Client-Facing Tax Strategist for Creators
Cookie Finance
A leading finance firm in Richmond, Virginia, seeks a detail-oriented tax professional to provide exceptional client service. This role involves developing personalized tax strategies, managing complex tax filings, and collaborating closely with clients. Ideal candidates will have a relevant degree and 3-5 years of experience in tax preparation, along with proficiency in QuickBooks and strong analytical skills. Join a team that values clarity and empowerment in navigating tax complexities. #J-18808-Ljbffr Cookie Finance
$63k - $95k
...025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales... ...will serve as both an insight creator and a strategic partner. You'll... ...track record of building client-facing stories that influence decision-...SuggestedWork experience placementLocal area- ...in model-driven portfolio management and client-first financial strategies. The team is close... ...won’t be doing busywork. As a Portfolio Strategist , you’ll support real investment... ...Manager - Capital Markets/Investment Banking Tax Manager-Investment Management - Private Wealth...TaxFull time
$152.7k - $294k
...world. The Global Information Security Strategist is a senior role responsible for shaping... ...changes in services, technologies, and client requirements, ensuring the security program... ...of services in assurance, consulting, tax, strategy and transactions. Fueled by sector...TaxSummer holidayLocal areaFlexible hoursShift work- A leading accounting firm is seeking a Senior Tax Manager in Richmond, Virginia. This role involves overseeing tax compliance and advisory... .... The firm offers a collaborative culture and a commitment to client service excellence. #J-18808-Ljbffr Austin Community CollegeTax
- ...accounting and financial services firm in Richmond, VA is seeking an experienced Tax Associate. In this role, you will review and prepare tax returns, develop strategies to maximize client outcomes, and maintain strong client relationships. Ideal candidates have 2-4 years...Tax
- Eetdbuyersguide in the Richmond area seeks an experienced tax professional to lead day‑to‑day planning, research, and compliance across federal, state, and local taxes. You will coordinate returns, payments, accruals, and filings while providing technical leadership on...TaxLocal area
- BDO USA, LLP is seeking an experienced Tax Experienced Manager in Virginia to lead the private client and family office services engagements. You will oversee the full lifecycle, from scope and staffing to final deliverables and client billing, while understanding tax...TaxWork at office
- Cherry Bekaert LLP is offering a Tax Intern position in the United States. You will gain insight into the public accounting profession... ...and build a solid foundation for your career while working on client engagements under the guidance of multiple supervisors. Applicants...TaxInternship
$80k - $100k
...Sr. Tax Accountant Location: Richmond, VA, 23229 Country: United States Salary: $80000-$100000 Start Date: Description... ...comprehensive tax and estate planning in coordination with the client's investment advisor and lawyer. We do not draft legal documents...Tax$260k - $365k
...State and Local Tax (SALT) Associate Attorney Direct Counsel is seeking a State and Local Tax (SALT) Associate to join a nationally... ...industries. Role Overview The SALT Associate will support clients on complex state and local tax issues, including planning,...TaxWork at officeLocal areaRemote work$2,000 per month
...of it! We're looking for an experienced HubSpot Account Strategist to support our growing client work. If you have deep expertise in HubSpot onboarding,... ...accounts for businesses You excel at client-facing communication and can translate technical solutions into...Work at officeRemote workWork from homeHome office$108k - $175k
...About the job Tax Manager / Senior Manager - Private Client Services Pay: $108,000.00 - $175,000.00 per year Why This Is a Great Opportunity... ...individual tax is strongly preferred ~ Strong client-facing communication skills ~ Ability to lead engagements,...TaxFull timePrivate practiceWork at officeRemote workRelocation packageFlexible hours$105.38k - $215.38k
Position Summary Are you a strategic and creative Tax Manager who likes working on complex property tax issues? Are you ready... ...property tax planning, consulting, and compliance services to multiple clients within various industries. You will work directly with the...TaxWork at officeLocal area- ..., foundations, and other institutional investors. Silvercrest’s client-centric approach emphasizes personalized solutions underpinned by... ...to cover upcoming liquidity needs including management fees, tax payments, distributions, hedge fund subscriptions, and private equity...Tax
- The Client Services Associate plays a critical role in delivering a seamless, high-quality client experience through hands‑on account servicing... ...custodial workflows (especially Schwab) preferred Knowledge of tax forms and reporting standards preferred Passion for outstanding...TaxFull timeWork at office
- ...Insurance portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service... ...; document all client transactions. Understand income tax attributes of life insurance and strategies used to fund life insurance...TaxWeekend workAfternoon shift
$45.76k - $50.5k
...collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and... ...life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates...TaxFull timePart timeFlexible hoursShift workDay shift- ...currently recruiting for. We are currently recruiting for a Senior Tax Analyst position for a reputable, private company in Richmond,... ...with peers, auditors and various levels of management Our client offers a competitive benefit package that includes Medical, Dental...TaxPermanent employmentFor contractorsWork at officeLocal area
- ...independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth... ...and Annuities. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service...TaxFull timeCasual workShift workWeekend workAfternoon shift
- Company DescriptionCapTech is an award-winning consulting firm that collaborates with clients to achieve what’s possible through the power of technology. At CapTech, we’re passionate about the work we do and the results we achieve for our clients. From the outset, our founders...Work at officeRemote workVisa sponsorshipWork visaFlexible hours
- A professional services firm located in Mechanicsville, Virginia, is looking for an experienced Tax Preparer. In this role, you will advise clients on tax matters, prepare and file accurate tax returns, and ensure compliance with all tax regulations. You will be expected...Tax
$221.41k - $280.07k
...differentiated value through a deeply client‑centric culture. The... .... You will be a market‑facing, quota‑carrying executive... ...Sales Executives at EY are growth creators. You proactively shape demand,... ...services in assurance, consulting, tax, strategy and transactions....TaxSummer holidayLocal areaFlexible hours- Keiter CPAs in Glen Allen, Virginia, is seeking a skilled tax professional to manage and liaise with clients in private client services tax engagements. The role requires strong analytical skills and the ability to handle diverse tax returns, preparing for high-net-worth...Tax
- ...and out-of-home channels, driving qualified mortgage and realty applications. Collaborating with Marketing, Mortgage, Realty, and Client Services teams, you will set targets, report on performance, and continuously improve campaigns through testing and data-driven decisions...
$114.6k - $234.6k
...Enterprises as a diverse team of fellow creators and inventors. We act with the speed and... ...Certain U.S. based or U.S. customer or client-facing roles may be required to comply with applicable... ...care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k)...TaxTemporary workFlexible hours- Keiter CPAs in Glen Allen, Virginia, seeks a skilled Tax Consultant to lead tax engagements and deliver exceptional client service. The role requires managing multiple complex tax returns and advising clients on tax matters. Candidates must have at least 7 years of relevant...Tax
- A leading tax preparation company in Chester, Virginia seeks a dedicated tax specialist to conduct tax interviews and support clients with tax planning and audit assistance. The ideal candidate will possess a High School Diploma and prior experience in customer service....TaxSeasonal work
- ...respected public accounting and advisory firm in Virginia is seeking a Manager to handle high net worth tax engagements. The role includes mentoring staff, managing client relationships, and delivering top-notch advisory services. The ideal candidate has an active CPA...Tax
- Keiter in Virginia is seeking a Tax Intern to support individual and business returns, K‑1s, tax research, and client engagements. You’ll gain hands‑on experience with forms 1040, 1065, 1120, 1120S, and 1041, using CCH Axcess and SurePrep in a collaborative, internship‑...TaxInternship
$27 - $41 per hour
...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...play a key role in growing TurboTax’s client base within the local community,... ...community partnerships. Serve as the local face of TurboTax, converting new prospects into...TaxWork at officeLocal areaMonday to Friday
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