Strategic Tax Planner & Client Advisory Lead
Beacon Pointe
A leading advisory firm located in Newport Beach, California is seeking a Senior Tax Planner to oversee tax planning technology tools and deliver strategic tax advice to clients. The ideal candidate has strong leadership skills, deep tax expertise, and a client-focused approach. Responsibilities include client meetings, managing tax planning software, and collaborating with firm leadership on best practices. This role is pivotal in enhancing client relationships and internal processes within the firm. #J-18808-Ljbffr Beacon Pointe
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Who We Are Looking ForWe are seeking an experienced Client Solution Lead to drive a strategic, product- and commercial-led engagement with a large, complex... ...to sales incentive plans); and, eligibility for certain tax advantaged savings plans.For a full overview, visit ....TaxFull timeTemporary workInterim roleWork at officeFlexible hours- Doist is seeking a hands-on client relations and campaign specialist to manage relationships, coordinate campaigns, and report results. You will collaborate with cross-functional teams to ensure campaigns align with client goals and deliver measurable outcomes. The role...
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