Senior Tax Advisor | CPA, Holistic Financial Planning
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors in Greenville, SC seeks a CPA with 5+ years of accounting and tax experience to service a growing client base. You’ll deliver precise tax planning and financial insights, supporting the Wealth Coaches and Planning Team through data gathering and analysis. You will attend client meetings, prepare tax deliverables, review returns, and communicate complex tax concepts in clear terms. This role emphasizes accuracy, responsiveness, and professional integrity. #J-18808-Ljbffr Foster Victor Wealth Advisors
- ...clients achieve their lifetime goals through holistic financial planning. The primary responsibility of this... ...answer questions and interpret complex tax concepts Responding to client inquiries... ...Certified Public Accounting (CPA) 5+ Years of Accounting, Finance or Banking...Suggested
$90k - $120k
...Audit Senior Associate - CPA & Business Advisory Services Apply online now Position... ...in need of talent both in tax as well as audit. This role... ...of GAAP principles with financial statement assurance for variety... ...Full time Schedule Medical Plan Dental Plan 401(k) Hours capped...SeniorFull timeLocal area$90k - $120k
Caliber Recruiting Group is seeking an Audit Senior Associate in Greenville, SC, for a top local CPA firm. This role offers a competitive salary between $90,000... ...120,000 annually, alongside benefits like a medical plan, dental plan, and 401(k). The ideal candidate will have...SeniorLocal area$80k - $115k
...Senior Tax Advisor Greenville, South Carolina, United States $ 80,000.00 - 115,000.00 (US Dollar... ...junior staff work, and contribute tax planning insights. Responsibilities... ...certification preferred Actively pursuing CPA certification or Enrolled Agent certification...SeniorWork at officeWork from homeFlexible hours$150k - $250k
...top industry publications such as Forbes, Financial Advisor Magazine, and Barron’s. The firm is seeking experienced Senior Wealth Advisors in various locations... ...RIAs in the country. We bring together holistic financial planning, access to institutional quality investments...Senior- Evolving Solution Services is seeking a seasoned Controller to lead accounting operations and the financial close process. This hands-on role requires deep GAAP expertise and strong leadership in a lean manufacturing environment. The Controller collaborates with the CFO...Senior
- A leading tax service provider in South Carolina is seeking a Tax Advisor to join their team. This role involves building client relationships, providing comprehensive tax preparation and planning services, and leveraging virtual tools for communication. The ideal candidate...Senior
- ...work withcompany leadership to maintain financial oversight of the organization. Thisrole is... ...as possible. Support the financial planning process to develop and communicate manufacturing... ...capable of working independently. CPA preferred or actively pursuing...Senior
$35k - $120k
...Greenville, SC area or plan to move here in the immediate... ...Public Accountant Tax Advisory Group, LLC... ...and Part Time, EA’s or CPA’s (In-Office | Greenville... ...fit within a bigger financial plan What You’ll Bring... ...daily with investment advisors, insurance specialists,...Permanent employmentFull timePart timeLive inWork at officeImmediate startRemote workMonday to Friday- A local financial services company in Greenville, SC is seeking Enrolled Agents or Certified Public Accountants to manage tax preparation and financial accounting responsibilities. Applicants... ...strong communication skills, along with a CPA license or EA certification. The role...Full timeLocal area
- ...in Greenville, South Carolina, is seeking a Tax Associate to assist with the preparation of... ...and preferably be working towards CPA certification. Responsibilities include evaluating internal controls, preparing financial statements, and maintaining effective client...
- ...families in the search for a Senior Wealth Advisor to join its Greenville, SC... ...who thrives on comprehensive planning, values deep client relationships... ...-worth clients on complex financial planning and wealth management strategies. Integrated Tax Practice: Advisors work...SeniorWork at office
$90k - $120k
...opportunity for a Audit Senior Associate role in the... ...our boutique, regional CPA firm partners. If you... ...need of talent both in tax as well as audit. This... ...of GAAP principles with financial statement assurance for... ...time Schedule ~ Medical Plan ~ Dental Plan ~401(k...SeniorFull timeLocal area- Purpose Financial seeks a Senior Financial Analyst based in South Carolina. This role will involve supporting financial forecasting and planning, leading KPI development, and mentoring junior team members. The ideal candidate will possess a BS in a relevant field, have...Senior
$73.5k - $107.3k
...advisory, assurance and tax services to our clients. As a Tax Senior supporting our Greenville... ...is preferred. ~ CPA Certified or the eligibility... ...Paid Time Off; retirement plans; Paid Care Leave; and other... ...family with a measure of financial protection. Pay Range:...SeniorWork experience placementLocal areaRelocation$88.9k - $128.4k
...processes and controls, strategic policy design and international tax planning, intangibles migration, royalty rate calculations, and cost... ...transactions, including the analyzing of third-party company financial data and client financial data to benchmark appropriate...SeniorWork experience placementWork at officeLocal area$80k - $90k
...Helm Tax and Advisory Group, P.A. is a leading professional services... ...to help our clients succeed. Senior Tax Associate – Position... ...projections and develop effective tax planning strategies. Respond to federal... ...writing skills required. CPA license or active CPA candidacy...SeniorFull timeWork at office- F.N.B. Corporation in Greenville, South Carolina, is seeking a Senior Relationship Banker to promote sales and enhance customer relationships. Responsibilities include executing banking tasks and achieving sales goals while adhering to compliance requirements. The ideal...Senior
- BDO USA is seeking a Tax Senior in Core Tax Services to apply tax knowledge, research issues, gather client information, and prepare returns... .... The role involves ensuring compliance with authorities, planning tax processes, and identifying opportunities to optimize...Senior
- Daily Recruits, LLC is seeking experienced Senior Wealth Advisors to join our client’s nationwide team. You will build a book of business, deliver comprehensive financial planning, and collaborate with internal specialists to provide integrated solutions for high-net-worth...Senior
- Purpose Financial, Inc. seeks a Senior Financial Analyst specializing in AI and data analytics to support financial forecasting and planning across its brands. You will drive KPI dashboards, partner with Data Science and Data Engineering, and leverage AI-driven forecasting...Senior
- Elliott Davis is hiring a TSO Associate/Senior Associate for their M&A tax team in Greenville, SC. This role involves assisting with detailed tax due diligence for buy-side and sell-side engagements, requiring a Bachelor’s in accounting or finance with 2-4 years of relevant...SeniorFlexible hours
- Senior Financial Analyst job at Connexa Search Group. Greenville, SC. Sr. Financial Analyst to join our growing FP&A team. The Sr. Financial... ...role in the company's financial reporting, consolidation, planning, and forecasting processes. Under general supervision, this analyst...Senior
- Fnb Online in Greenville, SC is seeking a Senior Relationship Banker to execute consumer banking tasks, promoting sales and providing excellent customer service. The incumbent will handle transaction requests and maintain customer relationships according to standards....Senior
- Mauldin & Jenkins, LLC is seeking a Senior Associate for their Tax Practice. We are a Top 100 CPA Firm and have been one continuous entity since 1918.Job ResponsibilitiesCandidate... ...an understanding of and applies tax planning conceptsMasters tax software tools for...SeniorWork at office
$80k - $105k
...Canada. Our deep roots in the financial industry have empowered us to... ...office. Responsibilities As a Senior Financial Analyst, you will play... .... Financial Strategy & Planning: Develop, update, and maintain... ...professional certifications (CFA, CPA) highly preferred Minimum of 4...SeniorFull timeWork at officeLocal areaRemote workFlexible hours- Mauldin & Jenkins, LLC is looking for a Senior Associate for their Tax Practice in Greenville, SC. The role involves preparing complex tax returns, responding to tax-related inquiries, and training interns and staff. With over 100 years of experience, the firm promotes...Senior
- GreerWalker LLP in Greenville, South Carolina is looking for a Tax Associate to prepare and review federal and multi-state tax returns... ...while navigating complex tax issues. The role requires a strong CPA background with at least 3 years in a CPA firm, excellent project...Senior
- ...to Director of Finance and is responsible for supporting financial forecasting and planning for Purpose Financial and its family of brands. We work in... ...as well as cash flow forecasting. About the Role As a senior member of the team this individual is expected to provide...SeniorWork at office
- Primary Office Location 1217 Woodruff Rd. Greenville, South Carolina. 29607. Position Title Senior Relationship Banker Business Unit Retail Reports to Varies Based On Assignment Position Overview This position is primarily responsible for the execution of traditional consumer...SeniorWork at officeShift work
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