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  • Strategic Tax Planner (CPA/EA) for Personal Tax

    A reputable financial services firm is seeking a Tax Planner specializing in individual tax planning and tax return review. The ideal candidate will hold a CPA or EA qualification and have a minimum of 2 years of experience in tax compliance and preparation. Responsibilities... 
    Tax
    Work at office

    Vaco Recruiter Services

    New York, NY
    1 day ago

  • Senior Wealth Planner

     ...key member of the Family Office Services Team, the Senior Wealth Planner is responsible for reviewing estate and wealth planning...  ...CPWA), required. ~7+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi... 
    Tax
    Work at office

    Oxford Financial GRP

    Cincinnati, OH
    27 days ago

  • Senior Wealth Planner: Generational Wealth & Tax Strategy

    $200k - $225k

     ...A prominent financial advisory firm seeks a Senior Wealth Planner in New York City. The ideal candidate will provide tailored financial planning services to high-net-worth clients, including cash flow management and estate planning. Responsibilities include partnering... 
    Tax

    Rockefeller Financial

    New York, NY
    5 days ago

  • Senior Tax Strategist

     ...basis** We are seeking a highly experienced, client-facing Senior Tax Strategist to drive our company’s strategic planning mission....  ...and tax planning and preparation software (G-Suite, Canopy, CS Planner, UltraTax, Slack, Zoom, etc.) Key Responsibilities Act as... 
    Tax
    Immediate start
    Remote work

    Tax Alchemy

    Irvine, CA
    16 days ago

  • Electrical Planner III

    $65 - $81 per hour

     ...Job Description Job Description Electrical Planner III (Nuclear) CC57100 Location: Richland, WA (Onsite) Schedule: 4x10s (40...  ...81/hr (based on experience) Per Diem: ~$216/day (≈ $79K/year tax-advantaged for qualifying non-local candidates) Role Overview... 
    Tax
    Weekly pay
    Daily paid
    Contract work
    Temporary work
    Local area

    Cross Resource Group

    Richland, WA
    27 days ago

  • Cross-Border Wealth Planner for UHNW Clients

     ...Responsibilities provide legal and tax analysis of cross-border read and analyze legal documentation in Portuguese and English work effectively with internal and external stakeholder Qualifications Juris Doctor, LLM, CFA, MBA or other relevant certification required ideally... 
    Tax

    CFA Institute

    Coral Gables, FL
    5 days ago

  • G1 Strategic Planner

     ...employee, you'll enjoy a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) plan with company matching, tax‑deferred savings options, supplementary benefits, paid time off, and professional development opportunities. #J-18808-Ljbffr... 
    Tax
    Contract work

    Goldbelt Apex LLC

    Huntsville, AL
    1 day ago

  • E&I Planner

    $60 - $90 per hour

     ...Job Description Job Description Job Title: E&I Planner Job Description The E&I Planner designs, plans, and oversees electrical,...  ...Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary... 
    Tax
    Contract work
    Temporary work
    For contractors

    Actalent

    Inver Grove Heights, MN
    7 days ago

  • Portfolio Strategist

     ...the management of complex client portfolios, including working with advisors to maintain alignment with target allocations, analyze tax-loss harvesting opportunities, conduct investment strategy transition analysis and other investment analysis functions as necessary.... 
    Tax

    Sequoia Financial Group Llc

    Akron, OH
    12 days ago

  • Senior Private Wealth Tax Planner

    $120k - $180k

     ...A leading consulting firm in Chicago is seeking a Private Wealth Services Tax Manager to oversee tax planning and compliance for high net worth clients. This role involves conducting reviews of complex tax returns, managing client service teams, and providing innovative... 
    Tax

    Grant Thornton International

    Chicago, IL
    3 days ago

  • Wealth Planner

     ...Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is...  ...and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate... 
    Tax
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Cincinnati, OH
    3 days ago

  • International Wealth Planner. Job in Coral Gables LilyLifestyle Jobs

     ...international trust and estate planning excite you? Are you an innovative thinker? We are looking for someone like you to: Provide legal and tax analysis of cross-border matters. Read and analyze legal documentation in Portuguese and English. Work effectively with internal and... 
    Tax

    UBS

    Coral Gables, FL
    3 days ago

  • Senior Tax Strategist: U.S. Planning & M&A

     ...TOTAL Deutschland GmbH is seeking a Senior Tax Advisor for its U.S. operations, with responsibilities including tax planning, research, and providing actionable advice on U.S. and global initiatives, particularly in the Renewables sector. The ideal candidate should have... 
    Tax

    TOTAL Deutschland GmbH

    Houston, TX
    3 days ago

  • Strategic/Operational Planner - Exercises

     ...The position will provide an Exercise Assessments Analyst/Planner as part of the lessons learned cell to conduct assessments of NAVCENT...  ...dental, and vision insurance, a 401(k) plan with company matching, tax-deferred savings options, supplementary benefits, paid time off,... 
    Tax
    Contract work

    Goldbelt Apex, LLC

    Tampa, FL
    2 days ago

  • Facility Planner

    $90k

     ...Purpose and Scope The Facility Planner / Space Utilization Coordinator will act as the on‑site Directorate Facility Utilization Manager...  ...Educational reimbursement. Parental leave. Employee stock purchase plan. Tax‑saving options. Disability and life insurance. Pet insurance.... 
    Tax
    For contractors
    Local area

    PAE Government Services Inc.

    Titusville, FL
    3 days ago

  • Senior Indirect Tax - Sales & Use Strategist (Hybrid)

     ...A leading global professional services firm is seeking a Senior in Indirect Tax to advise on regulatory changes and manage direct tax strategies. The ideal candidate has a Bachelor’s degree and at least 3 years of experience in sales and use tax processes. Strong analytical... 
    Tax

    Ernst & Young Oman

    Chantilly, Loudoun County, VA
    3 days ago

  • Senior Indirect Tax - Sales & Use Strategist (Hybrid)

     ...A leading global professional services firm seeks a Senior in Indirect Tax to manage regulatory compliance and optimize tax strategies. The candidate will advise on indirect tax changes, support compliance needs, and lead projects aimed at improving efficiencies. This... 
    Tax

    Ernst & Young Oman

    Greenville, SC
    3 days ago

  • Wealth Planner

     ...Wealth Planner Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial...  ...financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate... 
    Tax
    Work at office

    Sequoia Financial Group

    Akron, OH
    4 days ago

  • Wealth Planner

    $190k - $220k

     ...Wealth PlannerSkip to main content#Wealth Planner page is loaded## Wealth PlannerApplylocations: New Yorktime type: Full timeposted on:...  ...deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm’s current and prospective Private Banking... 
    Tax
    Part time
    Local area
    Remote work
    Flexible hours

    Brown Brothers Harriman

    New York, NY
    11 hours ago

  • Advanced Tax Planner

     ...Advanced Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We offer a multitude of services tailored to each individual client. As an Advanced Tax Planning... 
    Tax
    Work at office
    Local area
    Flexible hours

    Hantz Group

    Clinton, MI
    1 day ago

  • PLANNER IV/V (SR22/SR24)

     ...Housing and Land Management Apply Before: Continuous This Planner IV Position#: # Performs responsible and professional...  ..., bills of sale, tenant estoppel certificates, conveyance tax certificates, FIRPTA/HARPTA certificates, escrow instructions, affidavits... 
    Tax
    Full time
    Temporary work

    City and County of Honolulu, HI

    Honolulu, HI
    1 day ago

  • Senior Tax Planner

     ...Job Description The Senior Tax Planner is responsible for implementing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. The ideal candidate possesses strong... 
    Tax
    Work at office

    Beacon Pointe Advisors

    Newport Beach, CA
    1 day ago

  • Advanced Tax Planner

     ...Advanced Tax Planner Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude... 
    Tax
    Work at office
    Local area
    Flexible hours

    Hantz Group

    Canton, MI
    3 days ago

  • Planning Strategist

    $127.5k - $175k

     ...our collaborative, relationship-driven culture, Senior Financial Planners are expected to work in the office at least three days per week...  ...clients. CFP certification required. Experience reviewing personal tax returns (23 years preferred). Pursuit or possession of a tax-... 
    Tax
    Full time
    Temporary work
    Summer work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    3 days per week

    Savant Wealth Management

    Chicago, IL
    10 hours ago

  • Planner, Investment & Retirement Services

     ...other speakers. Responds to requests generated through other planners, seminars and member contact services over the phone and by email...  ...portfolio management, securities, life insurance/annuities, tax laws and estate planning issues; as well as Social Security and... 
    Tax
    For contractors

    National Rural Electric Cooperative Association

    Arlington, VA
    2 days ago

  • PWM Senior Wealth Planner

     ...PWM Wealth Planner The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning. The Wealth Planner...  ...: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise... 
    Tax
    Temporary work
    Work experience placement

    U.S. Bancorp

    Seattle, WA
    5 days ago

  • Data Center Site Planner III

    $83k - $166.1k

     ...and AD&D # Supplemental life insurance (Employee/Spouse/Child) # Health care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan with company match # Paid time off: Flexible Vacation is... 
    Tax
    Temporary work
    Immediate start
    Flexible hours
    Shift work

    Oracle

    East Montpelier, VT
    6 days ago

  • Planner

    $29 - $34 per hour

     ...Job Description Job Description Job Title: Planner II Job Description The Planner II develops and manages production schedules...  ...Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (... 
    Tax
    Full time
    Contract work
    Temporary work
    Work at office
    Local area
    Monday to Friday

    Aston Carter

    Georgetown, TX
    12 days ago

  • Sr Estate Planner

    $110k - $190k

     ...appropriate resources. This includes questions regarding issues such as tax planning, beneficiary designations, asset titling, the impact of...  ...to earn such certifications quickly. Certified Financial Planner (CFP) or similar license and experience in the brokerage... 
    Tax

    Baird Capital

    Wexford, PA
    7 days ago

  • Planner

    $29 - $34 per hour

     ...Job Description Job Description Actively Hiring! | Planner II | Georgetown, TX | Apply Now! Job Description The Planner II develops...  ..., Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary... 
    Tax
    Full time
    Contract work
    Temporary work
    Work at office
    Local area
    Monday to Friday

    Aston Carter

    Georgetown, TX
    10 days ago