Tax and Wealth Planning Support Specialist

Are you an organized and proactive professional looking to make a difference in the world of wealth management?Wealth Management is seeking a highly skilled Executive Assistant/Office Administrator to join our team. This role is responsible for providing exceptional administrative support, managing daily office operations, and collaborating with colleagues...

Job Overview:We are seeking an experienced Chief Compliance Officer to join our wealth management team in Los Angeles. As a key member of our leadership team, you will be responsible for designing and implementing a best-in-class compliance program that aligns with the Investment Advisers Act of 1940 and other applicable laws.Key Responsibilities:Compliance...

Job Title: Senior Wealth Management SpecialistLocation: San Francisco, CA & Los Angeles, CAOverview:Wealth management specialists at Deutsche Bank focus on developing, managing, and retaining high-value client relationships. They are responsible for acquiring assets through expanding existing relationships and cultivating new ones for the bank. Their primary...

Senior Income Tax Associate AttorneyWe are seeking a highly skilled Senior Income Tax Associate Attorney to join our Taxation, Trusts & Estates Department at Direct Counsel, LLC. This role will focus on pass-through entities and C-Corporation planning, including QSBS and irrevocable trust structuring, in the context of M&A, family office planning, real...

Tax Relief Helpers is a leading firm in the industry, seeking a driven Inside Sales Representative to join our team. This pivotal role will engage potential clients, understand their tax-related challenges, and provide tailored solutions to help them regain financial stability. Key responsibilities include communicating with clients, evaluating their tax...

About the RoleAs a Tax Senior Manager at Eide Bailly, you will play a key role in helping high-net-worth individuals transition wealth to the next generation. Your expertise in individual income tax and estate tax planning will be essential in creating comprehensive plans that ensure maximum tax benefits. You will work closely with clients to interpret and...

About the RoleWe are seeking a highly skilled Tax Specialist to join our team at E&M Tax Service Inc. This is an excellent opportunity for someone who is passionate about tax preparation and has expertise in serving clients in the entertainment industry.Key ResponsibilitiesPrepare and review individual and business tax returns, including 1120S, 1120, 1065,...

Job SummaryWe are seeking a skilled Technical Salesforce Developer to join our team at the Office of Tax Appeals. This is an exciting opportunity to work on analyzing case management processes and ensuring that our Salesforce workflows meet the business needs of our customers.About UsThe Office of Tax Appeals is responsible for providing independent,...

About Our Tax TeamWe are a CPA-owned and operated tax franchise in Parsippany, NJ seeking a talented individual to join our team as a tax professional. As part of a national brand, we offer the confidence of working for a reputable company with on-the-job training and up-to-date information within the tax industry.Our Tax Education ProgramWe provide our...

Job Title: Tax Accountant SpecialistAbout the RoleWe are seeking a detail-oriented Tax Accountant to join our accounting team. The successful candidate will be responsible for preparing and reviewing tax filings, assisting with tax planning, and ensuring compliance with federal, state, and local tax regulations.About Milman Search GroupMilman Search Group is...

About Our FirmAt Black Lawyers, we prioritize team member satisfaction as the cornerstone of productivity and client satisfaction. Our full-service wealth management firm provides consultative services and active management to clients, focusing on retirement planning, tax management, estate planning, financial planning, and investment management.

OverviewBet Tzedek Legal Services is a leading organization in poverty law, committed to ensuring fairness and integrity in the federal tax system. We are seeking an experienced Tax Law Specialist to join our Low-Income Tax Clinic team.SalaryThe estimated annual salary for this position is $120,000 - $180,000, depending on experience.About the RoleThe Tax...

Citi Global Wealth is a unified business that serves the entire continuum of wealth clients, bringing together the full power of Citi to meet their financial needs. Our team offers comprehensive financial and investment advice to affluent and high-net worth individuals, partnering closely with a dedicated Wealth team to deliver traditional and alternative...

Corporate Tax SpecialistWe are seeking a seasoned Senior Tax Accountant to join our dynamic team at Consultative Search Group. This esteemed professional will be instrumental in preparing complex tax returns and providing exceptional support to high-net-worth individuals, large family groups, and family offices.About the Role:This is an excellent opportunity...

Job OpportunityWe are seeking an experienced Tax Specialist to join our team at Teksky. As a key member of our tax department, you will play a vital role in ensuring the highest level of tax compliance and advisory services for our clients.About the RoleThe successful candidate will be responsible for preparing and reviewing federal and state income tax...

About the RoleWe are seeking a highly skilled Trust and Estate Planning Specialist to join our team at Law Firms.The ideal candidate will have 2+ years of experience in trust and estate planning, administration, and litigation. They should have a deep understanding of estate planning strategies and tax laws, as well as excellent communication and...

Job SummaryWe are seeking a highly skilled and organized Corporate Financial Support Specialist to join our team at Advantage xPO. As an Executive Administrative Assistant, you will provide exceptional support to our Private Wealth Management team.About the RoleThis is a 12-month contract position working onsite with our client. As a Corporate Financial...

Company OverviewEquitable Advisors LLC is a leading wealth management firm with a strong reputation in the industry. We are driven by our mission to help clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.We have a passion for making a positive impact on the futures of individuals and businesses...

**Company Overview**Eide Bailly is a leading CPA and business advisory firm with a strong presence in the Midwest and western United States. With over 40 offices across 15 states, we offer our staff and partners opportunities to serve a variety of industries.We were founded in 1917 and pride ourselves on supporting our employees' goals and interests both in...

OverviewCitrin Cooperman is a leading professional services firm that offers comprehensive solutions to help businesses and individuals achieve their goals.We are seeking a highly motivated and detail-oriented Tax Professional - Commercial Tax Services Specialist to join our team. This individual will be responsible for providing exceptional client service,...