Junior Tax Advisor - Irvine, CA

This role is responsible for delivering high-quality tax advice, · tax planning, and tax return preparation services to assigned clients while ensuring · high client and Financial Advisor satisfaction. · This is an enriching opportunity for a seasoned tax professional with growth ...

A great opportunity for an entry level EA with their enrolled agent certification. · Serve as main point of contact for assigned clients ...

We are seeking a Senior Tax Advisor to join our team. In addition to traditional tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. · Prepare complex individual and business tax returns. · Advise clients on issu ...

We are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role. · A job that includes: Marketing & Business Development – We generate the leads so that our advisors don't have to invest their time on marketing efforts. · ...

Apriem Advisors seeks an experienced Senior CPA – Tax to lead tax preparation and tax analysis for high-net-worth clients and manage Holistiplan software.Prepare and file complex federal and multi-state tax returns. · Serve as primary owner of Holistiplan. · ...

A well-established real estate organization is hiring a Tax Manager to play a critical role across income tax planning compliance and risk management. · This is a high-visibility position supporting complex corporate partnership and REIT structures with real ownership and influen ...

We are seeking an experienced Tax Manager to support income tax planning, compliance, and risk management across corporate, partnership, and REIT structures. This role serves as a key technical resource. · ...

+The tax manager will perform income tax planning, compliance and risk management initiatives across corporate, partnership and REIT structures. · +Work and manage outside advisors to review and file timely federal state and local corporate REIT and partnership income tax franchi ...

The Tax Manager will perform income tax planning, compliance and risk management initiatives across corporate partnership and REIT structures ensuring the company's tax position is optimized compliant and aligned with business strategy. · This role leads complex tax matters partn ...

We are seeking a Senior Tax Manager to oversee indirect and corporate tax functions in a multi-state environment. · Lead preparation, filing and compliance for sales and use tax across multiple jurisdictionsOversee federal and state corporate income tax filings, provision support ...

About Us: · We are a full-service CPA and advisory firm dedicated to providing strategic tax accounting business consulting services to privately held companies high-net-worth individuals.We have offices across CA the West Coast and the Midwest markets.The Position: Job summaryWe ...

The Wealth and Estate Planning Strategist provides subject matter expertise to the Advisory team. · ...

The Tax Director will oversee all aspects of the company's tax function, including strategy, compliance, reporting and planning. · ...

The Tax Director will oversee all aspects of the company's tax function, including strategy, compliance, reporting and planning. · ...

Join PDS Health as Senior Manager of Individual Tax and take your career to the next level. You will have opportunities to learn new skills from our team of experienced professionals. · ...

The Tax Director will oversee all aspects of the company's tax function including strategy compliance reporting and planning ensuring accurate and timely tax filings optimizing the company's effective tax rate maintaining compliance with tax regulations providing strategic insigh ...

As a Tax Trust and Estate specialist at Schwab you will provide detailed sophisticated advice to entrepreneurs and high net worth individuals with complex financial affairs substantial business interests large family estates and investment portfolios requiring careful attention. ...

The Wealth Planner is responsible for supporting comprehensive financial planning and advisory services to high-net-worth and affluent clients. · Bachelor's Degree in Finance, Economics, Business Administration, or a related field required. · CFP (Certified Financial Planner) des ...

We offer a comprehensive range of professional services including accounting audit financial statement tax services fraud detective services and outsourced CFO services. · ...

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. · We believe in the importance of in-office collaboration and fully intend for t ...