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Reposted 6 Days AgoSaved
In-Office
Willoughby, OH, USA
Junior
Junior
Financial Services
The Senior Tax Specialist analyzes tax liability, prepares tax projections and returns, and collaborates with financial advisors to develop tax strategies for clients.
Top Skills: Cch Axcess SoftwareMicrosoft Office Applications
Reposted 6 Days AgoSaved
In-Office
Clinton Township, MI, USA
Junior
Junior
Financial Services
The Senior Tax Specialist analyzes tax liabilities, prepares tax returns and projections, markets tax plans, and collaborates with financial advisors. They represent clients before tax authorities and ensure compliance with regulations.
Top Skills: Cch Axcess SoftwareMS Office
Reposted 6 Days AgoSaved
In-Office
Sault Ste. Marie, MI, USA
Junior
Junior
Financial Services
As a Tax Planning Specialist, you will analyze tax liability, prepare projections and returns, and work with clients to reduce their tax liabilities. You'll collaborate with financial advisors, serve clients, and comply with regulations.
Top Skills: Cch Axcess SoftwareMS Office
Reposted 6 Days AgoSaved
In-Office
Sault Ste. Marie, MI, USA
Senior level
Senior level
Financial Services
As an Advanced Tax Planner, you'll analyze tax liability, prepare projections and returns, and work with clients to develop financial strategies.
Top Skills: Cch Axcess SoftwareMS Office
Reposted 6 Days AgoSaved
In-Office
Willoughby, OH, USA
Senior level
Senior level
Financial Services
As an Advanced Tax Planner, you will analyze tax liabilities, prepare returns, create projections, and collaborate with financial advisors to minimize clients' tax burdens.
Top Skills: Cch Axcess SoftwareMS Office
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Reposted 6 Days AgoSaved
In-Office
Clinton Township, MI, USA
Junior
Junior
Financial Services
As a Financial Advisor, you will develop and maintain a client base, analyze investment opportunities, market products, and prepare presentations while ensuring compliance with regulations.
Top Skills: Accident & Health InsuranceFinra Securities Industry EssentialsFinra Series 66Finra Series 7State Life InsuranceState Property & Casualty InsuranceVariable Contracts
Reposted 6 Days AgoSaved
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 6 Days AgoSaved
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 6 Days AgoSaved
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
Reposted 6 Days AgoSaved
In-Office
Romeo, MI, USA
Senior level
Senior level
Financial Services
As an Advanced Tax Planner, you will analyze tax liability, prepare projections and returns, and develop financial strategies for clients, collaborating with a team of financial professionals.
Top Skills: Cch Axcess SoftwareMS Office
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