Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Operations Specialist: Client-Driven & Detail-Focused

AlphaCore Wealth Advisory LLC

AlphaCore Wealth Advisory LLC is seeking a Tax Operations Administrator to support the administrative and client service functions of the tax department. You will coordinate client documentation, data entry, and engagement administration while ensuring accurate records and smooth workflow. In this role you will manage tax return filing, client communications, and compliance with procedures. The successful candidate is highly organized, tech-savvy, and committed to excellent client service in a #J-18808-Ljbffr AlphaCore Wealth Advisory LLC

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Tax Operations Specialist: Client-Driven & Detail-Focused in Rockville, MD vacancy
  • H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns, interview clients, and uncover tax savings opportunities at a local tax office in Bethesda...  ...pay with incentive potential. This in-person role focuses on building lasting client relationships,... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Local area

    H&R Block

    Bethesda, MD
    3 days ago
  • H&R Block, Inc. is seeking a seasonal Tax Associate to work in person at a local tax office in Rockville, MD. You will gather client information, help prepare tax returns, and answer questions with the support of experienced teammates. No prior tax experience is required... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Local area

    H&R Block, Inc.

    Rockville, MD
    3 days ago
  •  ...MD is seeking a year-round Block Advisor Tax Advisor to prepare complete tax returns and provide consultative tax guidance to clients. You will interview clients, identify tax-...  ...Advisors products and services in a client-focused office setting. This in-person role emphasizes... 
    Suggested
    Work at office

    H&R Block, Inc.

    Rockville, MD
    3 days ago
  • H&R Block in Montgomery Village, MD is seeking a seasonal Tax Associate to work in person at a local tax office. You'll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. No prior tax experience is required as training... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Local area
    Weekend work
    Afternoon shift

    H&R Block

    Montgomery Village, MD
    4 days ago
  •  ...is seeking a Senior Accountant to lead day-to-day finance operations for a diverse client mix. This role combines accounting know-how, client...  ...digging into numbers, optimizing systems, and helping mission-driven organizations thrive—this could be the perfect fit. You will... 
    Suggested

    Calibre CPA Group, PLLC

    Bethesda, MD
    2 days ago
  • $21 - $26 per hour

     ...striving to develop value-driven products and services...  ...reporting and tax filings through education...  ...looking for a talented, detail-oriented Tax Associate...  ...received and reviewed from client submission  Conduct compliance...  ...work products with a focus on customer service,... 
    Full time
    Remote work

    InsCipher

    Rockville, MD
    3 days ago
  • $92.58k - $144.16k

     ...RoleWe are seeking a Revenue Operations Specialist to join our dynamic Revenue...  ...to our Sales organization, focusing on optimizing the "Lead-to-Cash...  ....The ideal candidate is a detail-oriented problem solver who...  ...and Customer Success teams.AI-Driven Innovation: Maintain a hands... 
    Full time
    Contract work
    Temporary work
    Work at office
    Remote work
    Flexible hours
    Shift work

    ID.me

    McLean, VA
    16 hours ago
  •  ...a collaborative, team-driven culture. At KPMG, our...  ...clientsWork on teams focused on advisory projects and...  ...improvement opportunities for clients and lead client...  ...holiday. Additional details about our benefits can...  ...and safeguard business operations and company reputation... 
    Local area

    KPMG

    McLean, VA
    16 hours ago
  • $120k - $135k

     ...follow through, listen first, and focus on helping clients and teammates succeed. We offer...  ...agencies. As the Recruitment Operations / Talent Acquisition Specialist, you will support a highly regarded...  ...people are expected to own details, adapt quickly, and help outside... 
    Full time
    3 days per week

    Ae Strategies

    Silver Spring, MD
    more than 2 months ago
  •  ...communities with integrity, driven to make things...  ...success together, focused on the tomorrows...  ...Purpose: The Tax Associate is an...  ...returns, organizing client data, and...  ...supervision of a Tax Specialist or Tax Services Manager...  ...Strong attention to detail and commitment to... 
    Internship
    Work at office
    Local area
    Monday to Friday

    HUB International

    McLean, VA
    16 hours ago
  •  ...Our client is seeking a Senior Tax Accountant to own key indirect tax and compliance functions. This role focuses primarily on sales and use tax and 1099 reporting, with additional responsibility...  ...tax matters. It's a great fit for a detail-oriented tax professional who wants... 

    Spectrum Financial Services

    Rockville, MD
    2 days ago
  • $100k - $130k

     ...communities with integrity, driven to make things better,...  ...success together, focused on the tomorrows for all...  ...and providing our valued clients with the best and most...  ...purpose The senior tax associate works directly...  ...necessary attention to detail Highly organized... 
    Full time
    Work at office

    HUB International

    McLean, VA
    3 days ago
  •  ...seeking a high-performing Senior Tax Associate to join our growing...  ...Associate will partner with clients and internal teams to deliver...  ...technology, automation tools, and AI-driven platforms to improve...  ...accounting experience, with a focus on tax preparation and consulting... 
    Work at office

    Gilder Search Group

    Rockville, MD
    2 days ago
  • $112k - $150k

     ...JOB DESCRIPTION Private Client Services at BDO is a...  ...people with complicated tax and financial structures...  ...of BDO. Involves firm specialists and other business lines...  ...do. Together, we are focused on delivering exceptional...  ...By Sharing Insight‑driven Perspectives, Helping Companies... 
    Full time
    Private practice
    Work at office

    BDO USA

    Potomac, MD
    16 hours ago
  •  ...a deep understanding of our clients’ goals and values and then develop...  ...\n \n Our team is driven by collaboration and a shared...  ...Position Overview \n The Operations Specialist plays an integral role in supporting...  ...exceptional attention to detail. \n ~ Effective... 
    Part time
    Work at office
    Shift work

    Seventy2 Capital Wealth Management

    Bethesda, MD
    3 days ago
  •  ...looking for a Payroll Tax Specialist to join our team in Bethesda...  ...skills to improve the operational and reporting of...  ...Maintaining and balancing clients’ accounts using...  .... Strong attention to detail. Ability to communicate...  ...they have the time to focus on what they love - their... 
    Work experience placement
    Local area

    XcelHR

    Bethesda, MD
    16 hours ago
  •  ...Operations Associate At Potomac, we're not for everyone—and that's by design. We attract...  ...transparency, responsiveness, and attention to detail are key to thriving in this role....  ...to responsiveness and excellence. Client, Advisor & Custodian Support Ensure... 
    Full time

    Potomac Inc

    Bethesda, MD
    4 days ago
  •  ...a multi-state law firm that focuses heavily on the utilization of...  ...flow synergies with its clients and business partners. Aldridge...  ...POSITION SUMMARY:  The Operations Specialist II, also referred to as the...  ...core values Analytical and detail oriented, while working at a... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aldridge Pite LLP

    Rockville, MD
    9 days ago
  • H&R Block is seeking a Tax Advisor to prepare complete and accurate tax returns for clients with diverse and complex situations. You will conduct in-depth client interviews to understand financials and life changes, then offer clear, personalized recommendations. In this... 
    Seasonal work
    Work at office
    Local area

    H&R Block

    Gaithersburg, MD
    7 hours ago
  • H&R Block in Rockville, MD is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare accurate tax returns under guidance. You will explain tax concepts clearly and identify potential savings while building valuable client relationships in... 
    Seasonal work
    Work at office
    Local area

    H&R Block

    Rockville, MD
    1 day ago
  • H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns for individuals and businesses and to interview clients to understand their financial situations. You will...  ...collaborating with team members in a client-focused environment and contributing to ongoing... 
    Seasonal work
    Work at office
    Local area

    H&R Block

    Bethesda, MD
    4 days ago
  • $84k - $105k

     .... WWT's work benefits clients and partners as much as...  ...for a Services Operations Lead to support our Financial...  ...WWT's services are focused on leading edge technologies...  ...and excellence ~ Detailed understanding of...  ...processes, e.g., Kanban board-driven development projects... 
    Full time
    Contract work
    Remote work
    Flexible hours
    Shift work

    World Wide Technology

    Rockville, MD
    1 day ago
  • $120k - $135k

     ...follow through, listen first, and focus on helping clients and teammates succeed. We offer...  ...agencies. As the Recruitment Operations / Talent Acquisition Specialist, you will support a highly regarded...  ...people are expected to own details, adapt quickly, and help outside... 
    3 days per week

    AE Strategies

    Silver Spring, MD
    11 days ago
  • $100k - $150k

     ...Davies is a top-ranked accounting, tax, and advisory firm with...  ...delivering real value to our clients.Our mission is to provide exceptional...  ...practice. This role will focus on providing tax compliance, planning...  ...and other criteria. Specific details will be provided during the... 
    Full time
    Private practice
    Local area
    3 days per week

    PKF O’Connor Davies

    Bethesda, MD
    16 hours ago
  • $160k - $180k

     ...year A bit about us Our client is a leading innovator in technology-driven solutions that empower individuals...  ...and secure. With a focus on cutting-edge products...  ...As part of their global operations, our client emphasizes...  ...opportunities Job Details We are seeking a dynamic... 
    Permanent employment
    Local area
    Worldwide

    Jobot

    Mc Lean, VA
    3 days ago
  • Chase is seeking an Associate Banker to deliver welcoming, attentive service, educate clients on banking options, and build lasting relationships. You will use Chase Mobile App and digital tools to assist clients, support account openings, and stay compliant with bank policies... 

    Next Frontier Capital

    Kensington, MD
    7 hours ago
  • $150k - $185k

     ...about us: A premier accounting, tax, and advisory organization providing...  ..., entrepreneurial environment focused on technical excellence, client service, professional development, and...  ...leadership development opportunities Job Details Serve as a primary advisor to... 
    Local area
    Flexible hours

    Jobot

    Bethesda, MD
    16 hours ago
  •  ...time off Director of Operations Who we are: Perfect Performance...  ...training company focused on athlete development...  ...Who we work with: Our clients are elite athletes, or...  ...Has a keen eye for detail, pattern identification...  ...bored easily and is driven to excel because no one... 
    Remote work

    Perfect Performance Nova LLC

    McLean, VA
    16 hours ago
  • $55.6k - $111.1k

     ...Industrial Hygienist Specialist We are seeking an entry...  ...~ Strong attention to detail and analytical skills...  ...Experience with CBRNE operations Previous experience...  ...'s missions and driven by a higher purpose to...  ...ambitions a reality. A focus on continuous growth.... 
    Contract work
    Work experience placement
    Flexible hours

    CACI International

    Bethesda, MD
    4 days ago
  •  ...for carrying out key project tasks, while the client organization will provide oversight. The core goal is to conduct a detailed review of telecom and technology spending...  ...Optimization: Provide thorough recommendations focused on reducing costs through service... 
    Contract work

    Merit 321

    Gaithersburg, MD
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Operations Specialist: Client-Driven & Detail-Focused. Be the first to apply!