Strategic Tax Planner & Wealth-Planning CPA
Horter Investment Management
Horter Investment Management is seeking a skilled CPA to own the tax preparation work and help scale the tax division across multiple offices. This role emphasizes proactive planning alongside accurate filings, integrating tax strategy into clients' wealth plans. You'll collaborate with eight financial advisors and our client experience team, handling complex returns, planning scenarios, and leading division growth as we expand our presence in Cincinnati. #J-18808-Ljbffr Horter Investment Management
- ...specializes in retirement planning, investment advising,... ...their goals and plan strategically for retirement.... ...SUMMARY: The Senior Wealth Planner is a critical member of... ...estate planning, advanced tax strategies, and... ...field CFP® required; CPA, CFA, JD, LLM, or other...TaxFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
- ...specializes in retirement planning, investment advising,... ...their goals and plan strategically for retirement.... ...Top 40 RIA in 2024. The Wealth Planner plays a crucial role on... ...service partners (e.g., tax, estate, insurance, and... ...(e.g., CFP®, CFA, CPA) is a plus. Strong organizational...TaxTemporary workWork experience placementWork at office
- ...Senior Wealth Planner The Senior Wealth Planner is a critical... ...of Allworth's Wealth Planning Team, responsible for... ...planning, advanced tax strategies, and multigenerational... ...include: 1. Strategic Case Planning &... ...field CFP required; CPA, CFA, JD, LLM, or other...TaxFull timeContract workPart timeInternshipWork at officeFlexible hours
- ...Managing Director & Senior Wealth Strategist is... ...complex estate and wealth planning deliverables, identifying... ...providing firm-wide support on tax and estate planning... ...designation of CPA, CFP® and/or CPWA® and... ...with prior experience in strategic wealth planning for high...TaxWork at office
- DescriptionSummary:The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering... ...customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies...TaxFull timeWork at officeRemote workWork from homeFlexible hours
- Huntington Bank is seeking a Wealth Planner to deliver planning for clients with $1-$10M in net worth. You will conduct in-depth discovery conversations... ...mentoring wealth advisors and staying current on tax and planning strategies. #J-18808-Ljbffr Huntington BankTax
- Allworth Financial in Dallas, TX seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients. You will lead complex engagements in estate planning, advanced tax strategies, and multigenerational wealth planning, collaborating...Tax
- Allworth Financial in Cincinnati, OH seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients. You will lead complex engagements and collaborate across estate, tax, business, and liquidity planning with the Wealth...Tax
- ...life, while enabling them to preserve their wealth for future generations, and provide for... ...Increasing level of financial planning and investment knowledge through practice... ...Completes financial plans, investment reports, tax and estate analysis as requested Vast majority...TaxPermanent employmentTemporary workWork at officeFlexible hours
- Oxford Financial GRP is seeking a Senior Wealth Strategist to lead complex estate and wealth planning deliverables, interpret intricate documents, and provide expert... ..., and train internal associates while supporting tax and estate planning across the firm. #J-18808-Ljbffr...Tax
$95k - $125k
...around one idea: retirement planning should be coordinated,... ...investment management, tax prep & planning, estate... ..., a mix of full wealth-management relationships... .... We're looking for a CPA who wants to own the technical... ...This Role Stands Out: Strategic Impact: Your expertise...TaxSeasonal workWork at officeLocal areaMonday to Friday- About the RoleAs a Senior Tax Strategist - Small Business and Tax you will apply principles of accounting to analyze financial... ...improvement in company tax procedures Develop and implement strategic tax planning for all necessary federal and state taxes Manage members of...TaxWork experience placementLocal area
$140k - $160k
...Careers Senior Advanced Financial Planning Opportunity in Financial... ...Planning, Business Planning & Tax Planning strategies. The... ...and inform the organization's strategic direction (e.g., industry trends... ...software (e.g., eMoney) CPA FINRA Series 7, 63, and 6...TaxFull timeFor contractorsWork at officeRemote work$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in... ...on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses...TaxFull timeH1b- Job Description:Financial Planning ConsultantTo be eligible for consideration... ...of hireCertified Financial Planner (CFP) preferredMinimum of 5... ...planning, college savings, tax efficiency, long-term care, HSA... ...(FAS) is part of the Fidelity Wealth business and delivers team-based...TaxFull time
$78.68k - $160.75k
...your federal partnership tax experience to a role... ...in Deloitte Tax LLP’s Strategic Partnership Solutions practice... ...brings together tax planning, marketplace insight,... ...able to obtain:Licensed CPA in state of practice/... ...CFA)Certified Financial Planner (CFP) Preferred: Advanced...TaxWork at officeLocal areaVisa sponsorship2 days per week3 days per week- H&R Block is seeking a Senior Tax Strategist - Small Business and Tax to analyze financial information and prepare tax statements... ...while maximizing value for clients. The role focuses on strategic planning, regulatory awareness, and collaboration with management to achieve...Tax
- ...comprehensive financial planning. We currently manage... ...is seeking an Associate Planner to join our team. This... ...retirement projections, tax planning, cash flow analysis... ...towards CFP and/or CPA designation preferred... ...professional experience in a wealth management or financial...Tax16 hoursFull timeTemporary workWork at officeRemote work
$100.35k - $205k
...Are you a leader and strategic thinker with... ...solutions to complex tax issues? Do you not... ...’s growing Private Wealth practice! Recruiting... ...projects related to tax planning opportunities and... ...obtained:Licensed CPA in state of practice... ...Certified Financial Planner (CFP) Preferred...TaxPrivate practiceWork at officeLocal area- Cincinnati Children’s is seeking a focused leader to support governance, performance visibility, and strategic coordination at the Burnet Campus. You will facilitate leadership discussions, prepare decision-ready materials, and synthesize data from multiple sources to enable...
- A leading wealth management firm is seeking a skilled individual for a mid-senior level position in Cincinnati, OH. The role involves assisting Wealth Advisors in preparing financial plans, conducting client meetings, and gathering relevant data. Candidates must hold a...Work at office
- A financial services company is seeking a Wealth Planner to deliver high-quality financial planning services for clients with a net worth of $1-10M. This role involves leading financial planning engagements, conducting discovery conversations, and collaborating with internal...Remote work
- ...Principal Stock Plan Consultant Are you curious, motivated, and forward-thinking? At... ...design, administration, governance, and strategic optimization of global equity compensation... ...closely with executive leadership, HR, Legal, Tax, Finance, and external vendors to ensure...TaxWork experience placement
- ...the Role: As a Trust Strategist, you will review trust and estate planning documents, provide guidance on trust administration and... ...administrative provisions, fiduciary responsibilities, risk exposure, tax-sensitivity guidelines, directed trust language, distribution responsibilities...TaxFull timeWork from home
- About the RoleApply accounting principles and tax expertise to analyze financial information, prepare financial reports, and complete... ...include tax code research, tax return preparation, and tax planning Identifying opportunities to minimize tax liability through deductions...Tax
- ...accounting firm in Cincinnati seeks an entry-level tax associate responsible for preparing... ...BS in accounting, be eligible to take the CPA exam, and possess strong analytical and... ...skills. This full-time position focuses on tax planning and consulting, ensuring compliance with...TaxFull time
- A financial services firm in Cincinnati is seeking a Wealth Advisor to provide comprehensive financial planning and investment advisory services. The ideal candidate should have a Bachelor’s degree and experience in financial services. This role involves managing client...
- ...our communities. We aren't your typical wealth management firm. Our intense client focus... ...investments, offering truly in-depth financial planning. We set ourselves apart by actually... ...based financial planning, alongside estate, tax and philanthropic planning considerations...TaxLocal area
- Benchmark Wealth in Cincinnati seeks an experienced Associate Wealth Advisor to manage client relationships and lead financial planning initiatives. You will own deliverables, work with our operations... ...comprehensive plans (cash flow, taxes, risk, wealth transfer) and...Tax
- ...to serve high net worth families in a defined market. You will work with senior relationship teammates to meet philanthropic planning, wealth planning, and estate planning needs while expanding wealth management relationships. The role involves travel and a strong professional...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Tax Planner & Wealth-Planning CPA. Be the first to apply!
- planner Cincinnati, OH
- distribution planner Cincinnati, OH
- planning associate Cincinnati, OH
- production planning specialist Cincinnati, OH
- senior planner Cincinnati, OH
- manufacturing planner Cincinnati, OH
- party planner Cincinnati, OH
- business continuity planner Cincinnati, OH
- vacation planner Cincinnati, OH
- meeting planner Cincinnati, OH


