Wealth Planner & Enrolled Agent — Tax-Savvy Guidance
Oxford Advisory Group
Oxford Advisory Group is seeking a full-time Paraplanner in Orlando, FL. This on-site role involves preparing financial plans, analyzing client data, and providing insights on investment options as part of a collaborative team. The ideal candidate must have an active Enrolled Agent (EA) designation, strong financial planning and tax expertise, and exceptional organizational skills. This position offers opportunities to improve client financial outcomes through detailed strategies and collaboration with advisors. #J-18808-Ljbffr Oxford Advisory Group
- ...a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth... ...topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow...TaxFull timeWork experience placementLocal areaWork from homeShift workDay shift
- Bank of America Wealth Planning Specialist role focused on high- and ultra-high-net-worth clients, delivering estate and wealth transfer... ...engagements, expanding client relationships, staying current on tax developments, and leveraging WealthMaster tools to model plans....Tax
$106.9k - $200.6k
...working world. The opportunity As a Agent Dev Architect, you’ll have the chance to... ...to resource planning. Provide guidance and mentorship to junior colleagues, fostering... ...of services in assurance, consulting, tax, strategy and transactions. Fueled by sector...TaxFull timeSummer holidayFlexible hours- ...clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary... ..., and provide tailored investment guidance aligned to Schwab’s approach to investing... ...scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing...TaxFull timeWork at office
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals...TaxFull timeSecond jobH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help...TaxFull timeH1b$78.3k - $151k
...purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we...TaxFull timeInterim roleWork at office$144k - $374k
...successful candidate will lead and mentor a team building advance multi-agent capabilities for EY businesses and customers. Your key... ...across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally...TaxFull timeSummer holidayFlexible hours- Grant Thornton is seeking a Private Wealth Services Tax Manager to lead primary and secondary reviews of complex returns and develop income, estate, and gift tax planning strategies for high net worth clients. You will mentor staff, manage multiple engagements, collaborate...Tax
- ...client and advisor support to a team of Wealth Advisors managing a portfolio of high net... ...environment. Work independently and seek guidance as needed. Demonstrate proficiency in specialty... ..., accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k)...TaxFull timePart timeWork at officeLocal areaFlexible hoursShift workNight shiftDay shift
$197k - $303k
...Director to join our East Region in our Wealth Advisory Practice in either our Orlando,... ...Seamless cross‑service collaboration with tax, assurance, valuation, outsourcing, and consulting... ...registrations) - Certified Financial Planner (CFP) designation preferredWhat CLA...TaxFull timeWork at officeLocal area$138k - $172.5k
Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide... ...in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) required Minimum six to...TaxInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...succession plans, the administration of large estates and trusts, tax controversies, and estate and trust litigation as part of a... ...documents tailored to clients' specific circumstances.· Provide guidance on minimizing tax implications related to estate planning, including...TaxWork at officeLocal area
- ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...documentation is included. Provide guidance to tax preparers on tax matters... ...preferred. ~ CPA is required (JD or Enrolled Agent is acceptable in lieu). #LI-...TaxCasual workSeasonal work
- ...development, implementation, and maintenance of trust, estate, wealth transfer, and business succession planning strategies for Family... ...confidentiality of records. Conduct trust, estate, fiduciary, tax, and legal research to support planning engagements. Assist with...TaxWork at office
- Doeren Mayhew is the 37th largest U.S. tax, assurance and advisory firm headquartered in Troy, Michigan with over 25 offices across... ...state and local tax Mentor and train staff members, providing guidance and support in their professional development Collaborate with...TaxWork at officeLocal area
- ...headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular... ...discussions, including investment management, retirement planning, tax strategies, estate planning, risk management, and legacy planning...TaxWork at officeRemote work
- ...Financial is seeking a Retirement Plan Consultant II for the Orlando, FL area to provide education and guidance on retirement savings programs. You will conduct presentations, enroll participants, and support plan education initiatives, working with a team including...Remote job
- Crump Life Insurance Svcs Inc in Orlando, Florida is seeking a Legal Relationship Manager 1 to oversee the origination and management of a profitable portfolio of loans and deposits from mid-size law firms. This position requires strong commercial banking knowledge and ...
- ...changes, and competitive products to provide clients with up-to-date guidance. Actively participate in industry events, networking... ...nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable...Tax
- ...activities.17. Lead discussions with team members around specific wealth topics, market developments, legal profession, and/or best... ...life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates...TaxFull timePart timeWork at officeLocal areaShift workDay shift
- GFG Solutions in Orlando, FL is seeking a Service Advisor to join our wealth management team. You will work closely with Lead Advisors, clients, and the planning team to deliver high‑quality service, ensure meetings, recommendations, documentation, and follow‑ups are handled...
- ...in the right place.We have an opening for a Senior Laboratory Planner specializing in lab planning and supporting Science + Technology... ...design commissions, while concurrently overseeing and providing guidance on multiple small to medium-scale projects.Prepare and lead...Work at officeWork from homeVisa sponsorshipWork visa
- ...is seeking a Retirement Plan Consultant to provide objective guidance aligned with the needs of plan sponsors and employees eligible... ...The role includes delivering in-person or video presentations, enrollment meetings, and financial education to enhance plan participation...Remote job
- A leading financial software company is seeking Tax Experts for the upcoming tax season. This remote position requires candidates to have at least 2 years of experience in tax preparation and an active unrestricted credential like CPA, EA, or Practicing Attorney. Candidates...TaxRemote work
- ...team is seeking a high potential candidate to partner with Schwab Wealth Advisory partners and their end clients by providing Banking and... ...of estate planning techniques, entity structuring, and tax strategies. Strong skills in diplomacy, discretion, and professionalism...TaxBank staff
- ...is seeking a Trust & Estate Planning Associate to support the Chief Fiduciary Counsel in developing and maintaining trust, estate, wealth transfer, and business succession plans for Family Office clients. You will prepare documents, coordinate workflows, and communicate...Work at office
- ...exceptional support, encouragement, and guidance from your colleagues and from leadership.... ...Individual, S Corp, Partnership and other entity tax returns Preparing financial statement... ...outsourcing, specialized consulting, and wealth management services. For over 80 years,...TaxFlexible hours
- ...our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more... ...and execution.Training/Mentorship: Lead and provide daily guidance and work direction to other members of the Digital Project...TaxFull time
$90k - $110k
...Signature Wealth Advisors is a values-driven financial planning and... ...for a Paraplanner or Financial Planner who thinks deeply,... ...realities into clear, meaningful guidance for real people. What You’ll Own... ...eMoney, incorporating retirement, tax, estate, insurance, and cash flow...Tax
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