Strategic CPA - Tax Planning & Client Advisory
Jobless
Drake & Associates, a growing financial planning firm, is seeking a Certified Public Accountant who delivers proactive tax planning, strategic consulting, and meticulous tax preparation to clients throughout the year. The ideal candidate has an active CPA license, 5+ years in public accounting or tax advisory, and strong communication skills to explain complex tax concepts and collaborate with Financial Advisors. #J-18808-Ljbffr Jobless
- Drake & Associates seeks a CPA who delivers proactive tax planning, consulting, and compliance for individuals... ...years in public accounting or tax advisory, an active CPA license, and strong... ...skills to explain complex concepts to clients and colleagues alike. #J-18808-...TaxSeasonal work
- ...quality work. You will provide proactive tax planning, strategic consulting, and tax preparation... ...compliance. The ideal candidate has an active CPA license, a Bachelor's in Accounting (... ...5 years in public accounting or tax advisory. #J-18808-Ljbffr Drake & Associates,...TaxSeasonal work
- ...is a growing financial planning firm dedicated to helping clients achieve financial confidence... ...provides proactive tax planning, strategic consulting, and tax... ...Financial Advisors, the CPA helps clients make tax-... ...public accounting or tax advisory experience. Experience...TaxSeasonal workLocal area
$25 - $32 per hour
...create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.... ...needs of advisory and financial planning. Track account transfers and provide...TaxHourly pay$120k - $160k
...owned accounting and client advisory services firm here in... ...search for an additional Tax Manager or Senior Tax... ...This locally based CPA firm helps local area... ...business grow through strategic advisory consulting, valuation... ...support, and estate planning and succession....TaxLocal area$151.4k - $278.9k
Position Summary Client Relationship Executive (CRE) - Energy & Industrials - Sales Vice President, Strategic Relationship Management Are you driven by a passion for... ...in selling and/or delivering consulting, tax and advisory services to diversified Energy and...TaxShift work- ...Wipfli’s accounting advisory practice is... ...nursing industry clients. In this role, you... ...advisory by delivering strategic financial insights... ...certification (e.g., CPA, CMA) preferred.... ...analysis. Strong planning, prioritization, and... ...LLC provides tax and business consulting...TaxTemporary workLocal areaRemote workFlexible hours
$61k - $119k
...where you can help your clients achieve their goals through financial planning. On your path to becoming... ...Funding · Investment & Advisory Services · Trust Services... ...contractors for income tax purposes, and a statutory... ...commissions and fees, Strategic Employee Benefits Services...TaxFull timeContract workFor contractorsWork at office$107k - $160k
...Wipfli's accounting advisory practice is... ...nursing industry clients. In this role, you... ...advisory by delivering strategic financial insights... ...certification (e.g., CPA, CMA) preferred.... ...analysis. ~ Strong planning, prioritization,... ...LLC provides tax and business consulting...TaxTemporary workLocal areaRemote workFlexible hours$120k - $160k
...longstanding history of serving clients in a variety of... ...high-quality tax, audit, and advisory solutions tailored to... ...inquiries, providing tax planning guidance, and... ...regulations. Participate in strategic planning and... ...Qualifications ~ CPA license required. ~...TaxFull timeWork at officeLocal area- ...our mission of helping clients align their values, goals... ...comprehensive wealth planning solutions to high-net-worth... ..., risk tolerance, tax considerations, liquidity... ...guidelines. Develop strategic and tactical asset allocation... ...planning and advisory services. Participate in...Tax
$120k - $140k
...Highspring is currently hiring a Tax Accountant for a client in Brookfield, WI, to... ...tax engagements from planning to completion,... ...across team members. Provide strategic tax planning and advisory services tailored to client... ...'s degree in Accounting CPA certification Additional...TaxFull timeCurrently hiring$128k - $252.5k
...team helps guide clients through their most... ...to-end support and advisory services, covering... ...restructuring and strategic cost transformation... ..., integration planning, separation planning... ...compliance, treasury, and tax coordination3+... ...Accountant (CPA), Chartered Financial...TaxLocal area- Job Summary:Private Client Services at BDO is a boutique practice within... ...other people with complicated tax and financial structures. The... ..., and life insurance planning.A Tax Manager, Private Client... ...provides assurance, tax, and advisory services to clients across the...TaxPrivate practiceWork at office
- Job Summary:Private Client Services at BDO is a boutique practice within... ...other people with complicated tax and financial structures. The... ..., and life insurance planning.A Tax Managing Director, Private... ...provides assurance, tax, and advisory services to clients across the...TaxPrivate practiceWork at office
- ...role in serving complex clients, developing our people,... ...engagements from planning through completion. You... ...accounting, auditing, tax, or an industry niche.... ...clients and serve as a strategic advisor. Leadership &... ...required. Certification CPA certification strongly...TaxWork at officeRemote workMonday to Friday
$27 - $41 per hour
...unique opportunity combines tax expertise, entrepreneurial spirit... ..., payroll, financial planning, and advisory services. This is not a hand-... ...key role in growing TurboTax’s client base within the local community... ...n \n EA (Enrolled Agent), CPA (Certified Public Accountant)...TaxWork at officeLocal areaMonday to Friday- ...supports manufacturing clients by delivering high-quality... ...results. As a CAS Advisory Manager, you will lead client... ...job costing, and COGS • CPA, CMA, or similar certification... ...include 8 health plan options (both HMO & PPO... ...Wipfli Advisory LLC provides tax and business consulting...TaxTemporary workWork at officeLocal areaRemote workOverseasFlexible hours
- ...indicators to support client insights.Present completed... ...-first mindset.Strong planning, prioritization,... ...Professional certification (CPA, CMA, or similar) preferred... ...Wipfli LLP and Wipfli Advisory LLC and its respective... ...Advisory LLC provides tax and business consulting...TaxTemporary workLocal areaRemote workFlexible hours
- ...and build a career, KPMG provides audit, tax and advisory services for organizations in today's... ...driven by delivering real results for our clients. It's also enabled by our culture,... ...Responsibilities:Lead and manage the initiation, planning, and execution of learning and...TaxH1bWork at officeLocal area
- ...About the Role The Supervisor of Client Service is a true player ‑... ...including assisting with growth plans, training, goal setting, and... ...privately held, full‑service advisory and wealth management firm acting... ...achievements in investment, tax, insurance, estate planning, and...TaxSummer workImmediate start
- ...Wipfli office, from home and at client sites. The client sites... ...:Manage and coordinate tax compliance and advisory work for clients. Review Federal... ...pertaining to engagement planning and requests. Prepare... ...education and experience. CPA certification, or progress...TaxWork at officeLocal area
- CyberCoders is seeking a Tax Accountant/Manager in public accounting to own real client relationships, deliver meaningful financial guidance, and advance a CPA-driven career path. You will prepare... ...individual tax returns, advise on tax planning, and coordinate monthly close...TaxFlexible hours
$92.8k - $132.25k
...obligations, and providing strategic significance to a... ...requirements, and align client trade functions with their... ...management operations.Planning and compliance... ...practice within Deloitte Tax LLP's Indirect Tax business... ...able to obtain: Licensed CPA in state of practice/primary...TaxWork at officeLocal areaWorldwide- ...Jobs in Wisconsin seeks a Senior Public Accountant to join our Client Accounting Services team in Waukesha. You will prepare and maintain... ..., including balance sheets, income statements, cash flow, and tax liabilities. The role requires 2-3 years of QuickBooks Online experience...Tax
- ...and review complex tax returns:... ...for construction clients.Experience with long... ...etc.).Provide tax planning guidance around contractor... ...implications.Offer proactive advisory services for... ...year‑round strategic advice.Communicate... ...licensed independent CPA firm that provides...TaxLong term contractFor contractorsLocal area
$85k - $115k
...Mueth CPA, LLC is growing, and we're looking for a Senior Associate to join... ...business owners and individuals on tax compliance, planning, and advisory projects while building a meaningful... ...continuing to expand our team as our client base and advisory work grow. At Mueth...Tax$74k - $100k
...level support to healthcare clients, helping them navigate... ...or a related fiel CPA certification preferred... ...Highlights include 8 health plan options (both HMO & PPO... ...Wipfli LLP and Wipfli Advisory LLC and its respective... ...Wipfli Advisory LLC provides tax and business consulting...TaxTemporary workWork at officeLocal areaRemote workFlexible hours- ...publication. Qualifications Hands-on professional experience serving individual clients in one or more of: Personal tax — preparing individual (1040) returns, personal tax planning, capital-gains, self-employment/quarterly taxes. Investments & retirement —...TaxWeekly paySelf employmentFreelanceWorldwide
$76.6k - $157.2k
Position Summary Tax Campaign Marketer Lead Specialist If... ...business knowledge, insightful strategic thinking, and Deloitte’s... ...build market visibility, deepen client engagement, and generate measurable... ...marketing campaigns plans and activation calendars that...TaxWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic CPA - Tax Planning & Client Advisory. Be the first to apply!



