Senior Tax & Wealth Advisory Lead
$150k - $200kCenturawealth
Centurawealth seeks a Senior Case Advisor in San Diego, CA. This client-facing role focuses on advancing qualified opportunities through technical fluency in tax and wealth planning. The ideal candidate will lead meetings, guide clients through complex decisions, and collaborate across departments. With 7+ years in high-net-worth client environments, the role requires strong objection-handling skills and a proven track record of sales performance. Compensation ranges from $150,000 to $200,000 plus bonus. #J-18808-Ljbffr
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Senior Tax & Wealth Advisory Lead in San Diego, CA vacancy
$150k - $200k
...Centura Wealth Advisory is seeking a Senior Case Advisor who will play a pivotal role in driving revenue and advancing client opportunities. This position requires strong technical fluency across tax and wealth planning while managing client relationships to facilitate...SeniorTaxCentura Wealth Advisory
San Diego, CA3 days ago- ...A leading multinational professional services firm is seeking an experienced Senior to join their International Corporate Tax Advisory team in San Diego. This role includes managing complex tax issues, providing technical advice, and developing client relationships. Candidates...SeniorTax
Ernst & Young Oman
San Diego, CA3 days ago - ...The University of California San Diego seeks a Senior Lead Tax Accountant responsible for tax compliance and advisory within the institution. This role ensures adherence to tax regulations and supports operational efficiency while managing complex tax-related transactions...SeniorTax
University of California San Diego
San Diego, CA3 days ago - ...highly experienced Enrolled Agent to join their fully remote team. The role requires a minimum of 7 years' experience in public tax or advisory, with a strong understanding of tax laws and exceptional analytical skills. As part of a collaborative team, you will prepare...SeniorTaxRemote work
10X Recruiting Partners
San Diego, CA7 hours ago $71.6k - $127.4k
...employees. Internal Controls & Accounting leads campus accounting operations and... ...Federal Audit compliance requirements. The Senior Lead Tax Accountant serves as the subject matter... ...coordinator for tax compliance, reporting, advisory services, and tax‑related accounting...SeniorTaxHourly payFor contractorsCasual workWork at officeLocal areaUniversity of California San Diego
San Diego, CA3 days ago$65k - $95k
An established wealth management firm in San Diego is seeking an Associate Advisor to support... ...in delivering comprehensive financial, tax, investment, and estate planning... ...expected to be between $65,000 to $95,000 plus bonuses. #J-18808-Ljbffr Centura Wealth AdvisoryTax- A leading global consulting firm seeks a Senior Manager in International Corporate Tax Advisory. This role involves managing complex tax issues and advising clients on international tax operations. Candidates should have strong communication skills and significant experience...SeniorTax
- ...A leading advisory firm in San Diego seeks a Tax Manager to provide tax and business advisory services to small business clients. This role involves managing client relationships, advising on tax compliance, and leading a team. Candidates should hold a Bachelor's degree...TaxFlexible hours
Baker Tilly International
San Diego, CA4 days ago $120k - $170k
A financial advisory firm in San Diego is seeking a Lead Financial Advisor who is passionate about building trusted client relationships. This role involves leading client meetings, overseeing financial plan development, and conducting investment discussions. The ideal...Senior$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...knowledge, and experiences you need to lead and deliver value at this level include... ...and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorTaxFull timeH1bPwC
San Diego, CA4 days ago$96.29k - $144.45k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major... ...our Financial Advisory practice, we are seeking to add a Senior Consultant to our team. In this role, you will provide due diligence...SeniorTaxLocal areaWorldwideShift work$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...Management - Renewable Energy Tax Senior Manager, you will play a pivotal role... ...you will leverage your skills to lead large projects, innovate processes...SeniorTaxFull timeH1bLocal areaPwC
San Diego, CA5 days ago$100k - $150k
...Lavine Lofgren Morris & Engelberg Llp is seeking an experienced tax professional in La Jolla, CA. Responsibilities include reviewing federal and state income taxes and preparing documents for submission to tax authorities. A CPA certification and a Master’s Degree in Taxation...SeniorTaxLavine, Lofgren, Morris & Engelberg
San Diego, CA4 days ago$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...careers, now and in the future. As a Senior Manager, you'll work as part of a team... ...and engagements. Initiate and lead open conversations with teams,...SeniorTaxFull timeH1bLocal areaOverseasPwC
San Diego, CA5 days ago$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...knowledge, and experiences you need to lead and deliver value at this level include... ...creative tax solutions. As a Senior Associate you will analyze complex...SeniorTaxFull timeH1bPwC
San Diego, CA5 days ago$76k - $125.3k
...in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the... ...tax compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible...SeniorTaxSummer holidayWork at officeLocal areaFlexible hoursErnst & Young Oman
San Diego, CA4 days ago$249k - $325k
...a highly skilled Associate in the Private Wealth Services Practice of our San Diego office.... ...country. Job Requirements We are seeking a senior‑level associate (4-8 years of experience)... ..., valuation, succession planning, and tax implications. Proven ability to manage and...SeniorTaxFull timeTemporary workPrivate practiceWork at officeFlexible hours$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our... ...team of professionals providing dedicated tax technical services to both US and global... ...compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorTaxSummer holidayWork at officeLocal areaFlexible hoursEY
San Diego, CA2 days ago$91.1k - $150.2k
...build a better working world. ITTS – International Corporate Tax Advisory – Senior The opportunity The International Tax and Transaction... ...understanding of their unique needs and requirements Building and leading a dedicated client service team, providing performance feedback...SeniorTaxWork experience placementSummer holidayFlexible hoursErnst & Young Oman
San Diego, CA4 days ago$170k - $281.86k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major... ...joining Baker Tilly (BT) as an Internal Audit & Risk Senior Manager! Our Risk Advisory practice provides a full spectrum...SeniorTaxFull timeWork experience placementLocal areaWorldwide- ...evolving financial goals across all stages of wealth-accumulation, preservation, and legacy.... ...management, retirement income planning, tax strategies, insurance solutions, day-to-... ...(Member SIPC , FINRA ), First Command Advisory Services, Inc., First Command Insurance...SeniorTaxFor contractorsLocal areaShift work
First Command Financial Services
San Diego, CA1 day ago $150k - $200k
...Job Description Summary: The Senior Case Advisor is a client-facing, revenue... ...strong technical fluency across tax and wealth planning. This role leads prospect and client meetings and combines... ...qualified prospects into signed advisory engagements. Serve as the lead...SeniorTaxCentura Wealth Advisory
San Diego, CA15 days ago$92k - $146.34k
...Baker Tilly Advisory Group, LP is seeking a Tax Manager for their San Diego office. This role involves providing tax and business advisory services to clients, including managing client engagements and delivering exceptional customer service. The ideal candidate will have...TaxWork at officeBaker Tilly Advisory Group, LP
San Diego, CA3 days ago- ...A leading global professional services firm is seeking a Senior Manager in Indirect Tax to lead engagements and manage tax strategies. The ideal candidate will handle complex tax issues, develop effective compliance frameworks, and drive innovative solutions. This role...SeniorTax
Ernst & Young Oman
San Diego, CA3 days ago $325k - $400k
...Capital Group (Tech Cap) supports leading global technology companies... ...section visibility As a Senior Vice President, you will lead... ...Advisors, family offices, wealth institutions and other Qualified... ...impact. Our global corporate advisory, investing, development and...SeniorTemporary workWork at officeRemote workWork from homeFlexible hoursMacquarie Global Services
San Diego, CA1 day ago$100k - $130k
...Unlock the Boundless Horizons of Tax, Valuation, and Business... ...Tax, Valuation, and Business Advisory. We stand as a trailblazing force... ...your success! The Role Senior Associates in our Private Client... ...more about legislative changes, wealth transfer techniques,...SeniorTaxFull timePrivate practiceH1bLocal areaWork visaAndersen
San Diego, CA4 days ago- ...PracticeCFO is a privately owned, rapidly growing financial advisory firm that serves independent dental practice owners as a fiduciary. We are currently seeking to grow our team with a Senior Tax Associate. This person can work from anywhere. This individual will help...SeniorTaxFull time
PracticeCFO
San Diego, CA4 days ago $90k - $143k
...Tax Senior Associate or Supervisor - Private Client Services Weaver... ...service national accounting, advisory, and consulting firm with... ...but also in their ability to lead balanced, integrated lives. At... ...and preserve their personal wealth. Our scope of services includes...SeniorTaxWork at officeFlexible hoursWeaver
San Diego, CA1 day ago$175k - $210k
...Boundless Horizons of Tax, Valuation, and Business... ...Valuation, and Business Advisory. We stand as a... ...success! The Role Senior Managers in our Private... ...legislative changes, and lead change effectively;... ...about legislative changes, wealth transfer techniques, charitable...SeniorTaxFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visaAndersen Tax
San Diego, CA4 days ago- ...Beacon Pointe is seeking experienced Senior Wealth Advisors to cultivate relationships with high-net-worth clients and provide tailored... ...candidates will have over 5 years of experience in financial advisory roles and a strong focus on client acquisition and asset growth...Senior
Beacon Pointe
San Diego, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax & Wealth Advisory Lead. Be the first to apply!
Related searches
- senior automation controls engineer San Diego, CA
- senior accounts payable San Diego, CA
- senior brand designer San Diego, CA
- senior financial advisor San Diego, CA
- senior cost analyst San Diego, CA
- senior business analyst contract San Diego, CA
- senior app developer San Diego, CA
- senior digital account manager San Diego, CA
- director sr. director clinical operations San Diego, CA
- senior specialist San Diego, CA