Senior Tax Advisor, Wealth Management
$100k - $150kCerity Partners LLC
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 Cerity Partners LLC
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...SeniorFull timeH1b$100k - $150k
...Wealth Management Accountant Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is... ...Preparation and review of personal and fiduciary income tax returns including multi-state filings Preparation and review...SeniorLocal areaFlexible hours- BDO USA is seeking a Tax Senior for the Partnerships team in Costa Mesa, California. The ideal candidate will utilize their expertise in partnership taxation to advise clients on tax implications and assist with computations. Responsibilities include training interns,...Senior
- ...Association, is seeking a Trust Officer to administer fiduciary accounts and serve as a relationship manager for client portfolios of moderate complexity. The role provides wealth management guidance, ensures compliance with governing documents and regulations, and...Senior
- Mission Wealth Management Lp seeks an experienced Wealth Advisor to join its award-winning team in Newport Beach, CA. This full-time role focuses on managing relationships with high-net-worth clients and delivering holistic wealth planning solutions. You will work with...SeniorFull time
- Northern Trust is seeking an experienced Relationship Manager to guide sophisticated wealth management clients. You will work with client service teams... ...client goals and offer fiduciary-based guidance across trust, tax and estate planning domains. The role requires JD or...Senior
$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... ...-paced environment independently while managing multiple priorities. Proficient with technology...SeniorLocal area- Brighton Jones in Newport Beach is seeking our next Advisor to join a purpose-driven wealth management team. You will manage day-to-day client service workflows... ...analyses, asset allocation, and coordinate with tax and estate planning teams. #J-18808-Ljbffr BrightonjonesSenior
$180k - $220k
...Wealth Advisor / Future Equity Partner Location: Orange County, CA (Preferred) | Los Angeles | San Diego | Las Vegas About the... ...a rapidly growing independent Registered Investment Advisor managing approximately $600 million in assets under management. Founded...SeniorWork at office$85k - $105k
...Base Salary Range: $85,000 - $105,000 (DOE) We are seeking a Senior Tax Associate to join our client's growing tax team. This role is ideal... ...meetings and contribute to the delivery of tax solutions Manage multiple engagements and deadlines while maintaining a high level...SeniorLocal area- Flagstar Bank is seeking a Senior Financial Planner (CFP®) for Private Banking in Palo... ...clients, partnering with bankers and advisors to deliver analyses and tailored recommendations... ...delivery and collaboration across wealth management teams. The ideal candidate has CFP...Senior
- ...Reviews federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts; also reviews related income... ...organizes and implements income tax returns. Coaches Tax Accountant, Tax, Staff Accountant, Accountant, Senior, Staffing, Accounting...Senior
- ...KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities: Support Tax Managers and Partners in the day-to-day management of client portfolio Take responsibility for overall engagement planning and job administration Keep...Senior
- ...About the job Senior Tax Associate About the Role: We are seeking a Senior Tax Associate to support tax planning and compliance... ...written and verbal communication skills. Ability to manage multiple priorities, meet deadlines, and work effectively in a...SeniorLocal area
$75k - $98k
...8,000.00/yr Executive Director at Advantex Professional Services and Leadership Team at Blythe Global Advisors Mid‑sized CPA firm in Irvine is hiring for a tax senior or associate on the tax side. We need someone with some tax compliance experience and a great attitude...SeniorFull time$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- ...Senior Tax Accountant Location: Irvine, CA Work Arrangement: Hybrid (3 days in office... ...responses with internal teams and external advisors as needed. Conduct tax research and... ...effectively with all levels of management. ~ Demonstrated initiative, professionalism...SeniorWork at officeLocal areaRemote workFlexible hours
- ...Unlock Your Potential: SENIOR TAX ASSOCIATE Position Open for Qualified Candidates Location: Irvine, CA Type: Full-Time... ...Performing other duties as assigned by the engagement supervisors, managers or partners. Skills and Attributes for Success Ability...SeniorFull timeWork at officeImmediate startRemote 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... .... Responsibilities: Support Tax Managers and Partners in the day-to-day management...SeniorLocal area$90k - $115k
...professional services, including accounting, audit, financial statement, tax services, fraud detective services and outsourced CFO services.... ...to interns and staff, and promote open communication with their manager and partner • Participate in tax research projects on a...SeniorWork at officeLocal areaRemote workFlexible hours$81.13k - $164.57k
...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...as a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services... ...policies, exercise sound judgment, effectively manage stress and work safely and respectfully...SeniorLocal areaVisa sponsorship- An ASC 740 Experienced Senior Associate at BDO USA supports the preparation and review of income tax provisions under ASC 740, applying U.S. GAAP and tax accounting knowledge to deliver accurate calculations, documentation, and reporting. The role involves working closely...Senior
- Northern Trust in Newport Beach, CA, seeks an experienced Wealth Management Relationship Manager to drive comprehensive goals-based advice for sophisticated clients. You will collaborate with client service teams, attorneys, and accountants to understand client needs and...Senior
$189.05k
...and help to build a better working world. Tax Process Advisor, FSO Tax - Tax Technology & Transformation (Manager) (Multiple Positions) (1742256), Ernst & Young... ...in the Insurance, Banking Capital Markets and Wealth and Asset Management industries. Identify ways...Full timeWork experience placementSummer holidayImmediate startMonday to Friday$95k - $120k
...comA respected public accounting and advisory firm is seeking a Senior Tax Associate to join its growing tax practice. This is an... ...recommend value-added tax and advisory services.Collaborate with managers and partners to deliver high-quality client engagements.Manage...SeniorWork at officeLocal area- ...reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with... ...focus on client service and technological evolution. Senior tax associates in the Specialty Tax Services group serve as members...SeniorHourly payWork experience placementLocal area
$100k - $105k
...Job Description Job Description Postion: Senior Tax Associate Location: Irvine, CA Compensation: $100,000 – $105,000 Annually... ...candidate is organized, analytical, collaborative, and able to manage multiple deadlines in a fast-paced environment. Key...SeniorWork at officeLocal area$77k - $214k
...Senior Associate, Specialized Tax Services - Research & Development Tax The Opportunity As a Specialized Tax Services - Research & Development Tax... ...build meaningful client connections and learn how to manage and inspire others. You will navigate increasingly complex...SeniorFull time$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Manager in Aliso Viejo, California to enhance relationships with affluent clients and provide tailored financial solutions. This full-time role demands strong analytical and financial skills, with responsibilities including...SeniorFull time$77k - $214k
...career in our State and Local Tax Financial Services practice,... ...now and in the future. As a Senior Associate, you'll work as... ...and responsibilities for this management level include but are not limited... ...as technology-enabled tax advisors who provide significance through...SeniorH1bLocal area
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