Tax Planner; CPA/EA - FinTech Wealth Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-13
Listing for:
Range
Full Time
position Listed on 2026-02-13
Job specializations:
-
Finance & Banking
-
Accounting
Job Description & How to Apply Below
Location: New York
A leading wealth management firm is seeking a skilled Tax Planner to provide expert tax planning and compliance services. Candidates should have a CPA or EA designation and at least 2 years of experience in tax compliance. The role involves preparing individual tax returns, conducting tax research, and collaborating with Certified Financial Planners. Benefits include comprehensive health coverage, 401k plan, technology allowance, and top-market pay.
This position requires relocation to New York City or McLean offices.
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