Tax and Financial Planning Professional

3 days ago


Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full time
Key Responsibilities

As a Tax and Financial Planning Professional, you will be responsible for preparing detailed financial plans, assisting with tax return preparation, and summarizing meeting communications and tasks. You will also perform asset allocation analysis necessary for client onboarding and portfolio reviews. With a focus on delivering exceptional results, you will be an integral part of our team's success.



  • Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full time

    Job OverviewWe are a fee-only financial planning and tax preparation firm serving physicians nationwide. As a Financial Planning & Tax Specialist, you will be an integral part of our team, working closely with lead advisors to deliver exceptional financial planning services to our clients.Key ResponsibilitiesDrafting detailed financial plans and analysis for...


  • Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full time

    About the RoleWe are seeking a highly skilled Financial Planning & Tax Specialist to join our team at Personal Choice Financial Advisors, LLC. This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.ResponsibilitiesPreparing or assisting with the preparation of client tax returnsPreparing...


  • Cincinnati, Ohio, United States Liberty Tax Full time

    At Liberty Tax, we are seeking a skilled Tax Preparer to join our team. As a Tax Preparer, you will be responsible for conducting in-depth interviews with clients to obtain all required information and materials to complete tax returns.The ideal candidate will have 2+ years of experience preparing taxes with a solid understanding of tax principles. They must...

  • Financial Expert

    4 weeks ago


    Cincinnati, Ohio, United States The Global Accounting Solutions Inc. Full time

    At The Global Accounting Solutions Inc., we are seeking an experienced Financial Expert to join our team in Cincinnati, OH.This role offers a unique opportunity for a tax professional to grow with a growing CPA firm that values professionalism, responsiveness, and quality.As a Financial Expert, you will be responsible for reviewing and analyzing tax returns,...

  • Tax Professional

    6 days ago


    Cincinnati, Ohio, United States STAPLES TAX SERVICE Full time

    Company OverviewWe are Staples Tax Service, a leading tax preparation business headquartered in Cincinnati, Ohio. Our mission is to provide exceptional service to our clients while expanding our operations across multiple states.


  • Cincinnati, Ohio, United States Creative Financial Staffing Full time

    We are seeking a seasoned Accounting Manager to lead our finance team, driving financial success through expertise and leadership.Key Responsibilities:Supervise the accounting team and oversee month-end and year-end closure processes.Ensure adherence to accounting principles and company policies.Develop and implement financial procedures and internal...


  • Cincinnati, Ohio, United States Liberty Tax Full time

    Job DescriptionLiberty Tax is seeking a skilled Tax Preparer to join our team. The successful candidate will have a strong understanding of tax principles and be able to prepare accurate and complete tax returns.The Tax Preparer will conduct in-depth interviews with clients to obtain all required information and materials, check for errors, explain results...


  • Cincinnati, Ohio, United States Creative Financial Staffing Full time

    About Our Company:Located in the heart of downtown, we're a dynamic and rapidly growing tech company that specializes in cutting-edge technology solutions.We're passionate about innovation and committed to staying at the forefront of the tech world. As a Corporate Financial Planning Specialist, you'll play a critical role in our financial success and...


  • Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full time

    Overview">Personal Choice Financial Advisors, LLC is a fee-only financial planning & wealth management firm serving physicians nationwide. We are looking for a self-driven, compassionate, and knowledgeable Lead Advisor to join our team.


  • Cincinnati, Ohio, United States Liberty Tax Full time

    About the JobAs a Tax Preparer at Liberty Tax Service, you will play a critical role in helping clients navigate the tax preparation process. Your primary responsibilities will include conducting client interviews, preparing tax returns, and explaining results to clients.To succeed in this role, you must be able to communicate effectively with people from...


  • Cincinnati, Ohio, United States Kruse and Crawford CPAs Full time

    Job DescriptionThe Associate Accountant will be responsible for preparing tax returns, processing year-end payroll and tax forms, and assisting in the preparation of financial statements under GAAP guidelines. They will also assist in researching IRS regulations and developing budgets for clients.


  • Cincinnati, Ohio, United States Jobot Full time

    We are seeking a highly skilled HNW Tax Director to join our team at Jobot. As a key member of our team, you will have the opportunity to work with a diverse range of clients, including high-net-worth individuals, families, trusts, estates, and privately held businesses.Responsibilities:Providing tax planning services to clients, including researching and...


  • Cincinnati, Ohio, United States The Global Accounting Solutions Inc. Full time

    The Global Accounting Solutions Inc. is a leading accounting firm with two offices in the Worthington and Cincinnati areas of Ohio.As a Tax Manager, you will be responsible for reviewing and analyzing tax returns to ensure accuracy and compliance with relevant laws and regulations.This role offers an excellent opportunity for someone with a strong background...

  • Tax Professional

    6 days ago


    Cincinnati, Ohio, United States Steven Potter & Company CPA's Inc. Full time

    Job DescriptionWe are seeking a highly skilled Tax Professional to join our team at Steven Potter & Co, CPA's in Fairfield. As a tax preparer, you will be responsible for preparing and reviewing income tax returns with a focus on individual tax preparation. The ideal candidate will have either 2-3 years of experience in this field or be an experienced...


  • Cincinnati, Ohio, United States RK Partners Full time

    Job DescriptionWe are seeking a passionate and driven candidate to join RK Partners as a Financial Services Tax Specialist.About the Job:In this role, you will have the opportunity to build and collaborate with clients in the ever-evolving world of tax services.What You Can Expect:Hands-On Experience: Prepare individual, trust, and business tax returns,...


  • Cincinnati, Ohio, United States Steven Potter & Company CPA's Inc. Full time

    Job SummaryWe are seeking a Seasonal Tax Professional to join our team at Steven Potter & Co, CPA's in Fairfield. As a key member of our tax preparation team, you will be responsible for preparing and reviewing individual income tax returns.About the RoleThis is a seasonal full-time position that requires a minimum of 2-3 years of experience in individual...


  • Cincinnati, Ohio, United States KPMG Full time

    KPMG Career OpportunitiesKPMG is a leading provider of audit, tax, and advisory services to businesses across various industries. We are seeking a highly motivated and detail-oriented Financial Services Professional to join our team.In this role, you will work closely with our audit teams to conduct financial statement audits, identify areas of risk, and...


  • Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full time

    About the RoleThis is an exciting opportunity for a motivated and experienced Financial Planning and Tax Specialist to join our dynamic team. In this role, you will work closely with our lead advisors to provide comprehensive financial plans and tax solutions to our clients. With a strong emphasis on client satisfaction, we pride ourselves on delivering...


  • Cincinnati, Ohio, United States Intuit Full time

    About the Job: As a Senior Financial Advisor at Intuit, you will play a critical role in helping our customers navigate complex business tax returns and providing expert guidance on tax laws and regulations.Responsibilities: The successful candidate will be responsible for managing complex business tax returns for Partnerships and S Corporations, as well as...


  • Cincinnati, Ohio, United States Aquarius Professional Staffing Full time

    Aquarius Professional Staffing is seeking a skilled Financial Counseling Representative to join our team in Cincinnati, Ohio.Estimated Salary: $55,000 - $65,000 per year based on experience and qualifications.We are looking for a candidate with 1+ years of experience in the healthcare industry, excellent customer service skills, and the ability to work with...