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- The Alta Group seeks a driven Tax Manager/Senior to lead business and personal income tax compliance and planning for a growing client base in New Jersey. The role requires CPA and 4+ years of related experience, with exposure to wealth management and advisory services....Tax
- About the RoleThe Tax Strategist will apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Preparing personal and business income tax returns and statements for audits. Prepares...Tax
$80.7k - $121.1k
About the RoleWe are seeking a dynamic and highly skilled Senior Tax Strategist to join our innovative financial team. In this pivotal role, you will lead complex tax planning initiatives, develop strategic solutions for tax optimization, and ensure compliance with all...TaxMinimum wageTemporary workLocal area- ...provide immigration sponsorship for this position.The RoleAs a Wealth Planner, your expertise drives meaningful, long-term relationships with... ...strategies including investment management, retirement, tax, and protection planningThe TeamFidelity’s greatest advantage is...TaxFull time
- DescriptionSummary:The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible... ...review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.Collaborate...TaxFull timeWork at officeRemote workWork from homeFlexible hours
$96k - $181k
...:166 Crocker Park Boulevard, Westlake OhioJob SummaryThe Wealth Planner (Planner) is responsible for delivering financial planning experience... ...in designing retirement income strategies and tax-efficient withdrawal plansAbility to align financial planning with...TaxFull timeWork experience placementWork at officeFlexible hoursNight shift- ...engagements with senior wealth advisors and oversee outcomes for the most complex clients, ensuring sophisticated wealth transfer and tax strategies are implemented with precision. In this role, you will guide multi-generational planning, governance, and succession...Tax
Mercer Advisors
Newport Beach, CA3 days ago - ...teams to implement plans and ensure producibility. Minimum 2-4 years in manufacturing is required; a high school diploma is expected, with preferred engineering degrees. Union environment and competitive total rewards are noted, with a Kansas tax credit #J-18808-Ljbffr...Tax
VetJobs
Wichita, KS1 day ago $97.69k - $127k
...administrator custodian and guardian), and other financial planning tax preparation and advisory services. Officers from Peapack private... ...and Wealth Management Firm. Position Overview:The Senior Wealth Planner is a Certified Finance Planner professional and is the primary...TaxFull timeWork at office$157.23k - $192.17k
...what you excel at—all from Day One.Job DescriptionThe PWM Wealth Planner is focused on providing clients with comprehensive and goals-... ...clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise...TaxFull timeWork experience placementLocal area$134.28k - $164.12k
...what you excel at—all from Day One.Job DescriptionThe PWM Wealth Planner is focused on providing clients with comprehensive and goals-... ...clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise...TaxFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$139.37k - $238.92k
...check on all new hires.Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and... ...a subject matter expert on complex financial planning concepts, tax considerations, and wealth strategies.Deliver educational presentations...TaxFull time- ...Associate in Lansing, MI. The role involves advising clients and drafting legal documents related to estate planning, estate and gift tax, and business succession planning, while supporting partner-level attorneys. Duties Meet with clients to understand their wishes and...Tax
BCG Attorney Search
Lansing, MI5 days ago $90.1k - $209.5k
...is looking for a visionary Senior Principal Datacenter Capacity Planner to drive innovation in datacenter capacity planning. In this high... ...Health care and dependent care Flexible Spending Accounts6. Pre-tax commuter and parking benefits7. 401(k) Savings and Investment...TaxTemporary workWorldwideFlexible hours$100k - $120k
...execution for customers and warfighters. Summary: The Operations Planner supports mission assurance and MRT-C assessment activities by... ...dental, and vision insurance, a 401(k) plan with company matching, tax-deferred savings options, supplementary benefits, paid time off,...TaxLocal areaNisga'a TEK LLC
Honolulu, HI2 days ago- ...ProSidian Consulting at DescriptionProSidian Seeks a Work Control Planner - Operations (IM103) to support an engagement for a liquid waste... ...in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental...TaxFull timeTemporary workFor contractorsWork at officeFlexible hoursShift work
$74.8k - $89.76k
...Senior-Level Transit Regional Coordination and Mobility Management Planner - (2178) Job Title Senior-Level Transit Regional Coordination... ...covered under Social Security (i.e., you will not pay Social Security taxes). This means that you will not earn credits for Social Security...TaxFull timeLocal areaNorth Central Texas Coucil of Governments
Arlington, TX4 days ago- About the RoleAs a Senior Tax Strategist you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and manage tax statements and returns for businesses and clients. The Senior Tax Strategist will also...TaxLocal area
$88k - $246.95k
...effective estate-planning techniques.Explanation of how various transition strategies affect a company’s capital structure and the owners’ tax positions (e.g., redemptions, dividend recapitalizations, equity grants).Experience navigating behavioral and family dynamics with...TaxFull timeTemporary workPart timeWork experience placementWork at office- ...estate planning documents for legal accuracy, trustee powers and administrative provisions, fiduciary responsibilities, risk exposure, tax-sensitivity guidelines, directed trust language, distribution responsibilities, and other pertinent corporate trustee acceptance...TaxFull timeWork from home
$120k - $180k
...independent financial advisors. In this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement...TaxPermanent employmentWork from homeFlexible hours$27.65 - $32.25 per hour
...background information. Performs zoning verification for occupational tax applications (business licenses). Prepares and presents staff... ...and the general public. SUPERVISORY CONTROLS The Senior Planner assigns work in terms of general instructions. The supervisor spot...TaxFor contractorsApprenticeshipInternshipWork at officeKids For The Future
Peachtree City, GA5 days ago- ...Tax Planner Analyze Tax Liability Prepare Tax Projections Prepare and file Tax Returns Prepare and deliver presentations to clients and prospective clients Develop and maintain client base Market and sell appropriate tax plans Attend meetings and continuing education sessions...TaxWork at officeLocal areaFlexible hours
Hantz Group
Bay City, MI4 days ago - Job Description:Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time... ...Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance Demonstrated experience...TaxFull time
$135k - $170k
...G1 Strategic Planner VGoldbelt Apex, a part of the Healthcare Technology Transformation Group, is a data-focused company dedicated to process... ..., and vision insurance, a 401(k) plan with company matching, tax-deferred savings options, supplementary benefits, paid time off,...TaxFor contractorsGoldbelt Apex
Huntsville, AL3 days ago$4,368 per month
...apply on the Internal Career Site by clicking on this linkJob Title:Planner ISalary Range:N/APosition Salary:4,368.00 USD MonthlyLocation:... ...land use information such as lot size, age of structure, tax valuation, infrastructure requirements concerning public utilities...TaxTraineeshipMonday to FridayShift workCounty of Kauai
Honolulu, HI5 days ago$70.4k - $80k
...performance and environmental responsibility.Primary Duties:The Load Planner coordinates the efforts to operate a portion of our trucking... ...enrolled in the 401k plan. The plan offers both pre-tax and Roth contribution options along with employer provided matching...TaxLocal areaPCA
Wallula, WA6 hours ago- About the RoleApply accounting principles and tax expertise to analyze financial information, prepare financial reports, and complete corporate, partnership, individual, and business tax returns. This role is responsible for preparing tax statements, supporting audits,...Tax
$60k - $65k
...Conference Planner Fast Enterprises is a provider of essential software and services for citizens and government. In 1998, we changed... ...business with the introduction of GenTax®. We have expanded beyond Tax and now also perform implementations for Motor Vehicle, Driver...TaxWork at officeFast Enterprises
Centennial, CO3 days ago- ...Assists the Building Division, Code Enforcement, and Business Tax Registration as needed. Researches information, formulates recommendations... ...the ability to obtain an AICP (American Institute of Certified Planners) certification within two years of employment. Equivalent...TaxTemporary workFor contractorsLocal area
GovernmentJobs.com
Panama City Beach, FL3 days ago
