Tax Planning Jobs in Tampa
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Search Results - Tax Planning Jobs in Tampa
Rockefeller Capital ManagementTampaappcast.io
Rockefeller Capital Management seeks a Senior Wealth Strategist to develop, consult on, and implement tax, estate, and financial plans for the firm’s most sophisticated clients. You will collaborate with Private Advisors to deepen relationships...
Purvis, Gray and Company, LLPTampaexponentats.com
preserving a cohesive, collaborative culture across the firm.
What You'll Do
• Lead multiple tax engagements from planning to delivery
• Provide consulting and compliance services to privately held businesses and individuals
• Supervise and mentor staff...
Questmont Virtual Family OfficeTampa
Strategist to identify, evaluate, and help implement sophisticated tax-planning opportunities for high- and ultra-high-net-worth clients.
This is a strategic planning role—not a tax-return preparation or compliance position. The Advanced Tax Strategist...
Caliber Recruiting GroupTampaninjagig.com
accounting experience, (CPA, advisory, finance, wealth planning accounting firm)-preferable of 5-7 years for a more senior tax role.
• CPA preferred and or CPA in progress and ability to sit for CPA relatively soon
• Enrolled Agent also acceptable with 4-6...
JobotTampa
high net worth, corporations, tax returns, individual, tax review, and tax planning. As a Senior Tax Manager, you will play a pivotal role in our Accounting and Finance department, providing strategic tax planning and compliance expertise.
You...
Tampahrblock.com
finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI...
Pathway Talent PartnersTampa
individuals, families, business owners, and their advisors to identify opportunities that improve tax efficiency and support long-term financial and wealth-planning objectives.
• Review complex tax and financial situations involving individuals, trusts...
Purvis, Gray and Company, LLPTampaexponentats.com
the guidance of engagement leaders
• Assist with tax projections, estimates, and other client-related tax planning activities
• Use current tax and accounting software to complete assigned work accurately and efficiently
• Research tax-related questions...
Pennington Partners & Co.Tampa
tailored wealth plans that integrate investment management, income tax planning, and estate planning strategies.
• Coordinate with outside CPAs, family accountants, and internal teams — including investments, operations, estate planning, and compliance...
Tampahrblock.com
completion of the H&R Block Tax Knowledge Assessment¹
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax...
Purvis, Gray and Company, LLPTampaexponentats.com
the guidance of engagement leaders
• Assist with tax projections, estimates, and other client-related tax planning activities
• Use current tax and accounting software to complete assigned work accurately and efficiently
• Research tax-related questions...
JobotTampa
providing high-level tax planning and consulting services to our clients, and expanding our firm's tax practice. This role requires a minimum of 5+ years of experience in the field.
Why join us?
• Partner - bring your book over, this firm will compensate...
Purvis, Gray and Company, LLPTampaexponentats.com
the guidance of engagement leaders
• Assist with tax projections, estimates, and other client-related tax planning activities
• Use current tax and accounting software to complete assigned work accurately and efficiently
• Research tax-related questions...
Aprio Talent AdvisoryTampa
an Advanced Tax Strategist to serve high- and ultra-high-net-worth families and business owners. This strategic planning role goes beyond compliance—you'll analyze complex individual, corporate, partnership, and trust returns to build proactive, multi-year tax...
Purvis, Gray and Company, LLPTampaexponentats.com
the guidance of engagement leaders
• Assist with tax projections, estimates, and other client-related tax planning activities
• Use current tax and accounting software to complete assigned work accurately and efficiently
• Research tax-related questions...
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