Financial Planning Specialist
4 days ago
We are seeking a highly skilled Financial Planning Specialist to join our team at W3Global Inc. in Pittsburgh, PA.
Estimated Salary: $55,000 - $75,000 per year (dependent on experience)
The ideal candidate will have 5+ years of experience in tax preparation and financial planning, with strong analytical skills and excellent communication abilities.
Job Responsibilities:
- Prepare and file federal and state tax returns for individual clients.
- Analyze financial records to identify possible deductions and credits.
- Provide tax-related guidance and support to clients.
- Stay informed about current tax laws and regulations.
- Resolve any discrepancies or issues related to filed tax returns.
Required Skills and Qualifications:
- Proficiency in 10-key typing and data entry.
- Strong understanding of financial concepts, including public accounting and corporate accounting principles.
- Familiarity with tax preparation software.
- Excellent analytical skills and attention to detail.
- Strong communication skills to interact with clients and explain complex financial topics clearly.
Benefits:
- Flexible schedule.
- Health insurance.
- Bonus opportunities.
This is an exciting opportunity for a motivated and experienced professional to join our dynamic team at W3Global Inc. If you are passionate about finance and eager to take your career to the next level, we encourage you to apply.
-
Financial Operations Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeAt Creative Financial Staffing, we are seeking a highly skilled Financial Operations Specialist to join our team. This role is an excellent opportunity for individuals with experience in union or construction payroll to take their career to the next level.About the RoleThe Financial Operations Specialist will be responsible for processing a high-volume,...
-
Financial Operations Specialist
3 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeJob SummaryThe Creative Financial Staffing company is seeking a skilled Financial Operations Specialist to join their team. This role involves providing financial support to the organization, ensuring accurate accounting and compliance with GAAP.About the RoleThe Financial Operations Specialist will be responsible for overseeing fixed assets, royalty...
-
Tax Accountant and Financial Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeJob SummaryTax Accountant and Financial Specialist will prepare corporate, S-corporate, partnership, nonprofit, and individual income tax filings. Gather client information for tax filings, planning, and risk assessments. Apply entry-level knowledge of Tax and GAAP regulations, including income recognition and expense deductibility. Create income tax...
-
Financial Process Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeFinancial Process SpecialistWe are seeking a skilled Accounting Administrator to join our team in Pittsburgh. As an experienced accounting professional, you will play a vital role in maintaining smooth financial and operational processes.You will be responsible for entering billing data and preparing supporting documents for timely distribution.Conducting...
-
Financial Operations Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeAbout Our Client:Our client in Moon Township, PA is a private equity backed company with consistent 20% year-over-year growth. They offer a flexible hybrid work model after training and provide direct exposure and collaboration with CFO and Controller.Overview of the Financial Operations Specialist Role:The Financial Operations Specialist will play a...
-
Financial Operations Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeROLE OVERVIEWThis Financial Operations Specialist position is available at a leading provider of communication and accessibility solutions. Based in the 15203 area, this role comes with a competitive salary range of $60,000-$80,000.About the Company:We are dedicated to empowering individuals to achieve their full potential.Innovation, purpose, and...
-
Debt Resolution Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeCompany OverviewCreative Financial Staffing, a leading staffing agency, is seeking an experienced Debt Resolution Specialist to join our team in Pittsburgh. Our client values efficiency, customer satisfaction, and teamwork.Salary Range: $40,000-$60,000 per annum, depending on qualifications and experience.Job DescriptionWe are looking for a skilled...
-
Treasury Operations Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States Raymond James Financial Incorporated Full timeJob OverviewTreasury Management Operations Specialist is a dynamic role at TriState Capital Bank, an independent chartered bank subsidiary of Raymond James Financial Incorporated. Headquartered in Pittsburgh, PA, our bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and...
-
Senior Financial Analyst
2 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team as an Accounting Specialist. This is a fantastic opportunity for an experienced professional to utilize their expertise in accounting and financial analysis to drive business growth.Responsibilities:Monitor departmental payroll submissions for accuracy, timeliness, and...
-
Financial Operations Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeAbout the CompanyCreative Financial Staffing is a prominent supply organization known for its commitment to excellence and employee satisfaction. We strive to provide top-notch guidance and leadership, fostering a collaborative and innovative work environment.Key ResponsibilitiesWe are seeking an experienced Billing Coordinator to ensure the accuracy and...
-
Financial Operations Coordinator
2 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time$45,000- $55,000 is the estimated annual salary for this position.Creative Financial Staffing is working with a thriving company in Pittsburgh to find an experienced Payroll Specialist who can handle high-volume, multi-state payroll processing with precision and efficiency. As a member of our client's team, you will be responsible for processing payroll for...
-
Financial Planning Expert
2 weeks ago
Pittsburgh, Pennsylvania, United States Workforce Solutions, LLC Full timeAt Workforce Solutions, LLC, we're committed to connecting top talent with leading CPA firms across the United States.We're seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you'll play a key role in managing client relationships and ensuring timely delivery of tax products and financial work.The ideal candidate will have 3+ years of...
-
Financial Analyst for Union Payroll
2 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a skilled Financial Analyst to join our team as an Accounting/Payroll Specialist. This is a full-time opportunity with a prestigious organization headquartered in Pittsburgh, PA.Job SummaryThe successful candidate will be responsible for processing a high-volume, weekly union payroll for up to 130 employees across multiple...
-
Financial Career Accelerator
2 weeks ago
Pittsburgh, Pennsylvania, United States M Financial Group Full timeJob OverviewM Financial Group is partnering with Gateway Financial Group to deliver a 2-year program that provides support and mentorship for career growth in financial services.Salary & BenefitsThis salaried role offers an annual salary of $60,000-$75,000 plus potential bonuses.About the RoleAs a key member of our team, you will work with...
-
Compensation Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeAbout Our Partner Company">Creative Financial Staffing is excited to partner with a leading organization in the Pittsburgh market to find a skilled Compensation Specialist. This role presents an opportunity for growth and advancement within the accounting and finance team, which boasts a team-oriented culture and provides employees with the necessary tools...
-
Independent Financial Consultant
2 days ago
Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full timeWe are looking for a skilled Independent Financial Consultant to join our team at Kestra Financial Independent Advisor. As an independent financial consultant, you will be responsible for providing personalized financial guidance to clients, including investment advice, estate planning, and tax strategy.This is a unique opportunity to work independently and...
-
Financial Law Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States LHH Full timeLHH Recruitment Solutions is a leading provider of recruitment services, seeking an experienced Financial Law Specialist to support their creditors' rights group. If you have prior experience with delinquent tax, collections or bankruptcy this could be a fit for you This law firm offers work life balance, a hybrid schedule, and competitive pay based on...
-
Financial Crimes Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States IntePros Full timeAt IntePros, we're partnering with a leading Fortune 200 investment banking and financial services company to find a skilled Anti-Money Laundering/KYC Specialist for a critical project in Pittsburgh, PA.This role is responsible for ensuring the smooth onboarding of clients, maintaining accurate data, and adhering to regulatory requirements. Key...
-
Financial Relationship Manager
3 weeks ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeAbout the RolePNC Financial Services Group is a leading financial institution with a strong presence in Pittsburgh, PA. We are seeking a highly skilled Financial Relationship Manager to join our team.Job DescriptionWe are looking for a motivated individual who can acquire and deepen our customer base through proactive sales and service activities.The...
-
Pittsburgh, Pennsylvania, United States Allied Universal® Full timeJoin Our Team as a Financial Security SpecialistWe are currently hiring a Financial Security Specialist to join our team of dedicated professionals at Allied Universal. In this role, you will serve and safeguard clients in a range of industries, including Commercial Real Estate, Healthcare, Education, Government, and more. As a Security Officer, you will...