Top 49 Senior tax strategy advisor Jobs in Columbus

Senior Financial Advisor - Experienced Professionals
First Command —Columbus, OH
- Full-time
- 5 years
- Military
- Financial services
- Flexible schedule
1d
Advisor, Financial Planning and Analysis - Navista
Cardinal Health —Dublin, OH
- $80,900 - $115,500 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- Health savings account
Tax Senior Manager - Healthcare & Professional Services
HBK CPAs & Consultants —Columbus, OH
- Full-time
- CPA
- 8 years
- Senior level
- Profit sharing
- Paid holidays
Quick Apply
Senior Wealth Strategy Consultant
Curvion Blue —Columbus, OH
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
AVP, North America Engineering
Hikma Pharmaceuticals PLC —Columbus, OH
- $182,000 - $331,250 a year
- Full-time
- Analysis skills
- Travel
- Mentoring
- Paid parental leave
- Paid holidays
5d
Market Risk Coverage Lead - Vice President
JPMorganChase —Columbus, OH
- $123,500 - $200,000 a year
- Full-time
- 7 years
- Office
- Master's degree
- Health insurance
- Tuition reimbursement
Tax Senior - Federal / Corporate Tax
Deloitte —Columbus, OH
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Research
Tax Senior - Private Wealth
Deloitte —Columbus, OH
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
Lead Financial Advisor - Columbus, OH
Antolino and Associates —Columbus, OH
- $100,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Customer service
- 5 years
Quick Apply
Senior Wealth Planning Associate - Columbus, OH
Janney Montgomery Scott LLC —Columbus, OH
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Paid time off
Senior Business Development Manager - Restructuring, Finance and Tax
McDermott Will & Emery —London, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
Global Tax Director
FlightSafety International —Columbus, OH
- Microsoft Excel
- Microsoft Outlook
- CPA
Director of Human Resources
Capital University —Columbus, OH
- Full-time
- Hybrid work
- Office
- Master's degree
- University
- Free parking
- Disability insurance
Quick Apply
10d
Senior Tax Accountant
Embark Recruiting Solutions —Columbus, OH
- Full-time
- CPA
- Research
- Mid-level
Quick Apply
Trust & Estates, Closely Held Asset Management - VP
JPMorganChase —Columbus, OH
- Full-time
- Microsoft Excel
- CPA
- Research
- Health insurance
- Tuition reimbursement
NetSuite Senior Manager
Crowe —Columbus, OH
- $152,200 - $251,400 a year
- Full-time
- Inventory management
- Bachelor's degree
- Travel
Quick Apply
2d
CFOEV Finance Transformation Senior Manager
Accenture —Columbus, OH
- $122,700 - $338,300 a year
- Full-time
- Oracle
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Privacy Senior Consultant
Crowe —Columbus, OH
- $77,600 - $153,800 a year
- Full-time
- Bachelor's degree
- Continuous improvement
- Travel
Quick Apply
1d
Lead Financial Advisor
rebel Financial —Groveport, OH
- $85,000 - $200,000 a year
- Full-time
- Finance
- Business development
- Analysis skills
- Profit sharing
- Loan repayment program
Quick Apply
Director of Finance & Accounting
La Senza —Columbus, OH
- $140,000 - $150,000 a year
- CPA
- Finance
- Bachelor's degree
- Commuter assistance
- Health savings account
Quick Apply

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senior tax strategy advisor jobs near columbus

Senior Financial Advisor - Experienced Professionals

First Command -
Columbus, OH

Apply Now

Job Details

Full-time
1 day ago

Benefits

Flexible schedule

Qualifications

Insurance needs analysis
Estate planning needs analysis
Economic trends
Establishing local partnerships in a community engagement role
Customer relationship building
Referral-based lead generation
5 years
Military
Identifying new business opportunities
Sales referrals
Coaching
Estate planning advisory services
Income tax planning
Portfolio management advisory services
Investment client management
Customer engagement
Financial product expertise
Financial goal setting advisory services
Achieving business development revenue targets
Client retention strategy
Business development within finance
Insurance planning
Client acquisition
Financial services
Client growth strategy
Client referrals
Senior level
Estate planning
Retirement planning advisory services
Consultative selling

Full Job Description

Join the mission. Coach those who serve.

At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

What You'll Do

As an experienced Financial Advisor at First Command, you'll go beyond the basics-providing comprehensive financial guidance that evolves with our clients' lives. You'll:

Serve as a Trusted Advisor
Identify and adapt to each client's evolving financial goals across all stages of wealth-accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes.
Deliver Advanced, Personalized Planning
Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Provide a High-Touch Client Experience
Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions.
Engage the Military Community
Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.

Drive Results and Grow Your Business
Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks-especially within the military community-while identifying new opportunities and deepening existing client engagement.

What Sets You Apart

A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships.
Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy.
Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement.
The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives.
Military experience or affiliation is strongly preferred.

Apply Now

Refine Your Search

senior tax strategy advisor jobs in columbus

Senior Financial Advisor - Experienced Professionals

Advisor, Financial Planning and Analysis - Navista

Tax Senior Manager - Healthcare & Professional Services

Senior Wealth Strategy Consultant

AVP, North America Engineering

Market Risk Coverage Lead - Vice President

Tax Senior - Federal / Corporate Tax

Tax Senior - Private Wealth

Lead Financial Advisor - Columbus, OH

Senior Wealth Planning Associate - Columbus, OH

Senior Business Development Manager - Restructuring, Finance and Tax

Global Tax Director

Director of Human Resources

Senior Tax Accountant

Trust & Estates, Closely Held Asset Management - VP

NetSuite Senior Manager

CFOEV Finance Transformation Senior Manager

Privacy Senior Consultant

Lead Financial Advisor

Director of Finance & Accounting

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