To support high-net-worth clients, the full-time remote CPA Tax Planner will develop and implement customized tax strategies, serve as a primary tax advisor, and integrate tax considerations into holistic financial planning. Key Responsibilities Develop and implement proactive, customized tax strategies for clients, including investment and asset location strategies Serve as a primary tax advisor, leading client meetings to explain tax strategies and collaborating with Wealth Advisors Prepare and review federal and state tax returns, ensuring compliance and accuracy while overseeing tax filing timelines Required Qualifications Active CPA license in good standing 5+ years of progressive tax experience in public accounting, wealth management, or family office Demonstrated expertise in individual, business, and trust taxation Strong experience with tax planning beyond basic compliance High ethical standards and commitment to fiduciary principles
CPA Tax Planner • Columbia, Missouri, United States
Winter/Spring Tax Intern positions are available during the January - April timeframe in calendar year 2028.These in-person positions are available in Columbia and/or Jefferson City offices.Please ... Show more
Location: Jefferson City MO (On-site).Note: Only W2 Looking for Locals.Need Business Analyst Experience.Need Medicaid/HealthCare Experience. Show more
Planned Parenthood Great Plains has provided access to sexual and reproductive health care since 1935.The high-quality, expert, and compassionate care we provide is shown through our empathetic and... Show more
Being good neighbors helping people, investing in our communities, and making the world a better place is who we are at State Farm.It is at the core of how we operate and the reason for our succe... Show more
We are looking for a Business Analyst with hands-on experience in Medicaid programs to support requirements gathering, analysis, and documentation.The Business Analyst (BA) will collaborate with va... Show more
Your Role as the Certified Medication Aide (CMA).At Americare Senior Living, we are seeking a compassionate and detail-oriented.Certified Medication Aide (CMA).In this role, you'll play a vital par... Show more
Advisory | Accounting | Audit | Tax | Payroll.Columbia, Missouri, United States CONSULTANT Or refer someone Job Openings Advisory | Accounting | Audit | Tax | Payroll.About the Job Advisory | Accou... Show more
Lead Functional Design And Business Analysis For Hcbs Case Management Implementation.Visionary Integration Professionals (VIP) provides industry-leading management consulting, system integration, a... Show more
The Tax Senior is responsible for preparing and reviewing tax returns of varying complexity.The successful candidate in this position will identify and recommend tax strategies that better position... Show more
Caregiver Personal Care Aide PCA.Make a Difference Where It Matters MostAt Home.Daily Pay Available | Urgently Hiring.As a Caregiver, you will play a vital role in improving quality of life and bri... Show more
Are you early in your actuarial career and excited to turn data into meaningful business insights? MEM Insurance is seeking an Actuarial Analyst to join our growing Finance team.In this role, you w... Show more
Position: Senior Business Analyst.Location: Jefferson City, MO (Onsite).Client: Wipro/State of Missouri.Job Description: We are seeking a Senior Business Analyst with deep Medicaid domain expertise... Show more
Contracting CDL-A Truck Drivers.Why Drive for Riverside Transport?.At Riverside Transport, drivers aren't just numbers on a board - they're part of the family.We focus on consistency, communication... Show more
The Physical Therapy Assistant administers therapeutic techniques and interventions designed to improve, maintain, or restore function for children and adults affected by age, injury, disease, or c... Show more
This position is an entry level role in the corporate accounting function of a growing, employee-owned (ESOP) construction company.The Corporate Staff Accountant will work closely with the Corporat... Show more
Lucid Software is at the forefront of visual collaboration and work acceleration, empowering teams to shape the future by transforming ideas into reality.Our innovative products, exceptional workpl... Show more
We're currently seeking motivated individuals to participate in online surveys and paid gaming opportunities for well-known national brands.If you're looking for a flexible way to earn extra cash f... Show more
We are looking for a Business Analyst with hands-on experience in Medicaid programs to support requirements gathering, analysis, and documentation.The Business Analyst (BA) will collaborate with va... Show more
Location: Jefferson City MO (Onsite) Duration: Long Term Client: State of MO Department: Medicaid.Must need Medicaid with state experience.Looking for min 12+ years exp as a Senior Business Analyst. Show more
The Asset Management Analyst position is designed to execute enhanced asset management processes that pertain to our fleet management and revenue monitoring activities.Primarily, this individual wi... Show more
){kind=logo}
