Top 70 Wealth advisory manager Jobs in San Francisco, Ca

Tax Director - HNW Advisory
Leoforce —San Francisco, CA
- $220,000 - $250,000 a year
- CPA
- Master's degree
- Bachelor's degree
- Health insurance
Quick Apply
Branch Manager 4 - Strawberry Village - Mill Valley, CA
U.S. Bank National Association —Mill Valley, CA
- $104,550 - $135,300 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Disability insurance
Associate, Multi-Asset Portfolio Manager
BlackRock Investments —San Francisco, CA
- $116,000 - $155,000 a year
- Hybrid work
- Computer Science
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Asset & Wealth Management, MAS - Custom Models – Lead Portfolio Manager, Vice President - San Francisco
Goldman Sachs —San Francisco, CA
- $125,000 - $290,000 a year
- Full-time
- Office
- 8 years
- Bachelor's degree
- Disability insurance
- Health insurance
Associate, Client Advisory
Jordan Park Group —San Francisco, CA
- $125,000 - $150,000 a year
- Mid-level
- 3 years
- Finance
- Commuter assistance
- Health insurance
Financial Analyst, Client Advisory
Jordan Park Group —San Francisco, CA
- $100,000 a year
- Urgently hiring
- Microsoft Outlook
- Research
- Mid-level
- Commuter assistance
- Health insurance
Client Portfolio Manager, Advisory Solutions (FTIS)
Franklin Templeton Investments —San Mateo, CA
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- 5 years
- Research
- Health insurance
- Dental insurance
Director, Wealth Advisor
The Bank of New York Mellon Corporation —San Francisco, CA
- $127,000 - $250,000 a year
- Full-time
- Bilingual
- Business development
- Bachelor's degree
Senior Employee Success Manager
Wealthfront —San Francisco, CA
- $163,000 - $180,000 a year
- Full-time
- 6 years
- Research
- Senior level
- Employee stock purchase plan
- Health insurance
14d
Tax Manager, Wealth Management
Aprio —San Francisco, CA
- $98,500 - $164,000 a year
- Full-time
- Remote
- CPA
- 5 years
- Finance
- Profit sharing
- Wellness program
2d
Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Relationship Manager, Vice President - San Francisco
Goldman Sachs —San Francisco, CA
- $85,000 - $270,000 a year
- Full-time
- Writing skills
- Office
- Business development
- Disability insurance
- Health insurance
Business Technology Project Manager
ASPIRIANT LLC —San Francisco, CA
- $95,000 - $125,000 a year
- Full-time
- Hybrid work
- Office
- APIs
- Fair chance
- Health insurance
- 401(k) matching
Quick Apply
Entry-Level Commercial Real Estate Agent
Marcus & Millichap —San Francisco, CA
- Up to $250,000 a year
- Marketing
- Finance
- Real Estate License
10d
Indexed Investing Specialist
MSCI —San Francisco, CA
- $150,000 - $215,000 a year
- Full-time
- 8 years
- Bachelor's degree
- Senior level
Associate Private Banker
Morgan Stanley —San Rafael, CA
- $85,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Investment Management - Business Strategy Manager
Deloitte —San Francisco, CA
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Research
- Analysis skills
Manager - Transaction Advisory - Financial Due Diligence
Alvarez and Marsal —San Francisco, CA
- $160,000 a year
- Full-time
- CPA
- Sales
- Master's degree
- AD&D insurance
- 401(k)
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - San Francisco
Goldman Sachs —San Francisco, CA
- $60,000 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- Organizational skills
- Disability insurance
- Health insurance
9d
Senior Wealth Advisor - Hybrid
Cetera Financial Group —Oakland, CA
- $275,000 a year
- Full-time
- Hybrid work
- Research
- 3 years
- Business development
- Paid parental leave
- Paid holidays
10d
Private Client Advisor
Henley & Partners - The Firm of Global Citizens® —San Francisco, CA
- $90,000 - $110,000 a year
- Full-time
- Marketing
- Mid-level
- Residential
1d

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wealth advisory manager jobs near san francisco, ca

Tax Director - HNW Advisory

Leoforce -
San Francisco, CA

Quick Apply

Job Details

$220,000 - $250,000 a year

Benefits

Health insurance
Unlimited paid time off

Qualifications

Public accounting
Bachelor's degree
Accounting firm experience

Full Job Description

Experience: Manager
Salary: $220,000 - $250,000 per year

Job Details
-

This isn't a compliance role. This role is built for tax professionals ready to go beyond compliance work and step into strategic, integrated tax planning for sophisticated High Net Worth clients. If you thrive in a fast-growing environment and want to be a trusted advisor, we want to hear from you.

Required:

Bachelors Degree in Accounting or similar field
CPA or EA
10+ years of Tax experience from a Top 100 CPA firm
Expertise in HNW individuals, closely held businesses and passthrough entities
Experience with CCH Axcess

Preferred:

Masters Taxation
Strong technical knowledge with foreign filings (5471, 8865, etc)
Experience with QSBS (qualified small business stocks)

A bit about us:
-

We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.

We serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance.

We're scaling aggressively through both organic growth and strategic CPA firm acquisitions. While the rest of the industry is still running AI pilots, we're already running core tax workflows on production AI systems — giving our advisors more time for what matters: building real, lasting wealth for clients.

Our culture is built on three things: deep technical rigor, genuine client relationships, and the boldness to reimagine what a tax practice can look like. If you've spent your career inside a big firm wondering why things have to be done the old way, come join us and help build the new way. Your voice and feedback are highly valuable as we continue to grow.

Why join us?
-

Focus on client advisory and relationship building rather than only tax compliance
Equity options for all employees
Entrepreneurial environment
Unlimited PTO
100% Healthcare coverage for employees and majority covered for family members
Rapid upward trajectory opportunities

#accounting-finance #corporations #high-net-worth #tax-returns #individual #1031-exchange #hnw #1120s #income-tax #cch #real-estate-tax #tax-planning #tier1

Quick Apply

Refine Your Search

wealth advisory manager jobs in san francisco, ca

Tax Director - HNW Advisory

Branch Manager 4 - Strawberry Village - Mill Valley, CA

Associate, Multi-Asset Portfolio Manager

Asset & Wealth Management, MAS - Custom Models – Lead Portfolio Manager, Vice President - San Francisco

Associate, Client Advisory

Financial Analyst, Client Advisory

Client Portfolio Manager, Advisory Solutions (FTIS)

Director, Wealth Advisor

Senior Employee Success Manager

Tax Manager, Wealth Management

Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Relationship Manager, Vice President - San Francisco

Business Technology Project Manager

Entry-Level Commercial Real Estate Agent

Indexed Investing Specialist

Associate Private Banker

Investment Management - Business Strategy Manager

Manager - Transaction Advisory - Financial Due Diligence

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - San Francisco

Senior Wealth Advisor - Hybrid

Private Client Advisor

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