CPA Licensed Tax Planning SpecialistVirtualVocations • San Antonio, Texas, United States
serp_jobs.error_messages.no_longer_accepting
CPA Licensed Tax Planning Specialist
VirtualVocations • San Antonio, Texas, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Tax Planning Specialist.
Key Responsibilities
Review and optimize financial plans to maximize tax efficiency
Develop tailored tax strategies for high net worth clients
Consult with Wealth Advisors on complex tax matters and engage with clients on tax planning questions
Required Qualifications
CPA / CMA designation required (CFP or CFA is a valuable asset)
5+ years of experience in tax planning, wealth management, or financial advisory roles
Strong knowledge of Canadian tax law and financial planning strategies
Proven track record of implementing effective tax optimization strategies
Technology-minded with the ability to leverage digital tools to enhance client experience
serp_jobs.job_alerts.create_a_job
Planning Specialist • San Antonio, Texas, United States
Job_description.internal_linking.related_jobs A company is looking for a Payroll Tax Training Specialist.Key Responsibilities Design and develop comprehensive training materials for the tax compliance platform Deliver engaging training sess...serp_jobs.internal_linking.show_more A company is looking for a Tax Manager specializing in the construction industry.Key Responsibilities Handle tax compliance and review diverse tax returns Perform complex research and planning f...serp_jobs.internal_linking.show_more A company is looking for a Contract Analyst to work from home.Key Responsibilities Develop, review, and maintain contracts ensuring compliance with regulations and policies Identify potential op...serp_jobs.internal_linking.show_more A company is looking for a Corporate Controller.Key Responsibilities Oversee all accounting and payroll activities, including the month-end close process Develop, monitor, and maintain accountin...serp_jobs.internal_linking.show_more A company is looking for an Accounting Manager to oversee client accounting relationships and ensure compliance with financial standards.
Key Responsibilities Manage client accounting relationship...serp_jobs.internal_linking.show_more 
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_more A company is looking for a Tax Advisor (EA or CPA Required).Key Responsibilities Foster client engagement by building lasting connections and providing expert guidance Apply accounting expertise...serp_jobs.internal_linking.show_more A company is looking for an Experienced Tax Professional - Remote.Key Responsibilities Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools Gen...serp_jobs.internal_linking.show_more A company is looking for a Tax Advisor (EA, CPA Required).Key Responsibilities Build lasting connections with small business owners, providing expert guidance throughout their financial journey ...serp_jobs.internal_linking.show_more A company is looking for a Tax Advisor (EA or CPA Required).Key Responsibilities Foster client engagement by building lasting connections and providing expert guidance Apply accounting expertise...serp_jobs.internal_linking.show_more A company is looking for an Accounting Manager to serve as the primary accounting partner for a portfolio of clients.Key Responsibilities Manage client accounting relationships, ensuring transpar...serp_jobs.internal_linking.show_more A company is looking for an International Tax Senior - Bilingual Japanese.Key Responsibilities Preparing Federal and multi-state tax returns for various entities and individuals Handling complex...serp_jobs.internal_linking.show_more A company is looking for a Senior Tax & Accounting Manager to join their accounting team.Key Responsibilities Manage global tax planning, reporting, and compliance functions, coordinating with th...serp_jobs.internal_linking.show_more A company is looking for an Interim Controller to support their team on a contract basis with potential for contract-to-hire.
Key Responsibilities : Lead and manage day-to-day accounting operations...serp_jobs.internal_linking.show_more A company is looking for a Licensing Specialist.Key Responsibilities Assist new hires with onboarding and licensing updates Update support and ticketing systems with requests Manage social medi...serp_jobs.internal_linking.show_more A company is looking for a Senior Tax Analyst.Key Responsibilities Prepare U.Conduct tax research and write memos on federal and state tax issues Participate in tax planning projects and other t...serp_jobs.internal_linking.show_more A company is looking for a Controller to oversee financial reporting and ensure compliance with accounting standards.Key Responsibilities Manage financial reporting and ensure accuracy of financi...serp_jobs.internal_linking.show_more Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_more A company is looking for an Experienced Tax Professional - Remote.Key Responsibilities Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools Gen...serp_jobs.internal_linking.show_more A company is looking for a Senior Manager, Finance - Medicare.Key Responsibilities Oversee preparation of accurate and timely financial reports Manage the month end, quarter end, and year end cl...serp_jobs.internal_linking.show_more
Payroll Tax Training Specialist
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
New Jersey Licensed Tax Manager
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Contract Analyst - Pennsylvania Licensed
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
CPA Licensed Corporate Controller
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Accounting Manager with CPA License
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Tax Professional - 2+ Yrs Paid Tax Experience Required
Intuit • San Antonio, TX, US
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Tax Advisor (EA or CPA Required)
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
California Licensed Tax Professional
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Tax Advisor (EA, CPA)
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Tax Advisor (EA or CPA)
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
CPA Licensed Accounting Manager
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
California Licensed Tax Senior
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
California CPA Tax Manager
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
CPA Licensed Interim Controller
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.temporary
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
NMLS Licensed Licensing Specialist
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Senior Tax Analyst CPA
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
CPA Licensed Controller
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required
Intuit • San Antonio, TX, US
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
New Mexico Licensed Tax Professional
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
CPA Licensed Senior Finance Manager
VirtualVocations • San Antonio, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new