Remote CFP® Tax Specialist — Personal Finance & Equity
LearnLux
- Remote job
LearnLux is seeking a full-time Certified Financial Planner® and Tax Specialist to provide holistic financial and tax guidance via digital platforms. This remote role involves engaging with clients, advising on various financial topics, and contributing to the success of financial wellness programs. Ideal candidates will have CFP® and CPA® (or EA) certifications, alongside a strong client-first approach and the ability to manage multiple tasks efficiently. A competitive salary and inclusive company culture are offered. #J-18808-Ljbffr LearnLux
$52k - $94k
...dependable, Senior Payroll Tax & Compliance Specialist with excellent... ...payroll vendors, HR, Finance, and external agencies... ...as well as internal equity, alignment with market... ...information or any other personal information (e.g.,... ...relevant laws. #Remote REQNUMBER: R-00185...Remote workEmployment EquityPersonalLocal areaImmediate start- ...Partner And Tax Accounting Specialist Morgan, Lewis & Bockius LLP... ...offers a hybrid in-office/remote working schedule.... ..., and other partner equity accounts on a monthly... ...Accounting (preferred) or Finance from an accredited... ...the categories of personal information that we collect...Remote workEmployment EquityPersonalWork at officeLocal area
$90k - $130k
...Planner® and licensed Tax Specialist to join our fast... ...accomplish their personal and financial... ...This role is 100% remote within the US and... ...retirement readiness, equity compensation, debt... ...Qualifications ~CFP® designation required... ...areas of personal Finance: Retirement,...Remote workEmployment EquityPersonalFull timeMonday to FridayShift workAfternoon shift$83.6k - $110k
...motivated and detail-oriented Tax Professional to join... ...teams (billing, legal, finance, product) to ensure... ...Tuesday through Thursday and remote flexibility on Mondays... ...to diversity, equity, inclusion, and belonging... ...never ask for sensitive personal info or payments as part...Remote workEmployment EquityPersonalWork at officeLocal areaHome officeMonday to Friday- Tax Associate About KSDT KSDT has long been recognized... ...that accounting & finance professionals face in traditional... ...your professional and personal fulfillment. Our... .... Backed by private equity from people‑focused Alpine... ...Boca Raton, Florida OR Remote OR Hybrid...Remote workEmployment EquityPersonalTemporary workLocal areaFlexible hours
€20k per year
...supervised investment firm, tax is a core part of... ...As a Corporate Tax Specialist (f/m/d), you'll be part of our Finance team and take... ...solution‑oriented person who takes ownership... ...flexibility to work remotely abroad for up to 18... ...Compensation and equity: We believe that all...Remote workEmployment EquityPersonalPermanent employmentWork at officeLocal areaFlexible hours- ...Micro1 seeks a Financial Advisor (CFA or CFP) to help train next-generation AI... ...applying your financial expertise. This remote role involves evaluating budgets, debt management... ...are essential. Join us to shape how AI learns about personal finance! #J-18808-Ljbffr...Remote workPersonal
- ...Micro1 is looking for a Financial Advisor (CFA or CFP) to help train next-generation AI systems through real-world financial expertise. This remote role aims to improve AI's ability to understand and process personal finance advisory scenarios. Applicants should have over...Remote workPersonal
- ...Micro1 is looking for a Financial Advisor (CFA or CFP) to help train next-generation AI systems. This remote role emphasizes your expertise in personal finance to influence AI learning and performance without needing prior AI experience. Your primary responsibilities...Remote workPersonal
$125k - $200k
...provide flat-fee financial planning and tax services remotely. The role involves onboarding clients,... ...Candidates must have a minimum of 5 years of CFP® experience and demonstrate strong... ...pay ranges from $125k to $200k plus equity, along with comprehensive health benefits...Remote jobEmployment EquityFlexible hours- ...is seeking a Financial Advisor (CFA or CFP) to apply expertise in shaping next-generation... ...investments. This contractor role is remote and requires 3+ years of client-facing... ...essential. Help contribute to processes that enhance personal finance advising. #J-18808-LjbffrRemote workPersonalFor contractors
- ...team at one of the world's top tax firms. Enjoy a collaborative,... ...KPMG's extensive network of specialists; enjoy access to our Ignition... ...tax matters, including tax equity partnerships, transferable tax... ...integrity, professionalism, and personal responsibility to uphold KPMG...Employment EquityPersonalFull timeLocal area
$65k - $80k
...looking for a Senior Tax Servicing Specialist. In this role, you’ll... ...where employees can work remotely and/ from the office,... ...of specific tasks or personal work preferences.... ...processes, or real estate finance concepts. Strong... ...income, fundamental equity, quantitative equity,...Remote workEmployment EquityPersonalWeekly payFull timePart timeWork at office$81.13k - $164.57k
...team at one of the worlds top tax firms. Enjoy a collaborative,... ...KPMGs extensive network of specialists; enjoy access to our Ignition... ...Fortune 100 companies, private equity portfolio companies, and... ...plans, and a robust suite of personal well-being benefits to support...Employment EquityPersonalFull timeLocal areaVisa sponsorship$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This... ...$200k base + bonus and equity buy-in program Type:... ...management, advanced tax planning, and multi‑generational... ...experience in Finance and Accounting CPA and...Remote jobEmployment EquityFull timeWork at officeFlexible hours$81.13k - $164.57k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... .... Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers,... ..., 401(k) plans, and a robust suite of personal well-being benefits to support your mental...Remote workPersonalFull timeLocal area- Accountant / Tax & Financial Planning Specialist (CPA or EA, CFP preferred) Location: Franklin, TN (On-site or willing to relocate) Company: Valtrion Tax &... ...the most successful entrepreneurs, executives, and personal brands in the world—helping them simplify complexity...PersonalLive inRelocation
$125k - $200k
...fee financial planning, tax services, and... ...(via Altruist ). As a CFP® on our team, you will:... ...and goals into a highly personalized, readable financial roadmap... ...base salary + meaningful equity. Health & Wellness: Comprehensive... ...Both Worlds: This is a Remote position, but you are...Remote jobEmployment EquityPersonalWork at officeFlexible hours- ...RIA) Location: Remote (United States)... ..., estate planning, tax strategies, risk management... ...Qualifications CFP® (Certified... ...compensation structure Equity participation... ...maintain and grow your personal brand Fully... ...Information Technology, Finance, Accounting,...Remote workEmployment EquityPersonalFull timeWork at officeImmediate start
$20.39 - $23.99 per hour
...lender, we specialize in financing new and pre-owned... .... POSITION TITLE: Tax Specialist (Non - LO -No Consumer... ...days in-office, 1 day remote PAY: The expected... ...individual skills, internal equity, and organizational... ...via phone, email, and person to person. ~ Capability...Remote workEmployment EquityHourly payFull timeWork at officeHome office- ...financial advisory firm seeks a skilled Personal Finance Advisor / Certified Financial Planner to... ...guidance. The position is part-time and remote, requiring excellent communication and solid... ...in client-facing financial planning. CFP certification is preferred, supporting a...Remote jobPersonalPart time
- A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time, remote position. The role involves reviewing financial planning... ...of budgeting and retirement planning. CFP certification is preferred, ensuring adherence...Remote jobPersonalPart time
- ...in the United States is looking for a part-time Personal Finance Advisor / Certified Financial Planner. In this remote role, you will review financial scenarios, evaluate... ...planning. Excellent communication skills and CFP® certification are preferred. #J-18808-Ljbffr Crossing...Remote jobPersonalPart time
$100k - $150k
...Join our dynamic team as a Remote Tax Manager! Flexible work environment... ...decision-making in both personal and business contexts. We provide... ...! ~ Bonus! ~401k Match! ~ Equity ~ Full Benefits ~ Growth... ...Accounting/Auditing and Finance Industries Accounting,...Remote workEmployment EquityPersonalFull timeLocal areaFlexible hours- ...and building a dynamic, talented team of equity partners. We pride ourselves on building... ...leadership teams, delivering proactive tax strategies, and providing hands-on consulting... ...tax strategies to optimize business and personal outcomes. • Coach, mentor, and develop...Remote workEmployment EquityPersonalLocal areaRelocationRelocation package
$110k
...Description Job Description Tax Senior | Independent CPA Firm... ...(2 days in office / 3 days remote) Compensation: Up to $110,0... ...stay independent. No private equity. No acquisition pressure. No parent... ...the client relationships stay personal. This is a growth hire —...Remote workEmployment EquityPersonalWork at officeFlexible hours$85k - $106k
...Long Beach, NY. The role involves managing tax and audit assignments with minimal... ...have a bachelor’s degree in accounting or finance along with at least 3-5 years of public accounting... ...work environment and encourages personal and professional growth with competitive...Remote jobPersonal- ...Experienced Professional for a tax management position focused on sales and use tax, personal property, and business licenses.... ...bachelor's degree in Accounting or Finance. The position offers a hybrid... ...work schedule, including part-time remote telework, and various flexible...Remote jobPersonalPart timeFlexible hours
$105k - $145k
...investment partnership and private equity, broker/dealers, manufacturing... ...plans Experience in personal and entity income taxation preferred... ...range of attest, accounting, tax, advisory, and consulting... ...visit our careers page. Remote Work Internet Policy Internet...Remote workEmployment EquityPersonal$98.56k - $202.92k
...Lead global employment tax operations, ensuring accurate... ...fringe benefits, equity compensation and social... ...functionally with Payroll, Finance, HR, Legal, Tax and... ...This role will be in person 1-2 times every 6‑months... ...anywhere in the country. #LI-REMOTE In an effort to...Remote workEmployment EquityWork at officeLocal areaRelocationRelocation package
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