Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Tax Planner (CPA/EA) - FinTech Wealth Planning in Bellevue, WA vacancy
  • $128k - $200k

     ...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... 
    Tax
    Work at office

    JPMorgan Chase Bank, N.A.

    Bellevue, WA
    19 hours ago
  • $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

    Stabler Wealth Management

    Bellevue, WA
    3 days ago
  • $131.91k - $224.14k

     ...Northern Trust As a global leader in innovative wealth management, asset servicing, asset...  ...their attorneys on the benefits of estate planning products/services. Analyzes property/...  ...to determine appropriate plans for estate taxes. Utilizes knowledge of inheritance, gift,... 
    Tax
    Visa sponsorship
    Work visa

    Northern Trust

    Seattle, WA
    6 hours ago
  •  ...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 10... 
    Tax
    Work at office
    Remote work

    Beacon Pointe

    Seattle, WA
    4 days ago
  • 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

    Us Bank

    Seattle, WA
    4 days ago
  •  ...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

    The Well

    Bellevue, WA
    4 days ago
  • $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... 
    Tax
    Temporary work
    Work experience placement
    Local area

    US Bank

    Seattle, WA
    3 days ago
  •  ...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... 
    Tax
    Work at office
    Relocation
    Monday to Friday

    Range

    Bellevue, WA
    3 days ago
  • $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... 
    Tax
    For contractors
    Work experience placement
    Work at office

    Raymond James

    Issaquah, WA
    5 days ago
  • 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 (... 
    Tax
    Full time
    Remote work
    Flexible hours

    Moser & Company

    Bellevue, WA
    2 days ago
  • $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... 
    Tax
    Full time
    Remote work
    Flexible hours

    Moser & Company

    Bellevue, WA
    2 days ago
  • $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... 
    Tax
    Temporary work
    Internship
    Local area
    Flexible hours

    IMA Financial Group

    Bellevue, WA
    6 hours ago
  • $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... 
    Tax
    Visa sponsorship

    CyberCoders

    Seattle, WA
    1 day ago
  •  ..., LP in Seattle is seeking an experienced tax consultant to lead compliance and consulting...  .... The ideal candidate will possess a CPA or JD and have over 15 years of experience...  ...tax returns, advising clients on succession planning, and managing engagement staffing. Join a... 
    Tax

    Baker Tilly Advisory Group, LP

    Seattle, WA
    4 days ago
  • 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... 

    JPMorgan Chase & Co.

    Bellevue, WA
    5 days ago
  • $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... 
    Tax
    Full time
    Local area
    Immediate start
    Remote work

    twiceasnice Recruiting

    Seattle, WA
    2 days ago
  •  ...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... 
    Tax
    Work at office
    Relocation
    Monday to Friday
    Flexible hours

    Range

    Bellevue, WA
    4 days ago
  • 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... 
    Tax
    Remote job
    Work at office
    Flexible hours

    Moser & Company

    Bellevue, WA
    2 days ago
  •  ...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... 
    Tax
    Full time
    Temporary work
    Work at office

    Next Level Recruiting, LLC

    Seattle, WA
    5 days ago
  • $200k - $250k

    Bedard Resources, located in Kirkland, Washington, seeks a tax expert to manage a client portfolio while tapping into the firm's established client base. This role offers a blend of autonomy and collaboration, allowing you to tackle complex cases with competitive compensation... 
    Tax

    Bedard Resources

    Kirkland, WA
    4 days ago
  • $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... 
    Tax
    For contractors
    Work experience placement
    Work at office

    Fwainvest

    Issaquah, WA
    4 days ago
  • $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... 
    Tax
    Remote job

    Coldstream Wealth Management

    Seattle, WA
    4 days ago
  • $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... 
    Tax
    Temporary work
    Work at office
    Flexible hours

    Vodia Ventures

    Bellevue, WA
    6 hours ago
  •  ...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... 
    Tax
    Work at office

    Charles Schwab Careers

    Bellevue, WA
    3 days ago
  • $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

    Empirical Financial Services, LLC

    Bellevue, WA
    4 days ago
  •  ...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.... 
    Tax
    Full time
    Work at office
    Local area

    Focus Partners Wealth

    Bellevue, WA
    1 day ago
  •  ...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

    General Catalyst Partners

    Bellevue, WA
    1 day ago
  • $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... 
    Tax
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Dormont Manufacturing Co

    Seattle, WA
    2 days ago
  • $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... 

    SR Staffing

    Bellevue, WA
    2 days ago
  • $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... 
    Tax
    Full time
    H1b

    PwC

    Seattle, WA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Planner (CPA/EA) - FinTech Wealth Planning. Be the first to apply!