Senior Tax Planning CPA Wealth Strategy Advisor
Benjamin F Edwards & CO
Benjamin F Edwards & Co in Clayton, MO is seeking a Senior Tax Planning Advisor – CPA. This key role involves developing proactive tax planning strategies for high-net-worth individuals. Candidates should have strong experience in individual tax return preparation and a passion for tax planning, analysis, and strategy development. The ideal candidate will effectively communicate complex tax concepts to clients and collaborate with Financial Advisors, ensuring alignment with client goals. A comprehensive benefits package including health and retirement is provided. #J-18808-Ljbffr
- ...Wertz & Associates is looking for a Senior Tax Associate in St. Louis, MO. You will prepare and review tax returns, assist with tax planning, and analyze tax issues for a diverse client base. The ideal candidate has a Bachelor's degree in Accounting, 2–5+ years of public...SeniorTaxFlexible hours
- ...A leading company in tax consulting is seeking a Tax Manager to oversee multiple engagements and provide direct oversight... ...requires extensive public accounting experience, a CPA, and strong capabilities in tax planning, technical research, and client management. You will...SeniorTax
- ...St. Louis seeks a Senior Financial Planner with strong tax planning expertise. This position... ...financial strategies for high-net-worth... ...degree and a CFP® or CPA designation,... ...with clients and advisors, and mentoring junior... ...#J-18808-Ljbffr Plancorp Wealth ManagementSeniorTax
- ...and 20,000 financial advisors across the U.S. and Canada... ...the rating. As a Senior Practice Strategy Consultant, you’ll be... ...of transforming wealth management practices—... ...redesign, and succession planning. What You'll Do:... ...retirement plan, and tax-advantaged accounts:...SeniorTaxTemporary workWork at officeHome officeFlexible hours
- ...clients and 20,000 financial advisors across the U.S. and Canada,... ...and deliver more value. The Senior Practice Management Strategist... ..., assessment, and business planning strategies, along with the tools that... ...a 401k retirement plan, and tax‑advantaged accounts: health...SeniorTaxTemporary workWork at officeHome officeFlexible hours3 days per week
- ...20,000 financial advisors across the U.S. and... ...holistic financial planning, tax and estate... ...Will Do: Support Senior planner and partner... ...Net Worth client's wealth management and tax... ...and proposed client strategies. Support the implementation... ...Law required ~ CPA or Masters of...SeniorTaxTemporary workWork at officeHome officeFlexible hours
- ...a highly experienced Senior Financial Planner with... ...strong background in tax planning and wealth management. This role... ...advanced tax strategies with holistic financial... ...their legal and tax advisors, and other family office... ...Certified Public Accountant (CPA), or similar...SeniorTaxWork at officeLocal area
- ...in bookkeeping, outsourced CFO services, tax planning, and tax preparation. Our culture... ...client-focused Certified Public Accountant (CPA) to join our growing accounting firm serving... ...regarding financial matters, tax strategies, and compliance requirements Support...TaxLocal areaRemote workFlexible hours
$110k
...Job Description Job Description Job Title: Senior Tax Associate/Accountant Location: St. Louis (Downtown) Hybrid: Flexible schedule... ...5+ offices scattered across the United States. Top 50 ranked CPA firm with still family feel & culture to back it up. We've...SeniorTaxSummer workFlexible hours2 days per week3 days per week- ...Opportunity? If you are a CPA with tax planning and strategy experience looking for a positive... ...for you. Join a top performing Wealth Management team as an Advisor to provide top tier... ...Work with Partnership group and Senior Advisors to learn, understand and...Tax
$140k - $160k
A leading professional services firm is seeking a Tax Supervisor in St. Louis, MO. The role involves supervising tax engagements, mentoring team members, and ensuring quality control. Applicants should have a Bachelor's degree in Accounting, with at least 3 years of public...SeniorTax- ...Opportunity? We’ve been retained by a large, locally owned CPA firm to help them add a leader to either their Tax or Audit Practice. They offer a supportive culture... ...practice. This individual will serve as a trusted advisor to clients, lead multiple engagements, and play a...SeniorTaxTemporary workLocal area
- ...owners build enduring wealth with purpose. Gatewood Tax & Accounting... ...build a personalized plan for wealth that... ...key moments. The Senior Tax Associate is the... ...teams: wealth advisors on personal tax strategy; the employer-sponsored... ...tax experience (CPA firm, not solely...SeniorTaxContract workTemporary workPart timeRemote work
- ...Description Job Purpose: Provides companies and individuals with tax planning and consulting services in addition to preparing tax returns... ...by researching and interpreting data Skills/Qualifications: * CPA License and Public Accounting Experience Preferred * Proficient...Tax
$120k - $180k
...world of business and taxes come alive for creative... ...improvements to our systems, and strategies to help our clients.... ...tax team, including a senior tax manager and 3 tax... ...and corporate tax planning documents and making updates... ...little bit You're a CPA with 8+ years of...TaxRemote jobFull timePart timeSleeping nightsFlexible hours$140k
...Job Description Hybrid Tax Manager - Up to $140K... ...Time Requirements: CPA Job Summary: We... ...lead our company’s tax planning, compliance, and reporting... ...ensure that our tax strategies align with business objectives... ...these developments to senior management, and create...TaxFull timeTemporary workLocal area- ...You'll Be Doing The Senior Wealth Strategist is a... ...resource for Financial Advisors ("FAs") on issues affecting... ...provides expert estate planning knowledge and... ...support for Estate & Tax Planning Services, part... ...issues covered include strategies for asset protection,...SeniorTaxWork at office
- ...Senior Tax Associate Location: St. Louis, MO Employment Type: Full-Time We are partnered with a Top 10 Midwest CPA and business advisory firm experiencing strong, sustained growth and looking... ...diverse client base Assist with tax planning and compliance across multiple...SeniorTaxFull timeSummer workFlexible hours
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...to develop personalized financial strategies and help clients make the most... ...We bring together holistic financial planning, access to institutional quality investments...Senior
$72k - $145k
...Wealth Advisor CLA is a top 10 national professional services firm... ...wealth advisory, digital, audit, tax, consulting, and outsourcing... ...knowledge in financial planning and investments, with general... ...disadvantages of different investment strategies. Create, implement, and...TaxInterim roleFlexible hours- ...: Honkamp, P.C. is a Top 10 Midwest CPA and business advisory group (Accounting Today... ...A Typical Day in the Life: As a senior tax associate, you will prepare and review tax... ...may include: Assisting in tax planning and compliance for various clients Ensuring...SeniorTaxSummer workFlexible hours
- ...Description Senior Tax Associate Plancorp... ...comprehensive, holistic financial planning and investment... ...through actions and strategies consistent with their... ...part of Plancorp's wealth management services. We... ...) in Accounting ~ CPA license highly preferred...SeniorTaxLocal areaFlexible hours
- ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...conditions, industry trends, financial planning, and relationship building. ~ Extensive... ...Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account...SeniorTaxTemporary workWork at officeLocal areaRemote workWork from homeHome officeMonday to FridayFlexible hours3 days per week
- ...family coverage fully paid by the firm 401(k) plan with a 5% employer contribution... ...flexibility Job Description Are you an experienced tax professional who enjoys working with... ...environment? Our client, a well-established local CPA firm in Rock Hill, is seeking an...SeniorTaxHourly payPart timeWork at officeLocal areaFlexible hours
$75k - $100k
Senior Accountant | St. Louis, MO We’re currently partnered with a... ...audit engagements Assisting with planning and execution of attest... ...engagements Preparing various tax returns (corporate, partnership... ...public accounting experience CPA or CPA-eligible preferred Strong...SeniorTax- Stifel in St. Louis seeks a Senior Estate & Tax Associate to support its Estate & Tax Planning Services team. This role requires a Bachelor's degree and over 5 years... ...candidate will collaborate with financial advisors, provide comprehensive support, conduct research...SeniorTax
- Larsen Financial Group, LLC, in St. Louis is looking for a motivated Senior Financial Planner with a passion for financial planning. You will work closely with clients, preparing and leading meetings, developing tailored financial plans, and delivering high-quality service...Senior
$70k - $80k
...Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate... ...opportunity to work with a planning centric team dedicated to... ...include creating and implementing strategies in retirement, risk management, tax, estate, and investment...TaxWork at officeLocal areaRemote work2 days per week$80k - $95k
...accounting and advisory firm is seeking a Senior Tax Accountant to join its growing Tax team.... ...with resolving tax notices Assist with tax planning projects and preparation of projections... ...'s Degree in Accounting or related field CPA or CPA candidate preferred 3+ years of public...SeniorTaxSummer workSeasonal workWork at officeLocal areaRemote workFlexible hours- ...What You’ll Be Doing The Senior Estate & Tax Associate at Stifel, Nicolaus & Company,... ...Stifel") supports the Estate & Tax Planning Services team, a Stifel's Wealth Planning Department component.... ...presentations with Stifel Financial Advisors and their individual clients....SeniorTax
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