Tax Advisor
Green Key Resources
Job DetailExperience Level DirectorDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000021374Salary Type AnnuallyIndustry Financial Services;Hedge Fund;Private EquitySelling Points Contribute to impactful tax strategies within a relationship-driven organization. Build a long-term career at a firm with a 200-year legacy. Enjoy hybrid work flexibility and strong benefits.Job DescriptionTax Advisor OverviewThe Tax Advisor will provide expert tax advisory and planning support for clients within the wealth management sector.Collaborate with executives, business owners, and family offices to navigate complex tax structures and optimize outcomes.Contribute to the development of innovative tax planning strategies for internal and external stakeholders.Join a reputable organization with a 200-year legacy and a relationship-driven culture.Benefit from a hybrid work arrangement and a supportive professional environment.Enjoy opportunities for long-term career growth within a privately-owned firm.Engage in meaningful work that impacts clients' financial and tax strategies positively.Leverage advanced tax credentials and extensive experience to deliver exceptional advisory services.Tax Advisor Key Responsibilities & DutiesReview tax returns and identify planning opportunities for individuals and entities.Conduct research on tax questions and stay updated on changes in tax laws and regulations.Develop and implement proactive tax planning strategies to minimize tax exposure.Advise professionals on tax matters affecting account management and financial planning.Collaborate with family office professionals to integrate tax considerations into financial planning.Analyze tax matters and make recommendations to drive business decisions.Review financial statements for various entities and provide actionable feedback.Partner with external tax advisors to ensure alignment between strategies and compliance filings.Tax Advisor Job RequirementsBachelor’s degree in a relevant field is required.Minimum 8 years of relevant work experience; 12 years preferred.CPA, JD, or other advanced tax credentials strongly preferred.Proven expertise in tax advisory and planning within wealth management.Strong analytical skills to navigate complex tax structures and regulations.Ability to collaborate effectively with internal and external stakeholders.Experience in developing and reviewing tax plans to optimize financial outcomes.Familiarity with financial statement analysis for various entities.
$27 - $41 per hour
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New York, NY12 days ago$33.45 - $40.47 per hour
...individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations... ...- Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while...SuggestedLocal areaIntuit
New York, NY6 days ago$18.24 - $66.88 per hour
...Seasonal Tax Advisor As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships...SuggestedHourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaH&R Block
Pleasantville, NJ4 days ago$19.07 - $69.92 per hour
About the Role As a Tax Advisor at H&R Block, you’ll help clients navigate their tax needs with confidence and clarity. Supported by technology and a dedicated Client Care Specialist, you’ll review each client’s situation, ensure return accuracy, and provide practical guidance...SuggestedHourly payMinimum wageTemporary workSeasonal workLocal area$73.5k - $212.28k
...Specialism IFS - Finance Management Level Manager Job Description & Summary The Opportunity As a Partner Tax Preparation Advisor Manager, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-...SuggestedH1bPricewaterhouseCoopers
New York, NY3 days ago$36 - $49 per hour
...Job Description OverviewCome join Payroll Tax Operations (PTO) as a payroll tax professional responsible for the accurate and timely resolution of payroll tax issues across Notices, Corrections, Amendments, and Pay & File. The Senior Payroll Tax Processor is a core...Remote jobHourly payWork at officeLocal areaFlexible hoursIntuit
New York, NY1 day ago$55k - $151.47k
...Partner Tax Preparation Advisor Senior Associate The Opportunity As a Partner Tax Preparation Advisor Senior Associate, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice...PwC (US)
New York, NY1 day ago- Kforce Inc., a leading New York-based wealth management and tax advisory firm, seeks a Senior Tax Professional with 5+ years of experience. The role involves preparing and reviewing individual, trust, corporate, and employee benefit tax returns and advising clients on tax...Work at officeWork from home
- ...our year-round TurboTax Retail Experts at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax return preparation, tax advice, and software support to help customers achieve positive financial outcomes. As a TurboTax Retail Expert...Local area
- ...individuals to join our dynamic team as TurboTax Local Service Experts at new locations across the United States. This on-site role combines tax expertise, community engagement, and customer education to help clients navigate personal and small business tax needs. You’ll work...Local area
$80 per hour
Ethos is engaging with a leading AI lab to recruit tax advisors with 4+ years at a top tax practice (e.g. Big 4). The role focuses on creating and refining AI-generated tax presentations and slide decks for core workflows, including tax structuring, technical position...Remote jobImmediate startFlexible hours- PKF O’Connor Davies in the United States seeks a Senior on the Advisory team who will also support Tax M&A. You will work with Managers, Directors and Partners to deliver high-quality tax advisory and due diligence on deals. The role requires 3+ years in US corporate income...Work at office3 days per week
- ...financial services client in Great Neck, NY. The role is hybrid, requiring three days on-site and two days remote, with a focus on proactive tax planning for high net worth individuals and entities. You will own client relationships, work directly with leadership, and see the...Remote work
- The Commonwealth of Pennsylvania's Department of Revenue seeks a Personal Income Tax Advisor to provide expert guidance on state tax laws and initiatives. You will analyze legislation, support program delivery, and translate complex rules into practical guidance for lawmakers...Remote work
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- ...year-round TurboTax Local Service Experts to work on-site at TurboTax locations across the United States. You will provide hands-on tax advice, complete tax returns, and support clients with the broader Intuit ecosystem in a collaborative, end-to-end service model. You...Local areaFlexible hours
$77k - $214k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Value Added Tax (VAT) Senior Associate, you will provide advice and guidance to clients on indirect tax planning, compliance, and...Full timeH1bLocal areaPwC
New York, NY6 days ago$75k - $90k
...Tax Associate Prosperity Partners ("Prosperity") is a Chicago-headquartered professional services firm offering best-in-class tax, accounting, transaction advisory and personal finance services to dynamic businesses, high net-worth individuals, and family offices. With...Full timeWork experience placementWork at office2 days per week$90k - $125k
...Senior Tax Staff Accountant Gelfand, Rennert & Feldman is seeking a Senior Tax Staff Accountant, ideally with entertainment business management experience, to join our team of dedicated professionals. The Senior Tax Staff Accountant is responsible for the preparation...Work experience placementWork at officeLocal areaSCS Financial
New York, NY13 hours ago- About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build...Hourly payWork at officeLocal area
£60k per year
Specialist Tax Advisor Chestor Up to £60,000 + Bonus & Benefits No timesheets! An independent specialist tax advisory is looking to add a Specialist Tax Advisor to their close-knit team of specialists in Chester. This is an excellent opportunity to work on technically challenging...Flexible hours$90k - $125k
...Job Description Summary Gelfand, Rennert & Feldman is seeking a Senior Tax Staff Accountant, ideally with entertainment business management experience, to join our team of dedicated professionals. The Senior Tax Staff Accountant is responsible for the preparation and review...Work experience placementWork at officeLocal areaFocus Financial Partners Inc.
New York, NY1 day ago$65k - $85k
...Tax Staff Accountant Gelfand, Rennert & Feldman is seeking a Tax Staff Accountant to join our team of dedicated professionals. The Tax Staff Accountant role is responsible for the preparation of various reports in support of servicing clients, preparation of simple...Work experience placementWork at officeLocal areaSCS Financial
New York, NY1 day ago- ...Job Description Job Description A midsize CPA firm located in Brooklyn is growing and seeking to hire a full time tax accountant with at least 4 years of experience. Immediate hire! Duties and responsibilities include but not limited to development and training of...Daily paidFull timeImmediate start
Eco-Tax, Inc
New York, NYa month ago $20 - $25 per hour
...Job Description Job Description Tax Preparer - [Full-Time/Part-Time/Seasonal] Job Title: Tax Preparer Location: [Brooklyn, NY] Job Type: [Full-Time, Part-Time, Seasonal, Contract] Compensation: [Competitive hourly rate of $20 to $25] About Us [Company...Hourly payFull timePart timeSeasonal workLocal areaTAXMONEY REFUND
New York, NY2 days ago- ...Whitecap Search is seeking a dedicated and experienced tax professional. The ideal candidate will have a strong background in preparing and reviewing tax returns for high-net-worth individuals and various entities. This role requires meticulous attention to detail, strong...Hourly payLocal area
WhiteCap Search
New York, NY1 day ago - ...~ Prepare only returns that are within their certification level(s) and within the scope of the program. ~ Prepare multiple year tax returns via computer based on taxpayer's documentation and only the returns for which you have received certification. ~ Punctuality...Work at officeLocal areaFlexible hoursShift work
BronxWorks
New York, NY4 days ago - As a Tax Associate at Intuit, you’ll support TurboTax customers by delivering accurate, timely virtual tax help. You will review financial documents, prepare and check individual returns, and guide users through TurboTax while explaining credits, deductions, and IRS/state...
- PwC in New York is seeking a Partner Tax Preparation Advisor Senior Associate to deliver personalized tax planning and compliance for high-net-worth individuals and privately-owned businesses. You will build client connections, mentor others, and navigate complex tax regulations...
$260k - $365k
...privacy policy for important information about how we collect and use information that you provide to us. Position(s) Applying for Tax Associate Steptoe LLP seeks an associate to join its Tax and Private Client practice in the firm’s New York office. The ideal...Private practiceWork at officeImmediate startRemote workSteptoe & Johnson
New York, NY4 days ago
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