Top 76 Tax associate Jobs in Valley Center, Ca

Senior Financial Advisor
Blankinship & Foster —Solana Beach, CA
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Paid training
- Paid holidays
7d
Associate Tax Attorney
Orion Placement —San Diego, CA
- $125,000 - $190,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Analysis skills
- Relocation assistance
- Dental insurance
Quick Apply
9d
Tax Support Associate – Retail
Intuit —Temecula, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Associate – TurboTax Store
Intuit —Temecula, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Associate – In-Store
Intuit —Temecula, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Associate
H&R Block —Escondido, CA
- $15.90 - $19.70 an hour
- Weekends as needed
- Office
- Finance
- High school diploma or GED
- Health insurance
- Employee assistance program
3d
Associate - Tax Services
ASPIRIANT LLC —San Diego, CA
- $29.80 - $42.79 an hour
- Full-time
- Hybrid work
- Computer literacy
- Research
- Office
- Health insurance
- 401(k) matching
Quick Apply
Non-QM Underwriter
Plaza Home Mortgage —San Diego, CA
- $43.27 - $55.29 an hour
- Full-time
- Remote
- Mid-level
- Residential
- High school diploma or GED
- Paid holidays
- Health insurance
Pre-Season Tax Professional
H&R Block —Oceanside, CA
- $16.90 - $80.00 an hour
- Full-time
- Windows
- High school diploma or GED
- Business development
- Health insurance
- Employee assistance program
Bookkeeper
INNOVATIVE PACKAGING SOLUTIONS —Temecula, CA
- $22 - $25 an hour
- Full-time
- Spanish
- English
- Mid-level
- Paid training
- Disability insurance
Quick Apply
10d
Underwriting Team Manager
Plaza Home Mortgage, Inc. —San Diego, CA
- $125,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Customer service
- Mid-level
- Paid holidays
- Health insurance
Human Resources & Payroll Associate
Club USA —San Diego, CA
- $29.54 - $35.58 an hour
- Full-time
- Spanish
- Mid-level
- Office
- Dental insurance
- 401(k)
Quick Apply
Private Banker
Sunflower Bank NA —San Diego, CA
- $132,500 - $205,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
Sr. Underwriter
Plaza Home Mortgage, Inc. —San Diego, CA
- $40.86 - $50.48 an hour
- Full-time
- Remote
- Microsoft Outlook
- Customer service
- Data analysis skills
- Paid holidays
- Health insurance
Staff Accountant
Lohman & Associates —San Diego, CA
- Email
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Paid parental leave
Senior - Property Tax
CliftonLarsonAllen —Carlsbad, CA
- $87,000 - $146,000 a year
- Full-time
- Research
- Mid-level
- Finance
- Health insurance
- Dental insurance
2d
CONTROLLER
Ponte Winery —Temecula, CA
- $120,000 - $140,000 a year
- Full-time
- 7 years
- CPA
- Office
- Paid holidays
- Dental insurance
Quick Apply
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
9d
Payroll Tax Specialist III
Green Leaf Payroll & Business Solutions Inc. —Vista, CA
- $80,000 - $90,000 a year
- Overtime
- Microsoft Word
- Research
- Analysis skills
Quick Apply
Associate Tax Attorney
Brotman Law —San Diego, CA
- $85,000 - $125,000 a year
- Email
- Hybrid work
- Mid-level
- Contracts
- In-person
- Relocation assistance
- Dental insurance
Quick Apply
12d

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Senior Financial Advisor

Blankinship & Foster
Solana Beach, CA

Apply Now

Job Details

Permanent | Full-time
7 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 valley center, ca

Senior Financial Advisor

Associate Tax Attorney

Tax Support Associate – Retail

Tax Associate – TurboTax Store

Tax Associate – In-Store

Tax Associate

Associate - Tax Services

Non-QM Underwriter

Pre-Season Tax Professional

Bookkeeper

Underwriting Team Manager

Human Resources & Payroll Associate

Private Banker

Sr. Underwriter

Staff Accountant

Senior - Property Tax

CONTROLLER

Gift & Estate Valuation Associate

Payroll Tax Specialist III

Associate Tax Attorney

I want to receive the latest job alert for tax associate in valley center, ca

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