Tax Planning Specialist
3 days ago
We 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.
Responsibilities- Preparing or assisting with the preparation of client tax returns
- Preparing detailed financial plans
- Assisting lead advisors in delivering financial plans
- Summarizing and following up on all meeting communications and tasks
- Professional designation such as CFP, CPA, EA, and/or CSLP
- Several years of proven experience in similar business area
- Strong time and priority management skills
- Problem-solving skills and a solution-seeking mindset
The estimated salary for this position is around $85,000, based on industry standards and location. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional financial planning services, please apply for this exciting opportunity.
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Income Tax Preparer Specialist
1 week ago
Cincinnati, Ohio, United States Liberty Tax Full timeAbout the RoleWe are seeking a highly skilled Tax Preparer to join our team at Liberty Tax. 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,...
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Tax Preparation Specialist
6 days ago
Cincinnati, Ohio, United States STAPLES TAX SERVICE Full timeJob OverviewAt Staples Tax Service, we are seeking a highly motivated and organized individual to fill the role of Tax Preparer & Administrative Assistant.
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Financial Planning and Tax Strategist
4 days ago
Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full timeJob 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...
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Tax and Financial Planning Professional
3 days ago
Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full timeKey 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...
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HNW Tax Planning Expert
1 week ago
Cincinnati, Ohio, United States Jobot Full timeWe 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...
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Tax Compliance Specialist
4 weeks ago
Cincinnati, Ohio, United States Rainmaker Resources, LLC Full timeJob Title: Tax Compliance SpecialistAbout Rainmaker Resources, LLCRainmaker Resources, LLC is a fast-growing, multi-billion dollar construction firm seeking an experienced Tax Compliance Specialist to join our team. The ideal candidate will have transactional tax compliance and research expertise.Salary:$115,000 - $145,000 per yearKey Responsibilities:Manage...
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Tax Planning Expert
1 week ago
Cincinnati, Ohio, United States Jobot Full timeAbout 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...
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Tax Planning Leader
1 week ago
Cincinnati, Ohio, United States Jobot Full timeKey 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:...
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Tax Compliance Specialist
4 weeks ago
Cincinnati, Ohio, United States FX Staffing Full timeJob DescriptionWe are seeking a highly skilled Tax Compliance Specialist - Corporate Tax Preparation to join our team at FX Staffing. This is a full-time position that will be responsible for preparing state and local tax returns, analyzing tax data, and communicating with clients.About the RolePrepare complex corporate tax returns for multi-state companies,...
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Seasonal Tax Specialist
5 days ago
Cincinnati, Ohio, United States Steven Potter & Company CPA's Inc. Full timeJob DescriptionWe are hiring a seasoned tax specialist to prepare and review income tax returns for our clients. As a key member of our team, you will contribute to the success of our accounting firm by providing exceptional service to our clients.About the FirmSteven Potter & Company CPA's Inc. is a respected accounting firm that prepares individual,...
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Federal Tax Return Specialist
6 days ago
Cincinnati, Ohio, United States Economou & Flood, P. C. Full timeJob Description: We are looking for an experienced Federal Tax Return Specialist to join our team. As a Tax Preparer, you will be responsible for preparing complex tax returns for individuals and small businesses. You will also communicate with clients to gather information and answer questions about tax preparation. In addition, you will review client...
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Business Tax Accountant Specialist
4 days ago
Cincinnati, Ohio, United States Intuit Full timeJob Title: Business Tax Accountant SpecialistAbout the Role:We are seeking a highly skilled
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Financial Services Tax Specialist
2 weeks ago
Cincinnati, Ohio, United States RK Partners Full timeJob 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,...
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Space Planning Specialist
6 days ago
Cincinnati, Ohio, United States Gentis Solutions Full timeGentis Solutions OverviewWe believe in fostering creativity, innovation, and collaboration within our organization.Job Title: Space Planning SpecialistWork closely with our client to develop innovative space solutions that meet their needs.Key ResponsibilitiesDevelop space plans and layouts that maximize efficiency and productivity.Prepare high-quality...
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Sprint Planning Specialist
2 weeks ago
Cincinnati, Ohio, United States Futran Tech Solutions Pvt. Ltd. Full timeJob OverviewFutran Tech Solutions Pvt. Ltd. is seeking a Sprint Planning Specialist to lead our sprint planning and daily stand-up activities.About the RoleThis is a key position that requires strong technical expertise, excellent communication skills, and experience with Scrum methodologies.The ideal candidate will have a background in API/integration and...
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Tax Compliance Specialist
4 weeks ago
Cincinnati, Ohio, United States Rainmaker Resources, LLC Full timeJob Title: Tax ManagerJob Summary:As a key member of our team at Rainmaker Resources, LLC, the Tax Manager will play a crucial role in ensuring the company's compliance with all indirect taxes and licensing requirements. This position involves working closely with our construction teams to maintain tax compliance, establish effective goals, and train tax...
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Senior Tax Lead Specialist
4 weeks ago
Cincinnati, Ohio, United States Aliniti Full timeJob OverviewAliniti is a small business accounting firm dedicated to providing monthly bookkeeping and tax planning strategies for owner-led entities.Compensation PackageThe estimated salary range for this position is $95,000 - $110,000 per annum, commensurate with experience.ResponsibilitiesWe are seeking a skilled Director of Tax to join our team. As a key...
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Corporate Tax Specialist
4 days ago
Cincinnati, Ohio, United States Intuit Full timeAbout Intuit:We believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. Our company is constantly innovating and improving our products to make it easier for individuals and small businesses to manage their finances and taxes.Job Description:As a Business Tax Accountant, you will be...
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Business Tax Specialist
4 days ago
Cincinnati, Ohio, United States Intuit Full timeJob Description:Company Overview: Intuit is a mission-driven company that believes everyone should have the opportunity to prosper. As a Business Tax Accountant, you will be working towards advancing our goal of Powering Prosperity Around the World.Salary: $60,000 - $80,000 per yearAbout the Role: We are seeking a highly motivated individual with business...
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Seasonal Tax Specialist
5 days ago
Cincinnati, Ohio, United States Steven Potter & Company CPA's Inc. Full timeJob SummaryWe are seeking a skilled tax preparer to join our team at Steven Potter & Co, CPA's Inc. in Fairfield. As a seasonal full-time tax professional, you will be responsible for preparing and reviewing income tax returns. Our ideal candidate has either 2-3 years of experience in individual tax preparation or is an experienced accountant willing to...