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  • 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

    H&R Block

    Tucson, AZ
    2 days ago
  • $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... 
    Tax
    Minimum wage
    Temporary work
    Local area

    H&R Block

    Naperville, IL
    4 days ago
  •  ...financial information and prepare financial reports Prepare corporate entity and partnership returns Preparing personal and business income tax returns and statements for audits Prepares, submits, and manages tax statements and returns for businesses and clients Provides... 
    Tax

    Jobtailor

    Aurora, IL
    3 days ago
  • SpaceX is seeking a Property Tax Analyst in Hawthorne, CA to manage nationwide compliance, audits and appeals. You will coordinate with accounting, government affairs and external consultants to optimize property tax savings across states. Responsibilities include preparing... 
    Tax

    SPACE EXPLORATION TECHNOLOGIES CORP

    Hawthorne, CA
    6 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... 
    Tax
    Full time

    Fidelity Investments

    Fairlawn, OH
    4 days ago
  • 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... 
    Tax
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours

    The Huntington National Bank

    Cincinnati, OH
    1 day ago
  • $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... 
    Tax
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Night shift

    KeyBank

    Westlake, OH
    1 day ago
  • $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... 
    Tax
    Full time
    Work experience placement
    Local area

    US Bank

    Seattle, WA
    1 day ago
  • $190k - $220k

     ...PlannerBrown Brothers Harriman is currently recruiting a Wealth Planner to join our Private Banking team in New York. In this role you will...  ...proactive and integrated trust, estate, philanthropic and tax guidance to the firm’s current and prospective Private Banking clients... 
    Tax
    Full time
    Part time
    Local area
    Remote work
    Flexible hours

    Brown Brothers Harriman

    New York, NY
    4 days 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... 
    Tax
    Full time
    Work at office

    Peapack Private Bank & Trust

    Bedminster, NJ
    4 days ago
  • $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... 
    Tax
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    Columbus, OH
    1 day ago
  •  ...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, CA
    2 days ago
  • SpaceX in Hawthorne, CA seeks a Sr. Property Tax Analyst to manage nationwide property tax compliance, audits, and appeals. You will coordinate personal property tax returns across states, review notices, perform tax research, and drive savings initiatives with external... 
    Tax
    Full time

    InvestedintheMission

    Hawthorne, CA
    4 days ago
  •  ...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
    28 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... 
    Tax
    Full time
    Temporary work
    For contractors
    Work at office
    Flexible hours
    Shift work

    Prosidian Consultng

    Aiken, SC
    2 days ago
  • $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... 
    Tax
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Philadelphia, PA
    3 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... 
    Tax
    Local area

    H&R Block

    Portland, OR
    1 day ago
  •  ...communication and coordination skillsExperience with state DOT or federally funded transportation projects is preferredEarnings, Payments, and Tax RecordsConsultants will be able to track project earnings, payment status, and tax records inside the FuntoNetwork mobile app.... 
    Tax
    Contract work
    Immediate start
    Remote work

    FuntoNetwork

    Pierre, SD
    4 days ago
  •  ...Senior Wealth Planner | Chicago Single-Family Office This is a hands-on financial planning role within a prominent Chicago single-family...  ...term projections. Integrate trusts, gifting, estate planning and tax considerations into planning strategies. Serve as a trusted... 
    Tax
    Work at office

    ECG Resources, Inc.

    Chicago, IL
    14 hours ago
  • $90k - $130k

     ...Responsibilities Partner with the advisory team to develop strategic tax planning solutions for high-net-worth individuals and business...  ...competence Requirements Bachelor’s degree Certified Financial Planner™ designation CPA or Enrolled Agent designation required, though... 
    Tax

    Boutique Recruiting

    Oakbrook Terrace, IL
    2 days ago
  • $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... 
    Tax
    Permanent employment
    Work from home
    Flexible hours

    Commonwealth Financial

    Waltham, MA
    3 days ago
  •  ...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... 
    Tax
    Full time
    Work from home

    Baird

    Cincinnati, OH
    4 days ago
  • $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,... 
    Tax
    Local area

    Nisga'a TEK LLC

    Honolulu, HI
    1 day 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

    H&R Block

    Cincinnati, OH
    4 days ago
  •  ...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... 
    Tax
    Work at office

    PNC

    Philadelphia, PA
    2 days ago
  • $31.64 - $42.2 per hour

     ...The City of Lincoln, Nebraska is looking to hire an experienced Planner to be part of the Urban Development Department’s Economic Opportunity...  ...that strengthen Lincoln and its neighborhoods primarily using tax increment financing, but also with grants and other resources.... 
    Tax
    For contractors
    Live in

    City of Lincoln & Lancaster County

    Lincoln, NE
    2 days ago
  •  ...their representatives including attorneys) on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies.You’ll cultivate internal and external personal and professional networks to identify new client relationships,... 
    Tax
    Full time
    H1b
    Local area
    Worldwide
    Flexible hours

    Northern Trust

    Tampa, FL
    2 days ago
  • $90k - $110k

     ...effectively.What we offer you:Comprehensive medical, dental and vision coverage401k OptionsPTOCompany Paid HolidaysLife InsurancePre-tax commuter benefitsProfessional DevelopmentCompetitive salaryPlease include a cover letter, resume and/or portfolio (Adobe PDF preferred... 
    Tax
    Local area
    Worldwide

    Perkins Eastman

    Los Angeles, CA
    1 day ago
  • $140k - $160k

     ...Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors... 
    Tax
    Full time
    For contractors
    Work at office
    Remote work

    Osaic

    Scottsdale, AZ
    2 days ago
  • $99.69k - $139.57k

     ..., zoning, permit review, and County regulations, the Principal Planner role is also responsible for representing and speaking for the County...  ...are not eligible for benefits. No Nevada State income tax. Retirement - Public Employees' Retirement System of Nevada (... 
    Tax
    Full time
    Part time
    Work at office
    Local area
    Immediate start

    Douglas County, NV

    Minden, NV
    2 days ago