Top 158 Tax associate Jobs in Encinitas, Ca

Senior Financial Advisor
Blankinship & Foster —Solana Beach, CA
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Paid training
- Paid holidays
8d
Manager, Business Tax Services - 5500 Preparation
KPMG —San Diego, CA
- $107,160 - $226,320 a year
- Full-time
- CPA
- 5 years
- Office
- Disability insurance
- Health insurance
14d
Manager or Senior Manager - Renewable Energy Credits (AMCS)
KPMG —San Diego, CA
- $105,640 - $223,100 a year
- Full-time
- CPA
- Master's degree
- Bachelor's degree
- Disability insurance
- Health insurance
Senior Associate, R&D Tax Credits (AMCS)
KPMG —San Diego, CA
- $85,025 - $172,615 a year
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Disability insurance
- Health insurance
9d
Tax Senior Associate, Asset Management
KPMG —San Diego, CA
- $81,130 - $164,565 a year
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
4d
Financial Advisor
Edward Jones —San Diego, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Santee, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —San Diego, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Tax Associate
H&R Block —Encinitas, CA
- $15.90 - $19.70 an hour
- Weekends as needed
- Office
- Finance
- High school diploma or GED
- Health insurance
- Employee assistance program
4d
Accountant I
California State University —San Diego, CA
- Overtime
- Background check
- Oracle
- Word processing
- Paid holidays
- Disability insurance
Pre-Season Tax Professional
H&R Block —San Diego, CA
- $17.75 - $80.00 an hour
- Full-time
- Windows
- High school diploma or GED
- Business development
- Health insurance
- Employee assistance program
Accountant I
San Diego State University —San Diego, CA
- $4,570 - $6,658 a month
- Overtime
- Background check
- Oracle
- Word processing
- Paid holidays
- Disability insurance
Staff Accountant
Lohman & Associates —San Diego, CA
- Email
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Paid parental leave
Tax Senior Associate – Private Client Services
EisnerAmper LLP —La Jolla, CA
- Full-time
- Hybrid work
- CPA
- Mid-level
- Master's degree
14d
Portfolio Analyst/Associate - SMA/Municipals
PIMCO —San Diego, CA
- $90,000 - $105,000 a year
- Online Application
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health insurance
Application Tax Preparer
Mann & Associates, APC —San Diego, CA
- $90,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Free parking
Quick Apply
Senior - Property Tax
CliftonLarsonAllen —Carlsbad, CA
- $87,000 - $146,000 a year
- Full-time
- Research
- Mid-level
- Finance
- Health insurance
- Dental insurance
3d
Tax Planner Associate
Pure Financial Advisors, Inc. —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Gift & Estate Valuation Associate
WithumSmith+Brown —Carlsbad, CA
- $65,000 - $90,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
Quick Apply
10d
Accounting Assistant
The Patriot Group —San Diego, CA
- $25 - $30 an hour
- Microsoft Outlook
- Mid-level
- Office

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tax associate jobs near encinitas, ca

Senior Financial Advisor

Blankinship & Foster
Solana Beach, CA

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Job Details

Permanent | Full-time
8 days ago

Benefits

Paid training
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance

Qualifications

Financial planning
Estate planning needs analysis
Tax planning
Teamwork
CFP
Income tax planning
Business development
Bachelor's degree
Attention to detail
Insurance planning
Financial services
Estate planning
Retirement planning advisory services
Financial retirement planning

Full Job Description

Firm Description

Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families specializing in retirees and near-retirees. Our firm culture and core values are based on being thoughtful and caring, doing what is right, finding solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.

Job Summary

The Senior Financial Advisor serves as the lead advisor for assigned clients, providing comprehensive financial planning and strategic guidance across retirement, tax, estate, investment, insurance, charitable and education planning. This role is responsible for managing client relationships, leading the planning process for assigned clients, coordinating planning and investment management implementation with clients and professional partners, and helping drive firm growth through mentorship, collaboration, and business development.

Duties and Responsibilities

Serve as the lead advisor and primary relationship manager for assigned clients.
Lead the financial planning process for clients, developing and implementing comprehensive strategies across retirement, tax, estate, insurance, education, charitable, and investment planning.
Conduct client meetings, communicate complex planning concepts clearly, and guide clients through recommendations and implementations.
Identify and address planning opportunities across retirement, tax, estate, insurance, education, charitable and investment planning
Coordinate with attorneys, tax preparers, insurance professionals, and other advisors to support implementation of client recommendations.
Contribute to firm growth through business development, process improvement, and participation in strategic initiatives.
Mentor Advisors and Associate Advisors through coaching, collaboration and knowledge sharing.

Requirements and Qualifications

Certified Financial Planner (CFP®) designation. CPA is a plus.
Bachelor's degree from an accredited college or university.
7+ years of experience in comprehensive financial planning in a wealth management or RIA environment.
Strong technical knowledge across retirement, tax, estate, insurance, charitable, and equity compensation planning.
Ability to work a hybrid schedule (remote and onsite in Solana Beach, CA)

Work Style

Client-focused, collaborative professional with strong relationship-building skills.
Excellent communication skills with the ability to simplify complex financial concepts.
Highly organized, analytical and detail oriented.
Ability to work effectively with colleagues, clients and external professional partners.

Salary and Benefits

Compensation will be commensurate with skills and experience
Bonus
15 days of paid vacation to start, plus sick time
Paid holidays
401(k) plan
Health insurance benefits
Continuing education and conference reimbursement
Dues and membership fees for approved professional organizations
Exempt position

Who Should Apply

Qualified candidates should have direct relevant experience in comprehensive financial planning within a wealth management or RIA environment. If you are thoughtful, detail-oriented, collaborative, service-oriented and passionate about delivering high quality financial planning advice, please submit your resume and cover letter.

No phone calls please.

For more information about our firm, please visit our website: www.bfadvisors.com

Blankinship & Foster, LLC is an Equal Opportunity Employer.

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Paid training
Professional development assistance
Vision insurance

Work Location: Hybrid remote in Solana Beach, CA 92075

Apply Now

Refine Your Search

tax associate jobs in encinitas, ca

Senior Financial Advisor

Manager, Business Tax Services - 5500 Preparation

Manager or Senior Manager - Renewable Energy Credits (AMCS)

Senior Associate, R&D Tax Credits (AMCS)

Tax Senior Associate, Asset Management

Financial Advisor

Financial Advisor

Financial Advisor

Tax Associate

Accountant I

Pre-Season Tax Professional

Accountant I

Staff Accountant

Tax Senior Associate – Private Client Services

Portfolio Analyst/Associate - SMA/Municipals

Application Tax Preparer

Senior - Property Tax

Tax Planner Associate

Gift & Estate Valuation Associate

Accounting Assistant

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