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Senior Tax Advisor, Wealth Management

Job in Irvine, Orange County, California, 92713, USA
Listing for: Cerity Partners LLC
Full Time position
Listed on 2026-06-15
Job specializations:
  • Finance & Banking
    Tax Accountant, Accounting & Finance
  • Accounting
    Tax Accountant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 100000 - 150000 USD Yearly USD 100000.00 150000.00 YEAR
Job Description & How to Apply Below

Cerity Partners LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management team. This hybrid position involves preparing and reviewing personal and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships with clients.

The ideal candidate will have a Bachelor’s degree in Accounting, extensive tax experience, and proficiency in Bloomberg Tax and BNA systems. The compensation range is $100,000 to $150,000, with numerous benefits included.

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Position Requirements
10+ Years work experience
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