equal opportunity employer and place a high value on diversity and inclusion at our company....
$150k - $180k
...Overview Tax Senior Manager USA: San Rafael, CA | Hybrid At MGO, human care... ...Manager with a strong background in high-net-worth (HNW) individuals, corporations and partnerships... ...tax returns Provide strategic tax planning and advisory services, including income...High net worthFlexible hours$175k
...Description Job Description Tax Manager / Senior Tax Manager... ...San Francisco Bay Area A highly respected and well-established... ...positions, including: High Net Worth Individual Tax Focus Complex... ...exposure Advisory and planning for affluent clients Entity...High net worthWork at officeFlexible hours3 days per week$200k
...Description Job Description Tax Manager / Senior Tax Manager (... ...| 2 Days In-Office A highly respected mid-sized CPA firm in... ...practices, including: High Net Worth / Estate & Trust Focus HNW... ...estate tax work Advanced tax planning for high-net-worth clients and...High net worthWork at officeFlexible hours- ...Description Job Description Tax Manager – Estate, Gift &... ...join their growing Private Wealth practice. This is a high-impact, client-facing role working with high-net-worth individuals, families, and... ...in fiduciary tax, estate planning, and trust structures and...High net worthPrivate practiceWork at officeRemote workFlexible hours
- ...CA, has provided closely held businesses, high net worth individuals, and trusts and estates in... ...join us? ~ Competitive salaries ~401(K) Plan ~ Profit Sharing Plan ~4 Weeks Vacation... ...We are currently seeking experienced Tax Managers with significant expertise preparing...High net worthLocal area
- ...Job description Krutilla & Associates is a fast-growing CPA firm... ...Walnut Creek specializing in tax and consulting services for... ...professional service firms, and high-net-worth individuals. Qualified... ...returns and advise clients on tax planning opportunities. Candidates...High net worthFull timeCasual workWork at officeWork from homeMonday to FridayFlexible hours
$170k
...Job Description Job Description Tax Senior / Tax Manager San Rafael, CA | Hybrid Flexibility | Up to $170,000 DOE + Comprehensive... ..., and nonprofit organizations, providing strategic tax planning, compliance, and consulting services that make a meaningful impact...Contract workWork at office- ...Description Job Description Tax Professional Job... ...with our Liberty Wealth Management clients to help... ...provide strategic tax planning for individuals and businesses... ...interactions. High attention to detail and... ...Experience working with high-net-worth individuals or business...High net worthFull timeWork at officeLocal area
$165k - $195k
...Associate Attorney for Trusts & Estates Practice GroupDonahue Fitzgerald is a highly respected and growing law firm with a strong... ..., including high-net-worth individuals,... ...time of significant planning opportunities for clients... ...with a background in tax preferred.Experience...High net worth$200k - $225k
...role requires a visionary and highly relational fundraiser who can... ...campaign, including campaign planning, donor pipeline development,... ...maintaining relationships with high net worth individuals, foundations, and... ...public schools. #J-18808-Ljbffr JCC Association of North AmericaHigh net worthSummer workWork at officeImmediate startWeekend workAfternoon shift$28.85 - $33.65 per hour
Job Description Merrill Wealth Management is a leading provider... ...wealth management, including planning for retirement, education,... ...and Wealth Management Client Associates help clients pursue the life... ...new portfolio of affluent and high net worth clients. As a successful...High net worthHourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift- ..., and watershed resource management. We assist government agencies, NGOs, and private clients with environmental problem solving, planning, and permitting using a multi-disciplinary approach that integrates physical and biological processes. We have approximately 120 full...Full time
$63.3k - $117.2k
...opportunities while developing recommendations by taking a financial planning approached. Provides financial advice, guidance, and solutions... ...organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management....Contract workTemporary workPart timeLocal area- ...applications for a Financial Consultant Partner (FCP) to join the wealth management team in Corte Madera, CA. You will partner with Sr.... ...servicing affluent clients, delivering value through financial planning, and growing practice revenues in collaboration with the Sr. FC...
$44k - $80k
...environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and... ...Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem...High net worthRemote jobFull time
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