Senior Tax Planning Strategist for Holistic Client Wealth
Hantz Group
A financial services firm in Willoughby, Ohio, is seeking a Senior Tax Planning Specialist. This role involves developing financial strategies and minimizing tax liabilities for clients through thorough analysis and collaboration. Candidates should have a Bachelor’s degree in Accounting or Finance, relevant experience, and preferred certifications like CPA or Enrolled Agent. The firm offers a comprehensive benefits package including health insurance and retirement plans. #J-18808-Ljbffr Hantz Group
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Planning Strategist for Holistic Client Wealth in Willoughby, OH vacancy
$60k - $65k
...Job Description Job Description Wealth Management Client Concierge Location: Willoughby Hills, OH Status: Full... ...in every aspect of financial and retirement planning, we deliver an integrated plan including tax and estate planning, maximizing social security...TaxFull time- ...Senior Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with... ...of services tailored to each individual client. We deliver a team of professionals that... ...outcomes for our clients. By taking our holistic approach, we strive to reduce stress...SeniorTaxWork at officeLocal areaFlexible hours
- ...Northeast Ohio, offering financial planning and wealth management services. At... ...experience for our clients and team. Passion . We pursue... ...the position The Portfolio Strategist is a member of Sequoia’s Investment... ...target allocations, analyze tax-loss harvesting opportunities...TaxFull time
- ...financial services company is seeking an Advanced Tax Planner to collaborate with Financial Advisors in developing strategies to minimize client tax liabilities. Responsibilities include... ..., with benefits including health insurance and a 401K plan. #J-18808-Ljbffr Hantz GroupSeniorTaxFull time
- ...Tax Staff Accountant As a Tax Staff Accountant you will have the opportunity to work on various types of tax... ...deliverables. Job Responsibilities: Assist clients with meeting their tax and financial planning objectives Prepare a variety of tax returns and serve...Tax
- ...Financial Planning Assistant Hantz Group is a Michigan-based financial... ...tailored to each individual client. We deliver a team of... ...for our clients. By taking our holistic approach, we strive to reduce... ...business and meetings with advisors, tax team and estate planners Market...TaxWork at officeFlexible hours
- ...The Tax team is expanding, and the organization is seeking a Tax Manager to support growing business needs at its headquarters location... ...audits, reverse audits, and settlement negotiations Support tax planning and research for ongoing business initiatives Deliver internal...TaxLocal areaFlexible hours
$50 - $60 per hour
...strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when...SeniorHourly payContract workFor contractorsWork experience placementRemote work- ...Merrill Wealth Management is a leading provider... ...management, including planning for retirement, education... ...and Wealth Management Client Associates help clients... ...partners closely with the Senior Client Relationship Manager... ...K, Options, Annuities, Tax, Retirement Plans,...TaxWork experience placementWork at officeWork from homeHome officeShift workDay shift
- ...Responsibilities Leads the service delivery model and wealth management banking strategy of... ...Advisor teams and deliver outstanding client service. Supervises financial... ...knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities...Tax
- A tax preparation company located in Willoughby, Ohio, seeks dedicated individuals to conduct tax interviews with clients and provide audit support. The role requires a High School Diploma, effective communication skills, and customer service experience. Additional benefits...TaxSeasonal work
- Lubrizol Corporation is hiring a Global Category Manager for Indirect Procurement in the United States. The role focuses on managing a global portfolio, developing category strategies, and negotiating with suppliers to achieve cost and performance goals. You will collaborate...
- ...accounting firm located in Northeast Ohio. We have a well-established reputation for providing quality accounting, consulting, and tax services to clients in a wide range of industries. Our firm is a well-established, fast-growing company that is focused on providing great...SeniorTaxWork at officeFlexible hours
- Five Star Trucking in Willoughby, Ohio, is looking for a Carrier Sales Representative to drive revenue growth by building relationships with carriers. The successful candidate will actively source new capacity and negotiate contracts, contributing to the expansion of our...Work at office
- ...services tailored to each individual client. We deliver a team of professionals... ...for our clients. By taking our holistic approach, we strive to reduce stress... ...: Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow...TaxWork at officeFlexible hours
- ...provide help and inspire confidence in our clients, associates, and communities everywhere.... ...to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap... ...is always open. A Typical Day Conduct tax interviews with clients Increase retention...Tax
- A financial recruiting agency based in Ohio is looking for a Financial Manager to oversee financial operations. This includes managing budgeting, financial reporting, and cash flow. Desired candidates should have a bachelor's degree in finance or accounting, strong knowledge...Work at office
- ...Expand revenue of existing clients Responsible for short-term and long-term business planning; identify business opportunities... ...Expert Maybe a member of the Senior Operations Management Team Drive... ...and expertise in accounting, tax, advisory, benefits, insurance,...TaxTemporary work
- ...high-end Accounting & Attest Services, Tax Preparation & Planning, and Management Advisory Services. We... ...building lasting partnerships with our clients, helping them achieve both immediate... ...personalized approach. Position: Senior Tax Manager Location: Mayfield...TaxFull timeImmediate start
- ...Verify vouchers in General Ledger. Prepare quarter-end & year-end Corporate financial schedule reports. Assist annual statutory audit and tax audit with external auditors. Implement Internal Control practices and processes that comply with statutory and corporate...SeniorTax
$100 per hour
...Ancora Holdings Group is a private wealth advisor and institutional... ...management solutions that help our clients achieve more. The firm's... ...Coordinate the firm's 401(k) plan audit, preparing schedules and... ...parent company on applicable tax preparation, cash-flow management...TaxWork at officeLocal areaRemote work- Lubrizol Corporation is seeking a Domestic Income Tax Analyst to support U.S., state, and local tax compliance. The successful candidate will prepare tax returns and perform tax research and planning, ensuring adherence to tax laws. A Bachelor’s degree in business and a...TaxLocal areaFlexible hours
- A leading tax services firm in Willoughby, OH is looking for a Tax Manager to oversee indirect tax compliance and lead audits. The ideal... ...indirect tax experience. Responsibilities include managing tax planning, delivering training, and mentoring staff. The firm offers a...TaxFlexible hours
- ...leading architectural firm in Mentor, Ohio is seeking an experienced Senior Project Architect to lead design concepts and oversee... ..., REVIT, AutoCAD, and Bluebeam is essential. This role involves client interactions and managing project teams to ensure high-quality deliverables...SeniorWork at office
- ...growth and cost management. Partner with facility leaders and corporate departments to support decision‑making. Support external audits, tax preparation, and compliance activities. Work with outside consultants, bankers, insurance brokers, and public accounting firms....SeniorTaxWork at officeLocal area
- ...high-impact marketing initiatives for our clients. This role is ideal for someone who... ...strategic direction into clear execution plans, coordinate resources, and personally contribute... ...Fire. Our team is made up of creative strategists, data-driven marketers, and passionate...SeniorWork at officeFlexible hours
- ...balance, and functional limitations to develop personalized treatment plans. Design and implement therapeutic interventions, including... ...documentation systems (e.g., EPIC, Homecare Homebase, etc.). Benefits: Tax-free housing and meal stipend (depending on the location of your...TaxContract workTemporary workShift work
- ...accounting firm located in Mentor, OH. We have a well-established reputation for providing quality accounting, audit, and tax services to clients in various industries. We are currently seeking a full-time or part-time administrative assistant to join our team. Responsibilities...TaxFull timePart timeWork at office
- ...Minimum Experience: Mid-level Position Title: Senior Project Engineer Position Type: Full-... ...for effectively and efficiently planning, leading, and executing multiple projects... ...set objectives, while meeting or exceeding client expectations. Identifying and recognizing...SeniorFull timeFor contractorsLocal area
- ...reputation for providing quality accounting, consulting, and tax services to clients in a wide range of industries. Our firm is well-established... ...development or participating in other Firm initiatives Develop a plan to utilize external relationships with different types of...SeniorTaxWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Planning Strategist for Holistic Client Wealth. Be the first to apply!
Related searches
- senior manager legal Willoughby, OH
- senior accountant remote Willoughby, OH
- senior Willoughby, OH
- senior manager diversity & inclusion Willoughby, OH
- senior application administrator Willoughby, OH
- tax services Willoughby, OH
- part time tax Willoughby, OH
- tax professional Willoughby, OH
- tax Willoughby, OH
- corporate strategist



