Senior Tax Associate - Wealth Advisory Client Tax Planner
Frey Consulting Group
Frey Consulting Group is looking for a Senior Tax Associate in Shaker Heights, OH. In this role, you will prepare and review tax returns while working closely with clients and wealth advisors. Candidates should have a bachelor’s degree in Accounting and 4–6 years of relevant experience. The position offers a competitive salary of $110,000–$125,000, a 10% annual bonus, unlimited PTO, and excellent benefits including relocation assistance. #J-18808-Ljbffr Frey Consulting Group
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Associate - Wealth Advisory Client Tax Planner in Beachwood, OH vacancy
- A prominent financial institution in Cleveland is seeking a Wealth Advisor III to manage client relationships and develop comprehensive financial plans. The role requires a deep understanding of investment management and compliance regulations. Candidates should have at...SeniorFull timeContract work
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...advice and guidance to clients on tax planning, compliance, and... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems...SeniorFull timeH1bPwC
Cleveland, OH4 days ago$80k - $218.5k
PNC Financial Services Group, Inc. is seeking a Wealth Strategist Sr in Cleveland, OH. This in-office role involves developing tax, estate, and financial plans for complex clients and acquiring new relationships to grow assets under management. Successful candidates should...SeniorWork at office$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...advice and guidance to clients on tax planning, compliance, and... ...implement creative tax solutions. As a Senior Associate you will analyze complex problems...SeniorFull timeH1bPwC
Cleveland, OH2 days ago- A leading tax advisory firm in Ohio is seeking an experienced Tax Vice President to oversee high-net-worth individual and business-owner client relationships. This role requires expertise in tax planning, strong leadership abilities, and exceptional organizational skills...Senior
- Rehmann Robson LLC in Cleveland, Ohio is seeking a tax professional to prepare a range of entity tax returns... ...financial statement reviews. This role emphasizes client service, teamwork, and the development of associates. The ideal candidate has 2-6 years of tax...Senior
$77k - $214k
...with a range of business advisory needs such as audit, tax compliance, and planning... ...transition. Our team helps our clients design and implement... ...focus on key issues like wealth management, compliance, cash... ...in the future. As a Senior Associate, you'll work as part of a...SeniorFull timeH1bPwC
Cleveland, OH4 days ago$100k - $125k
...enabling them to preserve their wealth for future generations, and... ...-oriented, and experienced Senior Tax Associate to join our team, reporting... ...Contributing to client satisfaction by providing timely... ...Pro Systems, BNA Income Tax planner and Microsoft products. ~...SeniorPermanent employmentTemporary workWork experience placementWork at officeFlexible hoursCI Financial Careers
Shaker Heights, OH1 day ago$110k - $125k
Senior Tax Associate - Corient (wealth management) Location: Shaker Heights, OH (relocation) Compensation: $... ...role where you actually know your clients’ names, their children, and their life... ..., ProSystems, or BNA Income Tax Planner is a plus (training provided). Excellent...SeniorTemporary workWork at officeLocal areaRelocationRelocation package- Position Overview As a Wealth Strategist Sr within PNC's Private Bank... ...consulting on, and implementing tax, estate and financial plans for the most complex clients, collaborating with planning... ...direction to wealth strategists and associates as needed. Retain and grow...SeniorTemporary workWork at office
- ...Job Description Job Description Tax Senior Manager- Personal Tax Advisory Group Details: Serve as a personal tax advisor for high net worth individuals and business owners Manage client relationships and oversee all aspects of tax engagements Provide...Senior
Spartan Placements, LLC
Cleveland, OH25 days ago $76k - $125.3k
...side by side with a range of clients from our most venerable institutions... ...Banking and Capital Markets, Wealth and Asset Management and... ...professionals providing dedicated tax technical services to both US... ...key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorSummer holidayWork at officeLocal areaFlexible hoursEY
Cleveland, OH4 days ago- ...Tax Senior Manager- Personal Tax Advisory Group Serve as a personal tax advisor for high net worth individuals and business owners Manage client relationships and oversee all aspects of tax engagements Provide expertise in individual, fiduciary, and gift tax...Senior
Spartan Placements
Cleveland, OH3 days ago - ...offering financial planning and wealth management services. At... ...experience for our clients and team. Passion . We... ...lives for generations. The Tax Advisor is a senior-level individual contributor... ...and strategic client-facing advisory work — managing the full lifecycle...SeniorFlexible hours
Sequoia Financial Group Llc
Cleveland, OH8 days ago $76k - $125.3k
...’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...comprehensive and specialized tax assistance tailored to the... ...Your key responsibilities A senior analyst in FSO EDGE WAM will be... ...compliance and consulting work for clients. The objective is to work...SeniorSummer holidayWork at officeLocal areaFlexible hours$121.9k - $262.1k
Fifth Third Bank in Cleveland is looking for a Wealth Management Advisor II to serve as a trusted advisor, coordinating with clients to achieve their wealth goals. The role includes developing new client opportunities and delivering high-quality services through a customized...Senior$130k - $170k
...in both the workplace and with our clients. We are a nine-time winner of The Plain... ...services across accounting, tax, forensic, and consulting disciplines... ...We are currently seeking a Tax Senior Manager for our Personal Tax Advisory Group in one of our Northeast, Ohio...SeniorWork at officeFlexible hoursMeaden & Moore
Cleveland, OH24 days ago- ...Hybrid Typical Day in the Life A typical day as a Tax Senior Associate in Cleveland or Akron, OH might include the following:... ...Prepares individual, business and other types of tax returns for clients in various types of entities and industries. Working with...SeniorWork at officeLocal areaVisa sponsorship
Eide Bailly
Beachwood, OH2 days ago $90k - $125k
A leading investment advisory firm in Beachwood, Ohio, seeks a Wealth Advisor to lead client engagements and provide comprehensive wealth management services. The ideal candidate will have 7+ years of experience, a CFP designation, and possess excellent communication and...Senior- ...Tax Associate and Senior Tax Associate Professionals – Dyke Yaxley DY USA is an award-winning, fast... ...international tax and business advisory firm with 25 team members and two offices... ...is driven by achieving results for our clients, providing high quality client service...SeniorFull timePart timeWork at officeRemote workFlexible hours
Engage! Cleveland
Cleveland, OH2 days ago - ...offers a hybrid work model after training and involves leading client meetings, collaborating with teams, and maintaining strong client... ...relationships. Candidates should have a minimum of 7 years of advisory experience, excellent communication skills, and a tech-savvy...Senior
- ...company in Beachwood, Ohio, is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver comprehensive Wealth Plans... ...of experience in wealth management or financial advisory and must secure state life and health licenses within...SeniorRemote jobFlexible hours
- ...Senior Wealth Manager Lido Advisors is a growing and established wealth... ...and building long-term client relationships. The ideal candidate... ...planning, including tax and estate planning, investment... ...providing best-in-class wealth advisory services. We offer a unique approach...SeniorFlexible hours
Lido Advisors, LLC
Cleveland, OH3 days ago - ...Responsibilities The Risk & Advisory Services group offers... ...The Business Process Audit Senior Associate works as a member of the Risk... ...outstanding service to our valued clients. You will partner with a team... ...and expertise in accounting, tax, advisory, benefits, insurance...SeniorWork experience placement
CBIZ
Independence, OH4 days ago - Ernst & Young Oman seeks a tax professional in Cleveland, Ohio, focusing on individual tax returns and high-net-worth client advisory. Responsibilities include preparing complex tax returns and collaborating across various tax areas. Candidates should have a Bachelor's...Senior
- ...Responsibilities The CBIZ Risk & Advisory Services (RAS) group offers... ...and detail-oriented IT Audit Senior Associate to support the execution of... ...with both colleagues and clients. As an IT Audit Senior... ...and expertise in accounting, tax, advisory, benefits, insurance...SeniorWork experience placement
CBIZ
Independence, OH4 days ago $77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial... ...provide you with the opportunity to help our clients meet their tax obligations while managing...SeniorH1bLocal areaOverseasPwC
Cleveland, OH16 hours ago$90.3k - $165.4k
...by side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance... ...providing dedicated tax technical services to... ...tax compliance and/or advisory services.... ...relationship matters to senior management and subject-...Summer holidayFlexible hoursEY
Cleveland, OH4 days ago$77k - $214k
...Specialty/Competency: General Tax Consulting Industry/Sector... ...the opportunity to help our clients meet their tax obligations... ...now and in the future. As a Senior Associate, you'll work as part of a team... ...Lead technology-enabled tax advisory services Drive digitization...SeniorFull timeH1bLocal areaOverseasPwC
Cleveland, OH2 days ago- ...commitment to our clients have made us a trusted... ...for private wealth, endowment & foundation... ...Officer, Wealth Advisory position is part... ...with guidance from senior officers where appropriate... ...fiduciary, tax, legal,... ...with colleagues and associates across the firm to...Full timeWork at office3 days per week
Glenmede Trust Company
Beachwood, OH3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Associate - Wealth Advisory Client Tax Planner. Be the first to apply!
Related searches