Tax Advisor

Tax Advisor Finance Jobs

52 jobs found

Investment Banking - Investment Grade Finance - Analyst

JPMorganChase New York, NY

1mo ago

$110k - $135k/yr Full time Analyst Banking Bond Issuance

Analyst Banking Bond Issuance

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Job Description

Role Overview

Join the Investment Grade Finance (IGF) group as an Analyst and operate as an embedded member of a collaborative team with a flat structure that enables direct client interaction alongside Managing Directors, Executive Directors, and Vice Presidents. The IGF team is charged with originating, structuring, and executing syndicated bank facilities, bond issuances, and liability-management transactions. J.P. Morgan is a leader in Investment Grade Finance, delivering strategic guidance and execution across industries and regions.

Key Responsibilities

Monitor global rate and credit market movements and assess their impact on clients’ debt portfolios and funding strategies.
Analyze market data, investment-grade deal flow, and thematic events to provide insights to internal teams and external clients.
Prepare client pitches addressing capital needs and financing options.
Participate in the structuring and marketing of bond and loan issuances, as well as loan amendments and liability-management activities.
Coordinate with investment banking coverage and interest-rate/FX risk management to deliver comprehensive corporate-finance and capital-structure solutions.
Develop industry-specific knowledge of the client base and stay aware of key decision makers (e.g., CFOs, Treasurers, Capital Markets Directors).
Maintain direct dialogue with client coverage officers, debt and equity partners, and banking syndicate teams.

Required Qualifications

Minimum of 1 year experience in investment banking or equivalent, including experience at a Big 4 firm (e.g., Ernst & Young, PwC) in Transaction/Tax Advisory and Diligence; Financial Services Advisory; or Audit Services.
Strong accounting, finance, quantitative, and business-writing skills.
Familiarity with the banking regulatory landscape and current industry trends.
Bachelor’s degree in Accounting, Economics, Finance, or a related field.
Exceptional communication abilities to interact effectively with senior professionals, clients, and stakeholders across lines of business.
Ability to thrive in a high-pressure environment with excellent organizational skills and the capacity to multi-task across multiple deliverables.

Preferred Qualifications

Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), or Chartered Accountant (CA) designations are advantageous.

Location

383 Madison Ave, New York, NY 10179

Compensation and Benefits

A competitive total rewards package is offered, with base salary determined by the role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, in recognition of individual performance. A comprehensive benefits program is available based on eligibility, including health-care coverage, on-site health and wellness facilities, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process.

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Controller for Family Office and Investment Advisory 150k base 200k to 250k all in HYBRID

The Hire Mark Santa Monica, CA

1mo ago

$180k - $250k/yr Full time 150k 200k 250k

150k 200k 250k

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Job Description

Opportunity Overview

A distinguished boutique investment advisory and family office practice is seeking a seasoned Controller to manage the accounting and financial operations for multiple family entities and investment vehicles. The role partners with the Founder & CEO and serves in a leadership capacity for financial reporting, accounting operations, compliance, and strategic planning for a high-net-worth client base. The ideal candidate combines deep accounting expertise with strong communication skills and the ability to present financial information clearly while preserving the highest level of discretion.

Key Responsibilities

Oversee day-to-day accounting activities, including the general ledger, accounts payable/receivable, and bank reconciliations.
Maintain precise financial records across multiple family entities and investments.
Prepare consolidated financial reporting and monthly statements.
Monitor cash positions and manage intercompany transfers.
Forecast liquidity needs and support financial planning efforts.
Develop budgets, financial models, and forecasts.
Coordinate with external tax advisors to support tax compliance and planning.
Reconcile investment activity within portfolio accounting systems.
Produce client-ready financial reporting and performance analyses.
Ensure adherence to internal controls, regulatory requirements, and GAAP.
Assist leadership with operational and financial decision-making.

Required Qualifications

Bachelor’s degree in Accounting, Finance, or a related field.
7–10+ years of accounting or financial management experience.
3–5+ years of experience in family office, RIA, or an investment firm preferred.
Previous roles such as Senior Accountant, Accounting Manager, or Assistant Controller.
Experience with financial reporting and multi-entity accounting.
Familiarity with systems like Addepar, Sage Intacct, Charles Schwab, or Bill.com is preferred.
Strong communication skills and the ability to engage with high-net-worth clients.
Exceptional organization and attention to detail.
CPAs, CFAs, MBAs, or CFPs are a plus but not required.

Compensation & Benefits

Base salary: $130,000 – $160,000. Total compensation: $225,000 – $250,000. Hybrid work environment. Direct collaboration with firm leadership. A high-impact role within a growing investment advisory platform.

Compensation potential: Total compensation could reach $200,000 – $250,000, depending on experience and performance.

Location & Work Arrangement

Location options include Santa Monica, CA or Newport Beach, CA, with a hybrid work setup.

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Associate Advisor - Financial Services

TalentLink Solutions Rockford, IL

1mo ago

$55k - $75k/yr Full time Advisor Associate Client Relationship

Advisor Associate Client Relationship

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Job Description

About the Firm

TalentLink Solutions is a family-owned, successful, and growing financial planning practice based in Rockford, Illinois (ZIP 61108). We have a proud history of helping clients and their families achieve their goals through comprehensive planning and thoughtful, strategic guidance across every stage of life and across generations. Our approach goes beyond surface-level solutions; we take the time to understand the full story of each client and apply deep expertise across financial planning, retirement planning, tax and estate strategies, investment management, insurance analysis, and more. Integrity, support, and experience define who we are and how we serve our clients.

Position Overview

The Associate Advisor plays a pivotal support role within the advisory team, client base, and the broader firm. The position is designed to amplify the effectiveness of our client-facing advisors by owning essential planning, analysis, and coordination tasks while also aiding core business operations that keep the firm running smoothly. Acting as an extension of the advisory team, the Associate Advisor handles financial data gathering and analysis, inputs into planning software, research on complex planning scenarios, and the creation of polished client-facing materials. The role requires collaborating with internal teammates and external professionals to ensure client plans are implemented accurately and efficiently. The ideal candidate is highly organized, meticulous, and enjoys working with people. You are an active listener who anticipates needs, follows through on commitments, and takes pride in seeing plans executed and clients well cared for. Strong communication, efficiency, and a high standard for accuracy are essential, as the quality of this work directly impacts client outcomes.

Responsibilities

Client & Advisor Support
- Assist the advisory team by preparing accurate, professional documentation and presentation materials for prospect and client meetings
- Review and verify meeting notes prepared by the Advisor and designated notetaker; assign resulting action items to the appropriate team members through the firm’s contact management system
- Complete assigned action items in line with firm processes and procedures
Financial Planning & Analysis
- Coordinate the development of financial plans, including initial data entry, scenario analysis, and ongoing plan updates
- Collaborate with the advisory team to help clients set short-term and long-term financial goals—retirement planning, investment growth, education funding, estate planning, tax optimization, and risk mitigation
- Continuously monitor financial plans and client data, updating as needed to reflect changes in client circumstances or planning assumptions
Research & Case Support
- Perform research and analysis on investment products and planning strategies; evaluate potential solutions and present findings to the advisory team
- Assist in assessing clients’ current financial situations and needs related to insurance coverage, tax planning, retirement planning, estate planning, and risk management, providing analysis and recommendations for advisor review
- Investigate complex client scenarios, define appropriate resolution steps, and help set client expectations in a timely and professional manner
Coordination & Operations
- Maintain client data across multiple platforms to ensure accuracy, consistency, and continuity
- Collaborate effectively with third-party professionals and service providers—including custodians, insurance companies, attorneys, accountants, and other financial services organizations—to gather documentation, resolve discrepancies, and support client planning needs
- Take on additional support duties as needed, such as handling paperwork processing, scheduling, and other client service-related tasks

Qualifications

Required: Bachelor’s degree in finance, financial planning, or a related field

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Wealth Management Ayco | Analyst | Minneapolis, MN

Goldman Sachs Minneapolis, MN

1mo ago

$60k - $115k/yr Full time Analyst Ayco Brokerage

Analyst Ayco Brokerage

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Job Description

Goldman Sachs Wealth Management is dedicated to helping clients around the world achieve their most ambitious financial goals. Our advisor-led structure offers comprehensive financial planning, tailored investment management, full-service banking solutions, and strategic guidance for a diverse client base that includes ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. In addition, our consumer business delivers modern digital tools that support spending, borrowing, investing, and saving. Our ongoing growth is driven by a strong commitment to our people, clients, advanced technology, data-driven insights, and superior design.

Ayco, a Goldman Sachs partner, collaborates with Fortune 1000 companies to design and implement customized financial planning programs that promote the financial well-being of employees. Building on Ayco’s 50-year legacy and Goldman Sachs’ resources, we address evolving employee financial needs. We believe organizations serve stakeholders best when employees have clarity, understanding, and control over their finances. Ayco’s expert advisors and technical specialists guide clients through education and practical implementation across seven essential financial disciplines, including comprehensive employee benefit planning, to help individuals reach their personal financial goals.

How you will fulfill your potential

As a key member of our team, you will deliver exceptional financial guidance and support, directly contributing to clients’ financial success and peace of mind.

Strategic Client Engagement: Deliver personalized financial planning, investment guidance, and tax services through one-on-one consultations with individuals and/or corporate clients, including employees, executives, and high-net-worth individuals.
Insightful Financial Analysis & Reporting: Prepare advanced financial reports and analyses covering cash-flow optimization, income tax projections, investment allocation strategies, performance assessments, and estate planning flowcharts, translating complex data into actionable insights.
Cultivate Client Relationships: Engage in extensive phone and in-person interactions with clients and their external advisors, serving as a trusted resource to obtain essential information and provide expert financial advice.
Tax Expertise: Prepare accurate and timely income tax returns for clients, ensuring compliance and optimizing financial outcomes.
Project Leadership & Support: Actively contribute to and lead various financial planning projects and in-depth analyses, driving strategic initiatives forward.
Operational Excellence: Develop a thorough understanding of brokerage account operations, including opening, funding, and transaction processing, to ensure a seamless and superior client experience.
Service Model Immersion: Participate in client meetings to gain deep insights into our service delivery model and client deliverables, continuously enhancing your understanding of client needs and expectations.

What we are looking for

We seek highly motivated and detail-oriented professionals who are passionate about client success and possess a strong foundation in financial services.

Educational Foundation: Bachelor’s degree required.
Professional Certifications: FINRA SIE, Series 7, and Series 66 preferred; required within 4 months of hire.
Technical Proficiency: Demonstrated working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook, for efficient data management and communication.
Organizational Acumen: Except

Location: Minneapolis, MN

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Controller - Farmer Cooperative and Agricultural Supply Company

Northwest Wholesale, Inc. East Wenatchee, WA

1mo ago

$120k - $140k/yr Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

Position Overview

The Controller is a senior executive accountable for the company’s overall financial stewardship while also guiding Human Resources and Information Technology operations. This role ensures robust financial controls, accurate reporting, compliant HR practices, and dependable IT systems. Serving as the primary operational partner to the CEO, the Controller combines strategic insight with practical execution. Location: East Wenatchee, Washington (East Wenatchee, WA 98802).

Finance & Accounting

Direct all accounting and finance activities, including general ledger, accounts payable, accounts receivable, payroll, fixed assets, inventory costing, and cash management
Prepare timely monthly, quarterly, and annual financial statements in accordance with GAAP
Manage month-end and year-end close processes
Monitor cash flow, working capital, and liquidity
Lead budgeting, forecasting, and financial analysis
Maintain and enhance internal controls and financial policies to minimize errors, omissions, and fraud
Coordinate audits, tax filings, and collaboration with external advisors
Provide financial analysis and recommendations to the CEO and leadership team
Oversee inventory accounting across multiple locations (fertilizer, ag chemical, post-harvest chemical, and packaging supplies)
Ensure accurate cost, pricing, and margin analysis
Remain informed about financial markets and industry trends affecting the company’s finances
Manage organizational debt and participate in loan negotiations

Human Resources

Oversee HR operations including payroll coordination, benefits administration, hiring support, onboarding, and maintaining employee records
Ensure compliance with federal, state, and local employment laws and regulations
Support performance management, compensation planning, and policy development
Serve as a resource to managers on HR-related matters
Manage HR vendors, benefit providers, and insurance programs

Information Technology

Oversee the company’s IT systems, infrastructure, and cybersecurity practices
Manage relationships with IT vendors and managed service providers
Ensure reliability and security of ERP, accounting, HR, and operational systems
Support systems implementations, upgrades, and process automation
Align IT capabilities with business needs and growth plans

Leadership & Operations

Lead and develop finance, HR, and IT staff
Establish department goals, priorities, and performance standards
Document and enforce policies and procedures across the function
Prepare forecasts and cash flow projections
Track performance against budget and identify risks or opportunities
Manage sales tax, income tax support, and regulatory filings

Qualifications

Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred)
7+ years of progressive accounting experience; prior experience in agricultural supply, cooperative, distribution, or manufacturing is highly preferred
Experience managing multi-functional teams (finance, HR, IT)
Strong understanding of inventory accounting and cost of goods sold
Deep knowledge of GAAP, internal controls, and financial reporting
Working knowledge of HR compliance and IT systems management
Experience with ERP and systems implementations (e.g., Agvance, AgRetail, NetSuite, Microsoft Dynamics, Sage Intacct)
Excellent analytical, communication, and leadership skills
Manufacturing, distribution, or wholesale industry experience is a plus

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Sr. Financial Planner and Investment Advisor

First Financial Federal Credit Union of Maryland Lutherville, MD Hybrid

1mo ago

$85k - $168k/yr Full time Advisor Assets Under Management CFA

Advisor Assets Under Management CFA

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Job Description

Employer: First Financial Federal Credit Union of Maryland

Location: Hybrid remote in Lutherville, MD 21093; in-office presence required at the Lutherville Timonium Branch with the option for a hybrid schedule after a probationary period. This is a full-time, exempt role.

Role overview

This full-time, exempt position combines advanced financial planning with investment advisory duties across experience levels I–III. You will deliver customized guidance to individual clients, support asset growth, and contribute to the firm’s wealth management operations. The role reports through Financial Dimensions LLC and is based in Lutherville, with hybrid work flexibility after probation.

Department and reporting

Department: Financial Dimensions LLC
Reports To: Tax Practice Lead and Office Manager; CUSO Head of Investments/Chief Compliance Officer for IAR

Responsibilities

Deliver tailored, client-focused financial plans aligned with the firm’s guidelines
Mentor and guide other advisors in client meetings and plan preparation
Perform investment selection, trading, financial reporting, and related back-office tasks
Lead meetings, presentations, and introductory sessions to recruit new clients
Grow and retain assets under management (AUM)
Communicate effectively with clients and colleagues to provide comprehensive wealth management services
Contribute to the firm’s operations and strategic planning efforts
Assist with oversight of RIA compliance requirements
Act as a producing agent for insurance products offered by partner carriers
Collaborate with senior tax advisors on client strategy aspects of tax preparation services
Adhere to all regulatory and internal policies, including Bank Secrecy Act, Fair Lending, Information Security, SEC, IRS, and Maryland requirements

Experience

Minimum of four years advising individual clients on investments, retirement planning, and tax considerations, with a proven track record of client service and asset growth. Level I requires 4–8 years of experience; Levels II and III call for progressively greater experience and demonstrated client growth.

Education

Bachelor’s degree in accounting, finance, economics, or a quantitative field is required.

Licenses and certifications

Investment Advisor Representative (Series 65) registration or immediate availability to become registered is required
CPA, EA, CFP, CFA, or on track to complete within six months is highly desirable and may be required for entry or advancement to Levels II and III
Life and health insurance producer licensing in Maryland, Pennsylvania, or other states with reciprocity is desirable
Property and casualty insurance licensing is a plus
An equivalent combination of education and experience may substitute for the listed requirements

Duties and duties guidance

Provide customized financial planning aligned with client needs and firm guidelines
Guide and mentor peers in client meetings and financial plan preparation
Oversee investment selection, trading, reporting, and related back-office tasks
Conduct meetings and presentations to recruit new clients
Responsible for retaining and expanding assets under management
Maintain clear, proactive communication with clients and team members
Contribute to day-to-day operations and long-term strategic planning
Support RIA compliance requirements
Work as a producing agent for insurance products
Collaborate with senior tax professionals on tax strategy components of services
Uphold regulatory and organizational policies, including BSA, Fair Lending, Information Security, and applicable SEC/IRS/MD regulations

Compliance and regulatory awareness

Maintain awareness and adherence to all relevant regulations and internal policies, including Bank Secrecy Act, Fair Lending, Information Security, and those of the SEC, IRS, and the State of Maryland.

Compensation and schedule

Salary range: $84,600 – $167,500 per year. The role is primarily salary-based with potential for a team performance bonus.

Work schedule: Monday, Wednesday, Thursday, Friday 8:45 a.m. – 5:15 p.m.; Tuesday 8:15 a.m. – 5:15 p.m. (in-office during probation with hybrid options thereafter).

Equal Opportunity

First Financial of Maryland Federal Credit Union is an Equal Opportunity employer dedicated to building a diverse staff. All qualified applicants will be considered without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, marital status, protected veteran status, or any other legally protected status.

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Trader – Investment Team (Equities & Derivatives)

Larson Financial Group, LLC Indianapolis, IN

1mo ago

Full time Python Automation Best Execution

Python Automation Best Execution

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Job Description

Location

Indianapolis, IN 46256

About the Role

Larson Financial Holdings is seeking a Trader to join our Investment Team and take ownership of day-to-day execution across equities and derivatives. This role blends portfolio implementation, options overlays, and tactical trading inside a growing investment platform serving high-net-worth and ultra-high-net-worth families. You’ll translate investment strategy into live positions: managing equity trades, executing options strategies, and helping refine our firm’s trading processes. The ideal candidate combines institutional trading discipline with a collaborative, team-based mindset.

Key Responsibilities

Trading & Execution: Execute equity and derivative trades across client portfolios, ensuring precision, speed, and best execution.
Manage order flow, allocations, and liquidity across custodial platforms (primarily Schwab).
Implement and roll options overlays including covered calls, basis trades, and hedging positions.
Support rebalancing, cash management, and portfolio transitions for new and existing clients.
Portfolio Implementation & Coordination: Work with portfolio managers to translate investment decisions into account-level trades.
Manage tax-sensitive trading — including loss harvesting, holding period awareness, and short/long gain optimization.
Align equity and options positions with target exposures and firm-level investment views.
Process & Program Development: Help enhance trade workflows, automation, and reporting systems for greater scale and transparency.
Monitor margin, collateral, and exposure to ensure adherence to client risk guidelines.
Contribute to the build-out of data tools that connect portfolio performance, risk, and tax impact.
Collaboration & Oversight: Partner closely with the Investment Team, Operations, and Compliance to maintain accuracy and control.
Provide trading insight and feedback to inform future strategy and platform improvements.
Document and communicate trading activity clearly to both internal teams and leadership.

Requirements

3–5 years of equity and options trading experience within an RIA, asset manager, or hedge fund
Series 63 (Series 7 preferred)
Deep understanding of equity markets, derivatives, and risk management
High attention to detail under pressure; execution-first mindset
Strong communication skills and team orientation

Preferred Qualifications

Experience managing multi-account overlays or implementing firm-wide rebalances
Degree in Finance, Economics, or related field
Experience with Schwab systems (Advisor Center, OMS, or OMS API tools)
Python, C++, MatLab or Excel VBA for automation/reporting
Series 24 or prior supervisory experience

What We Offer

Direct impact on portfolio implementation and client outcomes.
Exposure to complex investment strategies across public and private markets.
Collaborative team environment focused on continuous improvement and innovation.
Competitive compensation with performance incentives and growth potential.