Tax Advisor

Job Title: Block Advisors Tax AdvisorAbout the Role:As a Tax Advisor at H&R Block, you will be responsible for providing tax preparation, tax audit support, and tax planning services to clients year-round. You will build strong relationships with clients, conduct tax interviews face-to-face and virtually, and generate business growth, increase client...

Tax Director Job DescriptionVaco is seeking a Tax Director to join their Operations team. This role involves overseeing tax structuring, tax placement, tax compliance, and tax review. The Tax Director will work closely with internal groups to maintain a best-in-class tax function and will oversee two experienced Tax Managers. This position offers a dynamic...

Tax Director Job DescriptionVaco is seeking a highly skilled Tax Director to join their Operations team. This role involves overseeing tax structuring, tax placement, tax compliance, and tax review. The Tax Director will work closely with internal groups to maintain a best-in-class tax function and will oversee two experienced Tax Managers.Key...

About The Whittier Trust CompanyWe are a trusted partner with a long history of successfully navigating the financial markets to preserve, protect, and enhance our clients' wealth and well-being across generations.Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Vice President, Client Advisor. In this role, you...

Job DescriptionWhittier Trust is a leading multi-family office providing exceptional client service and customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work closely with clients to deliver a range of services including investment management, fiduciary, philanthropic, and family office...

Job SummaryThe Wealth Advisor II role at Mercer Advisors is a key position that focuses on deepening relationships with established clients and organically growing their practice through referrals. This role leverages the unified in-house team of experts to help clients achieve their financial goals.Key ResponsibilitiesPartner with affluent clients to...

About UsWe are an insurance technology and distribution platform that is revolutionizing the industry. Our innovative approach has enabled us to develop a paperless, data-driven underwriting process that allows us to issue policies in under one minute. We are one of the top distributors of digital life insurance policies globally, with a valuation of over $3...

Job Title: Tax Advisor - Block AdvisorsAt H&R Block, we're looking for a skilled Tax Advisor to join our Block Advisors team. As a Tax Advisor, you'll work with clients to provide tax preparation, tax audit support, and tax planning services year-round.Key Responsibilities:Build and maintain client relationshipsProvide tax preparation and planning...

Job Title: Tax Advisor - Block AdvisorsAt H&R Block, we're seeking a skilled Tax Advisor to join our Block Advisors team. As a Tax Advisor, you'll provide tax preparation, audit support, and tax planning services to clients year-round.Key Responsibilities:Build and maintain client relationships through face-to-face and virtual interactionsProvide tax...

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will be responsible for providing expert tax guidance and support to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clientsBuild...

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...

Job Title: Tax Advisor - Block AdvisorsAbout the Role:As a Tax Advisor with Block Advisors, you will be responsible for providing tax preparation, tax audit support, and tax planning services to clients year-round.Key Responsibilities:* Build and maintain client relationships* Provide tax preparation and tax planning services* Conduct tax interviews...

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at Block Advisors, an H&R Block brand. As a Tax Advisor, you will play a critical role in providing tax preparation, tax audit support, and tax planning services to our clients.Key Responsibilities:Build and maintain strong relationships with clients to understand their tax needs and...

Tax DirectorOur client, a leading investment management firm, is seeking a Tax Director to join their Operations team. This role involves overseeing tax structuring, tax placement, tax compliance, and tax review. The Tax Director will work closely with internal groups to maintain a best-in-class tax function and will oversee two experienced Tax Managers....

Our client is a well-established, Multi Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, fiduciary services, investment management, philanthropic advisory, and family office support.We’ve been retained to...

Our client is a well-established, Multi Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, fiduciary services, investment management, philanthropic advisory, and family office support.We’ve been retained to...

Our client is a well-established, Multi Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, fiduciary services, investment management, philanthropic advisory, and family office support.We’ve been retained to...

Our client is a well-established, Multi Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, fiduciary services, investment management, philanthropic advisory, and family office support.We’ve been retained to...

Conduct tax interviews with clients face to face and through virtual tools video, phone, chat, email. Prepare complete and accurate tax returns. Generate business growth, increase client retention, and offer additional products and services. Provid Tax, Associate, Advisor, Accounting, Support

About the Role:We are seeking a highly skilled Tax Advisor to join our team at H&R Block in Elmwood Park, Illinois. 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 Responsibilities:Build and maintain strong relationships with clients to understand their tax...

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...

Summary: Meta is seeking a seasoned professional to join its tax team responsible for supporting the development, growth and expansion of Meta product offerings and new initiatives globally with a focus on monetization and platform products. The successful candidate needs to have a proven record of supporting new products and initiatives go-to-market in a...

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...

Citrin Cooperman Advisors LLC is seeking a highly skilled Tax Manager to join our Private Client Services team in Florham Park. As a key member of our team, you will be responsible for providing exceptional client service, reviewing income tax projections, tax workpapers, and tax returns for individuals and fiduciary clients.Key Responsibilities:Review and...

Job SummaryWe are seeking a highly skilled Tax Manager to join our team at RSM Global. As a Tax Manager, you will be responsible for advising single-family, multi-family, and virtual-family office clients on a full spectrum of tax services, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.Key...

About the Tax Manager PositionWe are seeking a highly skilled Tax Manager to join our team at PYA. As a Tax Manager, you will play a key role in leading client projects, including planning and project management, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects with exceptional client...

DescriptionPlease contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Our client, a leading private equity firm based in Menlo Park, focuses on high-growth technology and related sectors. As an SEC-registered investment adviser managing billions in assets, they provide the capital and expertise necessary to elevate...