- Robert Half Finance & Accounting (San Jose, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Tax Advisor | Wealth Management | San Jose Our client is ... a growing wealth management firm serving high-net-worth individuals and families with thoughtful,...tax advisory offering to meet rising demand. This Tax Advisor role is a chance to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …changes and recommend strategic planning opportunities + Provide internal guidance to wealth advisors on tax ‑related topics and planning considerations + ... Description Senior Tax Preparer Role Overview We're seeking an experienced Senior Tax Preparer to support high‑net‑worth clients across a diverse range of tax… more
- Zions Bancorporation (San Diego, CA)
- …+ Commercial Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to build wealth ... and tax planning, succession planning, and risk management . The primary goal of a wealth ...States. We are currently in search of a dedicated ** Wealth Advisor ** to join our team of… more
- Nuveen Investments (Palo Alto, CA)
- ** Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify ... develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Jennifer Fukumae is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a Tax Accountant / Senior ... with average client assets ranging from $2M-$10M. The incoming Tax Advisor will focus on the ...the practice, working closely with the wealth management team to provide high-level tax advisory… more
- Deloitte (Sacramento, CA)
- …on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, ... and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability...public accounting experience (at least 3 years in investment management ) + One of the following accreditations obtained: +… more
- JPMorgan Chase (San Francisco, CA)
- …also be a plus. As the Executive Director, Wealth Planner within JP Morgan Wealth Management , you will leverage your deep understanding of tax and trust ... and platforms available to our advisors across JP Morgan Wealth Management . This knowledge will enable you...years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Knowledge… more
- JPMorgan Chase (Palo Alto, CA)
- …funds) will also be a plus. As a Vice-President, Wealth Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trust & ... for people as well as planning and for the wealth management industry overall, must demonstrate independent...years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter… more
- Bank of America (San Francisco, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Private- Wealth -Relationship-Manager--FP-\_25025589-2) **Job Description:** ... Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and… more
- Bank of America (San Jose, CA)
- …least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/ Wealth -Planner--FP-\_25034932) **Job Description:** Merrill Wealth ... Management is a leading provider of comprehensive wealth management and investment products and services...Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a… more