Strategic Tax Advisor & Wealth Planning
Merit Financial Advisors
Merit Financial Advisors is seeking a Tax Advisor to manage client relationships and oversee the tax preparation process. This vital role ensures compliance with tax regulations while providing strategic advice on long-term tax planning. The ideal candidate has a Bachelor's degree, 3+ years of experience, and proficiency in Salesforce tools. Benefits include competitive compensation, medical and dental insurance, and a 401(k) plan with matching. #J-18808-Ljbffr Merit Financial Advisors
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Strategic Tax Advisor & Wealth Planning in Tulsa, OK vacancy
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These... ...as tax technical business advisor- Demonstrating familiarity with CRM...SuggestedFull timeH1b$110k
...Description Job Description Senior Tax Advisor - Dental Practice Specialty... ..., and build long-term wealth. Our clients include dentists... .... You will lead proactive planning conversations, develop and present... ...relationships, become a more strategic advisor, and grow beyond the...SuggestedFull timeRemote workFlexible hoursSolid Rock Recruiting LLC
Tulsa, OK1 day ago- Afflatus LLC in Tulsa, OK is seeking a senior tax professional to own end-to-end preparation, review, and strategic analysis of federal and state tax returns. The role... ...ownership of complex filings and providing planning support for compliance and elite client delivery...Suggested
$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...privately-owned businesses.Growing as a strategic advisor, you leverage your influence, expertise, and...SuggestedFull timeH1bRemote work$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These individuals... ...Success as tax technical business advisor- Familiarity with CRM systems-...SuggestedFull timeH1b- ..., and staff supervision in a dynamic gaming and hospitality environment. Responsibilities include financial statement preparation, cash flow planning, audits coordination, and regulatory compliance with state and tribal requirements. #J-18808-Ljbffr Osage Casino Tulsa
- ...and excellence in service. Position As a Tax Advisor, you will support Merit’s growth... ...liabilities. Develop and implement long-term tax planning strategies and communicate technical... ...technology and have experience managing wealth management platforms, we encourage you to...Temporary workLocal areaFlexible hours
- ...is preferred. Knowledge of Tip, GITCA compliance and Sales Tax reporting preferred. Must be able to obtain and maintain... ...in the preparation of detailed financial forecasts to support strategic planning. Assists in all internal business activities within the Accounting...Temporary workWork at officeLocal areaShift workNight shiftWeekend workAfternoon shift
Osage Casino
Tulsa, OK4 days ago $101k - $112k
...Job Title: Partnership Tax Senior Associate Location: Tulsa, OK (Hybrid – Minimum 3 days... ...Key Responsibilities Project Execution: Plan and execute tax projects across diverse... ...the next generation of tax professionals. Strategic Implementation: Identify tax-saving opportunities...Full timeWork at officeLocal area3 days per weekFox Point Recruitment LLC
Tulsa, OK1 day ago$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...tax affairs, while acting as a strategic consultant related to business... ...complex problems- Serve as a strategic advisor, leveraging specialized knowledge...Full timeH1bLocal areaOverseas$90k
...Senior Tax Accountant Location: Tulsa, OK (Zip Code: 74132) Compensation: $90,000 per year Important Client Hiring Requirements... ...firm dedicated to delivering high-quality financial planning, compliance, and strategic tax solutions. The organization prides itself on...Work at officeLocal areaRemote workFlexible hoursShift workNeodym Technologies
Tulsa, OK1 day ago$90k
...Senior Tax Accountant HRforGrowth® is engaged as the talent acquisition partner to conduct this search on behalf of a client... ...reviewing complex federal and state tax returns, supporting strategic tax planning, analyzing financial information, and managing client...Hourly payPermanent employmentFull timeTemporary workWork at officeLocal areaRemote workRelocation packageFlexible hoursAdvatix
Tulsa, OK3 days ago$90k
...candidate. About the Organization Our client is a premier public accounting and tax advisory services firm dedicated to delivering high-quality financial planning, compliance, and strategic tax solutions. The organization prides itself on fostering a supportive and flexible...Work at officeLocal areaImmediate startRemote workRelocation packageFlexible hoursShift workAfflatus Inc
Tulsa, OK1 day ago- ...experienced and detail-oriented Senior Tax Accountant to join our team. This role requires... ...clients with accurate, compliant, and strategic financial solutions. Key... ...accuracy and compliance. Provide tax planning support by evaluating client financial situations...Flexible hours
Trinity Technology Solutions
Tulsa, OK2 days ago $99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...tax affairs, while acting as a strategic consultant related to business analysis... ...the way as technology-enabled tax advisors who provide value through digitization...Full timeH1bLocal areaOverseas- ...BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment... ...Oklahoma; Bank of Texas and BOK Financial.Bonus TypeBOKF Performance Plan (D02)SummaryAssure, advise and add value to our team! Looking...Work at office
$76.6k - $157.2k
Position Summary Tax Campaign Marketer Lead Specialist If you’re a marketer, creative... ...and business knowledge, insightful strategic thinking, and Deloitte’s powerful brand equity... ...campaignsDevelop marketing campaigns plans and activation calendars that align Tax...Work at officeLocal area- ...trend analysis, and actionable financial insights Support budgeting, forecasting, and financial planning processes Assist leadership with ad hoc analysis and strategic decision support Requirements: ~ Bachelor’s degree in Accounting or Finance ~8+ years of...Live out
Enovation Controls LLC
Tulsa, OK4 days ago - ...has a Bachelor's degree in Accounting or Finance, and a CPA designation is preferred along with over 7 years of experience. A competitive salary and opportunities for growth are offered in a dynamic work environment. #J-18808-Ljbffr Strategic Business Consulting Services
$80k - $110k
...Job Description Job Description Job Title: Senior Tax Accountant Location: Tulsa, OK Job Type: Full-Time... ...current tax laws and regulations. This role also provides tax planning support and strategic guidance to clients, helping them identify tax-efficient solutions...Full timeFlexible hoursGD Resources
Tulsa, OK2 days ago$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...complexities of tax compliance and strategic consulting. Within our Tax practice... ...and implementing strategic tax planning initiatives to address client needs...Full timeH1bLocal area$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...tax affairs. You will act as a strategic consultant, helping organizations manage... ...accounts, focusing on strategic planning and mentoring junior staff. You are...Full timeH1bLocal area- ...goals. You will leverage financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to #J-...
$150k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelDirectorJob... .... As a Director, you will set the strategic direction and lead business development efforts... ....Responsibilities- Leading strategic tax planning and compliance initiatives to optimize...Full timeH1b$100k - $125k
Job Title: Tax Manager (CPA or CPA candidate preferred)Location:... ...medical, PTO, retirement/pension plan, and other great perks!... ...accurate, timely tax compliance and strategic tax planning for a diverse... ...accounting firms and external advisors during audits, due diligence and...Local area- ...Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...Financial.Bonus TypeBOKF Performance Plan (D02)SummaryMake an impact... ...department that is viewed as a trusted advisor and collaborative business... ...organization while supporting strategic goals. In addition to managing...Work at office
- ...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...Expert, you will serve as a trusted advisor, empowering customers to achieve positive... ..., bookkeeping, payroll, financial planning, and advisory services. This is not a hand...Work at officeLocal areaMonday to Friday
Intuit
Tulsa, OK2 days ago - A recruiting firm is seeking a Controller to join their dynamic team in Tulsa, OK. This role involves leading all accounting operations, preparing financial statements, and managing budgets. Candidates should have at least 5 years of finance experience, including 3 years...Full timeMonday to Friday
ProRecruiters
Tulsa, OK2 days ago - ...Tax Senior Associate Onsite | Hybrid Tulsa, OKBachelor's degree in Accounting, valid CPA license or working towards obtaining CPA license... ...components of the tax process are performed - including tax planning, client interaction and performing special tax projects.Gather...Work at office
Veracity
Tulsa, OK2 days ago $100k
...Senior Technical Recruiter at GTN Technical Staffing and Consulting Tax Senior Associate HIGHLIGHTS Location: Tulsa, OK (In-office or... ...components of the tax process are performed -- including tax planning, client interaction and performing special tax projects. Gathering...Hourly payFull timeWork at officeGTN Technical Staffing
Tulsa, OK23 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Tax Advisor & Wealth Planning. Be the first to apply!
