Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Tax Advisor, Wealth Management

$100k - $150k

Cerity 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

Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Senior Tax Advisor, Wealth Management in Irvine, CA vacancy
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description...  ...connections, and learning how to manage and inspire others. Navigating...  ...automation and increased efficiencies. As a Senior Associate you shall analyze complex... 
    Senior
    Full time
    Second job
    H1b

    PwC

    Irvine, CA
    4 days ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior...  ..., and learning how to manage and inspire others. Navigating...  ...tax solutions. As a Senior Associate you will analyze...  ...as tax technical business advisor- Demonstrating familiarity... 
    Senior
    Full time
    H1b

    PwC

    Irvine, CA
    12 hours ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their... 
    Senior
    Full time
    H1b
    Local area

    PwC

    Irvine, CA
    12 hours ago
  • $124k - $335k

     ...our Financial Services Tax practice, within Corporate...  ...tax obligations while managing the impact tax has on...  ...in the future. As a Senior Manager, you'll work as...  ...part of the Asset and Wealth Management team you are...  ...Serve as a strategic advisor, leveraging specialized... 
    Senior
    H1b
    Local area
    Overseas

    PwC

    Irvine, CA
    1 day ago
  • $77k - $214k

     ...advisory needs such as audit, tax compliance, and planning to...  ...team focus on key issues like wealth management, compliance, cash flow management...  ..., now and in the future.As a Senior Associate, you'll work as...  ...expected to lead the way as tax advisors dedicated to innovation,... 
    Senior
    Full time
    H1b

    PwC

    Irvine, CA
    12 hours ago
  • $91k - $321.5k

     ...Description & SummaryAt PwC, our people in tax services focus on providing advice and...  ...owned businesses.Growing as a strategic advisor, you leverage your influence, expertise,...  ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,... 
    Senior
    Full time
    H1b
    Remote work

    PwC

    Irvine, CA
    2 days ago
  • $100k - $150k

    ## Senior Tax AccountantApplyremote type: Hybridlocations: Irvine, CAtime type: Full timeposted on: Posted 24 Days Agojob requisition...  ...? If yes, we believe you would be an outstanding fit on our wealth management team.**Primary Responsibilities*** Preparation and review of... 
    Senior
    Local area
    Flexible hours

    Cerity Partners

    Irvine, CA
    13 hours ago
  • 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

    BDO USA

    Costa Mesa, CA
    3 days ago
  • $81.9k - $153.6k

     ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate...  ...provides specialized tax technical services to U.S....  ...management industry. As a senior analyst, you’ll collaborate...  ...experience and status as a trusted advisor to maintain and further our... 
    Senior
    Full time
    Summer holiday
    Local area
    Flexible hours

    EY

    Irvine, CA
    4 days ago
  • $126k - $250k

     ...impact. Join us!Job Description:The Credit Advisor (CA) is a client-facing role responsible...  ...credit relationships with strategic wealth clients, driving funded loan balance and...  ...in a responsible and profitable manner, managing a portfolio of existing credit relationships... 
    Full time
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Newport Beach, CA
    3 days ago
  •  ...Institutions Division (FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is...  ...Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional... 
    Senior
    Immediate start

    Columbia Banking System, Inc.

    Irvine, CA
    3 days ago
  •  ...achieve what matters most.Schwab Wealth Advisory is a fee‑based, non...  ...to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing...  ...g., concentrated positions, tax-aware strategies, multi-goal...  ...Coachability: Demonstrates a senior learning mindset by seeking... 
    Senior
    Full time
    Work at office

    The Charles Schwab Corporation

    Irvine, CA
    2 days ago
  • $164k - $245k

     ...customers truly value.OverviewWe are looking for a Product Management leader with strong Wealth Management domain expertise who can operate at the...  ...data, and AI. This role will help shape and deliver modern advisor and client platform experiences across onboarding, servicing... 
    Senior

    Publicis Media

    Irvine, CA
    2 days ago
  • $95k - $120k

    A respected public accounting and advisory firm is seeking a Senior Tax Associate to join its growing tax practice. This is an excellent...  ...value-added tax and advisory services.Collaborate with managers and partners to deliver high-quality client engagements.Manage... 
    Senior
    Work at office
    Local area

    Premier Financial Search

    Irvine, CA
    1 day ago
  •  ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward...  ...a firm. KPMG is currently seeking a Tax Senior Associate to join our Business Tax...  ...partnerships and for a variety of Asset Management clients Work as part of a multi-disciplinary... 
    Senior
    Work at office
    Local area

    KPMG

    Irvine, CA
    2 days ago
  • $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...  ...practice. Responsibilities:Support Tax Managers and Partners in the day-to-day management... 
    Senior
    Local area

    KPMG

    Irvine, CA
    2 days ago
  • $74.93k - $153k

     ...providing solutions to complex tax issues? Do you not only know...  ...with Deloitte’s growing Private Wealth practice! Recruiting for this...  ...2027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice...  ...:Chartered Financial Advisor (CFA)Certified Financial Planner... 
    Senior
    Private practice
    Work at office
    Local area

    Deloitte

    Costa Mesa, CA
    12 hours ago
  • $81.13k - $164.57k

     ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-...  ...for as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services...  ...activities external to the firm; build and manage client relationshipsQualifications:Minimum... 
    Senior
    Local area

    KPMG

    Irvine, CA
    4 days ago
  • $85k - $110k

    Senior Tax AccountantJoin our growing public accounting team, where competitive compensation, 100% employer-paid benefits, and clear opportunities...  ...workpaper sign-off and financial statement preparation.Manage engagement workflow, client control lists, and filing deadlines... 
    Senior
    Permanent employment
    Full time
    Work at office
    Local area

    CyberCoders

    Irvine, CA
    2 days ago
  • $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 variety... 
    Senior
    Work at office
    Local area
    Remote work
    Flexible hours

    Redwitz

    Irvine, CA
    12 hours ago
  • $81.13k - $164.57k

     ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-...  ...for 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... 
    Senior
    Local area
    Visa sponsorship

    KPMG

    Irvine, CA
    2 days ago
  • $116.2k - $229.1k

    Position Summary Workday Functional Senior Consultant Position Summary Our Human Capital practice helps organizations address the...  ...relationshipsAbility to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic environmentStrong... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Costa Mesa, CA
    4 days ago
  • $86.5k - $164.5k

     ...RSM.Understanding the impact of existing tax laws is hard enough, and new legislation,...  ...procedure issues. Responsibilities: Assist senior professionals with IRS examinations, IRS...  ...or written means Effective project management skills, including the ability to manage multiple... 
    Senior
    Full time
    Work experience placement
    Internship
    Work at office
    Local area

    RSM International

    Irvine, CA
    1 day ago
  • 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

    FPA of Charlotte

    Newport Beach, CA
    3 hours ago
  • $28 - $31 per hour

     ...A luxury watch brand is seeking a Senior Client Advisor in Costa Mesa, CA. The successful candidate will achieve sales goals while providing exceptional customer experiences, particularly for ultra-high-net-worth individuals. This role requires a Bachelor's degree, fluency... 
    Senior
    Hourly pay

    Richemont

    Costa Mesa, CA
    5 days ago
  • Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership...  ..., and SME guidance across investments, taxes, and financial planning. Strong collaboration with Managing Directors is essential. #J-18808-Ljbffr... 
    Senior

    Mercer-Advisors

    Newport Beach, CA
    3 hours ago
  • $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... 
    Senior
    Work at office
    Local area

    Century Group

    Irvine, CA
    3 days ago
  •  ...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... 
    Senior
    Local area

    Talnt LLC

    Irvine, CA
    2 days ago
  • $99k - $266k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description...  ...meet their tax obligations while managing the impact tax has on their business...  ...the way as technology-enabled tax advisors who provide value through digitization... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    Irvine, CA
    12 hours ago
  • $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... 
    Senior
    Local area

    Intuit

    Costa Mesa, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Tax Advisor, Wealth Management. Be the first to apply!