Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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 5 days ago
Similar jobs that could be interesting for youBased on the Strategic Tax Advisor & Wealth Planning in Tulsa, OK vacancy
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time...  ...advice and guidance to clients on tax planning, compliance, and strategy. These...  ...successful as tax technical business advisor Demonstrating familiarity with... 
    Suggested
    Full time
    H1b

    PwC

    Tulsa, OK
    2 days ago
  • $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... 
    Suggested
    Full time
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    Tulsa, OK
    14 days ago
  •  ...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... 
    Suggested
    Temporary work
    Local area
    Flexible hours

    Merit Financial Advisors LLC

    Tulsa, OK
    4 days ago
  •  ...Overview As a wealth advisor you will work directly with the wealth management...  ...create comprehensive wealth plans that include a coordinated...  ...clients in partnership with strategic relationships and community networks...  ...with fee-based consulting, tax, mutual funds, money manager... 
    Suggested

    Mariner Wealth Advisors

    Tulsa, OK
    27 days ago
  •  ...Job Description The senior wealth advisor position at Mariner will lead...  ...create comprehensive wealth plans that include a coordinated financial...  ...in collaboration with strategic partners Commitment to advanced...  ...with fee-based consulting, tax, mutual funds, money manager... 
    Suggested

    Mariner

    Tulsa, OK
    1 day ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time...  ...advice and guidance to clients on tax planning, compliance, and strategy. These...  ...Success as tax technical business advisor Familiarity with CRM systems... 
    Full time
    H1b

    PwC

    Tulsa, OK
    4 days ago
  •  ...A leading tax preparation firm is seeking a motivated Tax Advisor in Tulsa, OK. You'll build lasting client relationships and provide comprehensive tax support. The role requires 5+ years of experience, CPA or EA certification, and strengths in virtual communication. Join... 

    H&R Block

    Tulsa, OK
    5 days 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

    Texas State Library and Archives Commision

    Tulsa, OK
    2 days ago
  •  ...relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and...  ...relationships Provide tax preparation, tax audit support and tax planning year-round Create confidence in our clients by conducing tax... 

    H&R Block

    Tulsa, OK
    1 day ago
  • $73.5k - $212.28k

     ...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals...  ...As part of the Partner Tax Preparation Advisors team you are expected to provide tax compliance... 
    Full time
    H1b
    Work at office
    Remote work

    PwC

    Tulsa, OK
    1 day ago
  •  ...Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this...  ...effectively with tax managers, advisors, and their clients in a...  ...business management team for tax planning, tax research, and ongoing education... 
    Full time
    Work at office
    Local area

    Focus Partners Wealth

    Tulsa, OK
    1 day ago
  • $124k - $335k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time...  ...overseas tax affairs, while acting as a strategic consultant related to business...  ...problems Serve as a strategic advisor, leveraging specialized knowledge... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    Tulsa, OK
    2 days ago
  • H&R Block, Inc. is seeking a Tax Advisor in Tulsa to build year-round client relationships and deliver tax preparation, audit support, and planning services. The role emphasizes interacting with clients in person and through virtual tools to ensure accurate filings and... 

    H&R Block, Inc.

    Tulsa, OK
    3 days ago
  •  ...play a crucial role in overseeing the financial operations of our automotive business, ensuring accuracy, compliance, and strategic financial planning. Responsibilities Manage all aspects of financial reporting, including monthly, quarterly, and annual financial... 
    Full time
    Work at office

    Jackie-Cooper-Imports

    Tulsa, OK
    19 hours ago
  • Charles Schwab is seeking a Financial Consultant in Tulsa, Oklahoma to provide clients with wealth management and financial planning advice. The role requires building strong relationships and a valid FINRA Series 7 license. At Schwab, you will have the opportunity to... 

    Charles Schwab

    Tulsa, OK
    3 days ago
  • $63k - $68k

     ...company's financial operations, support strategic decision-making, and play a key role in the...  ...compliance with accounting, tax, and regulatory requirementsDevelop and maintain...  ...company leadershipAssist with strategic planning and organizational decision-makingOversee... 
    Work at office

    Priority Dispatch

    Tulsa, OK
    4 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 time
    Monday to Friday

    ProRecruiters

    Tulsa, OK
    5 days ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:...  ..., while acting as a strategic consultant related to...  ...performance Oversee successful planning, budgeting, and...  ...tax technical business advisor Familiarity with CRM... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    Tulsa, OK
    2 days ago
  •  ...In-office, or Hybrid Typical Day in the Life A typical day as a Tax Senior Associate in Tulsa, OK might include the following: Prepares...  ...components of the tax process are performed -- including tax planning, client interaction and performing special tax projects. Gathering... 
    Work at office
    Local area
    Visa sponsorship

    Colorado Railroad Museum

    Tulsa, OK
    1 day ago
  •  ...Tax Project Manager CCK Strategies, PLLC has been a trusted partner for businesses...  ...analysis to budgeting, forecasting, tax planning, compliance, valuation, and expansion. CCK...  ...tackling complex tax issues, identifying strategic tax planning and other consulting opportunities... 
    Local area
    Worldwide

    CCK Strategies

    Tulsa, OK
    2 days ago
  •  ...About the Role: The Tax Manager is a leadership position responsible...  ...complex tax compliance, tax planning, and client advisory services...  ...staff, and delivering strategic tax solutions. The Tax Manager...  ...services. Serve as a trusted advisor by providing guidance on evolving... 
    Work at office
    Local area
    Visa sponsorship

    Talnt

    Tulsa, OK
    4 days ago
  • $120k - $160k

     ...Job Title: Tax Senior Manager Location: Tulsa, OK, US Pay: USD $120,000 – $160,000 / yr Work Type: Onsite | Hybrid (3 days...  ...relevant tax-related information for preparing accurate returns. Strategic Tax Planning : Evaluate tax scenarios from multiple perspectives to... 
    Work at office
    Remote work
    Visa sponsorship

    The Employee Connect

    Tulsa, OK
    5 days ago
  •  ...financial reporting, internal controls, and regulatory compliance. Responsibilities: Lead audit, review, and assurance engagements from planning through completion, ensuring quality, accuracy, and timely delivery of client services. Prepare and review audit workpapers in... 
    Work at office

    Talnt

    Tulsa, OK
    4 days ago
  • $120k - $160k

    A reputable consulting firm seeks a Tax Senior Manager in Tulsa, OK. This role offers a hybrid work model, with three days in...  ...include managing client tax returns, mentoring staff, and strategic tax planning. The compensation range is $120,000 to $160,000 per year, plus... 
    Work at office
    Remote work

    The Employee Connect

    Tulsa, OK
    3 days ago
  • $70k - $130k

     ...helping individuals and businesses navigate the complexities of tax planning, compliance, and financial management. Our team of dedicated...  ...and maintain strong client relationships, serving as a trusted advisor in tax-related matters. Tax Compliance: Prepare and review... 
    Remote job
    Local area

    Jobot

    Tulsa, OK
    4 days ago
  • Tax Accountant job at System One. Tulsa, OK. System One is assisting a Tulsa family office with a search for a Tax Accountant. This...  ...projections Stay current on tax law changes and utilize tax research and planning skills to identify and communicate problems and/or opportunities... 
    Work at office
    Local area

    Itlearn360

    Tulsa, OK
    3 days ago
  •  ...Management; Software Development Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2026 Bonus Type BOKF Performance Plan (D02) Summary Assure, advise and add value to our team! Looking for a job where a passion for innovation and opportunities for... 
    Work at office

    BOK Financial

    Tulsa, OK
    3 days ago
  •  ...Job Description Job Description About the Role: The Tax Senior Associate is a public accounting professional responsible for preparing complex tax returns, supporting tax planning initiatives, and providing exceptional client service across a diverse portfolio... 
    Work at office
    Local area
    Visa sponsorship

    Talnt

    Tulsa, OK
    7 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual...  ...goals through financial planning. On your path to becoming...  ...contractors for income tax purposes, and a...  ...and Northwestern Mutual Wealth Management Company® (NMWMC...  ...commissions and fees, Strategic Employee Benefits Services... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Tulsa, OK
    3 days ago
  • $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 time
    Flexible hours

    GD Resources

    Tulsa, OK
    19 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Tax Advisor & Wealth Planning. Be the first to apply!