High Net Worth Tax Lead

About the RoleAt To & Scott LLC, we are seeking a seasoned High Net Worth Tax Professional to join our team. This is an exceptional opportunity for an experienced CPA/Partner to leverage their technical expertise in tax accounting and lead our firm's growth in serving high-net-worth individuals, businesses, trusts, and estate tax returns.We prioritize...

Job OverviewWe are seeking a highly skilled Tax Strategist to join our team at Genwealth 360 Inc. This role will be responsible for analyzing tax data, identifying tax-saving opportunities, and preparing complex tax returns for high-net-worth individuals and corporate entities.Company OverviewGenwealth 360 Inc. is a pioneering financial firm that redefines...

Job OverviewPacific Tax Advisors seeks an exceptional Senior Tax Leader to manage a substantial book of business and provide leadership in training and mentoring staff.The ideal candidate will have a current CPA license, with a preference for those holding a Master's in taxation or a JD, along with at least 8-10 years of experience in taxation, particularly...

Job Title: Senior Tax DirectorWe are seeking a seasoned tax professional to lead and manage our substantial book of business, providing an exceptional opportunity for career growth and development.Company OverviewPacific Tax Advisors is a reputable firm with its corporate office located in Newport Beach and a satellite office in Los Angeles. We specialize in...

We are seeking a highly skilled Tax Financial Strategist to join our team at Genwealth 360 Inc. In this role, you will be responsible for analyzing tax data, identifying tax-saving opportunities, and preparing complex tax returns for high-net-worth individuals and corporate entities.About the RoleThis is an exciting opportunity for a dedicated tax...

About the RoleHamilton Tharp LLP, a leading provider of tax and accounting services, is seeking an experienced Tax Planning Expert to join our team. In this exciting opportunity, you will work closely with clients to provide expert guidance on tax planning and preparation, leveraging your knowledge of complex tax laws and regulations.The ideal candidate will...

Exceptional Tax Leadership OpportunityAt Pacific Tax Advisors, we are seeking a seasoned Tax Manager to lead and manage a substantial book of business while maintaining a reasonable work-life balance.We are a reputable firm with our corporate office located in Newport Beach and a satellite office in Los Angeles. Our company specializes in providing tax...

About UsTo & Scott LLC has established itself as a leading firm in Estate and Trust services. With over 20 years of experience, we have gained a reputation for providing high-quality services to high-net-worth individuals, businesses, trusts, and estate tax returns.We prioritize work-life balance and offer flexible schedules to our staff, allowing them to...

About Us:We are a leading financial services firm committed to helping our clients achieve their goals of long-term financial security. With a strong foundation of expertise in Financial Planning, Wealth Management, Business Planning, Insurance Planning, and Tax Planning, we deliver exceptional personalized service and support to our clients.Salary: $100,000...

**Job Summary**We are a leading financial services firm dedicated to helping high-net worth individuals and business owners achieve their long-term financial goals. Our team of experienced professionals offers a range of services, including financial planning, wealth management, and tax planning.As a Tax Manager with our firm, you will play a key role in...

The Agency Recruiting seeks a skilled Senior Tax Consultant to join our team in Laguna Beach, California. In this role, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns.Job ResponsibilitiesTax Preparation: Review and prepare federal and state income...

We are seeking a highly motivated Senior Accountant to join our growing team at Hamilton Tharp LLP. As a key member of our team, you will have the opportunity to work directly with business owners and assist them with their accounting, tax, and financial needs.Job OverviewA competitive salary of $90,000-$110,000 per year is being offered for this exciting...

Job Title: Senior Financial Advisor - Tax ExpertAbout Us:We are a 55+ year comprehensive financial services firm committed to helping our clients achieve long-term financial security. Our customized approach focuses on growing, protecting, and conserving wealth through exceptional personalized service and expertise.We offer a robust range of service...

Tax and Financial Services ExpertiseThis Jobot Job is hosted by Josh Forth.A leading financial services firm is seeking a tax professional with expertise in financial planning, wealth management, business planning, insurance planning, and tax planning. The ideal candidate will have a strong background in accounting and public accounting experience....

Ameri Tax Service is a leading provider of tax preparation services with a strong presence in Long Beach, serving residents across 25 states and 5 countries. We are seeking an experienced Tax Professional Support Specialist to join our team.

Lead Financial Strategist Role in Manhattan Beach – Drive Financial Success with a Collaborative, Growth-Focused Team.This is an opportunity to lead and shape financial strategies for individuals and small to mid-size businesses. By understanding their objectives, we offer strategic financial and tax planning tailored to their needs.We see accounting as...

Job DescriptionThe successful candidate will lead the tax and accounting function, driving financial success through strategic planning and compliance. This includes preparing and reviewing financial statements, staying up-to-date on tax laws and regulations, and ensuring compliance.Responsibilities:Lead tax planning, compliance, and preparation...

Company Overview:Pacific Life is more than a job, it's a career with purpose. We collaborate and innovate to transform the industry for the better. Our employees are empowered to work in and out of the office.We prioritize our policyholders' needs, providing them with financial security when it matters most. It's a big ask, but we have the power to deliver...

Job SummaryWe are seeking a skilled Luxury Client Insurance Specialist to join our team at Jobot. The successful candidate will be responsible for managing and servicing high net worth client accounts, providing expert advice and customized insurance solutions for their personal lines portfolios.About the RoleThe Personal Lines Account Manager is a key...

Java/J2EE with .NET experienceWe are a quickly developing worldwide System Integrator, Software and Product Development, IT Outsourcing and Technology assistance supplier headquartered in the United States with off-shore delivery centers abroad. Our team offers world-class ability in giving most astounding quality and administrations through industry best...