Tax Preparer CPA Required
Green Key Resources
Job DetailExperience Level DirectorDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000021374Salary Type AnnuallyIndustry Financial Services;Hedge Fund;Private EquitySelling Points Contribute to impactful tax strategies within a relationship-driven organization. Enjoy hybrid work flexibility and strong benefits.Job DescriptionTax Advisor OverviewThe Tax Advisor will provide expert tax advisory and planning support for clients within the wealth management sector.Collaborate with executives, business owners, and family offices to navigate complex tax structures and optimize outcomes.Contribute to the development of innovative tax planning strategies for internal and external stakeholders.Benefit from a hybrid work arrangement and a supportive professional environment.Engage in meaningful work that impacts clients' financial and tax strategies positively.Leverage advanced tax credentials and extensive experience to deliver exceptional advisory services.Tax Advisor Key Responsibilities & DutiesReview tax returns and identify planning opportunities for individuals and entities.Conduct research on tax questions and stay updated on changes in tax laws and regulations.Develop and implement proactive tax planning strategies to minimize tax exposure.Advise professionals on tax matters affecting account management and financial planning.Collaborate with family office professionals to integrate tax considerations into financial planning.Analyze tax matters and make recommendations to drive business decisions.Review financial statements for various entities and provide actionable feedback.Partner with external tax advisors to ensure alignment between strategies and compliance filings.Tax Advisor Job RequirementsBachelor’s degree in a relevant field is required.Minimum 8 years of relevant work experience; CPA, JD, or other advanced tax credentials strongly preferred.Proven expertise in tax advisory and planning within wealth management.Strong analytical skills to navigate complex tax structures and regulations.Experience in developing and reviewing tax plans to optimize financial outcomes.Familiarity with financial statement analysis for various entities.
$28.74 - $36.72 per hour
...unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working toward advancing our goal of “Powering Prosperity Around the World” by providing...SuggestedRemote jobIntuit
New York, NY3 days ago$28.74 - $36.72 per hour
...unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working toward advancing our goal of “Powering Prosperity Around the World” by providing...SuggestedIntuit
New York, NY8 days ago$41.51 - $53.04 per hour
...our customers. You will be working toward advancing our goal of Powering Prosperity Around the World by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You will also have the opportunity to shape the direction...SuggestedRemote workIntuit
New York, NY2 days ago- ...Seasonal Tax AdvisorAs a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships...SuggestedHourly payMinimum wageTemporary workSeasonal workWork at officeLocal area
H&R Block
Pleasantville, NJ3 days ago $73.5k - $212.28k
...The Opportunity As a Partner Tax Preparation Advisor Manager, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice, you will focus on delivering strategic advice and...SuggestedH1bPwC
New York, NY3 days ago$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... .... As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while...Local areaIntuit Inc
New York, NY2 days ago- H&R Block is seeking a year-round Block Advisor to prepare accurate tax returns for individuals and businesses, interviewing clients to assess financial situations and offer tailored recommendations. You will build lasting client relationships, identify tax savings opportunities...Work at officeLocal area
$55k - $65k
...yr About the Company: Our client is a proactive and strategic tax advisory firm specializing in helping clients save money, protect... ...insights and systems they need to thrive. The Role: As a Tax Advisor, you will play a key role in helping clients achieve long-term financial...Full timeRemote work- H&R Block, Inc. in Delaware seeks a year-round Block Advisor to prepare returns, interview clients, and deliver personalized tax guidance at a local Block Advisors office. You will leverage training and the latest technology to uncover savings opportunities and deliver...Work at officeLocal area
- H&R Block in New York seeks a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for individuals and businesses, conduct in-depth client interviews, and identify tax savings opportunities. This in-person role emphasizes building lasting client...
- ...motivated TurboTax Local Service Experts to join on-site teams at new TurboTax locations across the United States. You will provide hands-on tax preparation, expert advice, and software support while connecting clients with a broader suite of Intuit services. Role emphasizes...Local area
- KSM (Katz, Sapper & Miller) is seeking an experienced accountant to perform diversified accounting and tax assignments. The ideal candidate will possess CPA certification, a Bachelor’s or Master’s degree in accounting, and at least 3 years of experience in public accounting...Flexible hours
- Green Key Resources is seeking a Senior Tax & Accounting Associate in New York to support a portfolio of small to mid-sized business clients with tax compliance, bookkeeping, and advisory services. This position combines client responsibility with hands-on accounting work...
- Intuit is seeking a TurboTax Local Service Expert to work on-site at a TurboTax location in the United States, delivering full-service tax return preparation and tax advice. You will collaborate with specialists across business tax, bookkeeping, payroll, and advisory...Local area
- Intuit, Inc. is hiring TurboTax Local Service Experts to deliver full-service tax preparation and personalized tax advisory at a dedicated TurboTax location. You will assist both in-person and virtual clients, coordinate with specialists, and grow the local client base...Local area
- Intuit, Inc. is seeking a virtual tax professional to help customers complete their federal and state returns using TurboTax products. You will deliver expert guidance, tax preparation, and clear explanations while building confidence through empathetic service. The role...
$21 - $26 per hour
...surplus lines associations, and brokers nationwide. We’re achieving that goal by enhancing every facet of our customers reporting and tax filings through education and innovative, streamlined compliance solutions. We’re growing fast and want you to be a part of it!...Full timeRemote workInsCipher
New York, NY4 days ago- A strategic tax advisory firm is hiring a Tax Advisor to join their remote team. The role involves developing personalized tax strategies, managing client accounts, and preparing tax returns. Candidates must have at least 3 years of U.S. tax preparation experience and be...Remote job
- ...TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations nationwide. You will be a trusted advisor, helping customers navigate taxes and build lasting relationships in your community. As a front-facing tax professional, you’ll provide full service...Local area
- InteLogix is seeking a Seasonal Tax Preparer to guide clients through federal and state 1040 returns in a fully remote, high-volume environment. You will apply tax knowledge to ensure accurate, compliant filings while delivering empathetic customer service. January-April...Remote jobSeasonal work
- Ksmcpa, one of the top 50 independent advisory, tax, and audit firms in the U.S., is searching for a Tax Senior in New York. This role involves preparing complicated tax returns, performing diversified accounting tasks, and working closely with team members to ensure client...Flexible hours
- Baker Tilly is seeking a Contract Senior Tax Associate specializing in US individual tax services. This fully remote role serves Baker Tilly Partners and involves tax preparation, planning, and consulting. The contract runs through April 30, 2027, with ideal candidates...Remote jobContract work
- H&R Block in Ventnor City, NJ is seeking a seasonal Tax Advisor to prepare complete, accurate returns for individuals and businesses, and to interview clients to understand their financial situations. You will deliver personalized recommendations, build trusted relationships...Hourly paySeasonal workWork at office
- H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and uncover tax savings opportunities. You will work in-person at a local H&R Block office with access to industry-leading training...Seasonal workWork at officeLocal area
- Intuit is hiring TurboTax - Local Service Experts to work on-site at TurboTax locations nationwide. You will provide tax preparation, advice, and software support while collaborating with specialists across business tax, bookkeeping, payroll, and advisory services. You...Local area
- H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services. You will prepare complete returns, conduct client interviews, and offer personalized recommendations using industry-leading training and technology...Work at officeLocal area
- Intuit, Inc. is hiring a TurboTax Local Service Expert to provide hands‑on tax advice and full software‑assisted return preparation onsite at a TurboTax location in New York. You will connect clients with Intuit’s ecosystem, including bookkeeping, payroll, and financial...Local area
- H&R Block, Inc. invites applications for a Seasonal Tax Advisor. This in-person role, based in a local tax office in New Jersey, focuses on preparing complete tax returns and guiding clients through complex tax situations with confidence. You will interview clients, identify...Hourly paySeasonal workWork at officeLocal area
- Intuit, Inc. seeks enthusiastic TurboTax Local Service Experts to work onsite, advising clients and delivering end-to-end tax solutions. You’ll collaborate with a team of specialists, handle a range of personal and business tax scenarios, and actively grow the local client...Local area
- Wallbit is hiring an Accountant to provide comprehensive accounting and tax advisory to the team. You will handle inquiries, support registration and invoicing processes, and advise on monotributo and foreign invoicing for independent contractors. Join a global, contractor...Remote jobFor contractors
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