Tax Planner (CPA/EA) - FinTech Tax Strategy
53 Stations
53 Stations is looking for a highly skilled Tax Planner to join our team in New York City. This role involves providing expert tax planning and compliance services to optimize strategies for clients, with responsibilities including completing income tax returns and conducting tax research. The ideal candidate is a Certified Public Accountant or Enrolled Agent with at least 2 years of relevant experience. We offer comprehensive health benefits, a 401k plan, and competitive pay. #J-18808-Ljbffr 53 Stations
- A leading wealth management firm is seeking a skilled Tax Planner to provide expert tax planning and compliance services. Candidates should have a CPA or EA designation and at least 2 years of experience in tax compliance. The role involves preparing individual tax returns...TaxRelocation
- ...Stations in New York is looking for a Tax Planning Specialist to help clients optimize their tax strategies. This role involves collaborating with financial planners, creating tax projections, and... ...The ideal candidate will have a CPA or EA designation, at least 7 years of...Tax
- A reputable financial services firm is seeking a Tax Planner specializing in individual tax planning and tax return review. The ideal candidate will hold a CPA or EA qualification and have a minimum of 2 years of experience in tax compliance and preparation. Responsibilities...TaxWork at office
- ...financial technology company in the United States is seeking a Tax Strategy Advisor & Preparer to join their growing team. The ideal... ...strategies. They must possess 6-10 years of relevant experience, a CPA or EA, and the ability to communicate effectively. This role offers...TaxRemote job
- A wealth management firm is seeking a Tax Planning Specialist to optimize tax strategies for clients. This role involves developing tax... ...closely with Certified Financial Planners®. The ideal candidate will have a CPA or EA certification and at least 7 years in tax...TaxWork at office
$40 - $50 per hour
SUMMARY We are a growing, online-based Tax Preparation firm with clients mainly in New York and California. We are looking for 1-2 more CPA or EA with 7 or more years of experience reviewing and signing off on individual and business tax returns during the Spring tax season...TaxHourly payContract workTemporary workPart timeFor contractorsWork experience placementFreelanceLocal areaImmediate startRemote workWork from homeMonday to FridayFlexible hoursWeekend work- ...manage bookkeeping, accounting, and tax through data, machine learning,... ...-knit team of bookkeepers, CPA’s, tax pros, engineers,... ...strategic, and experienced Tax Strategy Advisor & Preparer to join our... ...candidates will have: CPA or EA required (CPA strongly preferred...TaxRemote workFlexible hours
- CloudCPA Inc. is seeking a Certified Public Accountant (CPA) and Tax Strategist to join their remote team. This role involves leading tax compliance and developing proactive tax strategies for diverse business clients. Ideal candidates should have over 5 years of experience...TaxRemote job
$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range is provided... ...spanning investment management, advanced tax planning, and multi‑generational wealth strategies. This opportunity is ideal for an experienced...TaxRemote jobFull timeWork at officeFlexible hours- CORDA Investment Management is looking for a CPA (Tax Strategist & Financial Planner) in a hybrid role based in Houston, TX. You will prepare and review... ...for high-net-worth clients, develop proactive tax strategies, and collaborate with advisors. The position requires...TaxFull time
- CloudCPA Inc. Certified Public Accountant (CPA)/Tax Strategist Remote Full Time This role is ideal for a U.S.-based CPA with 5+ years of... .../ Tax Strategist to lead both tax compliance and proactive tax strategy for business clients across multiple industries. We are...TaxFull timeRemote work
- A leading financial solutions company is seeking a Bilingual Tax Professional to assist clients with tax preparation using TurboTax. This remote role requires an active CPA/EA credential and strong customer service skills. Candidates should have a minimum of 2 years of...TaxRemote job
$170k - $200k
...Agora is a leading SaaS and FinTech platform transforming... ..., distributions, tax, and back-office automation... ...We are looking for our CPA, a senior leader for our... ...conversations, and year-end tax strategy sessions. Build... ...Active CPA license (or EA registration). ~ Deep...TaxFlexible hours- Uplinq Inc. is seeking an experienced tax management professional to oversee tax operations. The role includes conducting reviews of... ...with corporate tax laws. The ideal candidate will have an Active EA or CPA certification, extensive experience in tax operations, and...TaxRemote job
- Hong Kong Study Skills Research Institute seeks a Remote Tax Director to lead a dynamic tax team, focusing on compliance and client... ...remote position. Ideal candidates have 8+ years of tax experience, a CPA or EA license, and familiarity with accounting software. Comprehensive...TaxRemote job
- Joingelt is seeking a Senior Technical Tax Manager to work remotely in the United States. This full-time role requires a CPA or EA with 10+ years of relevant experience and deep knowledge of federal tax law. Responsibilities include advising on tax regulations, reviewing...TaxRemote jobFull time
- Clutch Canada is hiring a Solution Consultant in New York, NY, to enhance client engagement and streamline complex tax strategies. The role involves direct communication with clients, translating complex tax concepts into simple terms, and requires 3-4 years of experience...TaxRemote job
- ...expert to assist high-net-worth clients in comprehensive wealth management strategies. The ideal candidate will have a minimum of 8 years in advanced financial planning and demonstrate expertise in tax and estate planning. The role involves serving as a subject matter...Tax
$125k - $200k
...expert to support high-net and ultra-high-net-worth clients. The role requires deep expertise in financial planning, estate, and tax strategies to guide families with significant assets. The ideal candidate will have over 8 years of experience, strong interpersonal...Tax- How to Manage a Small Law Firm is looking for a Tax Strategy Attorney to provide strategic advisory services to clients nationwide. This 100% remote role allows you to guide small to mid-sized businesses and high-net-worth individuals in effectively managing their tax...TaxRemote job
- A nonprofit organization based in New York City is seeking a Volunteer Sales Tax Compliance & Advisory Specialist to guide the sales tax strategy and compliance practices related to merchandise and digital products. The ideal candidate will have experience in tax compliance...TaxRemote jobLocal area
$125k
...Job Description Job Description Tax Manager Jersey City, NJ $15,000 sign-on bonus... ...relationships through proactive tax strategy and advisory ✅ Ensure compliance with... ...accordingly What We’re Looking For ~ CPA or EA is not necessary, but one must be able to...TaxFull timeTemporary workLocal areaRemote workRelocation package$85 - $115 per hour
...management, portfolio construction, financial planning, investment strategy, client advisory workflows, and structured financial evaluation.... ...outputs against risk profile, time horizon, liquidity needs, tax considerations, and documented client constraints Support structured...TaxRemote jobHourly payWeekly payJob sharingContract workPart timeFor contractorsWork at officeFlexible hours- A people-oriented organization is urgently seeking a Tax Reviewer in Arlington, NC. This full-time, hybrid position offers an attractive... ...with tax software. Special consideration will be given to CPA or EA candidates. Interested individuals should send their resume in Microsoft...TaxFull time
$100k - $150k
...Davies is a top-ranked accounting, tax, and advisory firm with... ...PKF O’Connor Davies’ technology strategy for family office and wealth... ...* Stay current on emerging fintech solutions and proptech platforms... ...university required. * Active CPA license required. * 10+...TaxFull timeWork at officeLocal areaFlexible hours3 days per week$130k - $185k
EY-Parthenon - Strategy and Execution - Commercial Strategy - Senior Associate-Consultant Location: New York, Boston, Chicago, Atlanta, Hoboken... ...across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a...TaxWork experience placementSummer holidayWork at officeFlexible hours- A growing CPA firm specializing in dental clients is looking for a Remote Client Relationship Manager/Senior Accountant to join the team... ...Accounting 40%, Advisory Services 30% includes both business and tax services, Tax Prep 25%, and Bookkeeping 5%, designed for someone...TaxRemote jobTemporary work
- ...Certified Public Accountant (CPA) or Enrolled Agent (EA) specializing in individual tax planning and tax... ...with an interest in fintech, we want to hear from... ...services to optimize tax strategies for clients. You will... ...our Certified Financial Planners® to devise and...TaxWork at officeLocal areaRelocationMonday to Friday
$38 per hour
A leading tax services firm is seeking Seasonal Team Managers to join a remote team for the upcoming tax season. In this role, you'll provide leadership and mentorship, ensuring team performance and accuracy in tax services. The ideal candidate has at least 2 years of supervisory...TaxRemote jobHourly paySeasonal work- A leading tax consultancy firm is looking for an experienced Tax Manager to oversee tax preparation and manage client relationships. This... .... The ideal candidate should have 5-7 years of experience, CPA certification, and strong leadership skills. The position is 100%...TaxRemote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Planner (CPA/EA) - FinTech Tax Strategy. Be the first to apply!
- planning specialist New York, NY
- materials planning & execution specialist New York, NY
- lead planner New York, NY
- retail planner New York, NY
- manufacturing planner New York, NY
- strategic planner New York, NY
- buyer planner New York, NY
- planning associate New York, NY
- distribution planner New York, NY
- electrical planner New York, NY


