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Senior Tax Strategist Wealth Management

Job in Oakland, Alameda County, California, 94616, USA
Listing for: Liberty Group
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Tax Accountant, Tax Advisor, Accounting & Finance
  • Accounting
    Tax Accountant, Tax Advisor, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Senior Tax Strategist for Wealth Management
A financial services firm in Oakland is seeking an experienced Tax Professional to provide strategic tax planning and prepare tax returns for clients. The ideal candidate will possess a CPA or EA designation, have at least 5 years of tax accounting experience, and excel in client consultation. Responsibilities include advising on tax strategies, ensuring compliance with regulations, and maintaining accurate records.

Competitive compensation is offered based on experience.
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Position Requirements
10+ Years work experience
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