- 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
- 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 (San Jose, 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 (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
- Vanguard (Oakland, CA)
- …(VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who service individuals, families, ... assigned. Qualifications: + Minimum five years relevant work experience, preferably in wealth or asset management . + Prior experience and demonstrable… more