Top 158 Tax advisor Jobs in Alameda, Ca

Tax Advisor
Heffernan Financial —Walnut Creek, CA
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Quick Apply
Senior Tax Strategy Advisor
Savant —Walnut Creek, CA
- $158,000 - $205,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health savings account
- AD&D insurance
Tax Advisor
Empirical Wealth Management —Walnut Creek, CA
- $125,000 - $175,000 a year
- Full-time
- CPA
- 5 years
- Research
- Disability insurance
- Health insurance
Quick Apply
10d
Tax Manager
Allworth Financial —Walnut Creek, CA
- $130,000 - $180,000 a year
- Full-time
- Hybrid work
- CPA
- Bachelor of Science
- Mid-level
- Health savings account
- Paid holidays
Global Tax Manager
Okta —San Francisco, CA
- $143,000 - $196,900 a year
- Hybrid work
- CPA
- 5 years
- Bachelor of Science
Quick Apply
Tax Manager
Distinct Recruitment —San Rafael, CA
- $140,000 - $170,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Supervising experience
- Health insurance
- Dental insurance
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Senior Tax Manager
Everforth, Cybercoders —Walnut Creek, CA
- $135,000 - $225,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- Supervising experience
- Health insurance
- 401(k)
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Senior Manager, Employment Tax Services
KPMG —San Francisco, CA
- $123,975 - $283,245 a year
- Full-time
- 6 years
- CPA
- Research
- Disability insurance
- Health insurance
12d
Tax Manager - Hybrid, Wealth Management - $140k +Flex PTO
Everforth, Cybercoders —Walnut Creek, CA
- $130,000 - $140,000 a year
- Full-time
- Hybrid work
- CPA
- Bachelor of Science
- Mid-level
- Health savings account
- Health insurance
3d
Senior Tax Manager - CPA, Senior Tax Manager, Prep
Everforth, Cybercoders —San Rafael, CA
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Office
- Disability insurance
- Health insurance
Quick Apply
Tax Manager - Tax Manager, CPA, Trust
Everforth, Cybercoders —San Francisco, CA
- $150,000 - $200,000 a year
- Full-time
- Microsoft Excel
- Oracle
- CPA
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Senior Tax Manager - HNW Advisory (REMOTE)
Leoforce —Palo Alto, CA
- $140,000 - $170,000 a year
- Remote
- CPA
- 5 years
- Master's degree
- Health insurance
Quick Apply
1d
Tax Manager, Private Client
Aprio —Walnut Creek, CA
- $98,500 - $164,000 a year
- Full-time
- Remote
- CPA
- 5 years
- Finance
- Profit sharing
- Wellness program
Senior Manager, Tax
Jazz Pharmaceuticals —Palo Alto, CA
- $144,000 - $216,000 a year
- Remote
- 7 years
- CPA
- Research
- Health insurance
- Dental insurance
Tax Manager
Aprio —Walnut Creek, CA
- $121,000 - $148,000 a year
- Full-time
- Remote
- CPA
- Research
- Master's degree
- Profit sharing
- Wellness program
6d
Tax Operations Manager
Harvey —San Francisco, CA
- $117,400 - $176,000 a year
- Full-time
- Hybrid work
- 6 years
- CPA
- Analysis skills
- Health insurance
- Dental insurance
Associate Product Manager - Tax Expert
Additive AI —San Francisco, CA
- $100,000 - $175,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Commuter assistance
- Dental insurance
Staff, Technical Account Manager (Tax)
Intuit —Mountain View, CA
- $160,000 - $227,000 a year
- Computer science
- Computer Science
- Mid-level
Tax Manager
Mowat Mackie & Anderson LLP —Oakland, CA
- $115,000 - $165,000 a year
- Full-time
- Remote
- CPA
- Office
- Analysis skills
- Profit sharing
- Disability insurance
Quick Apply
Senior Manager, International Tax
Workday —Pleasanton, CA
- $154,500 - $274,300 a year
- Full-time
- Research
- Office
- Finance
- Flexible schedule

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tax advisor jobs near alameda, ca

Tax Advisor

Heffernan Financial
Walnut Creek, CA

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Job Details

Full-time
$100,000 - $140,000 a year

Qualifications

Full Job Description

Description

Heffernan Financial is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.

Key Responsibilities

Provide tax advice and planning strategies to internal employees and existing clients.
Prepare or review federal and state tax returns for individuals, trusts, and small businesses.
Develop tax strategies that align with clients’ financial goals and investment strategies.
Assist in the preparation of financial statements and reports as needed.
Offer year-round support for tax questions, notices, and audits.
Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans.
Assist with tax-related onboarding of new clients or benefit offerings.
Educate internal teams on tax-related matters relevant to insurance and retirement planning.
Stay informed about current tax regulations and changes that may affect employees or clients.
Ensure compliance with ethical standards and applicable laws.

Skills, Knowledge and Expertise

Education – Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
CPA designation required.
Minimum of 3 years of experience in tax advisory, public accounting, or financial services.
Strong communication and collaboration skills, both written and oral.
Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus.
Solid understanding of individual and small business taxation.
Excellent listening skills to thoroughly understand client needs.
Leadership qualities, with the ability to effectively educate and sell to clients.
Problem-solving and analytical skills, with high attention to detail.
Professional demeanor and conduct required.
Must maintain a positive attitude and sense of humor!

Why Choose Heffernan?

At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.

Heffernan Habits:

These are core values that represent our unique culture.

Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.

About Heffernan Financial

At Heffernan Financial, we believe financial planning is about more than numbers, it's about helping people achieve their goals and live with greater confidence. As an independent SEC Registered Investment Advisory firm with more than 30 years of experience, we provide trusted guidance to individuals, families, business owners, and retirees as they navigate important financial decisions. Joining Heffernan Financial means becoming part of a team that values integrity, collaboration, and service. We foster a supportive environment where professionals are empowered to build meaningful client relationships, continue growing their expertise, and make a lasting impact. Backed by the strength and values of the Heffernan Group, our team is committed to delivering exceptional client experiences while supporting one another's success, both professionally and personally.

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Refine Your Search

tax advisor jobs in alameda, ca

Tax Advisor

Senior Tax Strategy Advisor

Tax Advisor

Tax Manager

Global Tax Manager

Tax Manager

Senior Tax Manager

Senior Manager, Employment Tax Services

Tax Manager - Hybrid, Wealth Management - $140k +Flex PTO

Senior Tax Manager - CPA, Senior Tax Manager, Prep

Tax Manager - Tax Manager, CPA, Trust

Senior Tax Manager - HNW Advisory (REMOTE)

Tax Manager, Private Client

Senior Manager, Tax

Tax Manager

Tax Operations Manager

Associate Product Manager - Tax Expert

Staff, Technical Account Manager (Tax)

Tax Manager

Senior Manager, International Tax

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