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Senior Tax Advisor Wealth & Estate Planning

Job in Oakland, Alameda County, California, 94616, USA
Listing for: Liberty Group
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Tax Accountant
  • Accounting
    Tax Accountant
Job Description & How to Apply Below
Position: Senior Tax Advisor for Wealth & Estate Planning
A financial services company in California is seeking a detail-oriented CPA Tax Accountant to serve its clients. This role involves preparing and filing tax returns, advising on tax strategies, and ensuring compliance with tax laws. Ideal candidates must have a CPA designation and at least 5 years of experience, along with proficiency in Lacerte and Drake software. The position requires strong analytical skills and excellent interpersonal communication, with a hybrid work structure involving some client consultations on-site.
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Position Requirements
10+ Years work experience
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