HNW Tax Planning Expert

Company InformationJobot is a leading Public Accounting firm that provides high-quality tax services to high-net-worth individuals and families. Our team is comprised of experienced professionals who are passionate about delivering exceptional results and building long-term relationships with our clients.Salary Range: $150,000 - $200,000 per yearAbout the...

We are looking for a seasoned HNW Tax Director to lead our Public Accounting 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.Key Responsibilities:Providing innovative tax planning services to...

Company OverviewJobot is a dynamic Public Accounting firm that maintains a high level of technical expertise with luxurious perks and schedule flexibility. We are seeking a highly skilled HNW Tax Director to join our team. This role offers the opportunity to work with a diverse range of clients, including high-net-worth individuals, families, trusts,...

About the JobJobot is seeking a highly skilled HNW Tax Director to join our team. This is an exciting opportunity to work with a diverse range of clients, including high-net-worth individuals, families, trusts, estates, and privately held businesses. As a HNW Tax Director, you will be responsible for providing tax planning services, managing client...

OverviewWe are seeking a highly skilled Tax Director to join our dynamic Public Accounting team. This role offers a unique opportunity to work with high-net-worth individuals, families, trusts, estates, and privately held businesses.The successful candidate will be responsible for providing tax planning services, managing client relationships, and enhancing...

Job Summary:We are seeking a highly experienced HNW Tax Director to join our dynamic Public Accounting team at Jobot. As a key member of our team, you will be responsible for providing top-notch tax services to high-net-worth individuals and entities.Responsibilities:Develop and implement innovative tax planning strategies to optimize clients' financial...

About the RoleWe are looking for an experienced Tax Director to lead our Public Accounting team in delivering top-notch tax services to high-net-worth individuals and entities.The ideal candidate will have a strong background in tax planning, excellent communication skills, and the ability to manage multiple client relationships.Key ResponsibilitiesDevelop...

Job Summary: We are seeking a highly skilled Virtual Tax Expert to join our team. As a Virtual Tax Expert, you will be responsible for managing complex business tax returns for Partnerships and S Corporations. You will work closely with clients to understand their tax needs and provide expert guidance on tax preparation and explanations of tax and technical...

We are seeking an exceptional tax professional to join our dynamic team as a High Net Worth Tax Director. This is a unique opportunity to work with a diverse range of clients, including high-net-worth individuals, families, trusts, estates, and privately held businesses.Job SummaryAs a HNW Tax Director, you will be responsible for providing tax planning...

Job Description: Business Tax Expert - Seasonal PositionOverview:Intuit is a leading provider of financial software and services, and we're looking for an experienced Business Tax Expert to join our team on a seasonal basis. As a Business Tax Expert, you will be responsible for managing complex business tax returns for Partnerships and S Corporations, and...

About the Role: Economou & Flood, P. C. is seeking an Accounting and Tax Services Expert to join our team. As a Tax Preparer, you will be responsible for providing accounting and tax services to individuals and small businesses. You will also communicate with clients to gather information and answer questions about tax preparation. Additionally, you will...

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...

Key ResponsibilitiesAs 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...

Key QualificationsTo be considered for this role, you must have:A Bachelor's degree in Accounting, Finance, or a related fieldAt least 10 years of progressive experience in public accounting or a family officeAn extensive understanding of tax laws, principles, and proceduresStrong analytical, problem-solving, and project management skillsEstimated Salary:...

About UsAt HR4ALL, we are a rapidly growing CPA firm in southwest Cincinnati, OH, offering tax, accounting, payroll, and advisory solutions to our small business clients. Our focus lies in serving businesses in the medical field, specifically dentists and physicians, but we cater to a diverse range of industries.Salary and BenefitsWe offer a competitive...

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...

At Cherry Bekaert Advisory, LLC, we are seeking a skilled Tax Manager to join our Cincinnati office on a hybrid schedule. As a key member of our Core Tax Services team, you will play a crucial role in delivering innovative tax advisory services to our clients.Key Responsibilities:Manage client tax compliance needs, anticipate tax and business issues, and...

Unlock Your Earning Potential, Achieve Financial FreedomAt Edward Jones, we offer a unique opportunity for motivated individuals to become Financial Advisors and build a successful career in the financial services industry.Compensation: Salary range: $38,500 - $100,000 per year, with opportunities for commissions, bonuses, and profit sharing based on...

About the RoleAs a Tax Senior Manager at Cherry Bekaert Advisory, LLC, you will play a pivotal role in managing the tax compliance needs of middle-market clients across various industries. Our ideal candidate possesses excellent problem-solving skills and has a strong background in corporate taxation.Key ResponsibilitiesSolve complex tax issues for clients...

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...