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As an Advanced Tax Planner, you will analyze tax liabilities, prepare projections and returns, and collaborate with Financial Advisors to reduce clients' tax liability.

Entry-level tax role supporting Family Office clients: analyze tax liability, prepare tax projections and returns, collaborate with CPAs and advisors, attend trainings, meet goals, and ensure regulatory compliance.

Support the Tax Team by analyzing tax liability, preparing tax projections, assisting client servicing, attending trainings and meetings, and ensuring compliance with industry rules while gaining hands-on tax accounting experience.

Support the Tax Team within the Family Office by analyzing tax liabilities, preparing tax projections, attending trainings and client meetings, assisting in client service tasks, and ensuring compliance with industry rules and regulations.

Prepare tax projections and returns, analyze tax liability, support client servicing with the tax team, meet goals, attend trainings, comply with industry regulations, travel between offices as needed, and complete background check. Full-time role with variable hours during tax season.

As a Senior Tax Specialist, you will analyze tax liability, prepare projections and returns, and collaborate with financial advisors to reduce client tax burdens.

The Senior Tax Specialist analyzes tax liabilities, prepares tax projections and returns, and collaborates with financial advisors to reduce client tax liability.

The Senior Tax Specialist analyzes tax liability, prepares projections and returns, collaborates with financial advisors, and represents clients before tax authorities.

As a Financial Advisor, you will develop and maintain a client base, analyze investment opportunities, market products, and ensure compliance with industry regulations.

The Advanced Tax Planner will analyze tax liability, prepare projections and returns, develop financial strategies, and represent clients before tax authorities.