Tax Advisor
4 weeks ago
- Manage a book of clients and conduct strategy and advisory meetings on a quarterly basis.
- Provide proactive planning advice and advanced strategies to clients.
- Review tax returns and ensure compliance with federal, state, and local tax regulations.
- Conduct tax research to stay updated on tax law changes.
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA or EA certification preferred.
- Minimum of 2-5+ years of experience in tax advisory or related roles.
- Strong knowledge of federal, state, and local tax regulations.
- Excellent analytical and problem-solving skills.
- Strong communication and interpersonal skills.
- Proficiency in UltraTax software and Microsoft Office Suite with Co-Pilot.
- Ability to work independently and as part of a team.
- Competitive salary between $75k-$110K and potential for performance-based bonuses.
- Comprehensive health insurance.
- 401(k) plan with company match.
- Professional development opportunities.
- PTO and schedule flexibility.
- Flexible remote work options.
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Tax Advisor
5 days ago
Salt Lake, Utah, United States H&R Block Full timeAbout the RoleAs a Tax Advisor with Block Advisors, you will play a vital role in helping individuals and small businesses navigate their tax needs. With a focus on providing exceptional client service, you will build strong relationships with clients and help them achieve their financial goals.Key Responsibilities* Provide tax preparation, audit support,...
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Tax Advisor
4 days ago
Salt Lake, Utah, United States H&R Block Full timeAbout the RoleWe are seeking a skilled Tax Advisor to join our team at Block Advisors, an H&R Block brand. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and...
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Tax Manager
1 month ago
Salt Lake, Utah, United States Squire & Company PC- Full timeAbout Squire & Company PC-We are a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. Our culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation.Job DescriptionWe are seeking a highly skilled Tax Manager to join our...
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Tax Manager
1 month ago
Salt Lake, Utah, United States Squire & Company PC- Full timeAbout Squire & Company PC-We are a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. Our culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation.Job DescriptionWe are seeking a highly skilled Tax Manager to join our...
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Tax Manager
5 days ago
Salt Lake, Utah, United States Aldrich Full timeJob TypeFull-timeDescriptionAldrich CPAs and Advisors is seeking a Tax Manager to collaborate with our construction clients, providing in-depth tax review, planning, and compliance services. As a trusted advisor, you will delve into intricate tax matters and offer strategic guidance. This position offers a unique opportunity to be part of a growing region...
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Tax Manager
4 weeks ago
Salt Lake, Utah, United States Gpac Full timeTax Manager Job DescriptionGpac is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for leading and managing tax compliance, reporting, and filing processes for clients. You will also develop and implement tax planning strategies to minimize tax liabilities.Key Responsibilities:Lead and manage tax compliance,...
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Tax Supervisor
1 month ago
Salt Lake, Utah, United States Squire & Company PC- Full timeAbout Squire & Company PC-Squire & Company PC- is a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. Our solid values and business acumen form the foundation of our culture, which promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful...
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Tax Manager
5 days ago
Salt Lake, Utah, United States CBIZ Full timeJob Summary:CBIZ is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for providing top-level financial and employee business services to organizations of all sizes.Key Responsibilities:Serve as a trusted advisor to clients, demonstrating knowledge of industry trends and identifying client issues and...
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Tax Senior Associate
4 days ago
Salt Lake, Utah, United States Tanner Full timeTanner, a leading public accounting firm, is seeking a highly skilled Tax Senior Associate to join their team. As a valued member of the firm, you will have the opportunity to work with a diverse range of clients, providing expert tax advice and guidance.Key Responsibilities:Prepare a variety of tax returns, including corporate, partnership, estate, gift,...
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Senior Tax Analyst
1 week ago
Salt Lake, Utah, United States Myriad Genetics Full timeJob SummaryWe are seeking a highly skilled Sr Tax Analyst to join our Tax team at Myriad Genetics. The successful candidate will be responsible for preparing sales and use tax returns, property tax returns, and other various returns.Key ResponsibilitiesPrepare sales and use tax returns, property tax returns, and other various returns.Assist in the timely and...
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Salt Lake, Utah, United States KPMG Full timeJob Title: Tax Senior Associate, Real Estate Deals/TransactionsAt KPMG, we are seeking a highly skilled Tax Senior Associate to join our Business Tax Services, Real Estate practice. As a Tax Senior Associate, you will be responsible for advising clients on a full spectrum of corporate, partnership, and real estate tax services, including planning, research,...
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Tax Director
4 days ago
Salt Lake, Utah, United States CBIZ Full timeJob SummaryCBIZ is seeking a highly skilled Tax Director to join our team. As a Tax Director, you will be responsible for expanding revenue of existing clients, managing practice effectively, and serving as a key client contact. You will also be responsible for ensuring quality control standards are met and driving a team environment. The ideal candidate...
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Salt Lake, Utah, United States KPMG Full timeBusiness Title: Tax Senior Associate, Real Estate Deals/TransactionsRequisition Number:Function: Tax ServicesArea of Interest:State:UTCity: Salt Lake CityDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's...
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Wealth Management Specialist
2 weeks ago
Salt Lake, Utah, United States BankTalent HQ Full timeWealth Advisor OpportunityZions Bancorporation is a leading financial services company operating in western markets. Our organization is recognized for its commitment to employee satisfaction and community involvement. We strive to create fulfilling opportunities for outstanding individuals within our organization, rewarding them for their contributions to...
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Financial Planning Specialist
4 days ago
Salt Lake, Utah, United States Dentist Advisors Full timeFinancial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Dentist Advisors. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and secure their financial futures.Key Responsibilities:Conduct initial...
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Financial Planner
4 days ago
Salt Lake, Utah, United States Albion Financial Group Full timeFinancial Planning Role at Albion Financial GroupWe are seeking a skilled Financial Planner to join our team at Albion Financial Group. As a Financial Planner, you will work closely with our clients to understand their financial goals, cash flow needs, investment time horizon, and risk tolerance.Key Responsibilities:Review and interpret client data for input...
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Wealth Management Specialist
4 days ago
Salt Lake, Utah, United States Albion Financial Group Full timeAbout the Role:We are seeking a highly skilled Wealth Advisor to join our team at Albion Financial Group. As a Wealth Advisor, you will be responsible for overseeing a subset of our client relationships and their financial growth and success.Key Responsibilities:Manage and retain client relationships and inspire confidence through demonstrated expertiseBe a...
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Salt Lake, Utah, United States Albion Financial Group Full timeLocation: Albion Financial Group is an investment advisory firm founded in Utah. After four decades of growth driven almost exclusively by referrals and word-of-mouth, we now work with hundreds of families in Utah and around the country, helping each of them make a lifetime of good financial decisions. Our wealth advising team works closely with our clients...
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Wealth Management Specialist
1 month ago
Salt Lake, Utah, United States Albion Financial Group Full time{"title": "Wealth Advisor", "description": "OverviewAlbion Financial Group is a well-established investment advisory firm with a 40-year history of putting clients' interests first. As a fee-only fiduciary, we provide holistic financial advice to hundreds of families in Utah and across the country.Key ResponsibilitiesManage and retain client relationships,...
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Customer Service Representative
1 month ago
Salt Lake, Utah, United States Ascensus Full timeJob SummaryAscensus is seeking a highly skilled and customer-focused Call Center Representative to join our team. As a key member of our service center team, you will be responsible for providing exceptional customer service and processing for account-based employee benefit plans.Key ResponsibilitiesHandle requests from participants, financial advisors, and...