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Reposted 13 Days AgoSaved
In-Office
Independence, OH, USA
Senior level
Senior level
Financial Services
As an Advanced Tax Planner, you will analyze tax liability, prepare tax returns, develop client relationships, and collaborate on tax strategies.
Top Skills: Cch Axcess SoftwareMS Office
Reposted 13 Days AgoSaved
In-Office
Tecumseh, MI, USA
Junior
Junior
Financial Services
The Tax Planning Specialist will analyze tax liability, prepare tax returns and projections, and collaborate with financial advisors to reduce clients' tax liabilities.
Top Skills: Cch Axcess SoftwareMS Office
Reposted 13 Days AgoSaved
In-Office
Southfield, MI, USA
Senior level
Senior level
Financial Services
The Advanced Tax Planner analyzes tax liabilities, prepares tax returns and projections, and collaborates with Financial Advisors to minimize clients' tax burdens.
Top Skills: Cch Axcess SoftwareMS Office
Reposted 13 Days AgoSaved
In-Office
Clinton Township, MI, USA
60K-100K
Senior level
60K-100K
Senior level
Financial Services
As an Advanced Tax Planner, you will analyze tax liabilities, prepare tax projections and returns, market tax plans, and collaborate with financial advisors to reduce client tax liability.
Top Skills: Cch Axcess SoftwareMS Office
Reposted 13 Days AgoSaved
In-Office
Canton, MI, USA
Senior level
Senior level
Financial Services
As an Advanced Tax Planner, analyze tax liabilities, prepare projections and returns, and collaborate with financial advisors to reduce tax liability for clients.
Top Skills: Cch Axcess SoftwareMS Office
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Reposted 13 Days AgoSaved
In-Office
Traverse City, MI, USA
Senior level
Senior level
Financial Services
As an Advanced Tax Planner, you will analyze tax liabilities, prepare returns, develop strategies, and collaborate with financial advisors to minimize clients' tax burdens.
Top Skills: Cch Axcess SoftwareMS Office
Reposted 13 Days AgoSaved
In-Office
Southfield, MI, USA
Junior
Junior
Financial Services
The Tax Planning Specialist will analyze tax liabilities, prepare projections and returns, market tax plans, and collaborate with financial advisors to optimize client tax strategies.
Top Skills: Cch Axcess SoftwareMS Office
Reposted 13 Days AgoSaved
In-Office
Canton, MI, USA
Junior
Junior
Financial Services
The Senior Tax Specialist will analyze tax liability, prepare projections and returns, develop client relationships, and collaborate with financial advisors to reduce clients' tax liabilities.
Top Skills: Cch Axcess SoftwareMS Office
Reposted 13 Days AgoSaved
In-Office
Independence, OH, USA
Entry level
Entry level
Financial Services
Develop and maintain a client base while analyzing investment opportunities, marketing products, and preparing presentations. Comply with regulations and attend education sessions.
Top Skills: Finra Securities Industry EssentialsFinra Series 66Finra Series 7
Reposted 13 Days AgoSaved
In-Office
Ann Arbor, MI, USA
Junior
Junior
Financial Services
The Tax Planning Specialist analyzes tax liability, prepares tax projections and returns, collaborates with financial advisors, and works to minimize client tax liabilities.
Top Skills: Cch Axcess SoftwareMS Office
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