Senior Tax Planning Strategist (CPA/EA) — WealthTech
53 Stations
53 Stations in New York is looking for a Tax Planning Specialist to help clients optimize their tax strategies. This role involves collaborating with financial planners, creating tax projections, and managing tax compliance. The ideal candidate will have a CPA or EA designation, at least 7 years of experience, and in-depth knowledge of tax laws. Benefits include comprehensive health coverage, a 401k plan, and paid parental leave. #J-18808-Ljbffr 53 Stations
- A wealth management firm is seeking a Tax Planning Specialist to optimize tax strategies for clients. This role involves developing tax... ...Certified Financial Planners®. The ideal candidate will have a CPA or EA certification and at least 7 years in tax planning. Benefits...SeniorTaxWork at office
- A reputable financial services firm is seeking a Tax Planner specializing in individual tax planning and tax return review. The ideal candidate will hold a CPA or EA qualification and have a minimum of 2 years of experience in tax compliance and preparation. Responsibilities...TaxWork at office
- Uplinq Inc. is seeking an experienced tax management professional to oversee tax operations. The role includes conducting reviews of... ...with corporate tax laws. The ideal candidate will have an Active EA or CPA certification, extensive experience in tax operations, and...SeniorTaxRemote job
- Joingelt is seeking a Senior Technical Tax Manager to work remotely in the United States. This full-time role requires a CPA or EA with 10+ years of relevant experience and deep knowledge of federal tax law. Responsibilities include advising on tax regulations, reviewing...SeniorTaxRemote jobFull time
- A leading wealth management firm is seeking a skilled Tax Planner to provide expert tax planning and compliance services. Candidates should have a CPA or EA designation and at least 2 years of experience in tax compliance. The role involves preparing individual tax returns...TaxRelocation
- ...Skills Research Institute seeks a Remote Tax Director to lead a dynamic tax team, focusing... ...-worth individuals. You will manage tax planning, oversee returns preparation, and mentor... ...have 8+ years of tax experience, a CPA or EA license, and familiarity with accounting...TaxRemote job
- CloudCPA Inc. is seeking a Certified Public Accountant (CPA) and Tax Strategist to join their remote team. This role involves leading tax compliance and developing proactive tax strategies for diverse business clients. Ideal candidates should have over 5 years of experience...TaxRemote job
$100k - $150k
EisnerAmper LLP in New York is seeking a Senior National Tax Office professional to focus on federal income tax research, analysis, and client guidance for partnerships, S corporations, and C corporations. The ideal candidate will have over 3 years of progressive tax consulting...SeniorTaxWork at office- CloudCPA Inc. Certified Public Accountant (CPA)/Tax Strategist Remote Full Time This role is ideal for a U.S.-based CPA with 5+ years of experience... ...decisions throughout the year. You should be able to spot planning opportunities, speak confidently with clients, understand...TaxFull timeRemote work
- An established industry player is seeking a skilled Tax Manager to join their dynamic team in Midtown, NY. This role involves overseeing... .... The ideal candidate will bring 7-10 years of experience, a CPA license, and a solid understanding of private equity and distressed...SeniorTax
$30 per hour
...Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth... ...guidance and education on estate, tax, philanthropic, and multigenerational... ...and additional designations (CTFA, CPA, CFP, etc.) preferred. Minimum...SeniorTaxWork at officeRemote work- A leading consulting firm is seeking a Senior Manager in its International Tax and Transaction Services practice, focusing on Transfer Pricing. The role involves advising clients on complex intercompany transactions, building strategic relationships, and applying innovative...SeniorTax
- A global professional services firm is seeking a Senior in Indirect Tax for their office in New York City. The role involves advising on indirect tax regulatory changes, managing compliance processes, and identifying optimization opportunities. Suitable candidates must...SeniorTaxWork at office
- An established industry player is seeking a Tax Manager to oversee tax planning and compliance. This role requires a strong background in accounting, particularly with a CPA designation and significant experience in a CPA firm. The successful candidate will engage in all...SeniorTax
$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range... ...investment management, advanced tax planning, and multi‑generational wealth... ...Planner, you will serve as the lead strategist on sophisticated engagements...SeniorTaxRemote jobFull timeWork at officeFlexible hours$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth... ...on making wealth transfer planning a primary component of the... ...Wealth Strategists for tax and estate planning, business... ...have JD, LLM, and/or CPA Securities industry...SeniorTaxTemporary workFlexible hours$70k - $80k
...Senior Brand Strategist New York, New York, United States About Flywheel Flywheel's suite of digital commerce solutions accelerate growth... ...for personal information such as bank account data or tax IDs nor payments via social media or chat-based applications...SeniorTaxWork at officeLocal areaImmediate startFlexible hours- 53 Stations is looking for a highly skilled Tax Planner to join our team in New York City. This role involves providing expert tax planning and compliance services to optimize strategies for clients, with responsibilities including completing income tax returns and conducting...Tax
$120k - $135k
...? We're looking for a hands-on Senior Manager of Media Relations Strategist who can bring an established communications... ...to life through disciplined planning, execution, and measurement. This... ...governing such matters as employment, tax, insurance, etc., we must collect...SeniorTaxWork at officeLocal area$200k - $250k
....com ( What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and... ...to develop and implement wealth planning as part of CIBC Private Wealth’s integrated... ...clients understand their estate planning, tax planning, philanthropic vehicles, life...SeniorTaxRemote work$175k - $210k
...Senior Investment Strategist Location: Onsite – SoHo, New York City At Vise, we're building the future... ...techniques such as direct indexing, tax optimization, factor investing, and... ...including $1 medical insurance ~401k plan with generous matching and self-directed...SeniorTaxCasual workWork at officeAfternoon shift$115k - $130k
...We are seeking a mid-level Campaign Strategist to join our Advertiser Success team. This role... ...When we are not eating, working out, or planning parties, Fluent folks can be found participating... ..., dental, and vision insurance ~ Pre-tax savings plans and transit/parking...SeniorTaxWork at office- Job Overview Plan, implement, and monitor the lifecycle of assets. Ensure that assets are... ...and liquidity event strategies, including tax implications, family dynamics, and other risks... ..., and liquidity event exit planning. CFP, CPA, or JD required. Additional advanced...SeniorTax
$35.58 - $38.95 per hour
...operational expertise and strategic thinking. JOB DESCRIPTION The Temp Senior Payroll Associate performs a variety of functions necessary for... ...payments, one-time payments, taxable fringe benefits, tax adjustments, equity-based compensation, stop payments, void checks...SeniorTaxHourly payTemporary workFreelanceLocal area$125k - $140k
Senior Accountant (CPA) - New York, NY. ABOUT US HR&A Advisors, Inc. (HR&A) is an employee-owned company... ...infrastructure, first into actionable plans and then into job‑producing, community‑... ...with external auditors. Assist with tax filings and regulatory reporting...SeniorTaxWork at officeLocal areaFlexible hours3 days per week- A growing CPA firm specializing in dental clients is looking for... ...Remote Client Relationship Manager/Senior Accountant to join the team.... ...0% includes both business and tax services, Tax Prep 25%, and... ...is a plus Strong hands-on tax planning and preparation skills You...TaxRemote jobTemporary work
- ...includes overseeing the integration of AI capabilities across the platform to enhance portfolio management, trading, compliance and tax-aware investment processes. As chief AI officer, Dumlao will guide efforts to unify compliance oversight, optimization and automation...Tax
- ...Senior Financial Planner Tired of traditional financial planning? Range is the fast, flexible, holistic... ...next big thing in WealthTech. Join us as we... ...investments, and tax planning Be an... ...Public Accountant (CPA), Chartered Financial... ..., Enrolled Agent (EA), Equity Compensation...SeniorTaxWork at officeRelocationMonday to FridayFlexible hours
- A financial services company is seeking a CPA or EA with expertise in trust and estate taxation to join their... ...Responsibilities include preparing fiduciary income tax returns and gift tax returns, providing tax planning guidance, and collaborating with clients and...TaxRemote jobContract workFlexible hours
$158.01k - $276.46k
...exceptional service. Wealth Strategist/Client Development Sales... ...sales executive role. As a senior member of the Northern Trust... ...approach to wealth management planning. With the support of our local... ...knowledge of wealth transfer and tax planning strategies. And you'...SeniorTaxLocal areaFlexible hours
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