Top 27484 Senior solutions advisor Jobs

Senior Tax Accountant
Caliber Wealth Management —Overland Park, KS
- From $140,000 a year
- 8 hour shift
- Background check
- CPA
- 5 years
- Health savings account
- Paid holidays
Quick Apply
Finance and Grant Controller
Artists ReEnvisioning Tomorrow Inc —Peoria, IL
- $75,000 - $85,000 a year
- Full-time
- 7 years
- CPA
- Office
- Health insurance
- Dental insurance
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Senior Compliance Officer
Concorde Investment Services —Boca Raton, FL
- $105,000 - $120,000 a year
- Full-time
- Management
- Office
- Continuous improvement
- Health savings account
- Health insurance
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Service Tech
Gooseneck Implement Company —Bowman, ND
- $28 - $52 an hour
- Full-time
- Background check
- Dealership
- No high school diploma
- Health savings account
- Disability insurance
Quick Apply
Controller
Basketville Inc. —Putney, VT
- $125,000 - $140,000 a year
- Email
- Background check
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Spanish and English Bilingual-Senior Home Lending Advisor-Westminster, CO
JPMorganChase —Westminster, CO
- $15.16 an hour
- Online Application
- Spanish
- Computer literacy
- English
- Health insurance
- Tuition reimbursement
Senior Diesel Technician
Wiers —Fort Wayne, IN
- $28 - $32 an hour
- Full-time
- ASE Certification
- 5 years
- CDL
- Paid holidays
- Disability insurance
Quick Apply
Commercial Lines Account Manager - Hybrid - Fresno, CA
Insurance Relief —Fresno, CA
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- Mid-level
- Commercial
- Paid holidays
- Health insurance
Quick Apply
Pre-Sales Solutions Manager
WEI —Salem, NH
- $175,000 - $225,000 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Up to 50% travel
- 401(k)
Quick Apply
Senior Home Lending Advisor- Colorado Springs, CO
JPMorganChase —Colorado Springs, CO
- $15.16 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Home Lending Advisor- Lakewood, CO
JPMorganChase —Lakewood, CO
- $15.16 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Home Lending Advisor-Saint George, UT
JPMorganChase —Saint George, UT
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Home Lending Advisor- Denver CO
JPMorganChase —Denver, CO
- $19.29 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Product Manager – Annuity and Life Insurance
Annexus Group —Scottsdale, AZ
- Full-time
- Mid-level
- Office
- Finance
- Paid parental leave
- Health savings account
Quick Apply
Senior Project Manager-HVAC
HT Lyons, Inc —Halfmoon, NY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Construction site
- Plumbing
- HVAC
- Opportunities for advancement
Quick Apply
Financial Advisor
Resilient Wealth Planning —Brookfield, WI
- $60,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- 3 years
Quick Apply
Sr. Client Solutions Manager (Sales and Business Development)
Resource Environmental Solutions LLC —Fayetteville, AR
- Remote
- 6 years
- Bachelor of Science
- Presentation skills
Tax Senior Manager
UHY LLP —Greenwood, SC
- Full-time
- CPA
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
7d
Territory Manager – HVAC Wholesale Distribution
Johnstone Supply —Puget Sound, WA
- From $100,000 a year
- Full-time
- Construction site
- 5 years
- Residential
- Paid parental leave
- Health insurance
Quick Apply
3d
Director, Advanced Nuclear
New York State Energy Research —Albany, NY
- $156,757 - $197,170 a year
- Full-time
- 5 years
- Data analysis skills
- Master's degree

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Senior Tax Accountant

Caliber Wealth Management
Overland Park, KS

Quick Apply

Job Details

Full-time
From $140,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Work from home
Parental leave
Vision insurance
401(k) matching
Life insurance
Paid sick time

Qualifications

Full Job Description

Senior Tax Accountant (CPA)

CPA Wanted: Great Culture, Real Work-Life Balance & Ownership Potential: You’ve mastered the numbers game. Now it’s time to join a firm that respects your time, your expertise, and your future. Caliber Wealth Management is seeking a Senior Accountant (CPA) to lead our newly in house tax solutions for clients. This is your opportunity to do high-impact work with a real path to ownership—while working with a genuinely kind and skillful team of people.

Caliber Culture:

Caliber’s culture blends genuine care, teamwork, and meaningful connections between teammates into a vibrant and supportive work environment. We celebrate resilience and collaboration, both personal and professional milestones, and support each other during challenging times. These acts embody our spirit of synergy and camaraderie. Together, we cultivate a powerful work environment that prioritizes personal well-being, career vision, and balance between work and life, allowing our team to be well, live well, and best serve our family of clients.

Job Title: Full-Time Senior Accountant (CPA)

Reports to: COO

Compensation:

Base Salary: $140,000
Performance Bonus: $10,000 for completing 200+ tax returns within 1st year and achieving client experience survey-score average over 9.0 out of 10.0.
Equity Options (Optional): Will offer a clear pathway to profits interest ownership in hiring process.
Signing Bonus: $5,000

Benefits Package:

Paid Time Off: 20 days
Paid Holidays: 10 days
Sick Time: 5 days
$300/month insurance credit (applies only to employees enrolled in Caliber’s group health plan)
401(k) match: 100% match of first 4% of EE contributions (after first 90 days)

Flexible Work Arrangements:

Includes 1 day/wk remote work (after first 90 days)
Ongoing flexibility for work/family balance
Early close on Fridays (3:30)

Overview

The Full-Time Senior Accountant (CPA). will lead the transition of Caliber Wealth Management’s tax preparation services from 3rd parties to in-house. This role is a key part of expanding our service offerings to enhance client experience and build Caliber’s CPA practice. In addition to completing tax returns, the Senior Accountant (CPA) will collaborate with leadership to integrate tax services into marketing, billing, compliance, tech, and operational workflows. The CPA will also provide expert tax advisory services to high-net-worth clients, ensuring compliance, accuracy, and value-driven outcomes.

Key Responsibilities

1. Tax Preparation and Advisory

Complete approximately 250-350 individual tax returns annually for clients with over $500K in AUM.
Ensure accuracy, compliance, and timely filing of all tax-related documents.
Stay updated on tax regulations and provide strategic tax planning advice to clients.

2. Building Caliber's CPA Practice

This is a newly created role designed to expand Caliber's in-house financial services.
Previously, tax returns were outsourced; this position brings tax preparation in-house to enhance client experience and integration.
Collaborate with the COO to build and integrate Caliber’s Senior Accountant (CPA) practice into operational workflows.
Identify opportunities to streamline tax-related services and align them with Caliber’s broader service offerings.
Develop processes and infrastructure for the Senior Accountant (CPA) practice to support long-term scalability and client satisfaction.

3. Client Engagement and Advisory

Act as a trusted advisor to high-value clients, offering proactive tax planning and financial advice.
Build strong relationships with clients and work collaboratively with the advisory team to align tax strategies with broader financial goals.

4. Collaboration with Leadership

Work closely with the COO to align tax services with operational and strategic objectives.
Support cross-functional collaboration to integrate tax services into Caliber’s client-centric business model.

5. Team Development and Culture

Foster a performance-driven, family-first, and empowering workplace culture.
Mentor and support other team members in understanding and integrating tax-related concepts into their roles.
Provide occasional internal tax advice for staff

Qualifications

CPA certification with extensive experience in tax preparation and planning.
Expertise in working with high-net-worth individuals and families, particularly those with complex financial situations.
Strong understanding of tax regulations and compliance standards.
Exceptional communication and interpersonal skills with a focus on client satisfaction.
Proven ability to develop and implement efficient workflows for tax preparation services.
Strategic thinker with a track record of innovation and results.

Regular Meetings

Weekly Stand-Up with Company
Weekly 1:1 COO Meeting
Monthly Advisor Team Meetings
Quarterly Company-wide Meeting
4-6 client events annually

Why Join Caliber?

At Caliber, we don’t just manage wealth—we create peace and confidence. Join a team that values purpose, growth, and meaningful impact. Be part of a dynamic environment where your expertise can redefine client experiences and elevate financial services.

Job Type: Full-time

Pay: From $140,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid sick time
Paid time off
Parental leave
Vision insurance
Work from home

Schedule:

8 hour shift
Day shift
Monday to Friday

Ability to Commute:

Overland Park, KS 66211 (Required)

Ability to Relocate:

Overland Park, KS 66211: Relocate before starting work (Required)

Work Location: In person

Quick Apply

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