Location. Santa Barbara, CA (Hybrid). About SteelPeak Wealth. SteelPeak Tax Consulting is a division of SteelPeak Wealth, a comprehensive wealth management firm offering family office services, investment advisory, and tax consulting. We serve high-net-worth individuals, families, and closely held businesses with personalized, sophisticated financial solutions. Position Overview. We are seeking a highly skilled and detail-oriented Senior Tax Asso...
Location. Woodland Hills, CA (On-site). Position Overview. SteelPeak Wealth is seeking an experienced and strategic Director of Family Office Services to lead and enhance our multi-family office platform. This senior-level position will oversee all aspects of family office operations, client relationship management, estate and tax planning coordination, philanthropic advising, and the integration of investment, trust, and lifestyle services. The ...
Position Overview. At SteelPeak Wealth, we operate with a growth mindset. As a Wealth Advisor here, you’ll be surrounded by the resources, technology, and talent of a leading RIA — so you can focus on what you do best: taking care of clients and growing assets. We’re looking for an advisor who shares our passion for delivering exceptional client outcomes and is ready to thrive in a collaborative, high-performing environment. Key Responsibilities....
Position Overview. At SteelPeak Wealth, we operate with a growth mindset. As a Wealth Advisor here, you’ll be surrounded by the resources, technology, and talent of a leading RIA — so you can focus on what you do best: taking care of clients and growing assets. We’re looking for an advisor who shares our passion for delivering exceptional client outcomes and is ready to thrive in a collaborative, high-performing environment. Key Responsibilities....
Location. Santa Barbara, CA (On-site). About SteelPeak Wealth. At SteelPeak Tax Consulting, we're not your average tax firm. We go beyond number crunching—we partner with businesses and high-net-worth individuals year-round to develop smart tax strategies that save them money and reduce stress. As our firm grows, we're looking for a friendly, detail-driven Tax Administrator to be the first point of contact for our clients and the organizational b...
