Financial Planning and Tax Strategist

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...

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 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...

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...

Company OverviewExecHQ is a global advisory firm that provides on-demand solutions for complex business challenges faced by entrepreneurs, CEOs, and Boards. Our team of experienced C-Suite executives offers cost-effective services to help businesses overcome obstacles and achieve their goals.Job SummaryWe are seeking an Executive Financial Strategist and...

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.

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...

Acosta Group OverviewWe are a leading sales and marketing services company, serving the consumer goods industry with a strong presence in North America. Our team is dedicated to delivering innovative solutions that drive growth and profitability for our clients.About the RoleThis is an exceptional opportunity to join our executive leadership team as a Senior...

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...

At Saxon Global, we seek a seasoned Chief Product Strategist to lead our financial product initiatives. This role involves strategic planning, development, and management of financial products or services for seamless fund transfer, payment, and movement. The ideal candidate will collaborate with cross-functional teams, prioritize features, and deliver...

Unlock the Full Potential of Salesforce Enterprise ArchitectureWe are seeking a seasoned Cloud Architect and Technical Strategist to drive our enterprise capabilities forward, leveraging expertise in Salesforce architecture, technology standardization, and strategic leadership.About the Role:Strategic Leadership: Collaborate with key stakeholders to identify...

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,...

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...

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...

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,...

Job OverviewRainmaker Resources, LLC seeks a seasoned Principal Corporate Financial Analyst to drive business growth through insightful financial analysis and recommendations. This key role plays a critical part in advising business moves, such as acquisitions and operational forecasting, by distilling technical analysis of the current financial...

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...

Job Overview: Matthews International is seeking a highly skilled Lead Creative Strategist to join our team. As a Senior Designer, you will play a crucial role in shaping the creative vision of our company.About the Role:The Lead Creative Strategist will be responsible for leading design projects from concept phase through successful completion. This includes...

GE Aerospace seeks a highly skilled Cost Management Strategist to join our team.About the RoleThis is an exciting opportunity for an experienced professional to drive cost productivity and efficiency across our operations.Key ResponsibilitiesDevelop and implement cost reduction strategies in partnership with site finance and cost focal's to identify and...

About Rainmaker Resources, LLCWe are a leading provider of financial planning and analysis services. Our team is passionate about delivering high-quality solutions to our clients.