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  • 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
    6 days ago

  • 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
    16 hours ago

  • Planner III

     ...Job Description Job Description Planner III This position is located On-site in our Bayou La Batre, AL location. The Planner...  ...EAP/Life STD/LTD 401(k) with company match (pre- and post-tax options) Vacation/Sick accrual and holiday pay Tuition... 
    Tax

    Birdon America, Inc.

    Bayou La Batre, AL
    a month 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
    26 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
    15 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
    26 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
    11 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
    1 day 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
    3 days 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
    5 days ago

  • Wealth Strategist

     ...work from associates and integrate feedback. Research and respond to estate and financial planning questions. Stay current on tax, legislative, and industry developments. Contribute to internal technical content, training materials, and educational resources.... 
    Tax

    Oxford Financial Group, Ltd.

    Cincinnati, OH
    26 days 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
    5 days 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
    2 days 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
    5 days 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
    1 day 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
    4 days ago

  • Tax Planner

     ...Range Cpa Or Enrolled Agent Tax Planner Range is on a mission to redefine wealth management. We harness technology to help individuals answer any question they have about their money – faster, cheaper and more accurately than any other resource in the world. If you're... 
    Tax
    Work at office
    Relocation
    Monday to Friday

    Range

    McLean, VA
    4 days ago

  • Wealth Planner, Clark Capital

     ...Summary Clark Capital Management Group is seeking a Wealth Planner to join our growing team and award winning culture. Job Description...  ...transfer, and liquidity event strategies, including their tax implications, family dynamic and other risks Quickly identify... 
    Tax
    Work experience placement
    Remote work

    Raymond James Financial Services

    Philadelphia, PA
    2 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
    9 days ago

  • Wealth Planner

     ...Wealth Planner Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role...  ...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
    5 days ago

  • Wealth Planner (Associate Advisor)

     ...business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through life's transitions....  ...Advisors is seeking a detail-oriented, proactive Wealth Planner to support our Wealth Advisors and contribute to delivering exceptional... 
    Tax

    Tobias Financial Advisors

    Plantation, FL
    3 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

    Louisville, KY
    4 days ago

  • Senior Wealth Planner

     ...place to build a fulfilling career. Join us as a Sr. Wealth Planner Brown Brothers Harriman is currently recruiting a Sr. Wealth...  ...deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm's current and prospective Private Banking... 
    Tax
    Local area

    Brown Brothers Harriman

    Boston, MA
    1 day ago

  • Senior Tax Planner

     ...Accountant (CPA) or Enrolled Agent (EA) specializing in individual tax planning and tax return review to join our dynamic team. If you...  .... You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients'... 
    Tax
    Work at office
    Local area
    Relocation
    Monday to Friday

    RANGE

    McLean, VA
    5 days ago

  • Discharge Planner

    $41.4 - $46 per hour

     ...counseling and health coaching • Company paid life insurance • Tax free Health Spending Accounts (HSA) • Wellness program...  ...of care support. How you make a difference The Discharge Planner position involves coordinating and implementing discharge planning... 
    Tax
    Full time
    Contract work
    Local area
    Shift work

    Wellpath

    Santa Barbara, CA
    1 day ago

  • Entitlement Discharge Planner - MAP Brooklyn/Queens

     ...pension plan with a matching benefit paid by BRC. # Tuition assistance and many training opportunities for career development. # Flexible spending accounts (FSAs) are available so employees can set aside pre-tax dollars for healthcare, transit and childcare.... 
    Tax
    Daily paid
    Full time
    Part time
    Immediate start
    Monday to Friday
    Flexible hours

    BRC

    Bronx, NY
    5 days ago

  • PLANNER-MAINTENANCE (Electrical)

    $94k - $120k

     ...Customers * Trust We are seeking resumes for a Maintenance Planner - Electrical in our Gladstone, VA facility. Summary Plans...  ...enrolled in the 401k plan. The plan offers both pre-tax and Roth contribution options along with employer provided matching... 
    Tax
    For contractors
    Local area
    Afternoon shift

    Packaging Corporation of America

    Gladstone, VA
    3 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 with... 
    Tax

    Rockefeller Capital Management

    New York, NY
    3 days ago

  • Senior Tax Planner

     ...core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals - including wealth planners, tax advisors, estate attorneys, and other experts - who work in concert to deliver holistic, personalized wealth planning and family... 
    Tax
    Work at office
    Local area

    Rockefeller Financial

    Atlanta, GA
    4 days ago

  • Wealth Planner

    $70k - $75k

     ...Position Summary: A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals...  ...date) ~0-2+ years financial planning, estate planning and/or tax planning/ preparation experience ~ Pursuing or has attained... 
    Tax
    Contract work
    Local area
    Flexible hours

    Cerity Partners

    Los Altos, CA
    5 days ago