Tax and Financial Planning Specialist
3 weeks ago
Join Brookside Tax & Financial Group, LLC as a Jr. Financial Advisor and take advantage of a comprehensive compensation package, including a base salary of $50,000 per year, plus commission and bonus opportunities.
In this role, you will be responsible for cultivating relationships with existing and prospective clients, developing and executing marketing strategies, and providing exceptional service to our clients. We offer a collaborative and supportive work environment, along with top-notch administrative support, paid marketing support, and the equipment and software needed for illustrations and reports.
Benefits include dental insurance, health insurance, paid time off, and a retirement plan. If you are a motivated and driven individual looking for a challenging and rewarding career opportunity, apply now to join our team as a Jr. Financial Advisor.
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Financial Planning Specialist
2 weeks ago
Cleveland, Ohio, United States Skylight Financial Group Full timeAt Skylight Financial Group, we are committed to providing financial support and resources to our clients. As a Financial Planning Specialist, you will play a key role in creating comprehensive plans to help our clients achieve their long-term financial goals.With a strong track record of achievements and excellent interpersonal skills, you will be able to...
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Tax Planning Specialist
2 weeks ago
Cleveland, Ohio, United States Jobot Full timeWe are seeking a skilled Tax Planning Specialist to join our team at Jobot.As a leading accounting firm, we offer tax, accounting, and consulting services with expertise in fund administration for private investment funds and back-office capabilities for fund managers and their operating companies.About the Role:Oversee and manage the company's tax planning,...
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Financial Advisor Position
3 weeks ago
Cleveland, Ohio, United States Brookside Tax & Financial Group, LLC Full timeEstablish a successful career with Brookside Tax & Financial Group, LLC as a Jr. Financial Advisor. This full-time role offers a competitive salary of $50,000 per year plus commission and bonus opportunities.We are seeking a highly motivated individual to join our team in Parma, OH. As a Jr. Financial Advisor, you will have access to top-notch administrative...
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Tax Law Specialist
1 month ago
Cleveland, Ohio, United States Jobot Full timeFull service law firm Jobot specializes in tax matters onsite. Company Overview: As a dynamic and forward-thinking legal team, we are committed to providing exceptional client service and delivering results-driven solutions. We are seeking a seasoned Tax Law Specialist with a focus on estate planning to join our team.Salary: $90,000 - $115,000 per yearJob...
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Tax Planning Lead
2 weeks ago
Cleveland, Ohio, United States Jobot Full time**Job Title:** Tax Planning Lead A thriving accounting firm is seeking a seasoned tax professional to lead their tax planning efforts. As a Tax Planning Lead, you will be responsible for overseeing and managing the company's tax planning, ensuring compliance with state, federal, and international tax laws and regulations. The ideal candidate will have 5+...
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Tax Planning Specialist
1 month ago
Cleveland, Ohio, United States Spartan Placements, LLC Full timeWe are seeking a seasoned Tax Supervisor to join our team at Spartan Placements, LLC. This is an exciting opportunity for a professional with strong leadership skills and experience in tax planning.Job OverviewThis role will involve supervising a team of professionals, ensuring the timely completion of tax engagements, and staying up-to-date on changes in...
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Tax Planning Director
2 weeks ago
Cleveland, Ohio, United States Jobot Full timeCompany Overview">Jobot is a thriving accounting firm with a reputation for excellence in tax planning and consulting services. We have a strong presence in the industry and a commitment to delivering high-quality results to our clients.We are seeking a Tax Manager who has public accounting experience and is looking to advance their career. This role offers...
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Strategic Tax Planning Director
1 month ago
Cleveland, Ohio, United States Jobot Full timeAbout Us">We are a highly successful professional accounting firm offering tax, accounting, and consulting services with recognized expertise in fund administration for private investment funds with back-office capabilities for fund managers and their operating companies.">Salary and Benefits">This is a competitive position with an estimated annual salary of...
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Tax Planning Specialist
2 weeks ago
Cleveland, Ohio, United States Jobot Full timeCompany OverviewA thriving Accounting Firm is offering a great opportunity for growth and competitive compensation. They provide tax, accounting, and consulting services with recognized expertise in fund administration for private investment funds with back-office capabilities for fund managers and their operating companies.
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Financial Protection Consultant
1 week ago
Cleveland, Ohio, United States Olsen Financial Group Full timeFinancial Protection Specialist RoleWe are seeking a highly skilled Financial Protection Specialist to join our team at Olsen Financial Group. In this role, you will be responsible for connecting with clients and developing tailored protection plans to meet their unique needs. This is a rewarding opportunity to build a long-term career in the insurance...
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Financial Operations Specialist
1 week ago
Cleveland, Ohio, United States Defense Finance and Accounting Service Full timeJob DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our team at the Defense Finance and Accounting Service. As a key member of our finance department, you will be responsible for monitoring and leading projects within the site, representing the site on Agency-level strategic objectives and initiatives.You will serve as a...
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Financial Planning Professional
1 week ago
Cleveland, Ohio, United States Northwestern Mutual Full timeAre you looking for a career that combines financial planning with customer service? As a Financial Planning Professional at Northwestern Mutual, you will work with financial representatives to deliver comprehensive financial plans to their clients. This role requires strong analytical and problem-solving skills, as well as excellent written and verbal...
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Financial Auditor Specialist
3 weeks ago
Cleveland, Ohio, United States Crescent Hotels and Resorts Full timeJob Overview:Crescent Hotels and Resorts is seeking a skilled Financial Auditor Specialist to join our team. As an integral part of our accounting department, you will play a vital role in ensuring the accuracy of our financial transactions and maintaining compliance with industry standards.About the Role:This position involves reviewing daily transactions...
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Tax and Financial Strategy Professional
3 weeks ago
Cleveland, Ohio, United States airCFO Full timeJob OverviewWe are seeking a highly skilled Tax and Financial Strategy Professional to join our dynamic team at airCFO.This is an excellent opportunity for someone with experience in U.S. business tax compliance, research, and strategy to work with high-growth startups across various industries.
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Estate Planning Specialist
1 week ago
Cleveland, Ohio, United States Aspen Careers, LLC Full timeAspen Careers, LLC is partnering with a reputable law firm in Cleveland, Ohio to find an experienced Estate Planning Specialist to join their dedicated estate planning team.The opportunity involves drafting wills, trusts, and other essential estate planning documents while advising clients on estate and trust matters. The ideal candidate should possess at...
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Cleveland Financial Specialist
2 weeks ago
Cleveland, Ohio, United States Creative Financial Staffing Full timeAbout the Job: We are seeking an experienced Financial Analyst to join our team at Creative Financial Staffing in Cleveland, Ohio. The ideal candidate will have a strong background in finance and accounting, with excellent analytical skills and the ability to provide financial summaries to business leaders. The successful candidate will be responsible for...
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Financial Operations Specialist
2 weeks ago
Cleveland, Ohio, United States BlueBridge Networks Full timeJob Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at BlueBridge Networks. Based in Cleveland, Ohio, we offer a dynamic work environment with opportunities for growth and development.Salary: $55,000 - $65,000 per yearJob Description:As a Financial Operations Specialist, you will be...
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Financial Planning and Analysis Professional
3 weeks ago
Cleveland, Ohio, United States Preformed Line Products Full timeJob ResponsibilitiesSales Planning: Assist with the preparation of the PLP-USA sales plan, global annual plan, and quarterly forecast updates.Commission Administration: Administer the representative commission database, including updating manufacturer representatives and calculating split commissions.Distribution Growth Incentives: Perform analyses and...
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Financial Operations Specialist
1 week ago
Cleveland, Ohio, United States Oswald Companies Full timeFinancial Operations Specialist Oswald Companies seeks a skilled Financial Operations Specialist to join its wealth management team. The estimated salary for this role is $60,000-$70,000 per year. This role is responsible for managing client interactions, scheduling meetings, processing financial transactions, and maintaining regulatory compliance. The...
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Executive Director of Financial Planning
2 weeks ago
Cleveland, Ohio, United States Lutheran Metropolitan Ministry Full timeAbout Us: Lutheran Metropolitan Ministry (LMM) is a faith-based organization that serves people in Northeast Ohio, empowering them to overcome barriers and achieve self-sufficiency. Our mission is to challenge systemic injustices by providing responsive solutions, advocacy, and hope.Job Summary: We are seeking an experienced Chief Financial Officer (CFO) to...