Tax Planning Manager

2 weeks ago


Coppell, United States Tax Leverage LLC Full time $70,000 - $170,000
Job DescriptionJob Description

Tax Leverage is seeking a full-time Tax Planning Manager with 3-5 years of experience. The ideal candidate will be a CPA or Enrolled Agent who thrives in a fast-paced environment and is passionate about learning and client engagement. This role will involve close collaboration with the founder, Tax Attorney, CPA, and EA, making it a pivotal position within our organization.

Key Responsibilities:

  • Tax Planning & Strategy: Develop and implement effective tax planning strategies to optimize tax position and ensure compliance with applicable regulations.
  • Client Interaction: Work directly with clients to understand their business needs, provide tax advice, and build strong, lasting relationships.
  • Collaborative Work: Collaborate closely with the founder, Tax Attorney, CPA, and EA to align tax strategies with overall goals and legal requirements.
  • Compliance & Reporting: Oversee and manage the preparation of tax returns, ensuring accuracy and timeliness while adhering to regulatory requirements.
  • Research & Analysis: Stay current with tax law changes and industry trends to provide informed recommendations and keep the company ahead of regulatory changes.
  • Problem Solving: Address complex tax issues and provide solutions to minimize tax liabilities and enhance financial outcomes.
  • Documentation & Record Keeping: Maintain organized and accurate records of tax planning activities and client communications.

 

Compensation:

Compensation for this role is competitive, ranging from $70,000 to $170,000, and will be determined based on your skillset and experience.

Company DescriptionFounded by Jasmine Dilucci, Tax Leverage is a dynamic and rapidly expanding firm specializing in tax planning, accounting, and tax resolution services. Our mission is to empower individuals and business owners alike through expert financial guidance and strategic support.Company DescriptionFounded by Jasmine Dilucci, Tax Leverage is a dynamic and rapidly expanding firm specializing in tax planning, accounting, and tax resolution services. Our mission is to empower individuals and business owners alike through expert financial guidance and strategic support.

  • Coppell, Texas, United States Tax Leverage LLC Full time

    Job OverviewTax Leverage LLC is seeking a highly skilled Tax Planning Manager to join our team. As a key member of our organization, you will play a pivotal role in developing and implementing effective tax planning strategies to optimize our clients' tax positions and ensure compliance with applicable regulations.Key Responsibilities:Tax Planning &...


  • Coppell, United States Tax Leverage LLC Full time $70,000 - $170,000

    Job DescriptionJob DescriptionTax Leverage is seeking a full-time Tax Planning Manager with 3-5 years of experience. The ideal candidate will be a CPA or Enrolled Agent who thrives in a fast-paced environment and is passionate about learning and client engagement. This role will involve close collaboration with the founder, Tax Attorney, CPA, and EA, making...


  • Coppell, Texas, United States Wolters Kluwer Full time

    About the RoleWe are seeking a highly skilled and experienced Tax Operations Manager to join our team at Wolters Kluwer. As a key member of our Trust Tax Outsourcing operation, you will be responsible for leading a diverse team of fiduciary tax professionals to provide timely, efficient, and accurate production of high volumes of tax information statements...


  • Coppell, Texas, United States Wolters Kluwer Full time

    Job SummaryWe are seeking a highly skilled and experienced Tax Operations Manager to lead our Trust Tax Outsourcing team at Wolters Kluwer. As a key member of our operations management team, you will be responsible for overseeing the day-to-day operations of our tax preparation services, ensuring timely and accurate production of tax information statements...


  • Coppell, Texas, United States Tax Leverage LLC Full time

    Job OverviewTax Leverage LLC is seeking a highly skilled Tax Planning Manager to join our team. As a key member of our organization, you will play a pivotal role in developing and implementing effective tax planning strategies to optimize our clients' tax positions and ensure compliance with applicable regulations.Key Responsibilities:Tax Planning &...

  • Sr Director, Tax

    2 weeks ago


    Coppell, United States At Home Stores LLC Full time

    Job DescriptionJob Summary The Senior Director of Tax is a key leader in the Tax Group responsible for direct leadership and management of the full breadth of the tax function with At Home Group. This includes tax accounting; tax compliance (Federal & State income tax, property tax, sales & use tax, and other taxes); tax planning; people and process...

  • Tax Processor

    3 weeks ago


    Coppell, United States OneSource Virtual Full time

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice,...

  • Tax Operations Analyst

    2 months ago


    Coppell, United States OneSource Virtual Full time

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice,...


  • Coppell, Texas, United States Lopez Auto Insurance Full time

    Job OverviewAbout Our Company:Lopez Auto Insurance is a reputable insurance provider known for delivering high-quality products and exceptional customer service. With a strong reputation built on reliability, trust, and expertise, we have been serving a diverse customer base for a decade.**Job Title:** Full-time Bilingual Tax Preparation...


  • Coppell, Texas, United States TMobile Full time

    Be unstoppable with usT-Mobile is synonymous with innovation–and you could be part of the team that disrupted an entire industry We reinvented customer service, brought real 5G to the nation, and now we're shaping the future of technology in wireless and beyond. Our work is as exciting as it is rewarding, so consider the career opportunity below as your...


  • Coppell, Texas, United States OneSource Virtual Full time

    About OneSource Virtual:OneSource Virtual (OSV) stands as a premier provider of automated solutions tailored for organizations across various sectors utilizing Workday. Since its inception in 2008, OSV has been dedicated to delivering exceptional services, assisting over 1,300 businesses globally. The company prides itself on enhancing operational efficiency...


  • Coppell, United States OneSource Virtual Full time

    OneSource Virtual (OSV) is the Workday partner that has helped more than 1,300 companies with everything from deployment to maintenance to payroll and more-all to make the day more doable. Founded in 2008, OSV pioneered Business Process as a Service (BPaaS) and has become the leading provider of automated solutions for organizations of all sizes using...


  • Coppell, United States OneSource Virtual Full time

    OneSource Virtual (OSV) is the Workday partner that has helped more than 1,300 companies with everything from deployment to maintenance to payroll and more-all to make the day more doable. Founded in 2008, OSV pioneered Business Process as a Service (BPaaS) and has become the leading provider of automated solutions for organizations of all sizes using...


  • Coppell, United States Fisher Investments Full time

    Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our...

  • Lopez Auto Insurance

    3 months ago


    Coppell, United States Lopez Auto Insurance Full time

    Job DescriptionJob DescriptionSalary: $17.00 - $18.00 per hour (depending on experience) plus generous commissions.About Us: Lopez Auto Insurance is a highly respected insurance company known for our unwavering dedication to providing exceptional insurance services. As a prominent provider of insurance solutions, we take great pride in our commitment to...


  • Coppell, Texas, United States Brink's, Incorporated Full time

    About the RoleBrink's, Incorporated is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial operations. Our network of operations in 52 countries serves customers in more than 100...

  • Production Planning

    4 weeks ago


    Coppell, United States Brinks Full time

    Brinks Texas License #C00550 The Brink's name is a promise to respect the trust we've earned in over 150 years in business. Every employee honors that promise by offering the highest levels of service and support to our customers. We take pride in our work, and we share a passion about our future. Learn why so many people have made the choice to join our...

  • Production Planning

    4 weeks ago


    Coppell, United States Brinks Full time

    Brinks Texas License #C00550 The Brink's name is a promise to respect the trust we've earned in over 150 years in business. Every employee honors that promise by offering the highest levels of service and support to our customers. We take pride in our work, and we share a passion about our future. Learn why so many people have made the choice to join our...


  • Coppell, Texas, United States Lanvera Full time

    ABOUT LANVERALanvera is a premier provider in the realm of Customer Communications Management (CCM), focusing on the innovative design, production, and distribution of secure customer communications. Our offerings encompass a variety of essential documents such as invoices, statements, tax forms, collection letters, compliance notices, and other critical...


  • Coppell, Texas, United States Newrez Full time

    About NewrezNewrez is a leading non-bank mortgage-servicing company, serving top businesses in the industry. Our clients own mortgage loans, and we manage their portfolios, collecting payments, paying taxes and insurance, and helping homeowners in default to get current.Job SummaryWe are seeking a highly skilled Senior Business Analyst to join our team. As a...