Tax Planning Strategist

1 week ago


MoorestownLenola, New Jersey, United States Jobot Full time
Job Overview

We are a forward-thinking, independently operating financial advisory and tax preparation firm headquartered in New Jersey.

Why us?

  • Competitive salary of $125,000 - $160,000 per year
  • Comprehensive 401(k) plan with matching
  • Health benefits and a supportive working environment
  • Opportunity to mentor junior associates and lead a dynamic team
  • Fast-paced, collaborative, and innovative culture focused on healthy living

Key Responsibilities

  • Tax Preparation: Prepare or review individual, fiduciary, corporate, and partnership/LLC tax returns.
  • Tax Planning: Determine tax projections, update financial planning software, and successfully initiate and conduct tax planning for clients.
  • Client Relationships: Build and maintain client relationships through proactive communication and exceptional service.
  • Technical Expertise: Research tax issues, provide technical advice, and develop your expertise through ongoing training and continuing education.
  • Team Leadership: Lead and mentor junior associates, contributing to the future development of the team.

About Our Firm

We value flexibility and relationship-building, with a strong emphasis on our people driving everything we do. As an Investment Advisor registered in the State of New Jersey and Investment Advisor Representatives (IARs), we offer comprehensive financial and tax consulting services.



  • Moorestown-Lenola, New Jersey, United States Jobot Full time

    Job SummaryWe are seeking an experienced Tax Manager to lead our team and provide top-tier tax planning for high-net-worth clients. As a Tax Manager – Lead, you will be responsible for preparing or reviewing individual, fiduciary, corporate, and partnership/LLC tax returns.Key ResponsibilitiesTax Preparation and Review: Utilize expertise to prepare or...


  • Moorestown-Lenola, New Jersey, United States Jobot Full time

    Join our team as a Tax Manager Lead and take your career to the next level! We are a forward-thinking financial advisory and tax preparation firm seeking a skilled tax professional to lead our team and provide top-tier tax planning for high-net-worth clients.In this role, you will have the opportunity to:Leverage your technical expertise to resolve complex...


  • Moorestown-Lenola, New Jersey, United States Jobot Full time

    Company OverviewOur company is a forward-thinking, independently operating financial advisory and tax preparation firm.

  • Tax Leadership Role

    1 month ago


    Moorestown-Lenola, New Jersey, United States Jobot Full time

    OverviewWe are a forward-thinking, independently operating financial advisory and tax preparation firm headquartered in New Jersey. As an Investment Advisor registered in the State of New Jersey and Investment Advisor Representatives (IARs), we offer comprehensive financial and tax consulting services.CompensationThe estimated annual salary for this role is...

  • Tax Manager Lead

    7 days ago


    Moorestown-Lenola, New Jersey, United States Jobot Full time

    Job SummaryTax Manager Lead will lead a dynamic team in providing top-tier tax planning for high-net-worth clients. The ideal candidate will have experience in tax preparation and review, as well as strong technical expertise.About the CompanyWe are a forward-thinking financial advisory and tax preparation firm headquartered in Moorestown, New Jersey. Our...


  • Moorestown-Lenola, New Jersey, United States Jobot Full time

    Job OverviewWe are a forward-thinking financial advisory and tax preparation firm headquartered in Moorestown, New Jersey. As an Investment Advisor registered in the State of New Jersey and Investment Advisor Representatives (IARs), we offer comprehensive financial and tax consulting services.About UsWe value flexibility and relationship-building, with a...


  • Moorestown-Lenola, New Jersey, United States Jobot Full time

    Senior Tax Advisory ProfessionalThis is an opportunity to work with a dynamic team in a fast-paced, collaborative, and innovative culture. As a Senior Tax Advisory Professional, you will be responsible for leading and mentoring junior associates, contributing to the future development of the team.About the RoleThe ideal candidate will have experience in tax...


  • Moorestown-Lenola, New Jersey, United States Jobot Full time

    We are a forward-thinking, independently operating financial advisory and tax preparation firm headquartered in the United States. As an Investment Advisor registered in our state and Investment Advisor Representatives (IARs), we offer comprehensive financial and tax consulting services.Job SummaryOur team is seeking a Tax Manager Lead to join our dynamic...


  • Moorestown-Lenola, New Jersey, United States Jobot Full time

    Job Description: We are seeking an experienced High Net Worth Client Tax Expert to join our dynamic team at Jobot. As a key member of our team, you will be responsible for providing top-tier tax planning services to high-net-worth clients, as well as leading and mentoring junior associates.In this role, you will have the opportunity to work with a...

  • Tax Manager Lead

    2 weeks ago


    Moorestown-Lenola, New Jersey, United States Jobot Full time

    Are you a tax professional looking for a challenging opportunity to grow your career? Do you have experience leading teams and providing exceptional client service?We are a dynamic financial advisory and tax preparation firm seeking a skilled Tax Manager Lead to join our team.In this role, you will be responsible for:Providing top-tier tax planning for...


  • Moorestown-Lenola, New Jersey, United States Jobot Full time

    Job Summary: We are seeking an experienced Financial Advisor Lead to join our dynamic team at Jobot. As a key member of our team, you will be responsible for leading and mentoring junior associates, as well as providing top-tier tax planning services to high-net-worth clients.In this role, you will have the opportunity to work with a forward-thinking...


  • Moorestown-Lenola, New Jersey, United States Jobot Full time

    Join Our Team as a High Net Worth Financial AdvisorAre you a motivated and experienced financial advisor looking for a new challenge? Look no further than Jobot, a dynamic and forward-thinking financial advisory and tax preparation firm. As a High Net Worth Financial Advisor, you will work closely with high-net-worth clients to provide top-tier tax planning...


  • Moorestown-Lenola, New Jersey, United States The Goddard School - Washington Township Moorestown Full time

    Job DescriptionAs a Lead Educator for Young Minds at The Goddard School, you'll have the opportunity to make a real difference in the lives of our students. Our ideal candidate is a passionate and dedicated professional with a strong background in Early Childhood Education.Responsibilities:Design and deliver engaging lesson plans that cater to different...


  • Moorestown-Lenola, New Jersey, United States The Goddard School - Washington Township Moorestown Full time

    Job TitleA Lead Teacher role has become available at The Goddard School, one of New Jersey's top workplaces. This full-time position is perfect for an experienced educator seeking to showcase their skills and creativity.This exciting opportunity offers a competitive estimated salary of $60,000 - $70,000 per year, depending on qualifications and...


  • Moorestown-Lenola, New Jersey, United States Genie Healthcare Full time

    Genie Healthcare is a leading provider of travel nursing services, seeking experienced professionals for a PreOp / PACU - Post Anesthesia Care position in New Jersey.About the RoleThis 13-week contract offers a unique opportunity to work with a top-rated healthcare facility and gain valuable experience in post-anesthesia care.Key Responsibilities:Provide...


  • Moorestown-Lenola, New Jersey, United States Vibra Travels Full time

    About the Role">We are seeking a highly skilled and experienced ICU travel nurse to join our team at Vibra Travels. As a key member of our clinical staff, you will have the opportunity to work on a variety of assignments across the nation, including acute care, rehabilitation, critical care, and behavioral health hospitals.Job Summary">This is a full-time...


  • Moorestown-Lenola, New Jersey, United States Uncommon Schools Full time

    Unlock Student Potential as a Middle School Math Teacher at Uncommon SchoolsWe are seeking an exceptional Middle School Math Teacher to join our team at Uncommon Schools. As an instructional leader, you will play a vital role in cultivating self-guided learners through innovative math strategies and strong relationships.About the RoleThis is a unique...


  • Moorestown-Lenola, New Jersey, United States IntelyCare Full time

    At IntelyCare, we prioritize the needs of nursing professionals, providing a supportive environment that fosters growth and flexibility. As a Certified Nursing Assistant (CNA) with our team, you can enjoy a truly flexible schedule, choosing shifts at various facilities in Moorestown, New Jersey, and surrounding areas.CompensationWe offer an hourly wage range...


  • Moorestown, United States Innovative Benefit Planning Full time

    Job OverviewWe are a woman-owned business that thrives on innovation and integrity, shaping employee benefits, wellness, HR Consulting, and group retirement planning nationwide. We are committed to creating an inclusive environment for all employees and celebrate diversity.As an Account Manager, you will have a significant impact on our clients' lives and...

  • Tax Planning Expert

    2 weeks ago


    Moorestown, United States Jobot Full time

    About the RoleWe are seeking an experienced Tax Partner to lead our dynamic team and provide top-tier tax planning for high-net-worth clients.Key ResponsibilitiesPrepare or review individual, fiduciary, corporate, and partnership/LLC tax returns.Determine tax projections, update financial planning software, and successfully initiate and conduct tax planning...

  • Tax Manager

    3 months ago


    Moorestown, United States Jobot Full time

    Job DescriptionJob DescriptionJoin our dynamic team as a Tax Manager – Lead, mentor, and provide top-tier tax planning for high-net-worth clients!This Jobot Job is hosted by: Eric KeeAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $125,000 - $160,000 per yearA bit about us:We are a forward-thinking,...

  • Tax Director

    1 month ago


    Moorestown, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are partnering with a local firm hiring for a Tax Director in the Moorestown area. The Tax Director will oversee all tax-related activities, ensuring compliance, enhancing tax strategies, and providing top-tier service to the firm's clients. This role demands a high level of expertise in complex tax issues, exceptional...


  • Moorestown, United States Jobot Full time

    Tax Manager – Lead & MentorWe are seeking an experienced Tax Manager to lead our dynamic team and provide top-tier tax planning for high-net-worth clients.Main ResponsibilitiesDevelop and implement tax strategies to minimize clients' tax liabilities and maximize after-tax wealth.Manage a team of junior staff members, providing guidance and support as...


  • Moorestown, United States Vibra Travels Full time

    RN Intensive Care Unit Career OpportunityVibra Travels offers a challenging and rewarding career opportunity for an experienced RN in the ICU setting. As a travel nurse, you will have the chance to work with various healthcare teams, develop your skills, and contribute to improving patient outcomes.About the PositionThis 13-week assignment provides a...

  • Data Entry Manager

    3 weeks ago


    Moorestown, United States TEKsystems Full time

    Job DescriptionJob DescriptionWe are seeking a dedicated and detail-oriented Claims Administration Specialist to join our team. In this role, you will be responsible for using proprietary systems and controls to enter and maintain insureds’ eligibility and payroll data within our Claims Administration System. This position offers an exciting opportunity...


  • Moorestown, United States Vibra Travels Full time

    About the PositionVibra Travels is seeking an experienced travel nurse RN to fill a 13-week assignment in Moorestown, New Jersey.Job SummaryWe are looking for a skilled RN with acute care experience in ICU, step-down, med-surg/tele, and acute rehab to join our team. As a travel nurse with Vibra Travels, you will have access to a wide range of benefits,...


  • Moorestown, United States TEKsystems Full time

    Description-national call center for customer care- 50 to 60 calls per day-inbound & outbound calls -answering calls from new & existing customers -placing orders -following up on open service requests -placing new service requests -placing new installation requests -collecting payments for installations & services -completing online service requests...


  • Moorestown, United States TEKsystems Full time

    Description -national call center for customer care - 50 to 60 calls per day -inbound & outbound calls -answering calls from new & existing customers -placing orders -following up on open service requests -placing new service requests -placing new installation requests -collecting payments for installations & services -completing online...


  • Moorestown, United States TEKsystems Full time

    Job DescriptionJob DescriptionDescription-national call center for customer care- 50 to 60 calls per day-inbound & outbound calls -answering calls from new & existing customers -placing orders -following up on open service requests -placing new service requests -placing new installation requests -collecting payments for installations & services -completing...


  • Moorestown, United States TEKsystems Full time

    TEKsystems is currently supporting a client in Burlington County, NJ in search for a Customer Support Specialist. This position will work with a dynamic team to ensure smooth operations and effectively communicate for their customers. Candidates with experience in customer service and administration are encouraged to apply. Description: + Answer incoming...


  • Moorestown, United States Vibra Travels Full time

    Job Title: Travel Nurse ICU SpecialistVibra Travels is seeking a dedicated and skilled travel nurse to join our team as an ICU Specialist in Moorestown, New Jersey.About the JobThis is a 13-week assignment with a competitive hourly rate and tax-free stipend. The position requires a 36-hour workweek with 12-hour night shifts.ResponsibilitiesProvide...

  • Data Entry Manager

    3 weeks ago


    Moorestown, United States TEKsystems Full time

    Job DescriptionJob DescriptionNOW HIRING IN MOORESTOWN, NJ!**THIS POSITION IS 100% ONSITE***Typical Duties:Responsible for using proprietary systems and controls to enter and maintain insureds’ eligibility and payroll data within the Company’s Claims Administration SystemCompleting weekly status reports for the department supervisor to manage tasks,...


  • Moorestown, United States TEKsystems Full time

    Job Title: Customer Care Representative Job Summary: We are seeking a dedicated and professional Customer Care Representative to join our national call center team. The ideal candidate will be responsible for handling a high volume of inbound and outbound calls, providing exceptional customer service to both new and existing customers. This role involves...


  • Moorestown, United States IntelyCare Full time

    Join IntelyCare as a Licensed Practical Nurse (LPN) in the Moorestown, New Jersey area and earn up to $55 per hour. This role offers a great work-life balance with flexible schedules and W2 employment.Key Benefits:Hourly pay range: $36-$55 (25% higher than average)Flexible scheduling options availableW2 employment with tax benefitsEligibility for healthcare,...


  • Moorestown, United States TEKsystems Full time

    DescriptionJob Summary:The Installation Support Specialist will be responsible for division and customer support across various channels and touchpoints to ensure job installations have been completed as contracted, all required documents are in CRM for invoicing and ensuring overall customer satisfactionEssential Functions:- Support divisions by...


  • Moorestown, United States TEKsystems Full time

    Job DescriptionJob DescriptionTEKsystems is currently supporting a client in Burlington County, NJ in search for a Customer Support Specialist. This position will work with a dynamic team to ensure smooth operations and effectively communicate for their customers. Candidates with experience in customer service and administration are encouraged to...


  • Moorestown, United States TEKsystems Full time

    Job DescriptionJob DescriptionDescriptionJob Summary:The Installation Support Specialist will be responsible for division and customer support across various channels and touchpoints to ensure job installations have been completed as contracted, all required documents are in CRM for invoicing and ensuring overall customer satisfactionEssential Functions:-...


  • Moorestown, United States Monarch Staffing Full time

    Job DescriptionWe are seeking an experienced Account Manager to join our team at Monarch Staffing. This individual will be responsible for managing client relationships, administering benefits, and communicating with clients to ensure exceptional service delivery. The ideal candidate will have a strong background in the insurance industry, excellent...