Apply tax expertise to HNWI individuals, Trusts & Estates for client recommendations.
Technically review tax returns and collaborate with partners, clients, and senior accountants.
Research and resolve complex tax issues to foster client relationships.
This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer real career growth and competitive compensation with an excellent array of benefits and long-term career progression.
Review and offer guidance on individual tax returns for clients with complex equity compensation, including ISOs, NSOs, RSUs, and AMT considerations.
Advise on tax implications of equity events like exercises, vesting, and sales, and flag planning opportunities before deadlines pass.
Partner with the CFP® team to coordinate tax positions and financial plans, and own the tax prep workflow end to end.
LearnLux is a leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™ professionals. The company is venture-backed with over $35M raised and is a growth-focused business with a fast-paced, ownership-driven culture.
This role drives the success of financial planning by maintaining unified processes and training teams.
Leads a team of planners, overseeing day-to-day activities, training, and development.
Creates visibility for the firm through thought leadership and collateral on financial planning.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. They serve over 42,800+ families across 110+ cities, are ranked #1 RIA firm by Barron's, and have a culture where more than half of employees and client-facing professionals are women.
Oversee the preparation and review of tax returns, ensuring accuracy and strategic alignment.
Implement business tax planning solutions and provide proactive, research-backed advice.
Mentor less experienced staff and translate complex tax concepts into clear client guidance.
A public accounting firm focused on high-impact tax strategies for business owners. The firm is growing, fully virtual, and emphasizes advisory work and team mentorship.
Seek personal finance experts to help design and train the next generation of autonomous agents.
Apply your expertise in tax, investments, financial planning, estate, debt, or equity compensation.
Work on a flexible schedule from anywhere with no guaranteed volume of tasks.
This company helps the world’s most innovative companies improve their AI models by providing human feedback. It offers a flexible, remote working environment.
Meet with wealth advisors and financial planners to review, fund, and maintain estate plans for high net worth clients.
Learn advanced planning strategies and build a book of ultra-high-net-worth clients.
Review and summarize existing estate planning documents, making recommendations based on changes in law and family circumstances.
Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and more. With over 42,800 families served and ranked #1 RIA firm by Barron's, the company has a flexible, inclusive culture with over half of employees being women.
Lead complex client relationships and develop wealth strategies for high-net-worth clients.
Apply advanced fiduciary judgment and coordinate with legal, tax, and investment specialists.
Mentor junior advisors and contribute to business development through community relationships.
Croghan Colonial Bank is a community bank focused on helping community members achieve financial goals. Founded in 1888, it serves multiple counties in Ohio and has a collaborative, supportive culture dedicated to financial well-being.
Provide remote financial guidance to employees across the Nordic region, focusing on high-net-worth clients.
Advise on complex topics like concentrated stock positions, cross-border tax exposure, and wealth transfer.
Support client engagement through webinars, benefit enrollment, and content creation.
LearnLux is the leading global provider of workplace financial wellbeing, offering fiduciary digital planning and access to Certified Financial Planner™ professionals. We are a venture-backed Series B company serving large global companies, with a culture that values high quality, ownership, and solving new problems.
Conduct 25-30 inbound Zoom consultations per week with affluent retirees and pre-retirees.
Educate prospects on advanced retirement tax planning and Roth conversion strategies.
Guide qualified prospects to enrollment while managing follow-up and CRM documentation.
Curvion Blue is an outsourced sales organization that helps fast-growing companies scale by recruiting, training, and developing elite sales professionals. It fosters a high-performance, coachable culture and partners with clients across multiple industries.
Develop and lead the global tax strategy covering corporate income tax, transfer pricing, and indirect taxes.
Establish and maintain a comprehensive global tax compliance calendar and audit governance framework.
Lead relationships with global tax advisors, statutory audit firms, and external partners.
The company is a rapidly expanding multinational professional services organization. It emphasizes integrity, professional excellence, and continuous improvement, with an inclusive and diverse working environment.