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Senior Tax Planning & Review Leader; CPA/EA
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-06
Listing for:
Range
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Accounting & Finance
Job Description & How to Apply Below
Location: New York
A wealth management firm is seeking a Tax Planning Specialist to optimize tax strategies for clients. This role involves developing tax projections, conducting tax return reviews, and collaborating closely with Certified Financial Planners®. The ideal candidate will have a CPA or EA certification and at least 7 years in tax planning. Benefits include comprehensive health coverage and a competitive salary.
This is an in-office position based in New York City, McLean, VA, or Seattle.
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Position Requirements
10+ Years
work experience
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