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

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Strategic Tax Planner & Wealth-Planning CPA in Cincinnati, OH vacancy
  •  ...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... 
    Tax
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Internship
    Work at office
    Flexible hours

    Allworth Financial

    Cincinnati, OH
    2 days ago
  •  ...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... 
    Tax
    Temporary work
    Work experience placement
    Work at office

    allworthfinancial

    Cincinnati, OH
    2 days ago
  •  ...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... 
    Tax
    Full time
    Contract work
    Part time
    Internship
    Work at office
    Flexible hours

    Allworth Financial

    Cincinnati, OH
    21 hours ago
  •  ...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... 
    Tax
    Work at office

    Oxford Financial Group, Ltd.

    Cincinnati, OH
    24 days ago
  • 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... 
    Tax
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours

    The Huntington National Bank

    Cincinnati, OH
    2 days ago
  • 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 Bank
    Tax

    Huntington Bank

    Cincinnati, OH
    2 days ago
  • 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

    Cincinnati, OH
    5 days ago
  • 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

    Allworthfinancial

    Cincinnati, OH
    3 days ago
  •  ...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... 
    Tax
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    Cincinnati, OH
    3 days ago
  • 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

    Oxford Financial GRP

    Cincinnati, OH
    5 days ago
  • $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... 
    Tax
    Seasonal work
    Work at office
    Local area
    Monday to Friday

    Horter Investment Management

    Cincinnati, OH
    4 days ago
  • 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... 
    Tax
    Work experience placement
    Local area

    H&R Block

    Cincinnati, OH
    2 days ago
  • $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... 
    Tax
    Full time
    For contractors
    Work at office
    Remote work

    Osaic

    Cincinnati, OH
    2 days ago
  • $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... 
    Tax
    Full time
    H1b

    PwC

    Cincinnati, OH
    3 days ago
  • 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... 
    Tax
    Full time

    Fidelity Investments

    Covington, KY
    4 days ago
  • $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... 
    Tax
    Work at office
    Local area
    Visa sponsorship
    2 days per week
    3 days per week

    Deloitte

    Cincinnati, OH
    2 days ago
  • 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

    H&R Block

    Cincinnati, OH
    2 days ago
  •  ...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... 
    Tax
    16 hours
    Full time
    Temporary work
    Work at office
    Remote work

    Usi Insurance

    Cincinnati, OH
    3 days ago
  • $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... 
    Tax
    Private practice
    Work at office
    Local area

    Deloitte

    Cincinnati, OH
    3 days ago
  • 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... 

    Cincinnati Children's

    Cincinnati, OH
    4 days ago
  • 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

    Corient

    Cincinnati, OH
    3 days ago
  • 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

    Huntington National Bank

    Cincinnati, OH
    3 days ago
  •  ...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... 
    Tax
    Work experience placement

    Worldpay

    Cincinnati, OH
    5 days ago
  •  ...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... 
    Tax
    Full time
    Work from home

    Baird

    Cincinnati, OH
    6 hours ago
  • 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

    H&R Block

    Cincinnati, OH
    6 hours ago
  •  ...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... 
    Tax
    Full time

    GBQ Partners

    Cincinnati, OH
    3 days ago
  • 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... 

    HORAN Wealth

    Cincinnati, OH
    5 days ago
  •  ...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... 
    Tax
    Local area

    Waverly Advisors LLC

    Cincinnati, OH
    19 hours ago
  • 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

    Benchmark Wealth

    Cincinnati, OH
    3 days ago
  •  ...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... 

    Us Bank

    Cincinnati, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Tax Planner & Wealth-Planning CPA. Be the first to apply!