Wealth Tax Specialist - Optimize Client Taxes & Planning
Droms Strauss Wealth Management
Droms Strauss Wealth Management is seeking a Tax Specialist to join our St. Louis team. This full-time, on-site role focuses on preparing and reviewing individual and business tax returns, ensuring compliance with federal, state, and local regulations, and identifying tax-saving opportunities. The ideal candidate will have strong tax planning skills, hands-on tax preparation experience for individuals, businesses, and trusts, and a solid grasp of tax concepts within wealth management. #J-18808-Ljbffr Droms Strauss Wealth Management
- ...for a full‑time, non‑exempt Private Client Paralegal to join its St. Louis office... ...9, and 1041 to support sophisticated wealth transfer and estate planning matters. Under the supervision of the... ...Services, this position blends advanced tax compliance work with trust and estate...SuggestedFull timeTemporary workWork at officeRemote work
- ...Description Droms Strauss Wealth Management provides... ...financial planning services to business owners... ..., the firm now serves clients across the United States... ...Role Description The Tax Specialist is a full-time, on-site... ...identify strategies that optimize client tax outcomes. Hands...SuggestedFull timeWork at officeLocal area
$77k - $214k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will...SuggestedH1b$25 - $32 per hour
...Client Service Coordinator CLA is a top 10 national professional services firm... ...through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services... ...operational needs of advisory and financial planning. Track account transfers and provide...SuggestedHourly pay$77k - $214k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will...SuggestedH1b- BDO USA, LLP is hiring a Tax Experienced Senior for the Private Client Services (PCS) practice. The role focuses on high-net-worth individuals and families, providing tax planning, compliance, and advisory services across complex tax structures. You will interact directly...Private practice
- J.P. Morgan Chase in St. Louis is seeking a Private Client Advisor for Chase Wealth Management. You will provide comprehensive financial planning and advice, build client relationships, and deliver personalized investment solutions. The ideal candidate has a minimum of...
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build relationships, deliver tailored investment solutions, and leverage digital...
- ...a Senior Financial Planner with strong tax planning expertise. This position focuses on developing... ...tax reviews, collaborating with clients and advisors, and mentoring junior planners... ...environment with a comprehensive rewards package. #J-18808-Ljbffr Plancorp Wealth Management
- ...a culture that puts its clients and associates first: a culture... ...The Senior Estate & Tax Associate at Stifel, Nicolaus... ...the Estate & Tax Planning Services team, a Stifel's Wealth Planning Department component... ...Strategists, other Estate & Tax Specialists, and Estate & Tax...
- ...Accountant to join the Entrepreneurial Services Group, supporting middle-market businesses through Client Accounting and Advisory Services, tax compliance, and planning. Working closely with clients and engagement teams, you will provide accurate financial information,...
- ...Entrepreneurial Services Group, supporting middle-market businesses through CAAS and tax planning. You will provide accurate financial information, insights, and responsive service to help clients achieve long-term goals. Responsibilities include month-end closes, financial...
$137k - $163k
...has been a leading provider of wealth management services including financial planning, estate and tax planning, investment... ...who collaborate to ensure each client’s financial journey is uniquely... ...Portfolio Managers and other specialists to guide families through the...Full timeShift work$27 - $41 per hour
...opportunity combines tax expertise, entrepreneurial... ...and a broader team of specialists covering business tax... ..., payroll, financial planning, and advisory services... ...in growing TurboTax’s client base within the local... ...business income, deductions optimization, amendments)....Work at officeLocal areaMonday to Friday- ...in our St. Louis office. The ideal candidate will have 3+ years of experience working on complex estate, tax, and wealth planning matters for a variety of clients, including individuals and families, banks and trusts companies, wealth management advisors, and private foundations...Work at office
$90k - $125k
Tax Manager, Private Client & Family Office Services Join to apply for the Tax Manager... ...the change management plan Handles full-life cycle of... ...tax returns Involves firm specialists, as appropriate Strategy Development... ...the chance to grow their wealth over time as their shares...Full timeWork at officeLocal areaImmediate startRemote workWork from home- ...Senior Tax Manager - Private Client & Trusts (HNW/UHNW) We are seeking a Senior Tax Manager to lead... ...team leadership to deliver tailored tax planning, compliance and trust & estate... ...Advise clients and coordinate with wealth advisors, estate planning attorneys,...
$77k - $214k
...Senior Associate, Specialized Tax Services - Research & Development... ...tax advice and solutions to clients in complex and niche areas of... ...intricate tax regulations and optimize their tax positions. As a Senior... ...intricate tax compliance and planning requirements Utilizing...Full time- ...seeking an associate attorney to join its Private Client practice group in St. Louis, Missouri, focusing on estate planning, wealth transfer strategies, and related areas. The... ...with estate and trust administration, tax planning, and drafting and reviewing legal documents...Private practice
- ...Job Description Wealth Management Officer The main purpose... ...is to develop relationships with clients with the intent of providing financial planning and offering a valuable service to... ...services including administration, tax, and investments ~ Strong...
- ...associate attorney to join its Private Client practice group in St. Louis, Missouri. The... ...will have a keen interest in estate planning, wealth transfer strategies, and related areas.... ...administration. Engage in gift and estate tax planning. Participate in charitable planning...Private practice
- ...Assurance Experienced Senior to oversee day-to-day audit activities, including planning, fieldwork, and wrap-up, with emphasis on GAAP application and control testing. The role acts as primary client contact and may participate in reviews and agreed-upon procedures...
- ...for a culture that puts its clients and associates first: a culture... ...What You'll Be Doing The Wealth Strategist I serves as a... ...Strategist provides estate and tax planning knowledge and consultation... ...project managers, marketing specialists, developers, bankers, operations...Work at office
- Wealth Consultant with Sports Background About the job Wealth Consultant with Sports Background... ...aligned with business strategy Guide clients on investment strategies and... ...products and coverage Assist with retirement planning and wealth management Build lasting client...Full timeInternshipWork at officeLocal areaRemote workFlexible hours
$95k - $115k
DescriptionKforce is partnering with a client in the Saint Louis, MO area to identify a Tax Senior Accountant.Summary:This role will support a variety of tax... ...related calculations* Assist with tax audits, inquiries, planning projects, and special assignments* Help implement...- ...Private Client Services Tax ManagerRubinBrown is one of the nation's leading accounting and professional consulting firms with a commitment... ...competence in specialty expertise (in Income tax, Compliance, and Planning)Manage engagements/assignments in a consistently profitable...Work at officeWeekend workAfternoon shift
$99k - $266k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will...H1b- Brighton Jones is seeking an Advisor to manage client relationships and provide comprehensive financial planning support. The role involves interacting with clients, preparing meeting deliverables, and leading team projects. Candidates should have experience in financial...
- Aeon Financial is seeking a Financial Representative to deliver comprehensive financial planning and build long‑term client relationships. The role blends planning with client interaction and business development, with a clear path to a Financial Advisor position. Compensation...
- ...Recruiting seeks a Financial Advisor who excels in high-touch client relationships, strategic thinking, and long-term... ...client relationships, delivering integrated financial plans across investments, retirement, tax planning, estate considerations, and risk management, with...
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