Senior Tax Advisor, Wealth & Estate Planning
Talnt
Talnt in Irvine, CA seeks a Senior Tax Associate to support tax planning and compliance for high net worth individuals, trusts, estates, and closely held businesses. The role involves preparing complex returns, research, and collaboration with senior tax professionals to deliver exceptional client service. Ideal candidates have public accounting experience and are eligible to sit for the CPA exam, with strong communication and analytical skills. #J-18808-Ljbffr Talnt
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These... ...and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorFull timeSecond jobH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...to clients on tax planning, compliance, and strategy... ...creative tax solutions. As a Senior Associate you will... ...as tax technical business advisor- Demonstrating familiarity...SeniorFull timeH1b- A leading financial services firm in Irvine is seeking a Wealth Management Paraplanner to provide vital support to advisors. This role requires strong interpersonal skills and extensive experience in life insurance and financial strategies. The ideal candidate will work...Senior
- ...Senior Tax AssociateWe are seeking a Senior Tax Associate to support tax planning and compliance engagements for high net worth individuals, families, trusts, estates, gift tax matters, and/or closely held businesses. This role provides the opportunity to build technical...SeniorLocal area
- Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-driven environment. You will support... ...and onboard new ones while collaborating with senior leaders on investments, tax, and estate planning. The role requires travel up to 50% and strong...Senior
$100k - $150k
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...Senior$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...Management - Renewable Energy Tax Senior Manager, you will play a pivotal... ...the development of innovative tax planning solutions and methodologies-...SeniorFull timeH1bLocal area- Mercer Advisors is seeking an Estate Planning Director to lead and implement sophisticated estate and wealth transfer strategies for ultra-high-net-worth clients. The role collaborates with wealth advisers and tax experts to ensure seamless execution of wealth plans. The...Senior
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal... ...and implementing strategic tax planning initiatives to address client...SeniorFull timeH1bLocal area$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice... ...guidance to clients on tax planning, compliance, and strategy. These... ....Growing as a strategic advisor, you leverage your influence,... ...guidance to the owners of PwC. As a Senior Manager you are expected to...SeniorFull timeH1bRemote work$100k - $150k
...Wealth Management AccountantAre you someone with impeccable attention to detail, who thrives... ...review of personal and fiduciary income tax returns including multi-state... ...filingsPreparation and review of tax projections for planning and estimated taxes and other tax...SeniorLocal area- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory in California. You will deliver fiduciary, fee-based wealth advice, building tailored financial plans and portfolios for high-need clients. You will mentor junior team members and collaborate...Senior
- ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...partnership. The program has a financial planning team that is integrated in their team.... ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial...SeniorImmediate start
$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... ...maximize refunds, and provide future tax planning advice. \n Utilize resources such as...SeniorLocal area$74.93k - $153k
...and their trusts, estates, family offices, investment... ...to complex tax issues? Do you not... ...s growing Private Wealth practice!... ...You’ll Do As a Tax Senior in our Private Wealth... ...projects related to tax planning opportunities and... ...Financial Advisor (CFA)Certified Financial...SeniorPrivate practiceWork at officeLocal area$95k - $160k
...Description:Withum’s Tax Services Group is... ...engagements, from planning to completion, to include... ..., gift and estate and other tax returns... ...strategies that optimize wealth preservation,... ...executivesServing as a trusted advisor, managing client... ...with partners and senior leadership on...Full timeLocal area$95k - $120k
...accounting and advisory firm is seeking a Senior Tax Associate to join its growing tax practice... ...corporations, C corporations, trusts, and estates.Research tax legislation and technical issues to support compliance and planning strategies.Assist clients with tax planning...SeniorWork at officeLocal area- Integrity Wealth Management is seeking an experienced Financial Advisor to serve affluent clients with comprehensive financial planning and to grow an existing book of business. You will build trusted relationships based on transparency and long-term stewardship while delivering...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... ...responsibility for overall engagement planning and job administration Keep management informed...SeniorLocal area- Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership, supporting... ...new clients, and SME guidance across investments, taxes, and financial planning. Strong collaboration with Managing Directors is essential...Senior
$85k - $105k
Tax Senior A Recognized Professional Services Firm Location: Irvine, California Salary: $85,000 -... ...total financial picture, specializing in Tax Planning and Preparation, Management Consulting, Attest Services, and Estate & Wealth Planning. We are seeking a dedicated...SeniorWork at office$90k - $115k
...accounting, audit, financial statement, tax services, fraud detective services and outsourced... ...and nonprofit returns.• Prepare trusts, estate and gift tax returns, knowledgeable of... ...tax issues.• Assists with year-end tax planning and quarterly estimates; Assists with...SeniorWork at officeLocal areaRemote workFlexible hours$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's direct tax compliance and planning. Exact compensation may vary based on skills, experience, and location. Expected starting base...SeniorWork at officeLocal area$130k - $200k
...Description Job Description Tax Manager / Senior Tax Manager – Estates & Trusts Location: Orange County... ...sophisticated tax, advisory, and wealth-planning solutions to high-net-worth... ...Collaborate with attorneys, wealth advisors, and internal tax teams on planning...SeniorWork at officeImmediate startWork from homeFlexible hours- ...Description Unlock Your Potential: SENIOR TAX ASSOCIATE Position Open for Qualified Candidates Location: Irvine, CA Type: Full-Time Industry... .... Coordinating various phases of tax engagements, from planning through execution. Supervising and reviewing the work of associates...SeniorFull timeWork at officeImmediate startRemote workFlexible hours
$147.4k - $336.8k
...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide... .... You will be expected to lead tax planning projects for a diverse client base, providing... ...to maintain credibility as a trusted advisor. Building client relationships and...SeniorSeasonal workFlexible hours- ...Senior Tax AccountantThe Senior Tax Accountant is responsible for preparing... ..., with a focus on real estate partnerships, S corporations,... ...internal teams and external advisors as needed.Conduct tax research... ...potential risks.Assist with tax planning initiatives and provide...SeniorLocal areaFlexible hours
$235k - $300k
...focused boutique devoted entirely to contested private wealth matters. Their practice covers trust disputes, estate contests, undue influence, fiduciary misconduct,... ...stake. The Opportunity Our client is seeking a Senior Attorney to lead complex matters from their Orange...SeniorFull timeWork at officeLocal areaFlexible hours- ...Senior Tax Associate – Irvine, CA Location: Irvine, CA; Full-Time; Industry: Accounting and Financial Services. Job Overview We are seeking... ...relationships. Coordinate phases of tax engagements, from planning through execution. Supervise and review the work of associates...SeniorFull timeWork at officeRemote workFlexible hours
$81.13k - $164.57k
...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 Services... ...responsibility for overall engagement planning and job administration Keep management...SeniorLocal area
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