Tax Strategy & Planning Associate
Pease Bell, CPAs
Pease Bell CPAs is seeking a Tax Associate to join our firm of accounting and tax professionals. This role focuses on research and analysis of tax consequences across contracts, estate planning, M&A, and shareholder agreements, with opportunities to draft related documents.
This position emphasizes legal research over tax return preparation, leveraging a JD and strong communication skills to support client-focused solutions and consulting initiatives.
#J-18808-Ljbffr$165k - $345k
...including investment management, wealth planning, trust services, and banking solutions. The... ...of orchestrating complex financial strategies and delivering a white-glove client experience... ...within the UHNW market.Deep knowledge of tax, investment, estate planning, and philanthropic...TaxFull timeWork at officeFlexible hoursNight shift$133k - $247k
...wealth. Ability to integrate transition-planning strategies into both personal and corporate... ...company’s capital structure and the owners’ tax positions (e.g., redemptions, dividend... ...provide direction to wealth strategists and associates.* Retains and grows assets under...TaxFull timeTemporary workPart timeWork experience placementWork at office$91k - $185.9k
...an opportunity to contribute to the company’s success. As a Strategy & Planning Advisor within PNC's Enterprise Change Office, you will be... ...Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...Newry is seeking a Growth Strategy Consultant in the Cleveland, OH area to join our growth and innovation team. You’ll collaborate with senior decision-makers on research and delivering results, with a path to Project Manager roles. You’ll conduct primary and secondary...SuggestedWork at office
- ...About Newry Newry is a specialized growth and innovation strategy firm based in Cleveland, Ohio. We help technology-driven companies, from Fortune 500 corporations to middle-market and private-equity-backed businesses, grow in existing, adjacent, and new markets across...SuggestedWork at officeImmediate startRelocationVisa sponsorshipWork visa2 days per week
- ...headquartered in Northeast Ohio, offering financial planning and wealth management services. At... ...objectives, constraints, risk tolerance, tax posture, and liquidity requirements.... ...available to Investment Implementation as the strategy owner during portfolio implementation and...TaxFull timeContract work
- ...Job Description Tax Director | Personal Tax Advisory | Cleveland, OH \n \n I suspect if you've been in public accounting for... ...CPA firm in Cleveland that's recently received investment and is planning to grow through acquisitions as well as organically. \n \n...TaxDay shift
- ...enabled learning reinvention, capability transformation, skills strategy, and workforce performance.You are:A learning strategy consultant... ..., vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more...Full timeLive inWork at officeLocal areaShift work
$162.45k - $357.65k
...and build a career, KPMG provides audit, tax and advisory services for organizations in... ...is currently seeking a Director, Growth Strategy, Line of Business to join our Clients & Markets... ...growth strategy colleagues to align plans, identifying and escalating conflicts and...TaxH1bLocal areaShift work$102.5k - $182k
...with leading solution providers and leverage your experience in strategy, process design, technology enablement, and operational... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte...Work at officeLocal area2 days per week$93.2k - $170.9k
...with leading solution providers and leverage your experience in strategy, process design, technology enablement, and operational... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte...Contract workLocal area$105.4k - $207.8k
Position Summary Cyber Security & Risk Strategy Senior Consultant Our Deloitte Cyber team understands the unique challenges and... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte...Local areaVisa sponsorship- ...and build a career, KPMG provides audit, tax and advisory services for organizations... ....KPMG is currently seeking a Senior Associate, Data Strategy Enablement and Innovation to join our Digital... ...a variety of medical and dental plans, vision coverage, disability and life insurance...TaxH1bLocal area
$30 - $40 per hour
...Description We are seeking a detail-oriented Associate Planner to support a Lead Planner in... ...professional pursuing a career in financial planning. The Associate Planner will play an... ..., education funding, risk management, tax planning, and estate considerations Prepare...TaxHourly payFull timeApprenticeshipWork at officeRemote workWork from homeFlexible hours$147k - $270k
...and build a career, KPMG provides audit, tax and advisory services for organizations in... ....Responsibilities:Drive the compensation strategy for KPMG's audit business, acting as the... ...to think strategically and to link action plans to critical business prioritiesExcellent...TaxH1bLocal areaImmediate start- ...PNC Financial Services Group, Inc. is seeking a Strategy & Planning Advisor to operate at the enterprise level, partnering with senior leaders to shape prioritization, investment decisions and execution across PNC. The role contributes to the Strategic Portfolio Management...
- ...responsibilities. If you thrive on variety, can context-switch between a tax filing and a college application in the same hour, and want a... ...you. What We Offer Opportunity to shape the digital strategy at a high-growth Salesforce ISV. Collaborative, innovative,...TaxContract workWork at officeLocal areaRemote work
$132.5k - $338.3k
..., solutions and assets across Consulting, Strategy, Technology, Operations, Industry X and Song... ..., Financial Close, Treasury, and Tax.Apply an engineering problem-solving mindset... ...and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid...TaxFull timeLive inWork at officeLocal area- ...Aspire Talent Solutions in Northeast Ohio seeks a Tax Vice President to lead high-net-worth and business owner tax engagements from... ...role focuses on individual, fiduciary, and gift tax compliance and planning, with a preference for International Tax Planning and Compliance...Tax
- ...Tax Vice President - Personal Tax Advisory GroupJoin our Northeast Ohio team in Cleveland, Akron, or Wooster as a dedicated leader within the Personal Tax Advisory Group. We are seeking a seasoned Tax Vice President who will excel in managing high-net-worth individual...Tax
- Tax Planner Analyze Tax Liability Prepare Tax Projections Prepare and file Tax Returns... ...base Market and sell appropriate tax plans Attend meetings and continuing education... ...most important for their families. Tax Strategy and Planning Our Tax Specialists provide...TaxWork at officeLocal areaFlexible hours
$200k - $250k
...Tax Vice President, Personal Tax Advisory (High-Net-Worth Clients) Cleveland, Akron, or Wooster, OH (Hybrid) | $200,000 to $250,000 + Bonus Lead a personal tax practice serving high-net-worth families and business owners. Must-Haves CPA with 15+ years of tax experience...Tax$200k - $250k
...Zaddy Solutions is seeking a seasoned Tax Vice President to lead high-net-worth and business owner engagements in Northeast Ohio, with a focus on individual, fiduciary, and gift tax planning. The role emphasizes international tax planning and compliance as a preferred...Tax$200k - $250k
...Cleveland, Akron, or Wooster as a dedicated leader within the Personal Tax Advisory Group. We are seeking a seasoned Tax Vice President who... ...in individual, fiduciary, and gift tax compliance and planning, with a preference for expertise in International Tax Planning and...TaxWork at office- ...become more resilient.Our Finance AI and Data Strategy practitioners work to create and execute... ...AI in vision and roadmap, develop plan for leveraging ecosystem partners, and define... ...(minimum 12 years) work experience. (If associate's degree, must have minimum 6 years' work...Full timeWork experience placementLive inWork at officeLocal area
- ...Tax Vice President - Personal Tax Advisory GroupAct as a senior-level personal tax advisor for high net worth individuals and business... ...and planningApply specialized knowledge in international tax planning and compliance for individuals (experience strongly preferred)Oversee...Tax
- ...Vice President, Personal Tax Advisory Group About the Company Regional accounting firm specializing in personal tax advisory... ...understanding of individual, fiduciary, and gift tax compliance and planning, with a preference for expertise in international tax planning...Tax
- ...Tax Vice President, Personal Tax Advisory Group About the Company A Northeast Ohio tax advisory firm serving high-net-worth individuals... ...and verbal communication. Proficiency with tax preparation and planning software and office productivity tools is required. Experience...TaxWork at office
- ...Vice President of Tax, Personal Tax Advisory Group About the Company Regional tax advisory firm specializing in personal tax compliance and planning Industry Accounting Type Privately Held About the Role The Company is seeking a Vice President...TaxWork at office
- ...Vice President, Personal Tax Advisory Group About the Company Tax advisory firm serving high-net-worth individuals and business... ...expertise in individual, fiduciary, and gift tax compliance and planning, with international tax experience preferred. Candidates must...TaxWork at office
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