Tax Planner (CPA/EA) - FinTech Wealth Planning
Range
A financial services firm located in the United States is seeking a highly skilled Certified Public Accountant (CPA) or Enrolled Agent (EA) to join their team as a Tax Planner. In this role, you will provide expert tax planning and compliance services, working closely with financial planners, and completing tax returns for clients. Successful candidates will have a minimum of two years in tax compliance and a solid knowledge of complex individual tax situations. Enjoy a comprehensive benefits package including health coverage and a competitive salary. #J-18808-Ljbffr Range
- ...experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working... ...diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance...TaxWork at office
- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth... ...through comprehensive, expert planning. The Private Wealth Planner (PWP) role is... ...diversification, trusts & estates, individual tax rules (both transfer and income taxes),...TaxWork at office
- ...Advisors in Bellevue, WA seeks an experienced Vice President, Senior Wealth Manager to lead a personal book of high-net-worth clients. You... ...deliver comprehensive wealth strategies, oversee financial planning, tax and estate considerations, and collaborate with investment...Tax
- ...experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working... ...diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance...TaxWork at office
$157.23k - $192.17k
...Day One.Job DescriptionThe PWM Wealth Planner is focused on providing... ...comprehensive and goals-based planning. The Wealth Planner provides... ...protection planning, philanthropic, tax planning, business transition... ...concepts & software -JD, CPA, CTFA, CFP and/or advanced degree...TaxFull timeWork experience placementLocal area- ...Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team, delivering personalized wealth advice aligned with client goals. You... ...planning, including retirement, risk management, tax, estate, and investment planning. The role offers...TaxWork at officeRemote work2 days per week
$165k - $345k
...WashingtonJob SummaryThe Family Wealth Strategist serves as the lead... ...investment management, wealth planning, trust services, and banking... ...experience).Deep knowledge of tax, investment, estate planning,... ...QUALIFICATIONSProfessional credentials such as JD, CPA, CFA, CFP or Master's Degree....TaxFull timeWork at officeFlexible hoursNight shift- U.S. Bank is looking for a PWM Wealth Planner in Seattle, WA, responsible for providing clients with comprehensive and personalized planning services such as lifestyle, protection, and tax planning. The ideal candidate will have a bachelor's degree and over 10 years of...Tax
$148.5k - $174.7k
Job Description The PWM Wealth Planner is focused on providing clients with comprehensive, goal‑based planning. The Wealth Planner provides the following... ...planning, philanthropic, tax planning, business transition... ...concepts and software JD, CPA, CTFA, CFP, and/or advanced...TaxTemporary workWork experience placement- ...mission to redefine wealth management. We... ...traditional financial planning company, look... ...Accountant (CPA) or Enrolled Agent (EA) specializing in individual tax planning and tax... ...with an interest in fintech, we want to hear... ...from you. As a Tax Planner, you will be responsible...TaxWork at officeRelocationMonday to Friday
- RBC is seeking a Senior Associate Wealth Strategist to support wealth transfer planning as a core component of the client experience for HNW and UHNW clients. This... ...their clients. Responsibilities include supporting tax and estate planning, business succession planning,...Tax
$82k - $135.2k
A global leader in professional services is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory services to high-net-worth clients and lead complex wealth planning projects. The ideal candidate will have a Bachelor's degree, at least 3 years of relevant...Tax$70k - $130k
...to grow! The Senior Associate Wealth Strategist position supports a... ...focus on making wealth transfer planning a primary component of the... ...external Wealth Strategists for tax and estate planning, business... ...Nice-to-have JD, LLM, and/or CPA Securities industry licenses...TaxFull timeTemporary workFlexible hours$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...TaxRemote job$90k - $115k
...committed to delivering outstanding wealth management and financial planning solutions to the clients who trust us... ...sharpen their craft as a financial planner while working alongside seasoned advisors... ...current on regulatory developments, tax law updates, market trends, and...TaxVisa sponsorship- ...leading financial technology company is seeking a Credentialed Tax Accountant to assist customers in completing their taxes using TurboTax... ...of 2 years of paid experience in tax preparation and an active EA, CPA, or Attorney credential. The role is 100% remote, involving...TaxRemote job
- ...Tax Planning Specialist At Range, we're building... ...building AI-powered wealth management. Investments... ...Public Accountant (CPA) or Enrolled Agent (EA) specializing in individual... ...with an interest in fintech, we want to hear... ...Certified Financial Planners® to devise and...TaxWork at officeLocal areaRelocationMonday to Friday
$70k - $120k
Tax Supervisor CPA - $70-$120K- work/life balance & less req’d billable hours. Full-time We are a growing Public Accounting & Wealth Management Firm based in Bellevue, WA that offers employees flexible... ...tax and financial planning concepts? Are you looking for...TaxFull timeRemote workFlexible hours- ...leading financial services company is seeking a Tax Expert for the upcoming tax season,... ...experience in tax preparation and an active EA, CPA, or practicing attorney credential. You... ...everyone and enjoy benefits like a 401(k) plan and employee assistance programs. #J-18808...TaxRemote work
- ...traditional financial planning? Range is the fast,... ...flexible, holistic wealth management platform... ...Financial Planner to join our team of... ..., investments, and tax planning Be an active... ...Public Accountant (CPA), Chartered Financial... ...), Enrolled Agent (EA), Equity Compensation...TaxWork at officeRelocationMonday to FridayFlexible hours
- ...re building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead... ...Senior Financial Planner to join our team of industry... ...Public Accountant (CPA), Chartered Financial Analyst... ...(CFA), Enrolled Agent (EA), Equity Compensation...TaxWork at officeRelocationMonday to Friday
- A leading financial technology company is seeking a Credentialed Tax Accountant for a fully remote position. The successful candidate will assist customers with their tax preparations using TurboTax products and must have at least 2 years of paid experience filing federal...TaxRemote jobFlexible hours
- JPMorganChase in Bellevue, WA seeks a Vice President, Private Wealth Planner to deliver holistic financial planning to clients. This role requires extensive knowledge in various planning areas, including retirement and investment strategies. The successful candidate will...
- ...leading financial services company is seeking a Tax Agent to assist customers with their tax... ...experience and possess an active EA, CPA, or Practicing Attorney credential. This remote... ...competitive company benefits including a 401(k) plan and employee stock purchase opportunities....TaxRemote jobWork from home
- ...seeking an experienced Senior Financial Planner to craft comprehensive financial plans for members and support them via our asynchronous... ...role leverages technology to reinvent wealth management, combining planning, investments, and tax strategies with feedback to our product...Tax
- ...client acquisition and delivering holistic planning to an existing client base. Not a call-... ...comprehensive financial planning: retirement, tax planning coordination, estate planning... ...2+ years as a financial advisor/wealth advisor with direct client-facing planning...TaxLocal area
$94k - $175k
...Obtain and reviews and monitors all estate planning documents periodically to ensure that... ...and to provide well-coordinated estate, tax and financial planning alternatives to meet... ...fiduciary, investment, tax, and other related wealth issues by keeping current as to estate...TaxFull timeWork experience placementWork at officeLocal areaFlexible hours$100k - $180k
A growing local accounting firm is seeking a Tax Manager or Senior to work closely with clients on tax and business needs. The role... ...strong focus on professional development. Ideal candidates will have CPA/EA designation and 3+ years in public accounting. Enjoy a...TaxRemote jobLocal areaFlexible hours- Moser & Company in Bellevue, WA is seeking a Tax Supervisor CPA who will be responsible for preparing various tax returns and advising clients on compliance and planning. The role offers a competitive salary between $70K and $120K, with performance bonuses and professional...TaxRemote jobWork at officeFlexible hours
$150k - $200k
Senior Tax Manager, CPA Tax Advisory | Client Leadership | Incoming Book of Business | Partnership... ...established client base as part of a planned transition from a retiring partner. For... ...strategies designed to preserve wealth, reduce tax liabilities, and support long...TaxImmediate startRelocation packageFlexible hours
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