Top 2980 Major Financial Software Firm Jobs

Tax Associate for High Net Worth Individuals
Ashton Thomas Private Wealth —Bozeman, MT
- $55,000 - $80,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Senior Tax Advisor for High Net Worth Individuals
Ashton Thomas Private Wealth —Denver, CO
- $130,000 - $180,000 a year
- Full-time
- Background check
- 7 years
- 6 years
- Health insurance
- Dental insurance
Quick Apply
Experienced Director of Finance and Development for Catholic Cathedral & Parishes
Portland Peninsula and Island Parishes —Portland, ME
- $65,000 - $80,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
6d
Senior Tax Accountant
KuhlemanKollar & Associates CPAs —Bridgeville, PA
- Part-time
- Background check
- Microsoft Excel
- CPA
- Health insurance
- Dental insurance
Quick Apply
4d
Estimator - Glazing
Performance Contracting —Carmel, IN
- $90,000 - $110,000 a year
- Full-time
- Background check
- Microsoft Excel
- Construction site
- AD&D insurance
- Paid holidays
Quick Apply
Manager Tax Professional
Little & Company, CPA —Sunnyvale, CA
- $145,000 - $175,000 a year
- Part-time
- Microsoft Excel
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Facilities Project Manager
CSM Group —Grand Rapids, MI
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Construction site
- Wellness program
- Paid parental leave
Quick Apply
4d
Electrical Project Manager
Thalle Construction Company —Texas
- Construction site
- 8 years
- Travel
- Paid holidays
- Disability insurance
Quick Apply
Facilities Project Manager
CSM Group —Lansing, MI
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Construction site
- Wellness program
- Paid parental leave
Quick Apply
4d
Senior Finance Auditor
Fortune Brands —Deerfield, IL
- $80,000 - $126,500 a year
- Full-time
- Spanish
- Oracle
- CPA
- Health insurance
- Adoption assistance
Quick Apply
Commercial Lines Account Manager
World Insurance Associates LLC —Iselin, NJ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
VP Account Growth
GDS Group —New York, NY
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Senior level
- Master of Business Administration
- Commuter assistance
- Dental insurance
Quick Apply
13d
Senior Accountant
CCI Systems, Inc. —Oconto, WI
- Full-time
- CPA
- 5 years
- Office
Quick Apply
Senior Accountant
CCI Systems, Inc. —New London, WI
- Full-time
- CPA
- 5 years
- Office
Quick Apply
Senior Accountant
CCI Systems, Inc. —Menasha, WI
- Full-time
- CPA
- 5 years
- Office
Quick Apply
Project Manager - Civil/Earthworks
Construction Demathieu & Bard (CDB) inc. —Alexandria, VA
- Civil engineering
- Construction site
- Computer literacy
Quick Apply
Financial Planning Associate/Paraplanner (Financial Administration)
METRO Financial Strategies —Bedford, NH
- $65,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Office
- Health savings account
- Health insurance
Quick Apply
Business Manager, Electrical Services Division
WSS Integrated Technologies —Bloomsbury, NJ
- $120,000 - $200,000 a year
- Full-time
- Hybrid work
- 7 years
- Customer service
- Residential
- Profit sharing
- Health insurance
Quick Apply
Senior Construction Project Manager - New Jersey Area
Easy Sell Property Solutions —Manalapan, NJ
- $120,000 - $150,000 a year
- Full-time
- Construction site
- Residential
- Contracts
- Fuel card
- Paid time off
Quick Apply
Mgr Financial Planning (BHS)
Beacon Health System —Granger, IN
- Overtime
- CPA
- Writing skills
- Research
Quick Apply

I want to receive the latest job alert for Major Financial Software Firm

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Major Financial Software Firm jobs near

Tax Associate for High Net Worth Individuals

Ashton Thomas Private Wealth
Bozeman, MT

Quick Apply

Job Details

Full-time
$55,000 - $80,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

Computer operation
Customer communication
Interpersonal skills
Attention to detail
Customer relationship management
Accounting firm experience
Organizational skills

Full Job Description

Full Job Description

Overview

At Ashton Thomas, we care about our people. We are a Registered Investment Advisor (RIA), offering extraordinary client service in private wealth management. Our financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You will always feel empowered and valued at Ashton Thomas. Incredible teams doing outstanding work, we provide exceptional client service to internal and external partners. Our Financial Planning department, to include our tax team, supports financial advisors and their clients, to ensure that we are delivering a seamless wealth management experience.

We are an RIA seeking a tax professional to join our growing team. We specialize in providing sophisticated investment management and financial planning solutions, including tax preparation and tax planning, to high net worth individuals and families.

Position Overview

We are looking for experienced, self-motivated, dedicated professionals for tax return preparation, consulting projects, and tax planning for individuals, limited liability companies, trusts, corporations, and estates. This position has a significant level of client and financial advisor interaction.

Description

Prepare tax returns for high net worth individuals, S corporations and partnerships, as well as estate/trust returns. Assist financial advisors and their clients on tax items from income tax preparation to planning. Perform tax research and articulate results concisely to clients and other team members both verbally and in writing. Respond to and resolve inquiries from the IRS and other tax authorities. Work with advisors and their clients to provide a seamless proactive income tax preparation experience.

Duties and Responsibilities

Prepare federal and state and multi-state individual, corporate, and trust tax returns
Prepare, examine, and analyze accounting records, financial statements, and other reports to assess accuracy, completeness, and conformance to reporting and procedural standards
Prepare internal memorandum, written correspondence, and other documents for submission to the IRS or various state agencies
Assist in compliance with payment, reporting, and other tax requirements
Conduct extensive tax research for businesses and individuals
Stay current on tax changes and provide updates to clients and ATPW personnel
Apply foundational knowledge to understand and address potential tax issues
Identify meaningful trends or patterns in interactions, situations, and technical data that suggest potential problems or solutions
Client focused, ensuring clients’ needs and timetables are clearly communicated, understood and met
Seasonal overtime at certain points in the year, particularly those months leading to and including major tax deadlines
Interact with clients, referral partners, and other professionals

Qualifications

1+ years of recent tax preparation experience in a public accounting firm
CPA or EA certification preferred
Master's degree preferred
JD, CFP® or PFS™ an asset
Ability to manage multiple engagements and competing priorities
Strong written and verbal communication skills
Ability to develop and maintain client relationships
Excellent organizational skills and attention to detail
Experience with Lacerte tax software a plus

Knowledge and Skills

Experience in tax services in the high net worth and ultra high net worth markets
Ability to communicate complexity in a simplified manner while maintaining the integrity of the underlying tax principles
Team player with the ability to communicate effectively and collaborate with others
Excellent verbal, written, and interpersonal skills with demonstrated responsiveness to clients, colleagues, and management
Demonstrated ability to identify opportunities for clients to benefit from other services of the firm
Self-motivated with the ability to work in a fast-paced, evolving environment
Strong computer skills and ability to work within the Microsoft 365 suite of products

Job Type: Full-time

Pay: $55,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

Major Financial Software Firm jobs

Tax Associate for High Net Worth Individuals

Senior Tax Advisor for High Net Worth Individuals

Experienced Director of Finance and Development for Catholic Cathedral & Parishes

Senior Tax Accountant

Estimator - Glazing

Manager Tax Professional

Facilities Project Manager

Electrical Project Manager

Facilities Project Manager

Senior Finance Auditor

Commercial Lines Account Manager

VP Account Growth

Senior Accountant

Senior Accountant

Senior Accountant

Project Manager - Civil/Earthworks

Financial Planning Associate/Paraplanner (Financial Administration)

Business Manager, Electrical Services Division

Senior Construction Project Manager - New Jersey Area

Mgr Financial Planning (BHS)

I want to receive the latest job alert for Major Financial Software Firm

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected