Tax Planning jobs near me - 441 jobs

About the job Senior Tax Manager -Japanese Bilingual(Remote) This job description outlines the role of a Senior Tax Manager responsible for managing corporate tax compliance, tax planning, and accounting for income taxes for a US-based organization and its subsidiaries. This position involves significant collaboration with internal finance teams, external tax advisors, and service providers to ensure effective tax operations. The role is also designed with a view toward succession for the current VP-level Director of Tax, starting as a mid-level manager with hands-on operations and team leadership responsibilities, progressively assuming higher leadership responsibilities. Essential Duties & Responsibilities: Manage and oversee federal, state, and international tax filings, including preparation, review, and submission of supporting documentation. Monitor and interpret tax law changes to maintain compliance and identify tax-saving opportunities. Develop strategies for responding to tax audits and coordinate practical responses. Collaborate with external tax advisors to develop tax strategies and enhance overall group tax efficiency. Evaluate and refine tax reporting processes to improve operational efficiency and accuracy. Develop internal tax awareness programs and compliance policies to reduce company-wide tax risk. Support M&A tax due diligence and provide input on tax-efficient deal structuring. Talent Management & Succession Planning: Supervise and mentor tax staff, providing technical guidance and performance feedback. Work alongside the current VP to facilitate a smooth transition and progressively assume leadership responsibilities. Other Responsibilities: Maintain open communication with other personnel and departments. Keep the EVP informed of status and progress. Maintain professional and technical knowledge through continuous learning and networking. Maintain professional conduct and ethical standards, complying with company policies. Perform other duties as required by management. Qualifications: Experience: 7-10 years of professional tax experience with a combination of both public accounting firms and corporate tax departments focusing on corporate and partnership income tax reporting, research, and planning. Education: A Bachelors degree in Accounting or Taxation is required, and a Masters degree in Taxation is preferred. Licenses & Certificates: CPA is preferred. Technical Knowledge & Skills: Requires advanced knowledge of Taxation, Tax research, and Financial accounting, as well as intermediate skills in Tax software, Tax research tools, and advanced skills in MS Excel. Proficiency in MS Word, PowerPoint, and Outlook is also expected. Familiarity with specific tax software like Onesource Income Tax and Sage Fixed Asset Software is expected. Expected Competencies: Operational Supervision. People Management. Fostering collaboration. Establishing policies & procedures. Excellent communication (oral and written) and interpersonal skills. Work Environment: Generally sedentary work, with occasional standing, walking, grasping, and light lifting. Minimal business travel may be required. May be required to work beyond normal business hours. English is required, but proficiency in Japanese is a plus. Remote work will be considered from the other state.

Our Staff Accountant will act as a Controller to provide support, preparation and review on multiple tax projects to provide quality tax services and deliverables for our company. This position is intended to rapidly grow within our company. It requires strong technical and communication skills to coordinate with peers, managers and clients to ensure timely, quality delivery of both simple and complex tax projects. The ideal candidate will have a strong analytical skills and attention to detail. We are now hiring for ALL of our locations: Stealth Auto Recovery, Excite Towing, Wayne's Auto Powell, Wayne's Auto Schrock, Wayne's Auto Westerville, Mann's Expedite Service, H.I.N.T., Excite Collision Repair, and Ernie's Auto Repair! Responsibilities Conduct basic tax research and correspondences Prepare support services for tax planning and preparation Manage client information requests and deliverables Ensure accurate, timely filing of federal, state, and local tax returns Ensure quality standards are maintained Provide support on special tax projects and initiatives Collaborate with staff, clients and management Desired Skills and Experience Bachelor's degree in Accounting Minimum of 1 year public accounting experience in tax Positive attitude and ability to work collaboratively with team in various levels Good interpersonal, oral and written communication skills Strong computer skills with knowledge and skills in a wide variety of applications, especially Microsoft Excel, Microsoft Word, and Microsoft Outlook Research orientated with problem-solving skills Superior attention to detail with strong organizational, analytical, and planning skills Flexible in dealing with change with ability to manage multiple priorities and projects, and meet deadlines in a fast-paced environment Desired Skills and Experience Enrolled Agent (EA) Certified Public Accountant (CPA) Project Management experience Tax Return review Tax Planning experience Direct communication with clients Benefits In our company, education and development is necessary and shows in our commitment to your success through our competitive compensation and benefits package. We value time and effort and want to work to preserve the best possible environment for our employees. We work to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. View all jobs at this company

Kayne Anderson Rudnick is an asset and wealth management firm headquartered in Los Angeles. The Firm has approximately $65B in AUM and 135 employees nationally. We are an affiliate of Virtus Investment Partners based in Hartford, CT. The goal of Virtus is to offer a multi-manager, multi-strategy approach and KAR is a key affiliate for Virtus. This multi boutique model is based on the fundamental belief that investment professionals who operate in an environment that allows for the appropriate focus and culture can generate sustainable superior returns for the clients. Kayne Anderson Rudnick Investment Management is looking to hire a Lead Advisor for our Pacific Northwest region. The Kayne Anderson Rudnick Lead Advisor (“LA”) will partner with the Managing Director, Business Development Officer (“BDO”) in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. The LA will develop a plan to meet the client's goals and manage all aspects of these new client relationships including investment advisory, financial planning, and estate and tax planning. This role will be held remotely with a preference for San Francisco, Seattle, or Portland. Job Duties: Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners. Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients. Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients. Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs. Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs. Provide investment advisory services, including asset allocation and investment solutions recommendations. Conduct regular client portfolio review meetings and provide proactive communication to clients. Ideal Qualifications: A bachelor's degree is required from an accredited college or university with an educational background in finance or economics. 5+ years of experience in the financial services industry with a focus on wealth advisory client service. Financial planning/wealth management insight, judgement, and experience. Articulate, confident, and driven professional with the ability to work within a team-oriented culture Unimpeachable ethical standards and a strong work ethic. Superior communication skills both oral and written; strong presentation skills. A demonstrated ability to establish priorities and meet goals. Proficient in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform. Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement.) The starting salary is $120,000.00 to $150,000.00 and will include variable compensation. The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. Competitive Pay Medical, Dental, and Vision Insurance (starting day 1) Life and Disability Insurance Health Savings Account with a Company Match Flexible Spending Accounts including Dependent Care Wellness Program Tuition Reimbursement 24-Hour Employee Assistance Program Adoption Assistance Paid Family Care Time Paid Volunteer days Company Background History Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $65 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut. Philosophy KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm's extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services. Team Approach The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients. Culture and Awards Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. Ranked #3 on Barron's top 100 investment advisors. Ranked #7 of RIA firms by Forbes in 2024 Wealth for Good Awards - Best Corporate Social Responsibility program KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm's web site at ************* #LI-Remote

National accounting, tax and consulting firm with significant national presence in strategic US geographies. Our Tax practice is seeking an experienced Tax professional to join our Real Estate Tax team in our New York office. As a Tax Senior in this practice we offer you an opportunity to be an integral part of a dynamic team in a leading global firm and forward thinking environment. You will provide the highest levels of client service excellence while collaborating with other tax professionals and valued clients in the real estate and private equity market space. The preferred location for this position is our New York office. However, this position can take place in any of our US office locations. Our firm has offered our employees the option to work remotely at this time. Professional Responsibilities: Qualifications: What We Offer: Provide tax compliance and advisory services to partnerships, corporations and S-corporations for a variety of clients in the real estate, private equity and emerging business industries Lead the execution of assigned client engagements including budget, review of tax returns completed by other tax staff, calculations of estimated payments and tax extension filings Supervise and review the work of other tax staff on large and complex tax engagements Keep firm tax managers and partners informed on the progress of the engagement as well as any important issues discovered that need resolution Research tax issues and findings that may impact clients' federal, state and local tax planning projects Conduct online tax research using tools such CCH Intelliconnect and tax preparation using CCH Axcess and other applicable tax software programs Communicate on behalf of clients with the IRS, state and local authorities and represent clients at any potential tax audits Advise clients on critical issues that impact their financial portfolio and provide solutions and quality tax service to the clients' satisfaction Develop and sustain good working relationships with clients Participate in client proposal opportunities when required Bachelor of Science degree in Accounting or a business-related field of study Advanced tax degrees (MST, JD, LLM) are preferred CPA license, EA certification or the pursuit of either designation 3-5 years of corporate tax experience working in a CPA firm, a professional services practice or a large corporate tax department Work experience with real estate, private equity or emerging businesses An understanding of individual taxation Demonstrated aptitude in problem solving and decision making Demonstrated success in completing client engagements with satisfaction and within budget Strong computer skills including proficiency with Microsoft Office tools Working knowledge of CCH Axcess and other tax preparation and research software programs Excellent interpersonal and communication skills (both oral and written) Excellent analytical, organizational and project management skills Ability to work extra hours when needed and travel to client locations when required Competitive base salary and incentive compensation plan A comprehensive, competitive benefits package that includes medical, dental and life insurance plans, a generous paid days' off (PDO) plan, and a competitive 401k Plan A dynamic, diverse work experience in a growing global organization An inclusive, client-centered environment where you can develop new skills, enhance your overall business knowledge and work with world-class professionals Intensive customized training, including in-house leadership development programs, continuing professional education courses, and both classroom and on-the-job training Opportunity for International Mobility experiences are also made available

About Us Scorpion is the leading provider of technology and services helping local businesses thrive. We do this by helping customers understand local market dynamics, make the most of their marketing, and deliver experiences their customers will love. We offer tools to know what's going on with marketing, competitors, and customers. We offer a unique blend of AI support and teams of real human people with local expertise committed to customer success. At Scorpion, we are ready to do whatever it takes to help our clients reach their goals. Our technology and personalized tools bring everything together to help local businesses easily understand their unique business, market, and customer needs. We put SEO, Reviews, Advertising, Email Marketing, Chat and Messaging, Social Media, Website, Lead Management, Appointment Scheduling, and more to work for local businesses. We're a technology-led service with a human touch.About the Role As the Tax Director, you will lead Scorpion's tax planning, compliance, and strategy, serving as a key advisor within the Finance organization. You will oversee tax accounting and filings, drive process optimization, and scale tax infrastructure to support growth and operational excellence, perform a variety of tax, accounting, and operational duties within the accounting and finance team. The ideal candidate is a strategic tax leader with deep expertise in corporate tax accounting, sales tax management and compliance, and voluntary disclosure agreements (VDAs). This position requires a balance of technical proficiency, business acumen, and the ability to lead change across tax and accounting processes while ensuring full compliance and alignment with company goals. We're prioritizing candidates who can work in a hybrid capacity out of our Valencia office. We may consider remote candidates only when a uniquely strong match is identified. What Your Success Will Look Like Responsible for completion of federal, international and state income tax returns including all related analysis and support. Oversight of the tax return preparation processes, working closely with internal staff and external tax service providers to ensure timely and accurate products and tax filings. Prepare and review quarterly and annual tax work papers. Lead and oversee monthly, quarterly, and annual tax close processes, including preparation and/or review of journal entries, account reconciliations, variance analysis, corporate tax provision, and United States Generally Accepted Accounting Principles (GAAP), and tax-compliant financial reporting. Manage sales tax compliance and voluntary disclosure agreements (VDAs). Model tax implications of business decisions (new markets, legal entities, capital structure, or product lines), including forecasting tax liabilities. Partner with Financial Planning and Analysis (FP&A) and Treasury to optimize effective tax rate (ETR) and cash flow. Develop & execute multi-year tax strategy aligned with corporate growth, mergers and acquisitions (M&A) and funding plans. Design tax governance framework that scales with growth and ensures audit readiness. Prepare and/or review monthly and quarterly recurring tax, compliance, and government filings. Prepare and/or review various tax-specific projects and calculations, including research & development tax credits. Manage accounting/tax systems implementations and drive continuous improvement within the accounting and tax functions. Develop and deliver tax training to internal teams as needed, ensuring compliance and understanding of tax obligations. Research, analyze, and interpret changes in tax law and accounting guidance, and assess impact on company disclosures. Support a “Service Department” philosophy to the department's internal customers as well as working with external partners. Who You Are And What You Bring Education Bachelor's degree in Accounting, Tax, Finance, or related field. Master's degree in Tax, Juris Doctor degree, and/or Certified Public Accountant (CPA) preferred. Experience 12+ years of progressive U.S. domestic tax experience, including hands-on tax accounting and state/local/indirect tax exposure. 8+ years of tax experience in a growth-stage company, publicly traded company, or nationally recognized accounting firm. Broad U.S. tax background, including strong hands-on experience with tax filings, experience with Canadian tax filings a plus. Strong knowledge of US GAAP. Experience with VDAs and sales tax. Skills Proven ability to lead through influence, coordinating efforts of other team members and external advisors to deliver high-quality results. Ability to read, analyze, and interpret technical tax guidance. Proven ability to navigate complex tax situations and ensure compliance with IRS and state regulations. Excellent attention to detail, strong organizational, analytical and communication skills. Proficient in Microsoft Word, Excel, and PowerPoint; experience with Avalara, Vertex, or similar tax software; savvy with accounting software, familiarity with Sage Intacct a plus. Our Scorpion Values Winning Mindset: When our clients win, we win. Genuine Care: We only succeed when we are truly invested in our clients and each other. Unmatched Results: We deliver more than expected-and then some-driving the best results and impacting lives. Constant Improvement: We believe there is always a better way. We learn we ask “What if?” we build and then do it again. Unbeatable Teamwork: We come from different backgrounds but have the same vision. We only get there by doing it together, as a team. Compensation We acknowledge that states have passed legislation promoting pay transparency. As a national employer, Scorpion has made the decision to post our expected pay rate or pay range (as applicable) in all our job postings, regardless of geographic location. The base salary range is $165,000 (entry-level) - $185,000 (highly experienced), exclusive of fringe benefits. If you are hired at Scorpion, your final base salary compensation will be determined based on factors such as geographic location, skills, education, and/or experience. Additionally, we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer. Please keep in mind that the range mentioned above is the total salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future & continued salary growth. The compensation package may also include incentive compensation opportunities in the form of discretionary bonuses or commissions. Our Benefits We invest in our employees by offering them diverse benefits from best-in-class carriers. These benefits provide enough choice and flexibility to keep our employees and their families healthy and happy-today and tomorrow. 100% employer-paid medical, dental, and vision insurance Flexible paid time off, so you can rest, relax, and recharge away from work Paid parental leave Paid cell phone and service Remote office allowance Professional development and development courses Regular manager check-ins to drive performance and career growth through Lattice Scorpion is an equal opportunity employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, or physical or mental disability. We believe in creating a dynamic work environment that values diversity and inclusion. Reasonable Accommodations Scorpion participates in the E-Verify program to confirm employment authorization of all newly hired employees. The E-Verify process is completed during new hire onboarding and completion of the Form I-9, Employment Eligibility Verification, at the start of employment. E-Verify is not used as a tool to pre-screen candidates. For more information on E-Verify, please visit **************

About the Role april is seeking a motivated Senior Product Designer to join our Build team. This role is for an individual who takes pride in their work and is excited by the idea of continuous learning. You will own decisions and ship flawless end-to-end flows and experiences across our full suite of products - from consumer-facing solutions to B2B2C experiences and internal tools for business clients. Our team's focus is to create a best-in-class, human-centric tax experience for everyone we serve. We pride ourselves in reimagining established paradigms and designing innovative solutions to make taxes work for the people. This position is fully remote and candidates must be based in the United States. Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week. Key Responsibilities * Lead the entire design thinking process for significant parts of our multi-platform product suite (consumer, B2B2C, and internal business tools) * Contribute to the growth of the product design function while building and communicating best practices across the organization * Work directly with our Head of Product Design and Product, Engineering, and Tax Analyst leads to prioritize initiatives to ensure we are solving the right problems * Ensure flawless, pixel perfect execution across all areas of the design process while keeping an eye on the bigger picture * Regularly conduct research to ensure we are continuously improving the product experience by gathering qualitative and quantitative insights via user research * Measure and contribute to business level objectives and key results by ensuring every piece of work you touch is adding value for both the user and the business * Partner with the marketing team to ensure our solutions align with our users' voice and the april brand Experience * 6+ years of experience designing and building digital products * Knowledge and passion for interaction and visual design * Must have a high bar for design quality and be an advocate for clean, elegant, and usable design - you are constantly looking to raise our bar of quality * Exceptional organization and planning skills * Experience applying research, usability tests, and metrics to inform design decisions * Comfort with an iterative design process that includes accepting and acting on feedback * Ability to inspire and drive end-to-end product and feature improvements * Ability to think at a high level about business objectives * Strong collaboration skills and ability to maintain flexibility in an evolving work environment * Self-learning individual with an entrepreneurial spirit, conceptual thinking, creativity and problem-solving skills * Effective communication skills and the ability to confidently communicate design thinking methodologies and design direction with senior stakeholders, including founders * Must be proficient in Figma About april april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april's white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april's AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time-making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge-for their clients and their business.

The Rotation Staff position presents an excellent opportunity for those who are interested in gaining experience in both tax and assurance post-graduation. A Rotation Staff will actively participate in the completion of both assurance and tax procedures. Complete financial statements audits, reviews, tax returns, and other miscellaneous projects for clients in various industries. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development. Tasks: Assist in the execution of audit, review and other assurance engagements. Prepare financial statements and other related documents. Prepare partnership, corporate and individual tax returns and complete tax planning and other tax consulting procedures. Perform analysis of financial and non-financial information for clients. Profitability: Complete assignments within established budget. Achieve charge hour budget and minimum billable hours as established by Firm. Participate in approved non-client initiatives to improve firm administration. Consistently utilize all firm and department software efficiently. Complete accurate, neat, organized workpapers and other documents free of basic grammatical, spelling and calculation errors. Practice Growth: Represent firm and build relationships by participating in outside activities. Develop and demonstrate strong leadership skills. Demonstrate excellent written and verbal communication skills. Client Focus: Develop and display knowledge of GAAP, GAAS, tax rules and regulations, and demonstrate good judgment. Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio. Collaborate with team members and other associates within the Firm to identify client needs and develop recommended solutions to problems. Comprehend new and complicated issues and perform basic research to solve complex problems. Brand Culture/Development: Exemplify Brand Attributes of the Firm. Comply with all policies and procedures of the Firm. Demonstrate ability to work in a team environment and address conflict with peers. Consistently seek feedback on performance from superiors and enhance and develop professional and technical skills. Work Experience and Education: BA or BS in accounting or a related field. Must be eligible to sit for the CPA exam. Strong proficiency in the use of technology and basic PC applications (Excel, Word). Organizational Relationships: Staff will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process. Special Requirements: Reliable transportation for on-site client work. Ability to work evenings and weekends based on time of year and client demands. GBQ participates in E-Verify.

Financial Advisor - Columbus, OH Empower Lives. Build Your Future. Thrive in Columbus, OH Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Florida as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity. At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success. What You'll Do: Partner with clients to develop personalized financial strategies and long-term plans. Offer guidance on investments, retirement, insurance, and wealth protection. Build lasting relationships and grow your client base through trust and results. What Makes Us Different: Entrepreneurial Freedom - Be in business for yourself , but never by yourself . Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice. Custom Solutions - Offer a full suite of financial products tailored to individual client needs. Compensation & Benefits: Commission-Based Role - Unlimited earning potential based on your effort and success. Performance-Based Rewards - Your income reflects the value you bring. Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans. Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies). Ongoing Development - Coaching, mentorship, and advancement opportunities. Schedule: Full-Time | Monday-Friday This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially. Responsibilities Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analyses Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications 215 License Needed Series Mass Mutual Company Series 7,6 and SIE preferred Must be in Columbus, OH Sales Experience Needed Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analysis Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Upside Earning Potential Compensation $75,000 - $100,000+ About Coastal Wealth At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future. Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life. What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time * $140,000 - $160,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: ******************************************** Summary: We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients. Education Requirements: Bachelor's degree required. Responsibilities: * Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans. * Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors. * Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements). * Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients. * Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.) * Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings. * Serve as a mentor to colleagues to develop their financial planning skills. * All other duties as assigned. Basic Requirements: * 10+ years of financial planning experience in a client- or advisor-facing capacity * CFP Designation * Experience delivering educational content and presenting to diverse audiences * Demonstrated ability to influence and collaborate across organizational levels * Strong communication skills, both written and verbal * Ability to manage multiple complex cases simultaneously * Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Preferred Requirements: * Proficiency in financial planning software (e.g., eMoney) * CPA * FINRA Series 7, 63, and 65 licenses * J.D. * LL.M #LI-Remote Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic. Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

Join Woven Legal LLC as a Part Time Estate Planning Paralegal and embrace the flexibility of a fully remote role. This position offers you the freedom to design your work environment, allowing you to balance your professional and personal life seamlessly. Earn competitive pay at $30/hour while engaging in meaningful work that directly impacts clients' lives. This role invites you to leverage your problem-solving skills and customer-centric mindset in a supportive, fully remote setting. Collaborate with a passionate team dedicated to providing exceptional service, all while maintaining your integrity and fostering an abundant thinking approach. If you're looking for an opportunity to make a difference from the comfort of your own home, this is the ideal position for you. Seize the chance to grow your career with us at Woven Legal LLC! What would you do as a Estate Planning Paralegal As a Part Time Estate Planning Paralegal at Woven Legal LLC, you will play a crucial role in the intricate process of estate management. Your responsibilities will include gathering essential data related to current estate plans and assessing assets, which will form the foundation of your work. You will draft wills, codicils, trust agreements, and necessary amendments, as well as manage the preparation and recording of powers of attorney. Your skills will be put to use in locating witnesses for wills and notifying heirs about probate proceedings. You'll also publish notices to interested parties, order vital public records, and collect asset information for tax returns. Tasks such as handling ancillary administrations, maintaining estate financial records, and preparing claims for insurance proceeds highlight the impact of your role. You'll ensure compliance with trust provisions while communicating regularly with beneficiaries, managing expectations, and coordinating with other professionals for a seamless estate planning process. What you need to be successful To thrive as a Part Time Estate Planning Paralegal at Woven Legal LLC, a strong foundation in estate planning, probate, and guardianships is essential. An ideal candidate will possess excellent organizational skills to manage multiple cases effectively, ensuring all documentation is accurate and timely. Proficiency in legal software and tools relevant to estate management will enhance your productivity and facilitate smooth workflows. Strong analytical abilities are necessary for interpreting will provisions and conducting post-mortem tax planning calculations. Effective communication skills will be key in maintaining relationships with beneficiaries and coordinating with other professionals, such as accountants and financial advisors. Attention to detail is imperative for tasks like drafting legal documents, preparing trust accountings, and ensuring compliance with trust provisions. A proactive problem-solving mindset will enable you to handle complex situations and provide clients with the support they need throughout the estate planning process. Knowledge and skills required for the position are: strong background as a paralegal working estate planning Probate and Guardianships If you have these qualities and meet the basic job requirements, we'd love to have you on our team. Apply now using our online application!

🚀 Join REDW - A Top Workplace in the Southwest! Ready to grow your career at one of the Southwest's largest and fastest-growing accounting and advisory firms? REDW LLC has been proudly recognized as a Top Workplace in both Arizona and New Mexico for 2021, 2022, 2023, and 2024 - and we're just getting started! With offices in New Mexico, Arizona, Oregon, and Oklahoma, we're known not just for our professional excellence, but for our award-winning workplace culture - including accolades for Compensation, Remote Work, and Formal Training from AZCentral and The Albuquerque Journal. ✨ Position: Tax Supervisor The Tax Supervisor performs tax related duties at the professional level and to ensure effective and efficient delivery of quality tax services relating to the day-to-day operations of the department. The Tax Supervisor works to develop leading abilities through supervisory assignments and tasks in assisting staff accountants. The Tax Supervisor is responsible for preparing and analyzing tax records and reports; processes local, state, and federal tax returns and prepares claims for tax refunds; assists in completing statistical and financial reports as requested; maintains tax records and prepares miscellaneous tax studies, reconciliations, journal entries, and records. The Tax Supervisor keeps managers informed of area activities and significant problems. ✔️ What You'll Do Attains specialized knowledge in at least 1 area of individual or business taxation Reviews and preparation of individual and business taxes (1040, 1041, 1120, 1120S, and 1065) Uses research tools as appropriate to answer questions during tax planning assignments and return prep review Identifies tax situations with potential planning opportunities and makes informed recommendation to the responsible person Prepares supporting work papers as assigned May assist in representing client during tax exams Maintains work papers and contemporaneous records of client contacts May participate in client meetings; contacts clients for additional information or clarification as needed Supervises and mentors other tax accountants for their skill and expertise development 💼 What You Bring General knowledge of payroll tax issues that may impact assigned clients Detailed knowledge of property taxes, excise taxes applicable to assigned clients Familiar with general bookkeeping packages (Peachtree and/or QuickBooks) Proficient with Profx Proficient with AuditVision/linking techniques Demonstrates organizational skills, proven interpersonal skills; able to provide complex confidential administrative support with tact and diplomacy 💫 What Sets You Apart Bachelor's degree in accounting or finance A minimum of three years work experience in public accounting Experience with the supervision and mentoring of other accountants Specialized knowledge in at least one area of estate, gift or trust taxation (preferred). 🎉 Why You'll Love Working at REDW Competitive Compensation Salary range: $103,000-$110,000 Final offer based on location, experience, skills, licensure, and business need Pay transparency is central to our commitment to equity and fairness Comprehensive Benefits Medical, Dental, Vision, Life, AD&D, and Disability Insurance HSA and FSA options 401(k) with employer match Wellness & Time Off Monthly wellness reimbursements (e.g., gym, health apps, training) Flexible PTO, Paid Sick Time, and 10 paid holidays Growth & Development Access to REDW's Spiirall learning platform Support for credentialing and licensure exams Personalized development resources and longevity awards Remote Work Support Annual $150 work-from-home gear allowance Essential technology and tools provided Inclusive, Award-Winning Culture Recognized for excellence in Compensation, Remote Work, and Training Committed to diversity, equity, and inclusion in all we do Equal Opportunity Employer REDW values diversity and is committed to equal opportunity in the workplace. We do not discriminate based on race, color, religion, gender, national origin, age, disability, sexual orientation, or any other protected status. If you require a reasonable accommodation during the hiring process, please email us at ***************************.

The Vice President of Tax Services is responsible for the company's tax planning and overall tax strategy, overseeing the third-party tax provider, and making sure that the company is following applicable tax laws and regulations. This individual will ensure that tax reports have been properly prepared and filed and will work to minimize the company's tax obligations. Knowledge of partnership taxation is a must for this role. This is a leadership position. As the basis for management, the Vice President of Property Accounting shall implement the 7 Core Values that Crawford Hoying has established to maintain its desired culture. Strong communication skills both face-to-face and in writing are essential, as this individual works across all lines of business within the company and with tax service providers outside the company. Job Responsibilities (responsibilities may include but are not limited to the following) Leadership Manage direct and indirect reports by implementing the 7 Core Values established by Crawford Hoying Oversee, train, develop, and provide growth path for the Senior Tax Accountant Provide leadership through all stages of employment, including recruitment and hiring, teambuilding, resolving personnel issues, and applying disciplinary procedures Prepare annual reviews, set goals, and implement personal development plans Motivate team members to participate in classes and training Approve schedules, workloads, and paid time off Tax Services Develop tax strategies and monitor reporting and planning to ensure compliance with applicable tax statutes Lead short-term and long-term strategic decision-making on partnership taxation matters Provide tax guidance and support on issues relating to all areas of the company's business Direct and oversee the company's tax policies and objectives Actively drive tax planning and forecasting efforts to integrate tax planning with overall business objectives Ensure accuracy of tax returns to minimize the company's tax obligations Serve as the liaison between the company and outside tax firms Lead and collaborate with property and accounting teams on any tax matters Review draft tax returns that are prepared by outside firms Ensure timely processing of all tax payments Address investor tax inquiries Review and stay up-to-date on current tax laws and changes that apply to our business Manage and represent the company in tax audits and negotiations with tax authorities Ensure that appropriate internal controls and processes are in place over tax compliance and planning Review fixed asset schedule for compliance with tax guidelines Prepare federal, state, and local income tax returns as needed General Ensure compliance with all department and company policies and procedures Identify patterns and problem areas and make recommendations to management on areas of improvement Maintain a strategic approach to problem-solving and troubleshooting Use technology and data analytical skills to enhance and improve the delivery of job responsibilities Communicate effectively, both verbally and in writing Perform other duties as assigned Performance Objectives The 7 Core Values established by Crawford Hoying to maintain its desired culture Leadership and accountability Timeliness and transactional accuracy Face-forward interaction and engagement with other departments Strategic approach to problem-solving and troubleshooting Proactive engagement in process and quality improvement and efficiency Flexibility and effectiveness in managing department personnel Preferred Knowledge, Skills, Education, and Experience 10 years of accounting experience - public accounting strongly preferred Real estate accounting experience preferred Strong knowledge of partnership and corporate tax rules Experience working with complex entity structures Thorough understanding of tax laws and regulations and how that affects the company Knowledge of how to interpret tax laws and apply them to the company's specific circumstances Complete understanding of the tax preparation process Ability to resolve complex tax issues A proven aptitude for taking ownership of company issues and concerns Ability to give clear direction Strong analytical, problem-solving, organizational, and multitasking abilities Excellent interpersonal and communication skills, both written and verbal Results-oriented attitude with a sense of urgency and ability to work under deadline pressure Proficiency with Microsoft Office products, including advanced knowledge of Excel Strong technical and operational accounting skills; knowledge of U.S. GAAP Bachelor's degree CPA designation or MBA strongly preferred Work Environment The Vice President of Tax Services works at the corporate office and interfaces with external and internal customers on a regular basis. Work hours are typically 8:00 am to 5:00 pm, Monday through Friday. This individual must be available to work additional hours as needed in busy seasons. Physical Requirements This individual's physical condition must be sufficient for the consistent and successful completion of the responsibilities defined for this position and for conformance with all professional standards defined for this role. This position frequently requires standing, walking, sitting, reaching with hands and arms, and lifting up to twenty-five pounds. Reporting Structure The Vice President of Tax Services reports to the Senior Vice President of Accounting and works closely with the Chief Financial Officer. The Vice President of Tax Services oversees the Senior Tax Accountant.

We have tremendous opportunities for a Tax Principal to play a key role on our Small Business Advisory (SBA) team in Wilmington, Delaware. The Small Business Advisory team works primarily with small businesses where we can add value as an integral part of their internal accounting team. As part of our talented team of accountants, you will be contributing to the overall successful completion of client engagements. At The Bonadio Group we pride ourselves on developing quality-focused professionals who have the opportunity to continually learn, develop, and grow into well-rounded trusted advisors. You will have the opportunity to build strong professional relationships with clients, work in diverse client-service environments, effectively communicate and assist our clients in developing strategies to best service their business needs. Responsibilities: * Be responsible for developing and managing client relationships and to identify new business opportunities contributing to growth and development * Work with an engagement team to successfully service clients in multiple industries * Overall successful completion of client engagements: * Tax compliance, research, correspondence and planning * Develop an understanding of our client's business and aspects of their industry. * Review and prepare clear and concise working papers * Work on issues of diverse scope where analysis of a situation or data requires evaluation of a variety of factors, including an understanding of current business trends. * Develop effective working relationships with internal and external clients * Assist with development and retention of clients, including the ability to cross-sell services * Assist clients with special projects such as budgeting, cash flow projections and tax planning * Deliver projects/engagements on time, within budget and to client's satisfaction * Lead, train, and mentor staff inclusive of oversight on client engagements and providing evaluative feedback Required Qualifications: * A minimum of a bachelor's degree in accounting/related * CPA or EA certification * A minimum of seven years of relevant recent CPA firm experience * Proven ability to provide mentoring and leadership to team * Proven ability to develop and sustain business relationships for the purpose of increasing the firm's client base * Proficiency with Microsoft Office Suite inclusive of Teams and Outlook * Willingness and ability to travel as needed Hours Of Operation: * Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday * Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday * We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at ************** or *******************. EOE/AA Disability/Veteran

Job Title: Tax Preparer Department/Business Unit: Managed Operations Reports to: Office Supervisor Status: Seasonal FLSA Status: Non-Exempt Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance. Responsibilities/Duties Tax Preparation: Prepare individual and small business tax returns accurately and efficiently. Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns. Ensure compliance with federal, state, and local tax regulations. Customer Service: Provide outstanding customer service by addressing client concerns and questions in a timely manner. Conduct client interviews to gather information about their tax situation. Explain tax return outcomes and provide tax planning advice. Compliance and Accuracy: Stay updated on current tax laws and regulations through ongoing education and training. Ensure all returns are prepared in compliance with relevant laws and regulations. Verify the accuracy of data entered into tax software. Documentation and Recordkeeping: Maintain organized and accurate records of all client interactions and tax returns. Ensure all required documents are filed correctly and securely. Keep up to date with client files and follow up on missing information. Training and Development: Participate in training sessions and continuing education to maintain professional credentials. Stay informed about changes in tax laws and software updates. Collaboration: Work closely with other tax professionals and office staff to ensure a seamless workflow. Assist in mentoring and training junior staff members as needed. Assist in marketing execution Qualifications Strong knowledge of federal, state, and local tax laws and regulations. Proficiency in tax preparation software and Microsoft Office Suite. Excellent attention to detail and organizational skills. Strong analytical and problem-solving abilities. Superior communication skills, both verbal and written. Ability to work independently and manage multiple priorities. Must have PTIN or eligible to receive. Education and Experience Associate's degree in accounting, finance, or a related field; or equivalent experience. Minimum of 1-3 years of experience in tax preparation. Physical Requirements Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season. Work Environment The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. Employee Acknowledgement This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed. Liberty Tax Service is an equal opportunity employer.

In this client-facing role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your planning experience to develop and deliver customized plans for high-net-worth clients and business owners. Existing estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required. Primary Duties and Responsibilities Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive wealth plans for high-net-worth clients with an emphasis on estate planning, wealth transfer, and business succession strategies. Design strategies based on the clients' goals and financial situation to inform and drive client decision making. Lead presentation of wealth plans to advisors and clients. Collaborate with clients' outside legal and tax advisors. Responsible for managing workflow in alignment with service level agreements (i.e., delivery of requested analyses and services timely and accurately). Qualifications JD from an accredited program. Additional advanced degree or designations preferred, such as CFP, CPA, or LL.M. Minimum of 5 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors. Existing knowledge and willingness to deepen in planning areas including tax optimization, estate and business succession, and wealth transfer strategies. Experience working directly with high-net-worth clients in estate and business planning, as well as tax planning. FINRA Series 6 or 7 as well as state insurance license within the first 6 months of hire. Strong analytical skills. Requires excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals. Outstanding written and verbal communication skills with the ability to translate complex concepts into client-friendly, understandable, and actionable advice. Proven ability to develop trusting relationships with financial advisors and be a team player. Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus. #li-Remote Compensation Range: Pay Range - Start: $114,450.00 Pay Range - End: $212,550.00 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Tax Manager might include the following: * Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. * Interpreting and reviewing various legal documents in relation to estate and business succession planning. * Providing tax planning and consulting services to the firm's high net worth and ultra-high net worth clients. * Technical research on estate, gift, GST, tax planning and compliance matters for internal clients. * Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates. * Assisting clients which may have varied levels of estate planning knowledge. * Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. * Business development and billing responsibility. * Assist in preparation of marketing materials and presentation of internal and external webinar trainings. * Coaching and mentoring staff. * Working with the firm Wealth Transition Services team on various projects. Who You Are * You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation). * You have 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field. * You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Senior Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics. * You are able to lead and coordinate large estate/gift/GST tax planning engagements across the firm. * You are a multi-tasking master and there is never a deadline you can't meet. * You have experience developing business and networking. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation: $92,000-$160,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws #LI-MB1 #LI-REMOTE

Our Team Cimpress Services' central teams allow us to remain entrepreneurial; to stay small as we grow. These teams enable our businesses to remain laser-focused on their customers and build the tools and services that make Cimpress greater than the sum of our businesses. We are problem solvers. We are storytellers. We are forward thinking. We are relationship builders. We are responsible for company-wide activities like accounting, capital allocation, global tax planning, procurement, communicating with internal and external partners and protecting the company through compliance and risk management. We're evolving our processes and technology to support Cimpress' rapid growth This is your opportunity to join Cimpress, the world leader in mass customization, as a Senior Financial Analyst on the Corporate FP&A team. In this high-visibility role supporting the Cimpress Technology organization, we are looking for a curious, driven professional who wants to understand the technology behind the numbers. You will partner directly with technology leadership to drive transparency in a complex, transforming environment. You will be instrumental in delivering insightful financial reporting, managing the full cost lifecycle, and playing a critical role in budgeting and forecasting for Cimpress Technology. What You Will Do Cultivate strong partnerships with Technology leadership to provide strategic thought partnership and deliver data-driven insights. Act as a proactive and resourceful problem-solver who can independently identify issues and drive towards developing solutions. Analyze actual vs. budget/forecast variances and deliver insightful commentary to management, including clear forward-looking insights. Support Cimpress Technology budgeting and forecasting, utilizing strong modeling skills to build financial views from the ground up to help the business navigate a transformative environment. Identify and implement opportunities to continuously improve and automate financial processes, enhancing efficiency and accuracy. This includes accelerating the adoption of AI tools to drive efficiency and insights. Drive ad-hoc analysis and projects in conjunction with the broader central FP&A team. Your Qualifications At Cimpress, we are striving to hire individuals that add new ideas and perspectives to our teams and enhance our culture. No matter your background or work experience, we strongly encourage you to apply-even if you feel that you don't meet the exact requirements or have the same qualifications. You might be a great candidate for this or other opportunities. Bachelor's degree in Finance, Accounting, Economics, Business, or similar field. A minimum of 4-6 years of progressive experience in a finance role, with at least 2-3 years in a dedicated FP&A role. Strong preference for candidates who have supported Technology organizations.. Familiarity with major technology cost drivers (e.g., Cloud Spend, Software Capitalization, etc.) is highly desired. A collaborative mindset with a demonstrated ability to work effectively across different teams, departments, and a diverse set of backgrounds. Strong verbal and developing written communication skills, with the ability to translate complex financial data into clear, concise, and actionable insights for both financial and non-financial audiences. Strong organizational skills, with a keen attention to detail and the ability to manage multiple priorities in a fast-paced environment. Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP, complex formulas). Experience with financial planning software (e.g., OneStream, Hyperion) and ERP systems (e.g., SAP, Oracle) is required. Why You'll Love Working Here Cimpress Services' central teams keep us entrepreneurial as we grow, enabling our businesses to stay customer-focused while building tools and services that amplify our impact. Our team members are problem solvers, storytellers, and relationship builders, supporting company-wide functions like finance, compliance, procurement, and communications. Continuously evolving our processes and technology, we drive Cimpress' rapid growth. Our Remote-First culture offers autonomy and flexibility, with collaboration spaces available for in-person teamwork. About Us Led by founder and CEO Robert Keane, Cimpress invests in and helps build customer-focused, entrepreneurial mass customization businesses to create personalized physical (and digital) products, for over 17 million global customers. Our businesses can choose the solutions that work for them, or assemble any custom combination they need. This makes it easier and faster to do things like introduce new products, reach customers and track orders. And this kind of innovation keeps customers coming back. Commitment to Diversity, Equity, & Inclusion Cimpress exists to help our customers live their dreams. Each dream is unique - and the Cimpress team needs to be as well. We believe in the unique contributions of everyone within a diverse global organization. We are collaborative, inclusive, and innovative. We strive to role model and live an inclusive culture of fairness, respect and belonging for all. And we work together to empower each other, creating a space in which each of us can spark our next great idea. Equal Opportunity Employer Cimpress is an Equal Employment Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race, color, sex, national or ethnic origin, nationality, age, religion, citizenship, disability, medical condition, sexual orientation, gender identity, gender presentation, legal or preferred name, marital status, pregnancy, family structure, veteran status or any other basis protected by human rights laws or regulations. This list is not exhaustive and, in fact, in many cases, we strive to do more than the law requires. Compensation: US Target Hiring Range :$78,000.00 - $133,000.00 Per Year Cimpress/Vista is committed to transparent and competitive compensation. In alignment with our compensation philosophy, the target hiring range is based on total cash compensation across our multiple U.S. pay zones. The actual salary offered will depend on factors such as location, education, training, and experience. Cimpress/Vista offers a comprehensive benefits package, including health, wealth and wellness programs, as well as long-term equity incentives, subject to eligibility. #LI-KD1

Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world's leading providers of legacy reinsurance solutions. They work with the world's leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long-term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re's roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re's leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for more information about Fortitude Re. This role reports directly to the V.P. - Tax Planning and Analysis and supports key tax planning and analysis workstreams, including taxable income and effective tax rate (ETR) projections. This individual will partner closely with Fortitude's Financial Planning and Analysis team (FP&A) and to understand the company's U.S. GAAP and U.S. statutory pre-tax projections and will support the Tax Operations team's quarterly tax provision process with respect to the interim period tax provision calculations, valuation allowance considerations, and the tax accounting implications associated with third-party and intercompany transactions. This role involves preparing reports to provide strategic tax advice to senior management to support business objectives and preparing necessary workpapers and memoranda that are incorporated into the overall tax provision process. What You Will Do: Support the company's taxable income and effective tax rate projection process, including managing data requests from groups outside tax and coordinating the required inputs and support from Tax Operations and Tax Strategy. Assist with scenario analyses related to taxable income and/or effective tax rate projections, preparing clear and accurate analytical support for review by senior team members. Partner with FP&A to understand pre-tax financial projections and help translate that information into tax-relevant inputs. Support quarterly tax provision processes including: Interim period tax provision calculations Valuation allowance support Tax accounting considerations related to third-party and intercompany transactions Support quarterly documentation of tax and accounting treatment for intercompany transactions, partnering with Tax Operations and Tax Strategy and reflecting impacts in taxable income and ETR projections. Contribute to competitor and peer analysis projects by gathering data, performing analysis, and summarizing findings. Support the maintenance of U.S. earnings and profits (E&P) balances and subsidiary tax basis calculations for U.S. and non U.S. entities. Prepare workpapers, analyses, and memoranda that are incorporated into the broader tax provision and planning process. Collaborate effectively with colleagues across Tax Operations, Tax Strategy, FP&A, and other internal stakeholders. What You Will Have: Bachelor's degree in Accounting, Finance, or a related field required. CPA, CMA, or other relevant certifications preferred but not required. Advanced degree (e.g., MBA, Master's in Taxation) a plus. 4-6 years of tax experience in a corporate tax department or public accounting firm. Insurance tax experience and familiarity with tax issues for multinational financial institutions is required. Proven experience in supporting tax compliance, tax provision, and tax planning functions. Must be a self-starter, strong analytical and problem-solving skills with attention to detail. Proficiency in tax software and financial systems. Must have strong issue identification skills. Strong organizational and planning skills, with demonstrated ability to work efficiently and with integrity. Ability to manage multiple deliverables and deadlines with appropriate guidance. Demonstrated follow-through, organization and accountability. Attention to detail, proactive, flexibility/adaptability, and enthusiastic. Strong work ethic, listening skills, and openness to feedback and learning. Excellent written and verbal communication skills, with the ability to articulate complex tax issues to the Head of Tax and senior tax professionals. Collaborative mindset and ability to work effectively across Fortitude's tax teams, internal partners, and external advisors. The base salary range for this role is listed below and will be commensurate with candidate experience. Pay ranges for candidates may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package. Base Salary Range$110,000-$140,000 USD At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone-regardless of background, race, religion, sexual orientation or gender identity-feels valued and respected is a foundation of our culture. We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law. To all recruitment agencies: Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes. Check us out on YouTube: About Fortitude Re (youtube.com) By submitting your application, you agree that Fortitude Re may collect your personal data for recruiting purposes.

Job DescriptionIf you're an accounting leader who wants a seat at the table - not just a list of deliverables - this role was built for you. At Capital Property Solutions (CPS), the Accounting Manager leads financial operations, supports strategic decision-making, and plays a central role in the company's next stage of growth. This position goes beyond managing day-to-day accounting functions. You'll be trusted to lead the accounting department, guide and develop a growing team, and help shape the financial strategies that will take CPS from $5 million to $10 million in income over the next five years. Your work will influence everything from revenue collection and budgeting to investment decisions and operational efficiency. Here's where it gets rewarding: you won't just maintain systems - you'll improve them. You'll have visibility with senior leadership, the freedom to introduce smarter processes and technology, and the opportunity to create clarity and confidence as CPS continues to grow. What We Offer We believe strong financial leadership thrives in an environment built on trust, support, and accountability. At CPS, we invest in our leaders and give them room to make a real impact. This role offers a salary range of $80,000-$90,000 per year, along with 100% company-paid medical insurance and a comprehensive benefits package that includes: Dental, vision, and life insurance 401(k) Health Savings Account Credit Union Membership 11 paid holidays Paid vacation, sick, and wellness time Career advancement and internal promotion opportunities Employee recognition programs and performance incentives What You'll Do Lead, coach, and hold accountable the accounting team across reporting, billing, collections, and budgeting Recruit, train, and develop accounting staff, including performance management and ongoing training Oversee financial reporting, forecasting, annual budgets, tax planning, and client tax filings Establish internal controls, ensure compliance, and coordinate annual audits Provide financial insight to support leadership decisions, including investments, pricing, and contracts Drive process improvement and innovation by streamlining budgeting, collections, and bill payment through technology What You Bring Bachelor's degree in Accounting or Business Administration 3-5 years of supervisory experience within an accounting function Strong leadership skills with a collaborative, team-first approach Excellent communication, organizational, and analytical abilities Proficiency in accounting and tax preparation software Proficiency in Microsoft Office Suite or similar software Powered by JazzHR iSE4Q9ZvRv