Senior Tax Strategist
Jobtailor
Jobtailor in New Jersey is seeking a qualified Tax professional with 3–5 years of public accounting experience to join our trusted tax advisory team. You will prepare federal and state returns for several entity types and review colleagues’ work while mentoring staff. The role emphasizes client relationships, proactive planning, and timely delivery of tax projects. CPA eligibility is preferred and strong communication is essential. #J-18808-Ljbffr Jobtailor
$200k - $260k
...more about CIBC, please visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting and working closely with... .... You will help clients understand their estate planning, tax planning, philanthropic vehicles, life insurance programs,...SeniorTaxFull timeRemote work$174k - $261k
...existing skills and learn new ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s Private Client... ...clients/prospects, their external advisors, and our internal tax, legal, trust and wealth advisory teams. Although you...SeniorTaxFull timeTemporary workWork at officeLocal areaFlexible hours$200k - $220k
Cerity Partners in New York City is seeking a skilled tax professional with a CPA designation and at least 7 years of experience in preparing tax returns for high-net-worth clients. The role involves complex tax preparation, research, and developing client relationships...SeniorTax$80k - $90k
PKF O'Connor Davies in New York is seeking a Senior Tax Associate to support tax planning and compliance for ultra-high-net-worth clients. This role requires collaboration with senior team members to provide high-quality client service and assistance with complex tax issues...SeniorTax- JPMorgan Chase & Co. in New York seeks a senior professional to lead Institutional Investment Solutions for Family Offices, focusing on multi-asset, tax-aware strategies and bespoke client services. The role collaborates with U.S. Private Bank Advisors, delivers holistic...SeniorTax
- BDO USA in New York is seeking a Tax Senior to join their Private Client Services team. This role is focused on providing tax compliance and consulting services tailored for high net-worth individuals and families. Responsibilities include preparing complex tax returns...SeniorTax
- Bank of America in New York seeks a tax planning and compliance professional to support advisory, forecasting, and filing across federal, state, and local jurisdictions. You will lead projects, coordinate resources, and manage partner relationships to drive enterprise-wide...SeniorTaxLocal area
- An established industry player is seeking a skilled Tax Manager to join their dynamic team in Midtown, NY. This role involves overseeing the preparation and review of various federal and state tax returns, including K-1s and 1065s, while collaborating closely with finance...SeniorTax
- Anchin, a New York City-based CPA and consulting firm, seeks a Senior Associate in the Family Office to deliver sophisticated wealth management, tax, investment, and estate planning support to ultra-high-net-worth individuals and families in a hybrid New York, NY setting...SeniorTaxWork at office
- ...align solutions with asset allocation views, and deliver actionable recommendations to end clients. You will present to clients, adapt materials, and collaborate across Private Wealth, planning, tax, and trust teams, while traveling as needed. #J-18808-Ljbffr NeubergerSeniorTax
$100k - $130k
BerryDunn — Assurance, Tax and Consulting is seeking an experienced Senior Consultant for its Medicaid consulting team. This role emphasizes support for state Medicaid agencies by advancing policy initiatives, conducting research, and producing written policy content. The...SeniorTaxWork at officeRemote work$158.01k - $276.46k
...technology and exceptional service. Wealth Strategist/Client Development Sales Executive... ...development sales executive role. As a senior member of the Northern Trust team, you will... ...your knowledge of wealth transfer and tax planning strategies. And you'll check-in...SeniorTaxLocal areaFlexible hours$77k - $202k
...professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and... ...issues critical to their strategic and operating success. As a Senior Associate you analyze complex problems, mentor others, and maintain...SeniorTaxFull timeH1b$130k - $205k
...operations, functions, and people.Your key responsibilitiesAs a Senior Associate/Consultant with EY-Parthenon's Strategy and Execution... ...work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a...SeniorTaxWork experience placementSummer holidayWork at officeFlexible hours$124k - $280k
...professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and... ...models and transformation roadmaps across core payer functions. As a Senior Manager, you will serve as a strategic advisor, leveraging your...SeniorTaxFull timeH1b$158.01k - $276.46k
...Overview At Northern Trust, the Wealth Strategist position is a key business development sales... ...institutions, and other entities. As a senior member of the team, you will oversee new... ...utilizing knowledge of wealth transfer and tax planning strategies, and check in regularly...SeniorTaxLocal area- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting 25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies...SeniorTaxRemote jobFlexible hours
$110k - $120k
Sr. Paid Search & Paid Social Strategist Full-time Compensation: USD 110,000 - USD 120,000 - yearly Sia Experience is a full‑service creative... ...Dental and Vision Life, AD&DD and other voluntary insurance Tax‑Advantaged Accounts 401(k) matching 4% and 100% vested upon...SeniorTaxFull timeWork at officeFlexible hours3 days per week$110k - $120k
Sr. Paid Search & Paid Social Strategist 48 Wall Street,10005New York, United States Sia Experience is the full-service creative agency.... ...plans Dental and Vision Life, AD&D and other voluntary insurance Tax-Advantaged Accounts 4% matching and 100% vested upon enrollment...SeniorTaxSeasonal workWork at officeWorldwideFlexible hours3 days per week$100k - $120k
...media powerhouse, we provide expert content and technology that build valuable communities across all channels.DescriptionAs a Senior Strategist, you will lead the strategic development of custom integrated marketing proposals for some of the world's leading brands,...SeniorFull timeWork at office- Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New York... ...Overview sitemap_outline CORPORATE TITLE Senior Vice President language OFFICE LOCATION(S... ...indexing and loss harvesting to enhance tax efficiency, portfolio customization, and...SeniorTaxFull timeTemporary workWork at office
- ...health systems and payers. We're looking for a Forward Deployed Strategist to embed with our customers, take our RCM solutions — denials... ...the solution actually works for them, and represents UiPath with senior client leadership. You'll sit on the same team as our...SeniorWork at officeLocal areaImmediate startRemote work
$108k - $154k
Build and manage relationships with clients virtually or face to face by meeting with multiple clients on a daily basis and developing an understanding of their business issues, marketing objectives, and success metrics.Plan for, and achieve, growth goals including but ...Senior$85k - $125k
...work, in the best possible place. We're all in. Because it's everyone's role to make health more human.About The Role: The Senior Brand Strategist supports the development and execution of strategic initiatives for our life science industry clients. You will help deliver...SeniorRemote workFlexible hours$95k - $105k
The RoleAs a Digital Activation, Senior Strategist at Direct Agents, you will be a strategic growth partner to our clients—going beyond media buying to drive real business outcomes. You'll leverage data-driven insights through our proprietary Kanopy platform and cross-channel...SeniorWork at officeRelocation$163.6k - $221.3k
...delivery record in building trust to join our team as a Sr. WFP Strategist. The ideal candidate combines the subject matter depth of a... ...this role unique. You will own a portfolio of relationships with senior leaders, develop the tools and automation that make workforce planning...SeniorFlexible hoursDay shift- ...journey, media thinking all bolstered by data and research is embedded into the creative development process. Job SummaryAs a Senior Strategist at Droga5, you are emerging as a leader in the strategy group. You have learned how to consistently nail inspiring, original,...SeniorFull timeLive inWork at officeLocal areaShift work
$115.08k - $218.52k
...flexible, supportive environment where your well-being is prioritized and your potential can thrive.The RoleYour RoleAs a Senior Experience Strategist in Kyndryl Vital, you will shape the go‑to‑market strategy and create high‑impact pre‑sales content that fuels Customer...SeniorMinimum wageFull timePart timeLocal areaFlexible hours- A staffing agency is seeking a Tax Accountant in New City, NY. This role involves reviewing personal and business tax returns, performing tax research, and client management. The position requires 5-10 years of public tax accounting experience and familiarity with Thomson...SeniorTaxFlexible hours
$130.9k - $251.9k
...Profession: Technology SalesDiscipline: Strategic Account TechnologyCompany: MicrosoftOverviewWe are currently looking for a Senior Account Technology Strategist (ATS) to join our team. Microsoft’s Enterprise Team focuses on empowering customers on their digital journey, from...SeniorOngoing contractWork at officeLocal areaImmediate start
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