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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
    10 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

  • Wealth Planner

     ...Description Job Description POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate...  ...to estate and financial planning questions. Stay current on tax, legislative, and industry developments. Tools, Templates & Education... 
    Tax
    Work at office

    Oxford Financial Group, Ltd.

    Cincinnati, OH
    more than 2 months 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

  • Wealth Planner

     ..., passionate team player to join our team in the role of Wealth Planner. The Wealth Planner is a member of the Wealth Planning Department...  ...financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate... 
    Tax
    Work at office

    Sequoia Financial Group

    Denver, CO
    2 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 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

  • 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

  • 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

    Southfield, MI
    5 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

  • 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
    6 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

  • 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 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

  • 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
    5 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
    11 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
    4 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

    Lansing, MI
    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

  • 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

    Houston, TX
    4 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

  • Senior Tax Resource Planner

    Rsm Us Llp. is seeking a Resource Management Senior Associate to support the Tax line of business in Chicago. The role involves overseeing resource utilization, managing scheduling, and ensuring alignment with business needs. Successful candidates will collaborate with... 
    Tax

    Rsm Us Llp.

    Chicago, IL
    10 hours ago

  • Key Private Bank Wealth Planner

    $96k - $181k

     ...White Pond Drive Suite F, Akron Ohio Job Summary The Wealth Planner (Planner) is responsible for delivering financial planning...  ...strategies Proficiency in designing retirement income strategies and tax-efficient withdrawal plans Ability to align financial... 
    Tax
    Work experience placement
    Work at office
    Flexible hours
    Night shift

    Key Bank

    Canton, OH
    3 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

  • Cyberspace Operations Planner

    $100k - $160k

     ...TS/SCI cleared professionals to serve as Cyberspace Operations Planners in Odenton, MD. Roles and Responsibilities You will......  ...~$500 New Uniform Bonus for Transitioning Military ~ Monthly Tax-Free Cell Phone Stipend ~ Monthly Tax-Free Gym Wellness / Streaming... 
    Tax
    Contract work
    Temporary work
    Flexible hours

    Clear Ridge Defense

    Odenton, MD
    3 days ago

  • Senior Wealth Planner - Fiduciary for HNW Clients

    Madison Professional Group is seeking an experienced Financial Planner in Dallas, Texas, to join a growing wealth management firm. This client-facing role requires strong expertise in retirement, tax, estate, and investment planning to assist high-net-worth individuals... 
    Tax

    Madison Professional Group

    Dallas, TX
    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

    New York, NY
    3 days ago

  • Senior Wealth Planner

    $97.69k - $127k

     ...administrator custodian and guardian), and other financial planning tax preparation and advisory services. Officers from Peapack private...  ...banking locations. Position Overview: The Senior Wealth Planner is a Certified Finance Planner professional and is the primary... 
    Tax
    Work at office

    Peapack-Gladstone Bank

    Bedminster, NJ
    3 days ago