- Part?time 10?20 hours a week
- REMOTE
- Seasonal through April
- Provide comprehensive financial planning and wealth advisory services to clients, focusing on the mortgage industry.
- Assist clients in strategizing and implementing tax planning, including Roth conversions, charitable donations, and real?estate tax considerations.
- Manage and advise on rental properties and business planning, ensuring the optimal financial outcome for clients.
- Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored advice.
- Stay up?to?date on industry trends, regulations, and market changes to provide the most accurate and beneficial advice to clients.
- Collaborate with other team members to ensure a high level of service is maintained and clients needs are met in a timely manner.
- Conduct regular reviews with clients to assess their financial situations and make necessary adjustments to their plans.
- Must hold an active Enrolled Agent (EA) certification.
- Minimum of 5 years of experience in financial planning, wealth planning, tax planning, or a related field.
- Proven experience in handling Roth conversions, charitable donations, rental properties, business planning, and real?estate tax.
- Strong understanding of the mortgage industry and its financial implications.
- Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
- Detail?oriented with strong analytical skills and the ability to make sound financial recommendations.
- Ability to work independently in a remote setting, demonstrating strong self?management and organizational skills.
- Up?to?date knowledge of financial regulations, market trends, and industry best practices.
- Proficient in financial planning software and other relevant technology.
- Bachelors degree in Finance, Business, or a related field is preferred.
-
We're a growing firm looking for a Tax Specialist who wants more ownership over their work than a traditional firm allows. · This is a tax-first role with accounting and client development responsibilities — you'll handle returns end-to-end, work directly with clients, help bring ...
United States $65,000 - $125,000 (USD) per year Full time2 days ago
-
The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, · economic wellbeing, and power to people devastated by conflict and disaster.The IRC delivers lasting impact by restoring safety, · dignity a ...
United States1 week ago
-
Bentley Systems is seeking a Payroll and Tax Specialist with a positive attitude who will partner with our Payroll Manager as well as other members of our Finance and HR teams to process US and Canadian payroll. · Assist manager and Ceridian Dayforce implementation team in creati ...
United States1 week ago
-
Tax Operations Specialist · Who is Gen II? · Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private ...
United States $52,000 - $92,000 (USD) per year2 days ago
-
We are looking for a Property Tax Specialist who will focus on taxes but is also able to navigate through multiple facets of the escrow sector of a fast-growing technology and operations-focused business. · <li_Execute and problem-solve in day-to-day operations for the servicing ...
United States1 month ago
-
The Payroll Tax Specialist is a dynamic position that will report to the VP HR Ops and will be primarily responsible for the coordination of all federal,state and local payroll tax issues both internally and working with our tax service provider. · Must have a best practice/conti ...
United States4 weeks ago
-
+This role involves helping achieve tax-related goals through efficient sales tax audits. · +Verify all tax exemptions received based on state rules. · Research and validate incoming tax exemption certificates. · ...
United States1 week ago
-
About Clergy Financial · We pride ourselves on being a tech-forward firm, · leveraging advanced software to automate routine tasks. · Clergy Financial Resources has been the national leader in specialized tax, · payroll, and HR solutions exclusively for clergy and religious organ ...
United States1 month ago
-
Our client is hiring Seasonal Tax Support Professionals to assist during peak and high-volume tax seasons. · Minimum of 1 year of U.S. tax preparation experience,Must hold relevant U.S. tax accreditation(s),Strong understanding of U.S. tax regulations and filing processes,, ...
United States1 week ago
-
+Job summary · Audit Reviewer for Business Taxes Specialist II at CA Department of Tax and Fee Administration. · +Reviewing complex audit reports. · Ensuring audit postings are accurate. · +Collaboration with various internal units. · ...
United States3 weeks ago
- Work in company Remote job
Lead Bookkeeper + Tax Preparer + Data Entry Specialist
Only for registered members
We are seeking a highly skilled and detail-oriented Lead Bookkeeper + Tax Preparer + Data Entry Specialist to join our team at TLH Financial LLC This role requires a strong background in bookkeeping proven U.S.-based tax preparation experience individual business and excellent cl ...
United States3 weeks ago
-
To assist and advise taxpayers in properly filing their state income tax returns, both individual and corporate. · ...
United States $57,873 - $66,196 (USD) Full time1 week ago
-
· Kemira is a global leader in sustainable chemistry for water intensive industries. For more than 100 years, our chemistry has advanced human progress and quality of life. We call it chemistry with a purpose, better every day. At Kemira, we foster a collaborative and inclusive ...
United States2 days ago
-
Responsible for timely and proper disbursement of vendor payments. · Maintains good vendor relations while protecting company assets. · ...
Pacific1 month ago
-
We are seeking a highly motivated and detail-oriented Payroll Specialist to join our team at Apex Companies. As a key member of our payroll department, you will be responsible for accurately processing payroll for employees across multiple divisions, ensuring compliance with all ...
United States $25 - $30 (USD) Full time2 days ago
-
Responsible for timely and proper disbursement of vendor payments. · ...
Pacific $22 - $24 (USD)2 weeks ago
-
Servir como asesor fiscal principal para clientes pequeños comerciales e individuales. Realizar sesiones de planificación, responder preguntas técnicas y guiar decisiones estratégicas fiscales. · ...
United States Part time1 month ago
-
The Purchasing Specialist ensures materials, equipment, services and supplies are ordered and delivered in an orderly, timely, cost effective manner to their allocated club regions. · High school diploma or GEDProficient in Microsoft Office SuiteAbility to consume a high volume o ...
United States $23.50 - $31.75 (USD) Full time3 days ago
-
Job summary · A large‑scale language model needs an accounting expert to help power its financial insight capabilities. · ResponsibilitiesConverse with the model on real-world accounting scenarios and theoretical financial questions. · ...
United States of America1 week ago
-
Our Benefits: · PTO · Sick Leave · Paid holidays · Group Medical, Dental, & Vision · Educational Assistance · 401(k) Plan · Life Insurance/Accidental Death and Dismemberment · Voluntary Long-Term and Short Term Disability · Medical and Child Care Spending Accounts · Job Descripti ...
United States $48,000 - $72,000 (USD) per year1 day ago
-
Join our dynamic team as a Payroll Specialist and become a vital contributor to our finance and human resources operations In this energetic role you will manage payroll processing with precision ensuring timely and accurate compensation for all employees Your expertise will supp ...
United States2 weeks ago
REMOTE Tax Specialist - United States - Jobot Consulting
Description
REMOTE Tax Specialist - Part-Time, Wealth Advisory, EA Required
Salary $40 - $55 per hour
About Us
We are seeking a part?time, remote Consulting Wealth Advisor with a focus in Tax. This role requires an individual who is an Enrolled Agent (EA) and possesses an in?depth understanding of financial planning, wealth planning, tax planning, Roth conversions, charitable donations, rental properties, business planning, and real estate tax. The ideal candidate will have a minimum of 5 years of experience in the field and will be passionate about helping our clients navigate their financial journeys. This is a remote position offering flexibility and the opportunity to work with a diverse range of clients.
Why Join Us?
Responsibilities
Qualifications
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state and local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobots policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
#J-18808-Ljbffr-
Tax Specialist
Full time Only for registered members United States
-
Tax Specialist
Only for registered members United States
-
Payroll and Tax Specialist
Only for registered members United States
-
Tax Operations Specialist
Only for registered members United States
-
Property Tax Specialist
Only for registered members United States
-
Payroll Tax Specialist
Only for registered members United States
-
Sales Tax Specialist
Only for registered members United States
-
Seasonal Tax and Client Support Specialist
Only for registered members United States
-
US Tax Preparation Support Specialist
Only for registered members United States
-
business taxes specialist ii, board of equalization
Only for registered members United States
-
Lead Bookkeeper + Tax Preparer + Data Entry Specialist
Only for registered members United States
-
taxpayer service specialist
Full time Only for registered members United States
-
Analyst, Tax, F&A, NA
Only for registered members United States
-
Accounts Payable Clerk
Only for registered members Pacific
-
Prevailing Wage and Certified Payroll Specialist
Full time Only for registered members United States
-
Accounts Payable Clerk
Only for registered members Pacific
-
Tax Advisor and Planner
Part time Only for registered members United States
-
Purchasing Specialist
Full time Only for registered members United States
-
Accounting Specialist
Only for registered members United States of America
-
AP Specialist II
Only for registered members United States
-
Payroll Specialist
Only for registered members United States