Senior Tax Planner & Advisor - Retirement Strategy
Navigate Search
Navigate Search is seeking a tax professional in Connecticut to go beyond compliance, playing a key role in tax planning, client advisory, and retirement-focused financial strategies. The role requires 5+ years of individual tax preparation and planning expertise, strong knowledge of federal and state tax laws, and experience preparing and reviewing individual returns. You will collaborate with Financial Advisors on proactive tax planning, analyze client tax situations for tax-efficient #J-18808-Ljbffr Navigate Search
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Tax Planner & Advisor - Retirement Strategy in Hartford, CT vacancy
$93k - $171.3k
...Summary Join Deloitte’s Finance Transformation group as Senior Consultant, Strategy, Growth, and Transformation, partnering directly with the... ...implement recommendationsBegin building long-term trusted advisor relationships with Finance counterparts across the...SeniorRemote workVisa sponsorship$138k - $212k
...contribute to the success of our business by supporting people strategies that drive transformation, foster collaboration and enable... ...wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO). The...RetirementTemporary workMunich Reinsurance America, Inc.
Hartford, CT4 days ago- ...This is a unique opportunity for a tax professional who enjoys going beyond... ...tax planning, client advisory, and retirement-focused financial strategies . What they’re looking for: • 5+ years... ...tax returns • Partner with Financial Advisors on proactive tax planning • Analyze...SeniorRetirement
Navigate Search
Hartford, CT15 hours ago $140k - $160k
Osaic Careers Senior Advanced Financial Planning Opportunity... ...Planning, Business Planning & Tax Planning strategies. The person in this role... ...planning solutions to financial advisors for their high-net-worth... ...and non-qualified retirement plans. Conduct necessary research...SeniorRetirementFull timeWork at officeRemote work- Kestra Financial Independent Advisor is seeking an experienced Senior Financial Planner to provide comprehensive financial planning and wealth... ...expertise across financial planning strategies, investment management, and retirement planning. You will work closely with clients...SeniorRetirement
$18.5 - $38.82 per hour
...Position Summary CVS Health, a Fortune 6 company, is seeking a Senior Coordinator, EAP Plan Setup Specialist, to play a critical role... ...and their families. medical dental vision coverage paid time off retirement savings options wellness programs other resources Additional...SeniorRetirementHourly payFull timeTemporary workLocal area$116.2k - $193.6k
...global hubs while protecting patient safety, clinical quality, and regulatory standards. You will partner with Clinical, Enterprise Strategy, Global Talent, Legal, Compliance, HR, Talent Acquisition, and vendor teams to move work from strategy to execution with clarity,...SeniorFull timeContract workLocal areaWork from home- ...Come build something with Shepley Bulfinch as a Senior Healthcare Planner! We are seeking a healthcare planner to work directly with institutional... ...closely with the Project Design Lead to ensure planning strategies align with the overall design vision and coordinating with...SeniorFor contractorsFlexible hours
Shepley Bulfinch
Hartford, CT5 days ago - ...Strategic Communications team in Springfield, MA or Boston, MA. You will partner with senior business and technology leaders to shape messages and drive employee understanding of our strategy. You will develop clear, compelling internal communications across presentations,...Senior
MassMutual
Hartford, CT6 days ago $82.94k - $182.55k
...delivers data-driven recommendations to senior leadership, and plays a key role in the... ...Medicare Advantage bid process by coordinating strategy, business decision-making, and execution... ..., and vision coverage, paid time off, retirement savings options, wellness programs, and...SeniorRetirementHourly payFull timeTemporary workLocal area- ...Plan Document Consultant in Hartford, CT to support installation and ongoing plan document services for startup, conversion, and retirement plans. You will design documents, restate plans, and ensure alignment with OMNI capabilities while coordinating with Sales, Legal...SeniorRetirement
$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice... ...tax planning, compliance, and strategy. These individuals help... ...businesses.Growing as a strategic advisor, you leverage your influence,... ...guidance to the owners of PwC. As a Senior Manager you are expected to...SeniorFull timeH1bRemote work- ...SENIOR TAX ACCOUNTANT (CPA/EA) Our client is an award-winning, multigenerational... ...to Work for Financial Advisors nationwide by InvestmentNews... ...tax and financial strategies within a Registered Investment... ...well as the company's 401(k) retirement plan. By submitting to this...SeniorRetirementFor contractorsWork at officeLocal area
Vaco
Rocky Hill, CT1 day ago - ...sophisticated professional liability matters. The role involves complex claim resolution, drafting coverage letters, and leading defense strategies with minimal supervision. Candidate requirements include 5+ years in professional liability claims and strong negotiation and...SeniorContract workTemporary workFor contractors
- IFG Companies is seeking a Senior Claim Technical Specialist to investigate, evaluate, negotiate and settle serious injury and property... ...reviewing coverage, applicable laws, and claim resolution strategies. You will mentor claim examiners, direct counsel, manage reserves...Senior
$59.1k - $188.1k
...proprietary assets and platforms, and deep ecosystem relationships. Our strategy is to be the reinvention partner of choice for our clients and... ...part of a team. Deliver on small engagement teams, learn from senior colleagues, and help develop those who join after you. Build...Full timeLive inWork at officeLocal areaShift work- Osaic seeks a technically skilled Senior Financial Planning Specialist for its High Net Worth Planning... .... The role centers on estate, business, and tax planning for high-net-worth clients, translating complex strategies into advisor-ready recommendations. The position requires...SeniorWork at officeRemote work
- SYNERGY SETTLEMENT SERVICES INC is seeking a Lien Resolution Strategy Coach to oversee negotiation strategies, ensure efficient file progress, and guide the team in achieving successful outcomes for clients. The role involves coaching, training, and developing best practices...Senior
$70k - $100k
...responsible for designing, implementing, and maintaining qualified retirement plans for clients and serving as the primary owner of a book... ...objectives. Develop and execute a customized relationship strategy that aligns with each client's unique situation. Build and maintain...RetirementWork at officeLocal areaOneDigital
Hartford, CT5 days ago- Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist... ...our team. You will support our financial planners by conducting in-depth financial... ...advisors and clients to develop tailored strategies, ensuring our clients receive exceptional...Retirement
$117.5k - $222.99k
...consultancy providing actuarial consulting, retirement funding and healthcare financing,... ...: Milliman MedInsight is seeking a Senior Product Strategy Manager to lead product strategy and commercialization... ...Spending Accounts (FSA) - Pre-tax savings for dependent care,...SeniorRetirementFull timeWork experience placementRemote workFlexible hours$132.4k - $251.6k
...shape the future of our digital and AI ecosystem. As a Senior Manager on our ES Product Strategy team, you will identify, develop, and scale strategic... ...includes employer matching funds and separate employer retirement contribution, including a Lifetime Income Strategy...SeniorRetirementFull timeContract workTemporary workWork experience placementWork at officeRemote workWorldwideRelocationFlexible hours$117.5k - $222.99k
...critical and complex issues, including retirement funding and healthcare financing, risk... ...: Milliman MedInsight is seeking a Senior Product Strategy Manager to shape product and platform... ...Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care, transportation...SeniorRetirementHourly payFull timeTemporary workWork experience placementWork at officeRemote workWorldwideFlexible hours- ...across all 7 continents. The Senior Proposal Manager holds an... ...shape and implement proposal strategies. This position us US Remote... ...Paid time off and holidays Retirement benefits (including 401(k)... ...Employee stock purchase plan Tax-saving options Disability...SeniorRetirementHourly payContract workWork at officeLocal areaRemote work
Amentum
Hartford, CT5 days ago $117k - $184.4k
...Collaborating with business partners on claim management and strategy to deliver optimal outcomes and align on exposure evaluation and... ...equity with our colleagues’ pay. We offer a competitive retirement savings plan, health and wellness programs, and many other benefits...SeniorRetirementAXA XL Ltd
Hartford, CT1 day ago- ...Catastrophe Risk Management is seeking a Senior Manager to join our Actuarial and... ...using multivariate analysesWhat Will You Do?Strategy:Hold a lead role in strategic planning as... ...coverage from the first day of employment.Retirement: Travelers matches your 401(k)...SeniorRetirementFull timeLocal area
$77k - $214k
...and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob... ...clients on tax planning, compliance, and strategy. These individuals help businesses... ...automation and increased efficiencies. As a Senior Associate you shall analyze complex problems...SeniorFull timeSecond jobH1b$175k - $190k
...AXA XL is an Equal Opportunity Employer. Senior Future of Work Manager London, New York,... ...actionable organizational and talent strategies. Your role will ensure XL’s Tech & AI teams... ...to offer benefits such as a competitive retirement savings plan, health and wellness...SeniorRetirementWork at officeFlexible hoursShift workAXA XL Ltd
Hartford, CT4 days ago$125k - $175k
...Opportunity Details Full Time Senior Project Manager Hartford, CT... ...potential project risks and develop mitigation strategies, establishing contingency plans to... ...comprehensive health insurance, a 401(k)-retirement plan, generous paid time off, professional...SeniorRetirementFull timeFor subcontractorWork at officeBatska Network
Hartford, CT1 day ago$116k - $229.1k
...Solutions, Microsoft Dynamics, and Sustainability Technology and Strategy. With such a variety of areas to explore, you'll have the... ...Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities...SeniorLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Planner & Advisor - Retirement Strategy. Be the first to apply!
Related searches
- retail planner Hartford, CT
- distribution planner Hartford, CT
- business continuity planner Hartford, CT
- airport planner Hartford, CT
- planning specialist Hartford, CT
- travel planner Hartford, CT
- operations planner Hartford, CT
- meeting planner Hartford, CT
- party planner Hartford, CT
- manufacturing planner Hartford, CT