Entrepreneur-Focused Tax Strategist
$125k - $160kPrime-Corporate-Services
PRIME Corporate Services in Chicago seeks an experienced Tax Strategist (CPA or Tax Attorney) to deliver proactive tax advisory services to entrepreneurs and business owners. You will meet with clients, analyze structures, and develop customized tax strategies that reduce liabilities. Responsibilities include client education, webinar participation, cross‑functional collaboration, and ongoing support as tax laws evolve. Salary ranges from 125,000 to 160,000 USD DOE with comprehensive benefits. #J-18808-Ljbffr Prime-Corporate-Services
- Prime Corporate Services is seeking a Tax Strategist in Chicago, IL to deliver proactive tax advisory services for entrepreneurs and business owners. You will tailor strategies to minimize liability, educate clients, and drive measurable savings through strong collaboration...Tax
$140k - $160k
...skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team.... ...knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should...TaxFull timeWork at officeRemote work$125k - $190k
...problems. Our multidisciplinary teams of strategists, designers, and technologists excel in research... ...emerging technologies, with a specific focus on AI, to guide clients toward practical... ...Hospital • 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available...TaxPermanent employmentFull timeTemporary workRemote workShift work$159.97k - $188.2k
...PWM Wealth Strategist At U.S. Bank, we're on a journey to do our best. Helping the customers... ...matter expert in estate and income tax planning, protection planning, business succession... ...client's external and internal advisors. Focuses to grow the PWM business within assigned...TaxTemporary workWork experience placementLocal area- BDO USA, LLP is seeking a Tax Experienced Senior for Private Client Services (PCS). The role focuses on tax compliance and consulting for high net-worth clients, including individuals, estates, trusts, and family offices. The candidate will participate in engagements,...Tax
- Osaic is seeking a Senior Financial Planning Strategist to join the High Net Worth Planning Services team. This role focuses on estate, business, and tax planning and requires deep technical knowledge and the ability to present complex solutions to financial advisors....TaxRemote jobFull time
- ...experienced, licensed CPA or Tax Attorney with deep tax knowledge... ...on working directly with entrepreneurs and business owners to help them... ...earn. Role: The Tax Strategist is responsible for delivering... ...or Juris Doctor (JD) with a focus in tax law Minimum Experience...TaxLocal area
$100k - $175k
Join to apply for the Sr Tax Strategist role at Baird 1 week ago Be among the first 25 applicants Join to apply for the Sr Tax Strategist role... ...and summarize conclusions and rationale. Research will focus on federal individual tax issues, but will also involve trust,...TaxFull timeWork at officeLocal areaRemote workFlexible hours$70k - $130k
...Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component... ...a support resource for external Wealth Strategists for tax and estate planning, business succession planning, trust...TaxFull timeTemporary workFlexible hours$152.7k - $294k
...working world. The Global Information Security Strategist is a senior role responsible for shaping... ...the organization toward a resilience‑focused, forward‑looking security program. This... ...spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by...TaxSummer holidayFlexible hoursShift work$121.9k - $262.1k
...banking at Fifth Third Bank. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth... ...of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow...TaxFull timeBank staffShift work$175k - $250k
...and make decisions grounded in insight—not impulse. Our work is focused on long-term impact and relationships built on what matters most... ...such as Blue Cross Blue Shields) Prescription Drug Plans Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA)...TaxWork at officeFlexible hoursShift work- ...trust funding, and client communications while supporting estate tax filings. The ideal candidate has over four years of relevant experience... ...certificate. Join a stable, collaborative environment with a focus on long-term growth and competitive compensation. #J-18808-Ljbffr...Tax
- Fifth Third Bank is seeking a Senior Wealth Strategist to serve as the primary wealth strategy expert for high-net-worth clients (>$15MM)... ...develop integrated wealth plans, and support implementation across tax, estate, investment, and cash flow strategies. Responsibilities...Tax
- ...are eager to learn and grow with a rapidly growing cryptocurrency focused startup. NetSuite experience is required. What You'll Be... ...expense reports for payment Record vendor payments Sales Tax Reporting Monthly closing processes Ad hoc requests Protects...TaxRemote work
$77k - $202k
...offer recommendations tailored to specific business requirements.Focused on relationships, you are building meaningful client connections... ...and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence...TaxFull timeH1b- BDO USA, LLP is seeking a Tax Senior in Core Tax Services to apply tax knowledge, gather client information for filing, and participate... ...tax compliance, research, accruals, and advisory work with a focus on quality and timelines. Strong communication and supervisory skills...Tax
- ...client relationships. The ideal candidate has a track record of trust, 10+ years of advisory experience, and extensive knowledge in tax and financial operations. This position offers competitive compensation, robust benefits, and the chance to significantly impact the...Tax
$124k - $280k
...and uncertain situations.Deepen and evolve your expertise with a focus on staying relevant.Initiate open and honest coaching conversations... ...professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence...TaxFull timeH1b- White & Case seeks a junior tax associate to support renewable energy and energy transition practices in New York. The role focuses on tax credits, project finance, and tax equity transactions, with exposure to partnership tax and M&A work. Ideal candidates will combine...Tax
- CLA is seeking a Senior - Accounting Methods to join our Federal Tax Strategies team in Illinois. This role focuses on tax strategies involving timing and character of income, expense, capitalization, and cost recovery to meet objectives. You will collaborate with managers...Tax
$90k - $105k
...different perspectives, and you’ll be inspired by the best. We’re focused on opportunity and want to help you make the most of yours.... ...ambitions – join us at JLL! We are looking for a Senior Tax Technology Associate for our Global Tax group. The role is...TaxDaily paidFull timeLocal area$115 per hour
A digital marketing agency is seeking a Paid Digital Strategist for a 2-month remote contract. The role involves driving lower-funnel paid media performance, managing campaigns across platforms like Google Ads and Meta, and collaborating with teams for seamless execution...Remote jobContract workFor contractors- Job Summary:A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge... ..., Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (or Authorization to Test for...TaxWork at office
- ...exposure to firm leadership and clients. This is an opportunity for a Tax Associate to take on meaningful business tax work while... ...work‑life balance. The Opportunity The Tax Associate will primarily focus on business tax preparation, working closely with leadership and...TaxRelocationFlexible hours
- Plancorp Wealth Management is seeking a Senior Tax Associate in Chicago with the opportunity to travel bi-weekly to the St. Louis HQ. Join a growing, nationally recognized fee-only wealth management firm offering comprehensive planning and advisory services. You will prepare...TaxLocal area
$61.88k - $99.32k
...Contributes deep technical knowledge to internal/external stakeholders Focus of work is weekly, monthly and/or longer with addition of ad-hoc... ...accordance with state and local sales,use, and personal property tax regulations and respond to customer inquiries regarding same...TaxFull timeWork at officeLocal areaWork from homeFlexible hours- RBC is seeking a Senior Associate Wealth Strategist to advance wealth transfer planning within the client experience for HNW... ...The role emphasizes education, collaboration, and client-focused planning across tax, estate, and charitable initiatives, with opportunities to...Tax
- BeachFleischman, located in Chicago, is seeking a proactive Tax Technical Manager to join their Tax team and provide critical guidance and technical expertise. The ideal candidate will have a CPA certification, a Bachelor's degree in Accounting, and 6 to 9 years of public...Tax
$105.38k - $215.38k
Position Summary Are you a delivery-focused tax leader who thrives on individual tax compliance? Do you bring strong risk and quality controls, operational rigor, and the ability to interact with clients on their personal tax matters? If so, this Tax Delivery Manager...TaxWork at officeLocal area
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