Tax Advisor: Client-Focused Planning & Wealth Advisory
Connect Search, LLC
Connect Search, LLC in Charlotte, NC is seeking a Tax Advisor to work closely with clients, lead tax planning discussions, and provide advisory services beyond traditional compliance. This role offers exposure to high-net-worth individuals, estates, trusts, and family wealth structures within a holistic advisory team. The leadership team focuses on developing future leaders within the tax practice, offering long-term growth beyond routine work and direct client interaction with business owners #J-18808-Ljbffr Connect Search, LLC
$75k - $85k
Focus Partners Wealth is looking for an Associate Wealth Advisor in Charlotte, North Carolina. This critical role involves developing... ...Wealth Advisors to enhance client relationships. Ideal... ...strong grasp of investment and tax planning strategies. The position offers...SuggestedRemote job$104.6k - $191.6k
...Organization (FSO). Our focused model and bold... ...with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...specialized tax technical services... ...structuring, tax planning, and advisory services. Your... ...clients Trusted advisors who maintain and...SuggestedFull timeSummer holidayLocal areaFlexible hours- ...the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...our clients. As a Wealth Advisor , you’ll manage ongoing... ...deliver holistic financial planning, and provide tailored... ...helping them stay focused on long‑term goals. This...SuggestedWork at office
- ...status quo and help clients achieve what... ...matters most. Schwab Wealth Advisory is a fee‑based,... .... Manager, Wealth Advisor , you’ll manage ongoing... ...financial planning, and provide tailored... ...helping them stay focused on long‑term goals... ...concentrated positions, tax-aware strategies,...SuggestedWork at office
- ...industry together. Schwab Wealth Advisory is a fee based, non‑... ...an Associate Wealth Advisor , you’ll support 2–4... ...and retaining virtual client relationships while... ...customized financial planning support and address foundational... ...culture, and focus on your development means...SuggestedWork at office
- ED03 Elliott Davis Advisory, LLC is seeking an Audit Senior to engage in the audit process from planning to completion. Responsibilities include supervising audit staff, planning financial audits, and building client relationships. The ideal candidate will have a Bachelor...Flexible hours
$197k - $303k
...East Region in our Wealth Advisory Practice in either... ...how we serve clients, grow markets, and... ...developing exceptional advisors, and eager to... ...collaboration with tax, assurance, valuation... ...seamless tax and wealth planning and execution. A... ...members, we focus on their physical,...Local area$95k
...highly respected advisory practice that... ...multi-generational wealth structures. The... ...integrated tax, estate, business, and wealth planning services and has... ...and long-term client relationships.... ...seeking a Tax Advisor who wants to become... ...team is focused on developing future...Work at officeLocal area$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management... ...people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...tax technical business advisor - Demonstrating familiarity...H1b$110k - $140k
...Manager / Senior Audit Associate - Client Advisory, LLCs, S-Corps Our team has... ...minded and employee focused. We don't work for the "Big 4... ...firms that do complex business tax and assurance work and also provide... ...experience in a firm, wealth management, public accounting...Full timeWork at officeRemote workFlexible hours- A leading professional services firm in Charlotte is seeking a Tax Associate to manage tax consulting and preparation responsibilities. You will work closely with seniors and clients on various projects. Ideal candidates should have a degree in Accounting or law-related...
$85k - $100k
Current is seeking a detail-oriented Senior Tax Associate in Charlotte, NC. This role involves preparing and reviewing various tax returns, supporting tax planning, and serving as a main contact for clients. The ideal candidate should have a Bachelor's in Accounting, CPA...- Siegfried Advisory in Charlotte, North Carolina, seeks passionate individuals for tax advisory roles. Candidates should have an accounting or... ...with CPA progression. The role focuses on providing strategic leadership and enhancing clients' outcomes through effective communication...
- ...Regional Director to lead the East Region Wealth Advisory practice in Orlando, Tampa, or... ...shape strategy, grow markets, and elevate client service across the Wealth platform. The... ...professionals, and strong expertise in financial planning and investment management. FINRA...
- ...As a real estate niche-focused firm, we serve Real... ...We are innovators of tax services and firm culture... ...As a Real Estate Tax Advisor at our firm, you will... ...primarily focus on tax planning and advisory services for real estate... ...their time in direct client meetings via Zoom. Tax...Casual workRemote work
- ...Charlotte, North Carolina, is seeking a Sr. Manager, Wealth Advisor to manage client relationships and provide tailored investment... ...relationship management and holistic financial planning while collaborating with an advisory team. The ideal candidate possesses strong...
- A leading tax preparation firm in North Carolina seeks a Tax Advisor to build client relationships and provide comprehensive tax services year-round. The role requires 5+ years of tax experience and effective communication skills. Ideal candidates will have a Bachelor’...
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...tax technical business advisor Familiarity with CRM...Full timeH1b$75k - $85k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team.... ...opportunity to work with a planning centric team... ...of our unique clients' goals and... ...risk management, tax, estate, and investment... ...for the advisory team Engage in advisory...Local areaRemote work$120k - $145k
Current is hiring a Tax Manager for its Charlotte, NC office. The role involves overseeing tax returns, managing client relationships, and providing strategic tax planning. The ideal candidate has a Bachelor’s degree in Accounting and a CPA license with 5-8+ years of public...Work at officeFlexible hours- Overview Wealth Client Relationship Management supervises professional level employees and partners... ...and implements strategic and tactical plans with strong considerations to client challenges... ...regulatory issues, liquidity needs and tax implications to devise customized...Work experience placement
$114k - $130k
Wealth Client Relationship Mgmt The Wealth Client Relationship Management job supervises professional... ...and implements strategic and tactical plans with strong considerations to client... ...including regulatory issues, liquidity needs and tax implications to devise customized...Work experience placement- ...Professional Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy,... ...this position is responsible for planning, executing, reviewing, and... ...engagements for financial institution clients. The role serves as a trusted advisor to clients, exercises...
$88.9k - $128.4k
...This group assists clients with a full range of transfer pricing... ...policy design and international tax planning, intangibles migration,... ...A collaborative environment focused on enabling you to further your... ...the largest assurance, tax and advisory firms in the U.S., serves clients...Work experience placementWork at officeLocal area- Forvis Mazars, LLP is seeking a Private Client Tax Manager in Charlotte, North Carolina. This role involves providing tax compliance and advisory services to high-net-worth clients. Ideal candidates will have at least 5 years of experience in public accounting or law, alongside...Flexible hours
- ...Schwab in Charlotte, NC is seeking a Wealth Advisor who will manage ongoing client relationships and provide... ...prioritize client needs, with a focus on financial planning principles. This role emphasizes collaboration with an advisory team and requires a Bachelor’s degree...
- 100x Recruiting is looking for a motivated Tax Staff Accountant to join their team in Charlotte, NC. This full-time role emphasizes high-quality client service and offers opportunities for professional development and CPA exam support. The selected candidate will assist...Full time
$85k - $100k
...individuals, firms, and clients alike. That’s why we’ve... ...and experienced Senior Tax Associate to join our... ...returns, supporting tax planning initiatives, and serving... ...collaborative, client‑focused environment. Key Responsibilities... ...special projects and advisory services....Temporary workWork at officeLocal area- Frazier & Deeter is hiring a Client Accounting Advisory Services Associate in Charlotte, North Carolina. In this role, you will support clients' day-to-day accounting needs, utilizing QuickBooks Online and overseeing numerous accounting functions. This position offers...
- ...Tax Manager, High Net Worth Charlotte... ...top 50 accounting & advisory firm that has been... ...you! We serve clients of all sizes... ...clients, leading the planning, management, review... ...savings strategies, and wealth preservation... ...high touch, advisory focused experience. Our...Work at officeLocal area
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