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Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.
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Work with clients in the areas of financial position, risk management, retirement planning, tax management, wealth accumulation, and estate planning. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people, gain their financial independence, prepare for their future, and make an impact for their communities since 1851.
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CERTIFIED FINANCIAL PLANNER™ (CFP®) credential required. Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software.
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Certified Financial Planner (CFP) Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings.
$63,420 - $126,620 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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Solid understanding with respect to mergers, acquisitions, and restructuring specific to tax-exempt organizations. Advanced degree such as Masters of Tax, JD, and/or LLM. In Detroit, we have a large cross-functional health care practice with all functions, and a growing non-profit tax practice with 2 partners and directors and a broad client base of health care provider, health plan, private foundation, VEBA, and community based organizations, along with their related taxable and joint venture activities.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Participation with the Financial Planner during annual client meetings. Financial analysis and tax planning for each business unit that the client owns. Job Title- Tax Planner.
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As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
$63,420 - $126,620 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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If not CPA eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Are you a senior tax professional who wants to specialize in Financial Services and Insurance.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning. 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
$120,000 - $300,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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We have Tax-Exempt tax specialists in multi-state and international tax in addition to federal tax and utilize tax technology specific for non-profit clients to help us serve them.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago
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