Senior Case Advisor
Listing sourced from adzuna on 7/30/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
Job Description Job Description Summary: The Senior Case Advisor is a client-facing, revenue driving role responsible for advancing qualified opportunities through engagement close, requiring strong technical fluency across tax and wealth planning. This role leads prospect and client meetings and combines relationship building, technical tax knowledge, and consultative sales discipline to guide clients through complex planning decisions. In addition to closing business, the Senior Case Advisor …
Salary Context for Accountant
The US national median for Accountant is $79,880; in San Diego the median is $94,258 (+18% vs national).
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