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

Remote Senior Tax Strategy Advisor (CPA) for Estate Planning

SR Staffing

Phoenix, AZ
  • Remote job

SR Staffing is looking for a Senior Tax Strategy Advisor (CPA) for a fully remote role. You will work with business owners and high-net-worth clients on advanced tax planning, wealth preservation, estate planning, and succession strategies. Responsibilities include leading strategy meetings, developing customized plans, and collaborating with compliance and accounting teams to deliver long-term advisory services. #J-18808-Ljbffr SR Staffing

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Remote Senior Tax Strategy Advisor (CPA) for Estate Planning in Phoenix, AZ vacancy
  • Brewer Morris seeks a Senior Tax Strategy Advisor (CPA) for a remote-first advisory role based in Scottsdale, AZ. The position emphasizes strategic client engagements and sophisticated tax planning, with a dedicated compliance team handling returns. Ideal candidates have... 
    Remote job
    Senior

    Brewer Morris

    Phoenix, AZ
    5 days ago
  •  ...seeking an experienced Principal Tax Advisor to join our Tax Advisory...  ...Raleigh, North Carolina. In this senior-level role, you'll manage...  ...providing expert tax compliance and planning services. The ideal candidate...  ...of experience, an active CPA license, and strong... 
    Senior
    Flexible hours

    Cerity Partners Management LLC

    Raleigh, NC
    2 days ago
  • $140k - $180k

     ...Senior Tax Strategy Advisor Optional Work from Home Multiple Locations - Rockford...  ...CA - Los Gatos, CA 95032; Remote Beaverton OR - Beaverton,...  ...Advisor provides advanced tax planning and advisory services to...  ...university (required) Active CPA license or Enrolled Agent (... 
    Remote work
    Senior
    Work experience placement
    Summer work
    Work at office
    Work from home
    Work visa
    Flexible hours

    Savant Wealth Management

    Beaverton, OR
    4 days ago
  •  ...net worth individuals and estates by emphasizing quality, discretion...  ...experienced CPAs and non-CPA accountants with 5+ years...  ...and individual income tax preparation and planning, general ledger accounting,...  ...and part-time positions. ~ Remote work options to fit your lifestyle... 
    Remote work
    Senior
    Full time
    Part time
    Work from home
    Flexible hours

    KMI CPAs

    Bloomfield Hills, MI
    5 days ago
  •  ...& Co, based in New York, NY, is seeking a Senior Tax Associate to focus on high net worth taxation, gift, trust, and estate planning engagements. The role includes research, client...  ...hybrid schedule (2 days in office / 3 days remote). Requirements include a Bachelor's in... 
    Remote work
    Senior
    Work at office

    Focus Partners Wealth, LLC

    New York, NY
    4 days ago
  • $125k - $150k

     ...a respected law firm, as a Senior Tax Accountant - CPA. You'll empower clients with strategic tax planning, compliance, and consulting...  ...Identify and implement tax-saving strategies for clients, enhancing their...  .... Our practice includes estate planning, probate and trust... 
    Senior
    Local area

    Anthony J. Madonia & Associates, Ltd.

    Schaumburg, IL
    11 hours ago
  • $180k - $250k

     ...Senior Tax Strategy Advisor Reports To: Director of Tax Strategy Location: Fully remote, US-based; preference for candidates in...  ...tax is built into the plan rather than bolted...  ...investment management, and estate planning, and it...  ...clients ~ Active CPA license or Enrolled... 
    Remote work
    Senior
    Full time
    Summer work
    Work at office
    Flexible hours

    Harrison Gray Search and Consulting LLC

    United States
    4 days ago
  • $235k - $250k

     ...Senior Tax Advisor We are seeking a full-time Senior Tax Advisor to join...  ...teams regarding various tax and estate planning matters Provide oversight...  ...outsource others to 1040 CPA) Review fiduciary...  ...We take a hybrid in-office/remote working approach. About Us... 
    Remote work
    Senior
    Full time
    Contract work
    Work at office
    Flexible hours

    Laird Norton Wealth Management

    Seattle, WA
    2 days ago
  •  ...Description Job Description Join our CPA firm client in a well rounded tax focused role. 95% Remote Tax Associate or Tax Senior position offers: Excellent work/life balance...  ...solutions for tax issues ~ Perform tax planning ~ Perform some accounting work ~... 
    Remote work
    Senior
    Work at office

    RES Consultant Group

    Raleigh, NC
    13 days ago
  • Our client, a boutique tax advisory firm, who...  ...services, is seeking a Remote Senior Tax Accountant to...  ...base within the real estate market. CPA license required for...  ...simple and complex tax strategies. This is a great opportunity...  ...tax returns Tax planning and projections Tax research... 
    Remote job
    Senior
    Work experience placement
    Local area
    Flexible hours

    RES Consultant Group

    Atlanta, GA
    5 days ago
  •  ...Description Job Description Position Senior Tax Advisor – Proactive Strategist MyCPA...  ...Location: Boca Raton, FL with hybrid/remote options About the Role MAAP is seeking...  ...opportunity to provide proactive tax planning and business guidance to clients. The... 
    Remote work
    Senior

    My CPA

    Boca Raton, FL
    12 days ago
  • $85k - $90k

     ...Description J ob Title: Senior Tax Accountant...  ...Arrangement: Hybrid (2 Days Remote / 3 Days In-Office for...  ...high-quality financial planning, compliance, and...  ...tax-efficient financial strategies for clients. Client...  ...Qualifications An active CPA (Certified Public... 
    Remote work
    Senior
    Work at office
    Local area
    Immediate start
    Relocation package
    Flexible hours
    Shift work

    Talent Search PRO

    Tulsa, OK
    5 days ago
  • $125k - $150k

    The Senior Tax Accountant / CPA will play an integral role in providing sophisticated tax planning, tax compliance, and consulting services for individuals, businesses, trusts, and estates. The ideal candidate will have 5 to 10 years of public accounting experience, possess... 
    Senior
    Temporary work

    WizeHire, Inc

    Schaumburg, IL
    4 days ago
  • EP Wealth Advisors, LLC is seeking an Advanced Wealth Strategist to analyze client portfolios, craft estate and wealth transfer strategies, and deliver client-ready analyses. The role partners with...  ...clients, typically $25M+ AUM. Remote within the Southwest division with... 
    Remote job
    Senior
    Work at office

    EP Wealth Advisors, LLC

    Brooklyn, NY
    2 days ago
  • Osaic is seeking a Senior Financial Planning Strategist to join our High Net Worth Planning...  ...team in a role focused on estate, business, and tax planning for high-net-worth...  ...complex concepts into practical strategies for financial advisors and clients, drawing on 10+ years... 
    Remote job
    Senior

    Advisor Group

    Scottsdale, AZ
    3 days ago
  • Osaic is seeking a Senior Financial Planning Specialist to join the High Net Worth Planning Services team. The role focuses on estate, business, and tax planning for high-net-worth clients, translating...  ...guidance for financial advisors. The ideal candidate has 10+ years... 
    Remote job
    Senior
    Full time

    Osaic

    Houston, TX
    6 days ago
  • 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...  ...complex solutions to financial advisors. You'll mentor colleagues,... 
    Remote job
    Senior
    Full time

    Osaic

    Chicago, IL
    6 days ago
  • Osaic seeks a Senior Financial Planning Specialist to join the High Net Worth Planning Services...  ...planning efforts focused on estate, business, and tax planning for affluent clients. You...  ...practical solutions for financial advisors, review estate and governance documents... 
    Remote job
    Senior
    Full time

    Osaic

    Brooklyn, NY
    6 days ago
  • $140k - $160k

    Osaic is seeking a technically skilled Senior Financial Planning Strategist to join our High Net...  ...Services team. This role focuses on estate, business, and tax planning strategies and requires clear communication with financial advisors for high-net-worth clients. The... 
    Remote job
    Senior
    Work at office

    Osaic

    Louisiana, MO
    6 days ago
  •  ...firm in Delaware is seeking a professional for their Estate & Trust Practice Area. This role requires expertise...  ...and trust taxation, including preparing complex tax returns and providing consultation on estate planning. The firm offers flexibility in work schedules, a competitive... 
    Remote job
    Senior
    Flexible hours

    Belfint

    Wilmington, DE
    4 days ago
  • $100k - $150k

     ...cash flow management, estate and tax planning and preparation,...  ...America's Top Financial Advisors by several publications...  ...opening for a Senior Tax Associate . Our...  ...days in office / 3 days remote. Primary Responsibilities...  ...or Taxation CPA / EA License a must... 
    Remote work
    Senior
    Work at office
    Local area
    Immediate start

    Focus Financial Partners Inc.

    New York, NY
    4 days ago
  • Aprio is seeking a Senior Tax Associate for its Real Estate Tax team in Dedham, MA. The position involves providing tax planning, consulting, and compliance services to middle to large-sized...  ...bachelor's degree in Accounting, and a CPA license. The role offers the... 
    Remote job
    Senior

    Aprio

    Dedham, MA
    2 days ago
  • $175k - $200k

    Why Work at Mercer Advisors? For more than 40 years,...  ...integrating financial planning, investment management...  ...business management, tax, estate, insurance, and more,...  ...implementing planning strategies for our high new worth...  ...they are received. #LI-Remote Base Pay Range Actual... 
    Remote work
    Senior
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Uncover

    Newport Beach, CA
    5 days ago
  •  ...associate with a minimum of 5 years of experience in international tax and estate planning. You will advise clients on complex tax matters and...  ...position offers a hybrid work environment with options for remote work. Ideal candidates will have strong analytical, writing... 
    Remote work
    Senior

    BCG Attorney Search

    Washington DC
    2 days ago
  •  ...About Us: We’re an energetic tax and accounting firm on the...  ...business returns and trust and estate tax filings. Work/life balance...  ...individual returns and tax planning/advisory. Effective communication...  ..., flexible work culture (remote/hybrid options available) Clear... 
    Remote work
    Senior
    Full time
    Seasonal work
    Work at office
    Flexible hours

    CN Accounting

    Burbank, CA
    4 days ago
  •  ...is seeking an experienced Private Client International Tax and Estate Planning Associate/Senior Associate to join their team in Providence, RI. The ideal...  ...independently. The firm offers a hybrid work environment with remote options. #J-18808-Ljbffr BCG Attorney Search
    Remote work
    Senior

    BCG Attorney Search

    Providence, RI
    2 days ago
  •  ...experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in...  ...matters and cross-border planning strategies. Develop sophisticated estate...  ...Benefits Hybrid work environment with remote work options. #J-18808-Ljbffr BCG... 
    Remote work
    Senior

    BCG Attorney Search

    Boston, MA
    2 days ago
  •  ...looking for an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their esteemed firm in Boca Raton, FL...  ...environment is offered, facilitating a balance between on-site and remote work. #J-18808-Ljbffr BCG Attorney Search
    Remote work
    Senior

    BCG Attorney Search

    Boca Raton, FL
    2 days ago
  •  ...are seeking an experienced Senior Tax CPA / Tax Manager to join a respected...  ...centered on tax compliance, planning, research, and advisory...  ...guidance, and serving as a trusted advisor to clients across multiple...  ...in-office days and two remote workdays per week.Key responsibilities... 
    Remote work
    Senior
    Work at office

    Affinity Executive Search

    Houston, TX
    2 days ago
  •  ...technology, construction, real estate, Entertainment, and HNW...  ...firm split into 2 focus areas of Tax & Business Advisory.We pride ourselves...  ...!***Heavily Hybrid and Fully REMOTE models available*** that we...  ...tax returns, extensions, tax planning calculations, for all entity types... 
    Remote work
    Immediate start

    CyberCoders

    Duluth, MN
    5 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Senior Tax Strategy Advisor (CPA) for Estate Planning. Be the first to apply!