Top 171 Tax associate Jobs in Oldsmar, Fl

Financial Planning Associate (CFP Required)
Menke Financial —Saint Petersburg, FL
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
5d
Manager or Senior Manager - Renewable Energy Credits (AMCS)
KPMG —Tampa, FL
- $105,640 - $223,100 a year
- Full-time
- CPA
- Master's degree
- Bachelor's degree
- Disability insurance
- Health insurance
Financial Advisor
Edward Jones —Land O' Lakes, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Tax Senior Associate, Asset Management
KPMG —Tampa, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Tax Manager
Everforth, Cybercoders —Tampa, FL
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- CPA
- Free parking
- Profit sharing
Quick Apply
Tax Associate
H&R Block —Odessa, FL
- Weekends as needed
- Office
- Finance
- High school diploma or GED
6d
Tax Associate, Business Incentives Group - Summer 2027 (Tampa)
BDO —Tampa, FL
- $71,000 - $120,000 a year
- Full-time
- Computer Science
- Customer service
- Research
- Employee stock ownership plan
- Retirement plan
1d
Senior Tax Associate
Rivero, Gordimer & Company —Tampa, FL
- $84,000 - $100,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Free parking
- Profit sharing
Quick Apply
Associate Senior Counsel - Florida Hospital Counsel
Johns Hopkins All Children's Hospital —Saint Petersburg, FL
- Full-time
- 5 years
- Children
- Senior level
Relationship Associate - Custody
Franklin Templeton Investments —Saint Petersburg, FL
- $60,000 - $84,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Paid time off
Assistant Director of Finance and Accounting
Marriott International, Inc —Clearwater Beach, FL
- $72,000 - $91,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
10d
Tax Compliance Analyst
University of South Florida —Tampa, FL
- Full-time
- Microsoft Excel
- CPA
- Mid-level
- Health insurance
- Dental insurance
4d
Tax Reporting Analyst
MUFG —Tampa, FL
- $70,000 - $97,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Paid parental leave
- Paid holidays
6d
Tax Bookkeeping Specialist
Baker Tilly Advisory Group, LP —Tampa, FL
- $20.44 - $33.00 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
Assistant Controller
Naples Hotel Group - Oldsmar —Oldsmar, FL
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Disability insurance
- Dental insurance
Quick Apply
Tax Reporting, AVP
MUFG —Tampa, FL
- $91,000 - $114,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Senior Corporate Counsel, Real Estate
Jabil Circuit —Saint Petersburg, FL
- Full-time
- 6 years
- Analysis skills
- Travel
- Commuter assistance
- Health savings account
Junior Accountant
Xpress Distributors Inc. —Tampa, FL
- $55,000 - $62,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid time off
- Opportunities for advancement
Quick Apply
Financial Accounting Advisory Senior Associate
RSM —Tampa, FL
- $67,000 - $126,500 a year
- Full-time
- CPA
- Bachelor of Science
- Research
Risk Division Manager
City of Clearwater —Clearwater, FL
- $96,369 - $115,642 a year
- Full-time
- Customer service
- Research
- Office
- Paid holidays
- Health insurance

I want to receive the latest job alert for tax associate in oldsmar, fl

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

tax associate jobs near oldsmar, fl

Financial Planning Associate (CFP Required)

Menke Financial
Saint Petersburg, FL

Quick Apply

Job Details

Full-time
5 days ago

Benefits

License reimbursement
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Series 6
Microsoft Excel
Microsoft Outlook
CFP
Series 7
Bachelor's degree
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

COMPANY OVERVIEW

Menke Financial, an established affiliate of Northwestern Mutual, is a thriving, growing firm based out of the St. Petersburg Northwestern Mutual office. Menke Financial is governed by five core values: excellence, enthusiasm, innovation, commitment, and growth. Our core focus is to enhance client lives through financial clarity and peace of mind by providing tax strategic wealth management.

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years.

We are proud to be part of the great Northwestern Mutual company. Our focus is on doing right by our clients, employees, and community. Northwestern Mutual enjoys premiere national recognition including:

· Ranks 111 on the FORTUNE® 500 list

· One of the "World's Most Admired" life insurance companies (FORTUNE®, 2020)

· One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019)

POSITION OVERVIEW

Menke Financial is seeking a fast-paced, innovative team player to be an integral member of the Advisor’s team. The Financial Planning Associate will provide technical and client support to senior advisors by gathering client data, preparing financial plans, and assisting with client meeting preparation. This role involves a range of duties focused on helping clients achieve their financial objectives through comprehensive planning and relationship management.

The ideal candidate will have strong financial analysis capabilities, experience creating models and presentations, along with handling follow-up and outreach to clients. This role requires a high degree of organizational capability, strong communication skills and ability to work both independently and as part of a team. This is an exciting opportunity as the role and accompanying responsibilities have the potential to evolve as the Advisor’s practice grows.

JOB RESPONSIBILITIES

Case Preparation

· Responsible for ensuring that a complete and accurate plan is developed for every client aligned to the Wealth Management Advisor’s planning philosophy and best practices.

· Analyze client financial goals, current situation, and portfolio. Develop appropriate recommendations to meet client needs, risk profile, time horizon and preferences.

· Identify gaps and opportunities within a prospect’s financial plan and prepare insurance illustrations and investment proposals accordingly.

· Prepare Morningstar reports.

· Create Proposals and Investment Policy Statements for supported advisory programs.

· Gather information for advisor meetings with clients/prospects (ex. annual reports and marketing materials) and client reports.

· Prepare insurance proposals

·Consult advisor on the presentation of the plan, investment cases and successful client presentation.

Planning Support

· Gather and prepare all materials for client review meetings: updated plan, investment summary, consolidated investment reports, in-force illustrations, and CCVs.

· Assist advisor by providing information to answer client questions.

· As needed, provide education and guidance to advisor and staff to complete service requests.

IDEAL CHARACTERISTICS

Strong attention to detail, accuracy, and reliability
High degree of initiative, ownership, and follow-through
Excellent oral and written communication skills
Demonstrated organizational and time management skills with ability to set priorities and meet deadlines
Strong sense of professionalism and discretion required

REQUIRED QUALIFICATIONS

Bachelor’s Degree
CFP®

· Florida Life & Health License (2-15)

· 3+ years of financial planning experience

· FINRA Series 6

· FINRA Series 63

· Proficient in Microsoft Office applications – Outlook, Word, Excel

· Committed to professional development

PREFERRED QUALIFICATIONS

· Prior Financial Advisor support experience

· FINRA Series 7

·Experience with Morningstar, NetX360 and/or CRM client management software a plus

BENEFITS

Benefits include 401k, license/credential reimbursement, group health, vision, dental insurance, short term disability, and paid time off

ADDITIONAL DETAILS

www.Menkefinancial.nm.com
Employment Structure: Full-time Location: 700 Central Ave Suite #300, St Petersburg, FL 33701

As part of the Northwestern Mutual hiring process, verification of a candidate's background will be required, which includes Federal Bureau of Investigation fingerprint submission for review against nationwide fingerprint records.

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

tax associate jobs in oldsmar, fl

Financial Planning Associate (CFP Required)

Manager or Senior Manager - Renewable Energy Credits (AMCS)

Financial Advisor

Tax Senior Associate, Asset Management

Tax Manager

Tax Associate

Tax Associate, Business Incentives Group - Summer 2027 (Tampa)

Senior Tax Associate

Associate Senior Counsel - Florida Hospital Counsel

Relationship Associate - Custody

Assistant Director of Finance and Accounting

Tax Compliance Analyst

Tax Reporting Analyst

Tax Bookkeeping Specialist

Assistant Controller

Tax Reporting, AVP

Senior Corporate Counsel, Real Estate

Junior Accountant

Financial Accounting Advisory Senior Associate

Risk Division Manager

I want to receive the latest job alert for tax associate in oldsmar, fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected