Senior Wealth Advisor - Estate, Tax & Investment Planning
Empirical Financial Services, LLC
A leading financial services firm in California seeks experienced Financial Advisors dedicated to growing a practice and providing high-level advice and service to clients. Qualified candidates will have a four-year degree, CFP designation, and 7+ years of relevant experience. The role includes onboarding and servicing clients, emphasizing long-term investment and estate planning. Competitive salary, benefits, and potential revenue share offered, allowing for unlimited income potential. #J-18808-Ljbffr
$170k - $210k
...Senior Wealth Advisor Menlo Park; San Francisco; Walnut Creek Why Work at Mercer Advisors? For more than... ...financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single...SeniorTaxTemporary workWork at officeRemote workFlexible hours$170k - $210k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...here. Job Summary: The Senior Wealth Advisor focuses on deepening relationships...SeniorTaxTemporary workWork at officeLocal areaRemote workFlexible hours$125k - $150k
...Senior Financial Planner Join Aprio's Wealth Management team, and you will... ...comprehensive financial planning to clients with... ...an existing advisor relationship.... ...retirement, estate, insurance, education, and investment planning. Analyze... ...cash flow, tax returns,...SeniorTaxFull timeWork at officeLocal areaRemote workFlexible hours- ...disclosures. Routinely consult with clients on various tax and real estate issues, including quarterly estimated tax payment and state... ...flow-through entities. Knowledgeable on Real Estate Investment Trust tax issues. Master's degree in Taxation is preferred...SeniorTax
- ...billion in client assets. Our advisors average $575,000 in GDC. Our... ...The program has a financial planning team that is integrated in... ...solutions. About the Role: A Senior Wealth Advisor is an experienced... ...comprehensive planning and investment strategies consistent with...SeniorImmediate start
- (Hiring) Senior Tax Manager We are seeking a Senior Tax Manager! You will be responsible... ...Oversee the flow of cash and financial investments Analyze information to assess... ...statuses Review costs for optimal budget planning Evaluate reporting systems and collection...SeniorTaxWork at office
$86.1k - $107.2k
...Associate Wealth Advisor Palo Alto, CA or Walnut Creek, CA Position Summary Focus... ...exciting opportunity to work with a planning centric team dedicated to creating... ...in retirement, risk management, tax, estate, and investment planning. Focus provides team members...TaxWork at officeRemote work2 days per week$80k - $85k
Associate Wealth Advisor - Focus Partners Wealth Focus Partners Wealth is seeking an... ...Wealth Advisor to join a planning‑centric team dedicated to creating... ...planning software. Apply knowledge of tax, estate, insurance, and investment planning. Create holistic investment...TaxWork at officeRemote work3 days per week- ...Walnut Creek specializing in tax and consulting services... ...Our clients include real estate opportunity funds, real estate investment trusts, homebuilders,... ...and advise clients on tax planning opportunities. Candidates... ...throughout the year. As a Tax Senior Associate you will be...SeniorTaxFull timePart timeCasual workSeasonal workWork at officeWork from homeMonday to FridayFlexible hours
- ...Tax Senior or Supervisor - Walnut Creek, CA Walnut Creek, CA, United States The Role... ...performance, creates and implements tax plans, and works with the accounting and leadership... ...working with closely held companies, investment/private equity, professional services,...SeniorTaxFull timeTemporary workFlexible hoursWeekend work
$1,000 per month
...integrated financial planning practice from the ground... ...Representative or Advisor role upon graduation.... ...student; juniors and seniors preferred Entrepreneurial... ...strategies—insurance, investments, and annuities—built... ...contractors for income tax purposes, and a "statutory...TaxFull timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...goals through financial planning. On your path to becoming... ...· Education Funding · Investment & Advisory Services · Trust... ...3 for income tax purposes, and a statutory... ...and Northwestern Mutual Wealth Management Company® (NMWMC...TaxFull timeContract workFor contractorsWork at office$70k - $93.5k
...Financial Planning Associate - Walnut Creek, CA Walnut Creek CA -... ...Planning Description EP Wealth Advisors (EPWA) is a wealth management... ...customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more. • Plan...TaxFull timeTemporary workWork at officeFlexible hoursShift work$100k - $250k
...experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates... ...must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include onboarding new...Tax- ...experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client... ..., generating new business, and utilizing expertise in investments and financial planning. Candidates should possess at least 6 years of relevant experience...Senior
- ...Walnut Creek specializing in tax and consulting services... ...Our clients include real estate opportunity funds, real estate investment trusts, homebuilders,... ...and advise clients on tax planning opportunities. Candidates... ...accounting (8+ years for senior manager) Familiarity with...SeniorTaxFull timeCasual workWork at officeWork from homeMonday to FridayFlexible hours
$79k - $125k
...position for someone who enjoys being a trusted advisor to clients, is a resourceful self-starter... ...Responsibilities Financial Planning and Analysis, including forecasting,... ...LLC and its subsidiary entities provide tax, advisory, and business consulting services...SeniorTaxContract workWork experience placementLocal areaFlexible hours$100k - $140k
...Withum Plus You Withum is seeking a Real Estate Valuation Senior Associate who is an early to mid‑... ...performing accounting, auditing, advisory, and tax functions for our diverse client base.... ...real property for estates, financial planning, lending, litigation, financial...SeniorTaxTraineeshipWork at officeLocal area$89.25k - $105k
Job Summary For 40 years, Mercer Advisors has worked with families to help them... ...- which integrates financial planning, investment management, tax and estate planning, insurance, and more - was... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand with these...TaxTemporary workWork at officeLocal areaHome officeMonday to Friday$60k - $120k
...Wealth Advisor (Walnut Creek) Walnut Creek CA - Walnut Creek, CA 94596 Overview Salary... ...management, operations and financial planning on client meeting preparation and monitoring... ...Basic knowledge of financial and investment concepts Excellent written and verbal...Full timeTemporary workWork at officeImmediate startFlexible hours$125k - $175k
A financial services firm located in California is seeking a skilled Senior Tax Manager to lead tax compliance and planning. This role entails reviewing tax returns for various entities, managing client relationships, and overseeing tax strategies. Candidates must have...SeniorTax- ...aspirations, and every dollar invested has job to do for our clients... ...feel confident about the plans they are making, whether for... ...to retirement, investments, estate, tax, education funding, real estate... ...dealer or registered investment advisor environment FINRA Series 6...Tax
$154k - $207k
Novogradac & Company LLP is seeking a Senior LIHTC Development Consultant in Walnut Creek,... ...role involves leading low-income housing tax credit transactions, advising developers,... ...comprehensive benefits package including a 401(k) plan and supportive workplace culture. #J-18808...SeniorTaxRemote job- Regal Executive Search Logo Website Senior Tax Manager - Tax Principal Location: 1460 Maria... ...Consult with clients on various tax and real estate issues, including quarterly estimated... ...of similar positions. Related Jobs Investment Operations Senior Associate - Middle Office...SeniorTaxWork at office
$66.56k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of... ...multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the... ...investment/insurance products and financial planning Core Competencies: Strong...Work at officeLocal area$130k - $160k
Senior CPA — 17 Mile Drive | Walnut Creek, CA | $130,000-$160,000 About Us 17 Mile Drive Tax is a full‑service accounting firm in Walnut Creek, CA offering tax preparation, bookkeeping... ...opportunities across the team Identify planning opportunities and communicate them...SeniorTax- ...join Beacon Pointe Advisors as an Associate Wealth Advisor in our Pleasant... ...in client advisory, investment management, and... ...in coordination with Senior Wealth Advisors and... ...advising, and financial planning Assist with... ...with clients CPAs and estate attorneys Assist...Work experience placementWork at office
- ...intermediate to advanced level tax preparation skills Performs... ..., Manager and/or Supervising Senior on work status and client issues... ..., etc.) Participates in planning and execution of client engagement... ...leading professional services advisor to middle-market businesses...SeniorTaxWork at office
$80k - $105k
...experienced public accountant for our senior accountant position with at least... ...and venture capital firms, real estate funds, private foundations, and high... ...partnership, not-for-profit, and corporate tax returns Conduct engagement planning, process and controls testing,...SeniorTax- Tax Senior - Tax Supervisor - Tax Manager Are you just getting through another hectic busy... ...and benefits, company-funded retirement plans, and a diversified client base. The ideal... ...and cover letter. Related Jobs: Investment Operations Senior Associate - Middle Office...SeniorTaxCurrently hiringWork at office
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