Remote Tax Advisor: Proactive Wealth Planning
Closers.net
- Remote job
A strategic tax advisory firm is hiring a Tax Advisor to join their remote team. The role involves developing personalized tax strategies, managing client accounts, and preparing tax returns. Candidates must have at least 3 years of U.S. tax preparation experience and be familiar with tax software like QuickBooks. This position requires excellent communication skills and the ability to handle multiple clients efficiently. A strong background in tax advisory and relevant credentials like EA or CPA is highly desirable. #J-18808-Ljbffr Closers.net
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...right place to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private... ...laws and regulations.Identify and implement proactive tax planning strategies to minimize tax exposure...SuggestedFull timeWork at officeLocal area3 days per week$235k - $250k
...Senior Tax Advisor We are seeking a full-time Senior... ...various tax and estate planning matters Provide oversight... ...client services Be proactive in anticipating client... ...clients interested in wealth management or trust... ...a hybrid in-office/remote working approach. About...Remote workFull timeContract workWork at officeFlexible hours- ...eliminating the silos of traditional wealth management. Your mission as a Principal Tax Advisor is to serve as the ultimate tax... ...You will lead a department that proactively engineers dynamic systems to... ...and estate attorneys to ensure plan alignment. Actively participate...Shift work
- ...& Co in New York, NY is seeking a Senior Tax Associate to join the Tax Practice serving... ...-wealthy families. The role emphasizes planning, advisory and compliance for gifts, trusts... ...hybrid with 2 days in the office and 3 days remote, offering collaboration with Partners and...Remote workWork at office
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...Job Description Senior Tax Advisor - Dental Practice... ...Specialty Location: Fully Remote Compensation: $110... ..., and build long-term wealth. Our clients include... ...work - they need a proactive advisor who understands... ...You will lead proactive planning conversations, develop...Remote workFull timeFlexible hours- ...premier professional services firm is seeking a Tax Senior to provide tax compliance and consulting... ...projects while assisting interns and identifying tax planning opportunities. The role offers flexibility with partial remote work and competitive benefits, including bonuses...Remote workWork at office
$55k - $65k
...Company: Our client is a proactive and strategic tax advisory firm... ...protect assets, and grow wealth. Rather than reacting... ...provide expert tax planning, preparation, and light... ...The Role: As a Tax Advisor, you will play a key... ...This is a full-time, remote position suited for a...Remote workFull time$155k - $165k
...Job Description Estate & Wealth Transfer Planning Attorney New Gig Solutions... ...Confidential Client Location: Fully Remote New Gig Solutions is... ...with attorneys, clients, advisors, CPAs, and financial... ...years of post-JD experience in tax, estate, or wealth transfer...Remote workPrivate practice$80k - $100k
Location: Remote - Must reside in Virginia. Hybrid work... ...the Role As a Senior Tax Associate , you'll deliver... ...customized financial plans as part of our... ...communicate relevant updates to advisors and clients Gather,... ...strategies, generational wealth transfer, Roth conversions...Remote jobFull timeH1bWork at office$90k - $130k
...Anderson Business Advisors. Job Purpose To provide expert tax advice and services... ...client communication, planning and advisory... ...takes responsibility, proactively addresses issues.... ...mission: preserving wealth, finding financial... ...- flexibility with remote and in‑office work....Remote workFull timeTemporary workWork at office$38 - $50 per hour
Wealth Enhancement Group is seeking a Tax Consultant to deliver integrated tax planning and advisory services for clients, working with financial advisors and portfolio managers to develop tax-efficient strategies... ...follow‑on work, on‑site or remote. Hourly compensation ranges...Remote workHourly payPart timeSeasonal work$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides... ...companies, registered investment advisors, and personal banking. As a Senior... ...ll execute a risk-based audit plan that addresses the most... ...site, while other days will be remote.How you'll succeedAudit planning...Remote workFull timeShift work2 days per week$95k - $110k
Why Work at Mercer Advisors?For more than 40... ...integrating financial planning, investment... ...business management, tax, estate, insurance... ...challenges. Regis Wealth Advisors work hand... ...initiatives and priorities, proactively communicating... ...Conditions: Remote orHybrid schedule...Remote workTemporary workWork at officeLocal areaMonday to FridayFlexible hours$106.25k - $125k
Why Work at Mercer Advisors?For more than 40... ...integrating financial planning, investment... ...business management, tax, estate, insurance... ...challenges. Regis Wealth Advisors work hand... ...initiatives and priorities, proactively communicating... ...a combination of remote and office work in...Remote workTemporary workWork at officeLocal areaMonday to FridayFlexible hours- Now Hiring: Tax Advisor Trust and Wealth Admin (Full-Time) West Suburbs of Chicago | Community Bank- WILL RELOCATE A growing community bank is hiring... ...as a technical tax resource to the trust team Support tax planning, compliance, and internal operation Qualification 3-10...Full timeImmediate startRelocation
$185k - $200k
...comprehensive, dynamic audit plan, and directs a team of audit professionals... ...and development of staff.3. Proactively develop and maintain mutually... ...4. Experience in Wealth Management including brokerage... ...accidental death and dismemberment, tax-preferred savings accounts,...Full timePart timeShift workDay shift$200k - $250k
Curvion Blue is hiring a Senior Wealth Strategy Consultant to engage affluent retirees in consultative tax planning discussions. In this remote role, you'll conduct 25-30 Zoom consultations weekly with high-net-worth individuals seeking guidance on retirement strategies...Remote jobFlexible hours$105k - $180k
...United StatesWork Arrangement: Remote, Hybrid, or In-office A... ...LifeA typical day as a Wealth Transition Services Tax Manager might include the... ...consulting on the estate planning process to create plans based... ...internally and externally by proactively seeking solutions that add...Remote workWork at officeLocal areaVisa sponsorship- Talnt, a leading wealth advisory firm in New York, seeks a Senior... ...Associate to join its HNW tax practice. You will work on... ...into broader financial planning responsibilities. You will... ...with attorneys and investment advisors, develop proactive tax strategies, coordinate...
$100k - $220k
Wealth Advisor New York, NY (In Office) Wealth Advisor Overview... ...personalized financial planning, research-driven investing and proactive behavioral coaching. We... ...needs across investment, tax, estate, insurance, and... ...and WiFi expenses (for remote employees). If you are based...Remote workFull timeWork at officeFlexible hours- ...At Krilogy Tax Services, we work closely with high-net-worth... ..., and trusts to provide proactive tax planning and compliance services. As... ...strong relationships with our Wealth Advisors and clients, and contribute... ...-office collaboration and remote work Professional...Remote workWork at office
$85k - $115k
...to be a partner in the search for a Tax Advisor. This is a fulltime remote opportunity. Please read the full... ...understand the full picture, and deliver proactive, meaningful guidance - not just... ...Responsibilities Provide tax planning and advisory services for individuals...Remote workFull time$107.5k - $179.1k
...DAYS/WEEK ONSITE (1 DAY REMOTE) BASED OUT OF: BUFFALO... ...(Capital Markets) and Wealth Management (ISWM) domain... ...development of the annual audit plan, with primary... ...significant issues clearly and proactively to audit leadership and... ...as a trusted risk advisor.Talent Development and...Remote workFull timeRelocation$70k - $100k
...Tax Specialist Department: Tax Advisory Employment... ...Full Time Location: Remote Compensation: $70,000... ...We are looking for a proactive and technically sharp... ...develop individual tax plans for clients as part of our strategic wealth planning services. The successful...Remote workFull timeLocal area- ...(“TCG”), and Talley Wealth Management, LLC (“TWM... ...full-service financial, tax, legal, and... ...clients as business advisors, not just service providers... ...Tax compliance, Tax planning, and proactive advice. Business consulting... ...independently in a remote environment Strong communication...Remote work
- Empower LLC is seeking a Wealth Advisor to deliver a high-touch client... ...experience, focusing on onboarding, planning, and investment strategy for... ...financial guidance and proactive relationship management. The... ...CFP/CRPC is preferred, with remote nationwide flexibility and...Remote job
- ...clients in partnership with Wealth Advisor and Senior Wealth... ...Bessemer’s Wealth Planning, Family Office Management... ...income portfolios, and tax transitions.Ensure a... ...must be goal-oriented, proactive, and a driven self-starter... ...: 60% in office, 40% remote for most positionsPaid...Remote workTemporary workWork at office
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