Financial Planning Tax Expert
hace 2 semanas
We are seeking a highly skilled Financial Planning Tax Expert to join our Tax team at Geometric, a leading provider of comprehensive financial planning services for high-net-worth individuals and executives. As a Tax Senior Associate, you will work closely with our Tax team and Wealth Advisors to deliver exceptional tax services to our clients.
- Tax Compliance: Prepare and review federal and state returns, including gift tax returns and trust returns, for our clients.
- Tax Planning/Consulting: Collaborate with Tax Advisors to produce and review tax projections and tax planning for a subset of our clients.
Responsibilities:
- Work closely with Tax team and Wealth Advisors to meet our clients' holistic financial planning needs.
- Contribute to the tax services that we provide, including tax compliance and tax planning/consulting.
Requirements:
- Bachelor's degree
- Active CPA license or EA credential strongly preferred
- 1-4 years of relevant work experience in tax services
-
Expert Financial Strategist
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Baystate Financial A tiempo completoAbout Us:Baystate Financial is a leading financial services company dedicated to providing expert advice and guidance to clients. With a focus on fostering a collaborative culture and supporting personal and professional development, we have built a reputation for excellence in financial planning, business and estate planning, retirement planning, and...
-
Senior Tax Advisor
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Jobot A tiempo completoAbout the Role:We are seeking a highly skilled Senior Tax Advisor to provide expert tax advice to our high net worth clients. The successful candidate will be responsible for managing individual tax returns, offering financial planning and analysis, and handling estate tax returns.Key Responsibilities:Provide tax advice to high net worth clients to ensure...
-
Tax Expert
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Intuit A tiempo completoWe are seeking a skilled Tax Expert to join our team at Intuit. As a Tax Expert, you will help customers complete their taxes using Intuit TurboTax products. Your responsibilities will include providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries. You will utilize government websites, professional...
-
Tax Senior Associate
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completoOverviewWe are seeking a highly motivated Tax Senior Associate to join our Private Client Services (PCS) team in Boston or Burlington, MA. This role offers an exciting opportunity to work with a dynamic team and provide exceptional services to clients.Key ResponsibilitiesCoordinate and supervise multiple engagements, including consulting, compliance, and tax...
-
Director Of Financial Planning
hace 3 meses
Puerto Diablo, Puerto Rico Rockland Trust A tiempo completoJob Description The Director of Financial Planning will lead responsibility for the financial planning experience for Rockland Trust's Investment Management clients. The areas of oversight will include investment planning, retirement planning, estate planning, tax planning, and protection planning. The DFP will work with the Relationship Management (RM) team...
-
Chief Financial Planning Officer
hace 4 semanas
Puerto Diablo Barrio, Puerto Rico Rockland Trust A tiempo completoJob Title: Director of Financial PlanningAt Rockland Trust, we are seeking a highly skilled and experienced Director of Financial Planning to lead our Investment Management Group's financial planning efforts. The successful candidate will be responsible for developing and implementing comprehensive financial plans for our clients, working closely with our...
-
Tax Consultant
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Atrium Staffing A tiempo completoAtrium Staffing is seeking a highly skilled Tax Advisor with experience in individual tax return preparation, tax analysis, and planning for clients. The ideal candidate will have a strong background in tax planning and a proven track record of delivering high-quality tax services to clients.Key Responsibilities:Prepare complex tax returns for individual...
-
Tax Advisor
hace 4 semanas
Puerto Diablo, Puerto Rico Atrium Staffing A tiempo completoOur client is a wealth management firm that values the work-life balance of their employees and they are seeking a Tax Advisor to join their team. Salary/Hourly Rate: $130k - $195k Position Overview: The Tax Advisor is responsible for tax return preparation, tax analysis, and planning for clients. The Tax Advisor will build a long-term, rewarding career...
-
Expert Tax Consultant
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Intuit A tiempo completoTake Your Tax Expertise to the Next LevelWe are seeking highly skilled Tax Experts to join our team and help customers complete their taxes using Intuit TurboTax products. As a Tax Expert, you will provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries, working toward our goal of Powering Prosperity...
-
International Tax Expert
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Jobot A tiempo completoAbout the Role: We are seeking an experienced International Tax Senior to join our team. As a key member of our tax department, you will provide tax compliance and consulting services to clients with international operations. This role involves developing and implementing tax planning strategies, conducting research and analysis on complex international tax...
-
Client Service Associate
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completoJob Title: Client Service Associate - Financial Planning ExpertAbout the Role: We are seeking a highly skilled Client Service Associate to join our team at Ameriprise Financial. As a key member of our team, you will be responsible for providing dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your...
-
Interim Tax Director
hace 3 meses
Puerto Diablo, Puerto Rico Buscojobs PR C2 A tiempo completoInterim Tax Director About the Company Dynamic, fast-paced publicly-traded tech company IndustryInformation Technology and Services TypePrivately Held About the Role The Company is seeking an Interim Tax Director to join their dynamic, fast-paced team. The successful candidate will be responsible for overseeing and supporting monthly, quarterly, and annual...
-
Senior Financial Advisor
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Baystate Financial A tiempo completoAbout Baystate Financial: We are a leading financial services company dedicated to helping clients achieve their financial goals. Our team of experts provides personalized financial planning, investment advice, and wealth management services to individuals and businesses. Responsibilities: As a Senior Financial Advisor, you will be responsible for providing...
-
Senior Financial Advisor
hace 4 semanas
Puerto Diablo, Puerto Rico Baystate Financial A tiempo completoAbout Us: Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a focus on fostering a collaborative culture and supporting personal and professional development, Baystate Financial is headquartered in Boston, MA, with 16 office locations throughout New England. Specializing in...
-
Tax Senior Manager
hace 4 semanas
Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completoJob Title: Tax Senior ManagerJobleads-Us is seeking a highly skilled Tax Senior Manager to join our team. As a Tax Senior Manager, you will be responsible for providing expert tax advice to clients, ensuring compliance with tax regulations, and managing tax-related projects.Key Responsibilities:Provide tax advice to clients on complex tax issues, including...
-
Tax Director
hace 4 semanas
Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completoAbout the RoleBlueWave is seeking a visionary and dedicated Director of Tax and Compliance to shape the tax strategy of a rapidly growing renewable energy company. This pivotal financial role offers a dynamic opportunity to ensure long-term financial health and align with BlueWave's mission to lead the renewable energy charge.Key ResponsibilitiesLead the...
-
Tax Manager
hace 2 semanas
Río Cañas Barrio, Puerto Rico Gpac A tiempo completoJob Title: Tax ManagerAbout the Role:We are seeking a highly experienced Tax Manager to join our team at GPAC. As a Tax Manager, you will play a crucial role in overseeing and managing our clients' tax matters. Your expertise will be invaluable in providing expert tax advice, ensuring compliance with tax regulations, and facilitating the achievement of our...
-
Renewable Energy Tax Strategist
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Bluewave A tiempo completoAbout BluewaveBluewave is a pioneering renewable energy company that develops and owns solar and battery storage projects. Our mission is to protect the planet by transforming access to renewable energy.The RoleWe are seeking a visionary and dedicated Director of Tax and Compliance to shape our tax strategy and ensure long-term financial health. This pivotal...
-
Tax Director
hace 3 meses
Puerto Diablo, Puerto Rico Buscojobs PR C2 A tiempo completoTax Director About the Company Dominating accounting & management consulting firm IndustryAccounting TypePrivately Held About the Role The Company is seeking a Permanent Tax Director to lead and manage all tax-related activities. The successful candidate will be responsible for developing and implementing tax strategies to ensure compliance with local,...
-
Tax Senior Associate
hace 4 semanas
Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completoAbout the RoleWe are seeking a highly skilled Tax Senior Associate to join our Private Client Services (PCS) team. As a key member of our team, you will be responsible for coordinating, planning, and supervising multiple engagements, including consulting, compliance, and tax planning services.Key ResponsibilitiesPrepare federal, state, multi-state, and...