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
$80k - $100k
Stabler Wealth Management in Bellevue seeks a dedicated professional to work alongside lead advisors in financial and tax planning. This hybrid role offers significant growth opportunities, where you will manage planning tasks and client communications, particularly during...Tax- ...Vice President, Private Wealth Planner The Private Client experience at J.P. Morgan offers... ...Management 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
$131.91k - $224.14k
## Wealth StrategistApplylocations: Seattle, WAtime type: Full timeposted... ...liaison (e.g. attorney, CPA, etc.). 6. Responds to questions... ...on the benefits of estate planning products/services. Analyzes property... ...appropriate plans for estate taxes. Utilizes knowledge of...TaxWork experience placementH1bWorldwideFlexible hours$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 of...TaxWork at officeRemote work- 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
- ...seeking an experienced CFP to join their collaborative team in Bellevue, WA. This role focuses on delivering complex financial, tax, and estate planning strategies for high-net-worth families, valuing long-term relationships over product pushing. You'll inherit an...Tax
$148.5k - $174.7k
...PWM Wealth Planner At U.S. Bank, we're on a journey to do our best. Helping... ...and goals-based planning. The Wealth Planner provides... ...protection planning, philanthropic, tax planning, business transition... ...planning concepts & software - JD, CPA, CTFA, CFP and/or advanced...TaxTemporary workWork experience placementLocal area- ...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
$55k - $110k
...contribute, and truly make an impact. Position Overview The Wealth Planning Associate is a core member of our team-supporting client... ...software and client management tools Microsoft Office Suite Tax software Effective communication across all formats and...TaxFor contractorsWork experience placementWork at office- Tax Manager - we’ll increase your current salary and opportunity-Work/Life Balance CPA Full-time Overview We are a growing Public Accounting & Wealth Management Firm based in Bellevue, WA that offers its employees... ...) profit sharing, cafeteria plan benefits. 20 benefit days (...TaxFull timeRemote workFlexible hours
$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$100k - $125k
...Pursues and sells our services to retirement plan prospects. Solidifies client relationships... ...options and offers guidance based on IMA Wealth’s best in class list Under moderate... ...Vision Family Assistance Program FSA HSA Pre‑Tax Parking Plan 401(k) Life/AD&D Accident Critical...TaxTemporary workInternshipLocal areaFlexible hours$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- JPMorgan Chase & Co. is seeking a Vice President, Private Wealth Planner to provide comprehensive wealth management solutions to its private... ...with advisors and delivering holistic, goals-based financial planning, utilizing proprietary Wealth Plan software. The ideal...
$90k - $120k
Senior Tax Associate - CPA Firm / Tax Manager track Location: Remote; local to Washington, DC area... ...tax returns, with additional exposure to planning, M&A, QSBS, equity compensation, and... ...individual and business returns, and either an EA or active CPA track. This is a great...TaxFull timeLocal areaImmediate startRemote work- ...Range Financial Planner Opportunity Tired... ...traditional financial planning? Range is the fast,... ...flexible, holistic wealth management platform... ..., investments, and tax planning Be an... ...Public Accountant (CPA), Chartered Financial... ...), Enrolled Agent (EA), Equity...TaxWork at officeRelocationMonday to FridayFlexible 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
- ...recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth... ...planning counsel, personal/business tax professional, insurance professionals,... ...owners/families. CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation...TaxFull timeTemporary workWork at office
$55k - $110k
...products and industry regulations* Trading terminology* Financial planning software* Managed account platforms**Skill in*** Client... ...software, or similar contact management software.* Microsoft Office.* Tax software* Effective communication (in-person, virtual, phone and...TaxFor contractorsWork experience placementWork at office$100k - $120k
Coldstream Wealth Management is looking for an experienced Senior Tax Associate to join their team in Seattle. You will prepare... ...clients, and contribute to tax planning for high-net-worth individuals and... ...or Business Administration and a CPA. The position offers a salary...TaxRemote job$90k - $120k
...Portfolio & Wealth Planning Analyst Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management... ...with internal planning team and external professionals using tax-efficiency strategies, cash flow planning, and risk management...TaxTemporary workWork at officeFlexible hours- ...clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...relationships, deliver holistic financial planning, and provide tailored investment guidance... ...scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing...TaxWork at office
$150k - $200k
Empirical Financial Services, LLC is seeking a Business Tax Advisor in Bellevue, Washington. This role involves delivering proactive tax... ...accounting experience, strong entity taxation skills, and is a CPA or JD. The position offers a competitive salary ranging from $150...Tax- ...Focus Partners Wealth seeks a motivated and qualified... ...for the position of Tax Associate. The... ...management team for tax planning, tax research, and ongoing... ...Qualifications: CPA, CPA candidate or EA granting the ability... ...® Tax, CCH Axcess and BNA Income Tax™ Planner....TaxFull timeWork at officeLocal area
- ...Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto. GC Wealth serves as an independent wealth and asset management... ...management, custodial operations and an understanding of the tax and estate planning considerations that high net worth clients navigate. Key Responsibilities...Tax
$94k - $175k
...reviews and monitors all estate planning documents periodically to... ...provide well-coordinated estate, tax and financial planning alternatives... ...) Licenses and Certifications CPA, LLM, CTFA, and/or CFP (... ...investment, tax, and other related wealth issues by keeping current as...TaxWork experience placementWork at officeLocal areaFlexible hours$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At... ...focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help...TaxFull timeH1b$90k - $125k
...advisory firm based in Bellevue, WA is seeking a Financial Advisor to manage client relationships and deliver fiduciary-driven financial planning. The advisor will lead annual reviews, update financial plans, and ensure recommendations are implemented correctly. Candidates...- ...firm specializes in delivering customized wealth management and investment advisory... ...individual will play a key role in financial planning, investment analysis, client meeting preparation... ...investment management, estate planning, tax strategy, risk management, charitable...TaxFor contractorsWork at office
$100k - $250k
Empirical Wealth Management, based in Seattle, is looking for experienced Financial Advisors... ..., and at least 7 years in financial planning. This role entails onboarding clients and... ...implementation of financial plans with an emphasis on tax reduction. Competitive salary ranging...Tax
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