Senior Tax Planning & Review Leader (CPA/EA)
Range
A wealth management firm is seeking a Tax Planning Specialist to optimize tax strategies for clients. This role involves developing tax projections, conducting tax return reviews, and collaborating closely with Certified Financial Planners®. The ideal candidate will have a CPA or EA certification and at least 7 years in tax planning. Benefits include comprehensive health coverage and a competitive salary. This is an in-office position based in New York City, McLean, VA, or Seattle. #J-18808-Ljbffr Range
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Planning & Review Leader (CPA/EA) in New York, NY vacancy
- april is seeking credentialed Tax Experts (Reviewers) in New York to ensure accurate tax return preparation and provide excellent client service. This full-time role involves mentoring fellow tax preparers and using AI tools for quality assurance, all within a supportive...SeniorTaxRemote jobFull time
- ...Public Tax Senior Manager, CPA To Apply Now - email your resume to job-knemkq... ...leadership, holding a CPA, EA, or similar certification.... ...What: Oversee tax compliance, planning, and consulting for diverse... ...clients while leading teams, reviewing complex returns, and...SeniorTaxFull timeWork at officeLocal areaImmediate start
NorthPoint Search Group Inc
New York, NY1 day ago - Joingelt is seeking a Senior Technical Tax Manager to work remotely in the United States. This full-time role requires a CPA or EA with 10+ years of relevant experience and deep knowledge... ...include advising on tax regulations, reviewing tax returns, and managing a small tax...SeniorTaxRemote jobFull time
- ...are seeking an experienced accountant/CPA to join our team. Our firm is primarily a tax based firm, but is expanding further into audit/review work. Position Responsibilities Include... ...financial statement compilation Tax Planning Build new and expand existing client...SeniorTaxPart timeFlexible hours
Fligel, Brint & Co CPAs/Tax Tips Inc
New York, NY15 days ago - ...management organization that is seeking a Senior Controller with CPA to oversee and handle the management... ...practices from systems, process, and tax planning perspectives. - Oversee in... ...reconciliations, and financial reporting. - Review income statement variance analyses...SeniorTax
Real Estate Company
New York, NYmore than 2 months ago - A leading wealth management firm is seeking a skilled Tax Planner to provide expert tax planning and compliance services. Candidates should have a CPA or EA designation and at least 2 years of experience in tax compliance. The role involves preparing individual tax returns...TaxRelocation
- A growing CPA firm specializing in dental clients... ...Client Relationship Manager/Senior Accountant to join the... ...both business and tax services, Tax Prep 25%,... ...with clients quarterly to review financial statements... ...plus Strong hands-on tax planning and preparation skills...TaxRemote jobTemporary work
$36 - $38 per hour
Overview JDA TSG is hiring Tax Leads and Managers to join our team! If you have experience... ...to work within the US. Must be EA, CPA, or Practicing Attorney (JD) Must have an... ...priority customer escalations. Regularly review recorded customer interactions to evaluate...TaxRemote jobSeasonal workWork from homeShift workDay shiftAfternoon shift- ...services beyond traditional tax and accounting. With decades... ...experience), medical, and retirement plan offered Career Path:... ...Description We are seeking a Senior Tax Reviewer / Generalist Accountant to... ...Credentials: CPA preferred but not required...SeniorTaxWork at officeLocal area
Wagner, Ferber, Fine & Ackerman, PLLC
New York, NY3 days ago - A leading non-Big 4 public accounting firm seeks a Senior Tax Manager to ensure high-quality client service and manage tax strategies effectively. The ideal candidate will possess a CPA and significant public accounting experience, demonstrating strong analytical and communication...SeniorTaxRemote job
- A staffing agency is seeking a Tax Accountant in New City, NY. This role involves reviewing personal and business tax returns, performing tax research, and client management. The position requires 5-10 years of public tax accounting experience and familiarity with Thomson...SeniorTaxFlexible hours
- ...Solutions in Chester County, PA seeks a Senior Tax Accountant to lead complex individual tax... ...English/Spanish client consultations. Requires CPA designation or active licensure, 2+ years... ...accuracy, IRS compliance, and proactive planning for individuals and small business...SeniorTaxWork at officeLocal area
$78.68k - $160.75k
...Summary Deloitte Tax LLP is seeking a Tax Senior to join our National... ...Strategic Tax Review practice. In this role... ...identify federal tax planning opportunities that can... ...able to obtain:Licensed CPA in state of practice/... ...employees to senior leaders, we believe there’s always...SeniorTaxWork at officeVisa sponsorship- Broadway Tax Professionals in New York is seeking a full-time tax preparer to join their... ...during scheduled appointments and review these returns with clients, ensuring clarity... ...perhaps knowledge of Quickbooks. A licensed CPA, EA, or JD is essential for this position....TaxFull timeWork at office
- ...recruiting agency seeks a Japanese Bilingual Tax Manager with a CPA or EA and over 5 years of tax accounting experience. Responsibilities include reviewing complex tax returns, managing client... ...and vision insurance, and a 401(k) plan. Applicants should submit their resume...TaxRemote work
TOP Group
New York, NY3 days ago $160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range is provided by Stonepath. Your actual... ...services spanning investment management, advanced tax planning, and multi‑generational wealth strategies. This opportunity...SeniorTaxRemote jobFull timeWork at officeFlexible hours- Whitecap Search is seeking an experienced tax professional to lead and manage sophisticated tax engagements for high-net-worth individuals... ...manager and trusted advisor, providing strategic tax planning and advisory services while collaborating with attorneys and wealth...SeniorTax
- Jebran & Abraham, PC is seeking an experienced Tax Senior to take ownership of client engagements, prepare and review tax returns, and contribute to tax planning. You will work directly with clients, mentor junior staff, and help guide team development in a close-knit,...SeniorTaxLocal area
$100k - $120k
...Tax Senior Jebran & Abraham, PC About Us At Jebran & Abraham, PC, we believe accounting... ...with clients, prepare and review tax returns, assist with tax planning, and serve as a resource to developing... ...1040, 1065, 1120-S, and 1120 CPA or EA preferred; candidates actively pursuing...SeniorTaxLocal areaJebran-
New York, NY4 days ago- ...assisting in the hiring of a senior tax associate. Senior Tax Associate... ...Responsibilities Prepare and review business and individual tax... ...clients regarding tax matters and planning opportunities Maintain and... ...a tax-focused role required CPA, EA, or licensed tax preparer...SeniorTaxFull timeLocal area
Whitman Advisory Job Community
New York, NY4 days ago - FLSV LLP in Garden City, NY is seeking a Senior Tax Manager to join our growing team in a... ...hybrid work environment. The role focuses on reviewing complex federal and multi-state returns... .... The ideal candidate holds a CPA, has 10+ years of experience, and demonstrates...SeniorTax
$160k - $190k
...reporting, distributions, tax, and back-office... ...We are looking for our CPA, a senior leader for our tax practice.... ...transactions, lead a team of reviewers and preparers (onshore... ...; lead kickoffs, planning conversations, and year... ...CPA license (or EA registration). ~ Deep...TaxFlexible hoursAgora
New York, NY10 days ago- Collective is seeking a trusted tax accountant to manage a portfolio of self-employed client filings and work with the Member Relations... ...communication, cross-functional collaboration, and timely tax planning to support members’ financial independence. #J-18808-Ljbffr...TaxRemote jobSelf employment
$81.7k - $135k
...better working world. Tax - Indirect Tax - Sales and Use Lookback Review COE - Senior Will you shape the... ...clear, intelligent plans and approaches for sales... ...or partially achieved CPA qualification, the ability... ...us in our team-led and leader-enabled hybrid model....SeniorTaxSummer holidayImmediate startFlexible hoursEY
New York, NY5 days ago$150k - $200k
Tax Planning SpecialistLocation: Onsite NYCSalary: $150,000-200,000 plus equityAbout the Role Our... ...across a range of client situations Review individual tax returns for accuracy and compliance... ...strategies What We're Looking ForCPA or EA designation required 7 years of...SeniorTaxLocal area$127.7k - $269.3k
...across our audit, tax, and consulting groups... ...accomplished Senior Tax Manager to join... ...managers, and a thought leader to the partner... ...estate, gift, and trust planning matters, ensuring... ...research. Prepare and review detailed technical... ...preferred. Active CPA license required. Minimum...SeniorTaxLocal areaRemote workCrowe
New York, NY1 day ago- ...Solutions in New Jersey is seeking a Senior Financial Planner to lead a... ...to craft holistic financial plans. You will mentor two planners,... ...cash flow, investments, tax and estate planning, and act as... ...the trusted advisor for ongoing reviews and day-to-day questions, ensuring...SeniorTaxWork at office2 days per week3 days per week
$95k - $130k
...Tax Senior Associate – Private Client Services Location: New York... ...relationships, contribute to planning strategies, and play an... ...Responsibilities Prepare and review federal and state tax returns... ...or Accounting preferred. CPA, Enrolled Agent (EA), or Juris Doctor (JD) qualification...SeniorTaxWork at officeFlexible hoursInsite US
New York, NY4 days ago$95k - $110k
...multi‑disciplinary accounting, tax, and advisory firm serving... ...rewarded. Position: Tax Senior Associate (Full‑time) – NYC... ...within budget. Involve in tax planning. Begin to review tax returns, organize work... ...(1040) tax returns. EA or CPA license and/or MST are preferred...SeniorTaxFull timeTemporary workWork experience placementSummer workWork at officeFlexible hoursSax LLP
New York, NY4 days ago$75k - $100k
...base seeking a motivated Tax Senior Associate. We invest in... ...preparing and reviewing individual and business... ...questions, identify tax planning opportunities, and stay... ...degree in Accounting and CPA license, active progress... ...toward CPA licensure, or EA license strongly preferred...SeniorTaxFull timeWork at officeLocal area2 days per week3 days per weekPresti & Naegele
New York, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Planning & Review Leader (CPA/EA). Be the first to apply!
Related searches
- camp leader New York, NY
- member team lead New York, NY
- team leader production New York, NY
- site leader New York, NY
- team leader training New York, NY
- team lead data science New York, NY
- group strategy director New York, NY
- group operations manager New York, NY
- team leader day shift New York, NY
- market leader New York, NY