EP Wealth Advisors, LLC

Tax Administrator - Remote

EP Wealth Advisors, LLC · Full Time · 9 days ago

EP Wealth Advisors, LLC

🌎 Worldwide 💵 $58000 - $64000 per year ⭐ 2-5 yrs exp 💼 Software Development

The Tax Administrator provides administrative support to the Tax Department, focusing on the assembly of tax return packages and e-file processing. Key duties include managing tax software data, preparing engagement letters, and assisting with client onboarding and billing.

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Director, Head of Total Rewards

EP Wealth Advisors, LLC · Full Time · 22 days ago

EP Wealth Advisors, LLC

🌎 Worldwide ⭐ 10+ yrs exp 💼 Recruitment

Lead the strategic design and administration of global compensation, benefits, and recognition programs to attract and retain top talent. Act as the chief architect of the employee value proposition and provide strategic counsel to senior leadership on reward trends.

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Senior Financial Planner - Remote (PST Time Zone)

EP Wealth Advisors, LLC · Full Time · 23 days ago

EP Wealth Advisors, LLC

🌎 United States 💵 $95000 - $120K per year ⭐ 5-10 yrs exp 💼 Finance

The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients. This role focuses on developing and maintaining strong client relationships and overseeing financial planning processes.

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Tax Accountant - Remote

EP Wealth Advisors, LLC · Full Time · 23 days ago

EP Wealth Advisors, LLC

🌎 Worldwide 💵 $85000 - $95000 per year ⭐ 2-5 yrs exp 💼 Finance

The Tax Accountant supports tax compliance, planning, and consulting services for high-net-worth individuals and business entities. Key duties include reviewing tax returns, preparing projections, and collaborating with wealth advisors to implement proactive tax strategies.

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Director, M&A Partnerships

EP Wealth Advisors, LLC · Full Time · 3 months ago

EP Wealth Advisors, LLC

🌎 United States ⭐ 2-5 yrs exp 💼 Others

Lead M&A transactions from inception to execution, including deal origination and relationship management with business owners and partners. Evaluate the competitive landscape and prepare financial analyses and investment presentations for executive management.

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Tax Manager - Wealth Management

EP Wealth Advisors, LLC · Full Time · 3 months ago

EP Wealth Advisors, LLC

🌎 United States 💵 $135K - $150K per year ⭐ 5-10 yrs exp 💼 Finance

The Tax Manager is responsible for managing tax services, including federal and state tax preparation, projections, and strategic tax planning for high-net-worth clients. They will also oversee outsourced tax workflows, collaborate with financial advisors, and develop comprehensive personal and business financial plans.

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