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Reposted YesterdaySaved
In-Office
Willoughby, OH, USA
Junior
Junior
Financial Services
The Tax Planning Specialist analyzes tax liabilities, prepares tax projections and returns, collaborates with Financial Advisors, markets tax plans, and represents clients before tax authorities.
Top Skills: Cch Axcess SoftwareMS Office
Reposted YesterdaySaved
In-Office
Romeo, MI, USA
Junior
Junior
Financial Services
As a Tax Planning Specialist, you'll analyze tax liabilities, prepare tax projections and returns, and collaborate with financial advisors to develop strategies that minimize client tax liabilities.
Top Skills: Cch Axcess SoftwareMS Office
Reposted YesterdaySaved
In-Office
Mount Pleasant, MI, USA
Junior
Junior
Financial Services
The Tax Planning Specialist analyzes tax liability, prepares tax returns and projections, collaborates with financial advisors, and develops client strategies to minimize tax obligations.
Top Skills: Cch Axcess SoftwareMS Office
Reposted YesterdaySaved
In-Office
Marquette, MI, USA
Junior
Junior
Financial Services
As a Senior Tax Specialist, you will analyze tax liability, prepare projections and returns, and collaborate with financial advisors to reduce client tax burdens.
Top Skills: Cch AxcessMS Office
Reposted YesterdaySaved
In-Office
Davison, MI, USA
Junior
Junior
Financial Services
The Senior Tax Specialist analyzes tax liabilities, prepares tax projections and returns, and collaborates with financial advisors to reduce client tax liability.
Top Skills: Cch Axcess SoftwareMS Office
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Reposted YesterdaySaved
In-Office
Saginaw, MI, USA
Senior level
Senior level
Financial Services
As an Advanced Tax Planner, you will analyze tax liabilities, prepare returns, develop client strategies, and represent clients before the IRS.
Top Skills: Cch Axcess SoftwareMS Office
Reposted YesterdaySaved
In-Office
Bay City, MI, USA
Senior level
Senior level
Financial Services
The Advanced Tax Planner will analyze tax liability, prepare projections, file returns, and collaborate with financial advisors to reduce client tax burdens.
Top Skills: Cch Axcess SoftwareMS Office
Reposted YesterdaySaved
In-Office
Okemos, MI, USA
Senior level
Senior level
Financial Services
As an Advanced Tax Planner, you will analyze tax liabilities, prepare projections and returns, and collaborate with Financial Advisors to reduce clients' tax liability.
Top Skills: Cch Axcess SoftwareMS Office
Reposted YesterdaySaved
In-Office
Romeo, MI, USA
Entry level
Entry level
Financial Services
As a Financial Advisor, you will develop and maintain a client base, analyze investment opportunities, market products, and ensure compliance with industry regulations.
Top Skills: Finra Securities Industry EssentialsFinra Series 66Finra Series 7
Reposted YesterdaySaved
In-Office
Mount Pleasant, MI, USA
Senior level
Senior level
Financial Services
The Advanced Tax Planner will analyze tax liability, prepare projections and returns, develop financial strategies, and represent clients before tax authorities.
Top Skills: Cch Axcess SoftwareMS Office
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