Tax Planning Jobs in Rochester
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Search Results - Tax Planning Jobs in Rochester
Oculus GroupRochester
practice advising high-net-worth individuals, families, and business owners on estate planning, wealth preservation, and tax-efficient wealth transfer strategies.
The position involves estate, gift, and income tax planning, trust planning...
Private Commercial General ContractorRochester
and remewals
• Oversee information systems and software with controller, project administration and IT.
• Human resources with Controller.
• Cash, year end and tax planning
• Budgeting
• Controller, CA and office staff and Project administration job review...
JK Executive Strategies, LLCRochester
matters and proactive planning, this individual will have the opportunity to shape how the tax function operates and grows—enhancing processes, developing talent, introducing new capabilities and technology, and helping define the future client service...
Morgan-StanleyRochesterappcast.io
Morgan Stanley seeks an experienced trusts and estates professional to advise ultra high net worth clients on estate and tax planning. The role involves collaborating with financial advisors, attorneys, and accountants to implement sophisticated...
JobotRochesterappcast.io
Jobot, a full-service public accounting firm with offices on Long Island and in the city, seeks a Tax Senior Manager, Director, or Partner level technical expert to lead sophisticated tax planning for a diverse client base in Woodbury, NY...
Aon plcRochesterappcast.io
an experienced team in shaping Wealthspire’s approach to helping multi‑generational families understand the challenges and opportunities of managing their wealth through financial, estate and tax planning. This role partners with colleagues across...
JPMorganChaseRochesterappcast.io
Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work...
StraussGroup - Executive Search ConsultantsRochester
needs and future goals.
The Opportunity
As a privately owned firm, they focus solely on providing expert accounting solutions — from meticulous tax planning and preparation to insightful business consulting and financial reporting. The experienced team...
ElevateRochester
excellent planning, consulting, technical expertise, and small business support.
• Keep businesses and individuals compliant with local, state, and federal tax regulations.
• Provide innovative tax planning while reviewing business and individual income tax...
CurrentRochesterappcast.io
net-worth individuals across a variety of industries. Responsibilities include tax compliance, planning, advisory services, and oversight of client relationships and engagement teams.
We are looking for someone who can work directly with clients...
JobotRochesterappcast.io
Maintain strong internal controls, accounting policies, and financial governance procedures.
• Coordinate external audits, tax planning, and compliance activities.
Portfolio & Investor Management
• Monitor asset and portfolio performance against...
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