Talent.com
Tax Advisor
Tax AdvisorInsperity • Dayton, OH, United States
[error_messages.no_longer_accepting]
Tax Advisor

Tax Advisor

Insperity • Dayton, OH, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Description & Requirements

Tax Advisor

Prosperity Advisors LLC is impacting lives every day through integrated financial advice, investment management, insurance solutions, tax planning, and tax preparation. We help clients live with clarity and confidence. With a long-tenured, talented team, we strive for excellence through continuous improvement, innovation, and empowering our people to reach new heights. If you're proactive, motivated, and thrive in an evolving environment, you'll find the opportunity to make a lasting impact here.

We are seeking a talented Tax Advisor who'll be a key part of our collaborative financial advisory team, delivering high-quality tax expertise to both individual and business clients. Your work will integrate closely with our wealth managers, creating comprehensive strategies that align tax planning with clients' broader financial goals.

Benefits :

We value our employees' time and efforts. Our commitment to your success in our ensemble practice is enhanced by providing a competitive salary of $100,000 - $130,000 annually, plus a competitive performance-based bonus, and an extensive benefits package, including :

  • Group Health Insurance
  • Long-Term and Short-Term Disability Insurance
  • 401k with Employer Matching
  • Dental / Vision Insurance
  • Tuition Reimbursement
  • Parental Leave
  • PTO that includes PTO for Volunteer Work
  • Dependent Care for Flexible Spending Account
  • Flextime Policy

At Prosperity Advisors, you'll have the chance to make a measurable difference in thousands of households-and help shape financial well-being for generations. We value our team members and their families, and we believe in supporting a healthy, balanced, and financially confident life.

To succeed, you should have :

  • CPA designation with a Bachelor's degree in Accounting, Finance, or a related field
  • 3+ years' experience in tax planning, preparation, and compliance, including individual returns (high-net-worth client experience a plus)
  • Solid technical tax knowledge with proficiency in tax software (Intuit ProConnect preferred)
  • Excellent analytical, organizational, and communication skills with the ability to manage multiple priorities and deadlines
  • High attention to detail, accuracy, and professional ethics with a client-first mindset
  • Your responsibilities as a Tax Advisor will include :

  • Prepare personal, business, trust, and estate tax returns, projections, and estimates
  • Meet with clients to provide tax planning strategies, guidance, and support
  • Collaborate with wealth managers on the tax impact of financial and investment strategies
  • Address complex tax matters and ensure compliance with federal and state regulations
  • Monitor tax law changes, communicate updates, and maintain accurate client records
  • Ready to take the next step in your career journey?

    If you are prepared to embark on an exciting journey in the finance industry, join us in delivering unparalleled service and shaping the future of financial solutions!

    We are an equal-opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

    [job_alerts.create_a_job]

    Tax Advisor • Dayton, OH, United States

    [internal_linking.related_jobs]
    Partner Tax Preparation Advisor Manager

    Partner Tax Preparation Advisor Manager

    PwC • St Bernard, OH, United States
    [job_card.full_time]
    A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, dat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist

    Travel Occupational Therapist

    Trustaff Allied • Troy, OH, US
    [job_card.full_time]
    Trustaff Allied is seeking a travel Occupational Therapist for a travel job in Troy, Ohio.Job Description & Requirements. As an Occupational Therapist, you'll help patients live their life t...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Block Advisor Tax Advisor

    Block Advisor Tax Advisor

    H&R Block • Dayton, OH, US
    [job_card.full_time]
    At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Kettering, Ohio
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr Accounting Consultant (Salaried)

    Sr Accounting Consultant (Salaried)

    Vaco by Highspring • Reading, OH, US
    [job_card.permanent] +1
    Finance Transformation and ERP Advisory practice.ERP implementations, process optimization, and acquisition integration.A core focus of this position is helping clients. Excel skills and tools such ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (Certified Hand Therapist)

    Travel Occupational Therapist (Certified Hand Therapist)

    Genie Healthcare • Troy, OH, US
    [job_card.full_time]
    Genie Healthcare is seeking a travel Occupational Therapist for a travel job in Troy, Ohio.Job Description & Requirements. Genie Healthcare is looking for a Occupational Therapy to work in Occup...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Licensed Hair Stylist - Troy Triangle Center

    Licensed Hair Stylist - Troy Triangle Center

    Great Clips • TROY, Ohio, United States
    [job_card.full_time] +1
    Join a locally owned Great Clips® salon, the world's largest salon brand, and be one of the GREATS! Whether you're new to the industry or have years behind the chair…great opportunities await!!.If ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $1,990 per week in Piqua, OH

    Travel Physical Therapist (PT) - $1,990 per week in Piqua, OH

    Core Medical Group • Piqua, OH, US
    [job_card.full_time]
    Client in OH seeking Physical Therapist : Outpatient / Clinic.We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract / travel role.Contract / travel...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (Certified Hand Therapist)

    Travel Occupational Therapist (Certified Hand Therapist)

    American Traveler • Troy, OH, US
    [job_card.full_time]
    American Traveler is seeking a travel Outpatient Occupational Therapist for a travel job in Troy, Ohio.Job Description & Requirements. American Traveler is seeking an Occupational Therapist for ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Occupational Therapist (Certified Hand Therapist)

    Travel Occupational Therapist (Certified Hand Therapist)

    Triage Staffing • Troy, OH, US
    [job_card.full_time]
    Triage Staffing is seeking a travel Occupational Therapist for a travel job in Troy, Ohio.Job Description & Requirements. Travel Rehab : Occupational Therapy Troy, OH.Location : &...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Occupational Therapist

    Travel Occupational Therapist

    ALOIS Healthcare • Troy, OH, US
    [job_card.full_time]
    ALOIS Healthcare is seeking a travel Occupational Therapist for a travel job in Troy, Ohio.Job Description & Requirements. Occupational therapists evaluate and treat people who have injuries, il...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Occupational Therapist (Certified Hand Therapist)

    Travel Occupational Therapist (Certified Hand Therapist)

    Arrow Healthcare Staffing • Troy, OH, US
    [job_card.full_time]
    Arrow Healthcare Staffing is seeking a travel Occupational Therapist for a travel job in Troy, Ohio.Job Description & Requirements. Arrow Healthcare Staffing Job ID #17525632.Pay package is base...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Occupational Therapist (Certified Hand Therapist)

    Travel Occupational Therapist (Certified Hand Therapist)

    Coast Medical Service • Troy, OH, US
    [job_card.full_time]
    Coast Medical Service is seeking a travel Occupational Therapist for a travel job in Troy, Ohio.Job Description & Requirements. Coast Medical Service is a nationwide travel nursing & allied ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Occupational Therapist (OT) - $2,286 per week in Troy, OH

    Travel Occupational Therapist (OT) - $2,286 per week in Troy, OH

    Atlas MedStaff • Troy, OH, US
    [job_card.full_time]
    Atlas Medstaff is currently seeking candidates in the Occupational Therapist (Occupational Therapist) profession for a 13 week contract in the Troy, Ohio area. Atlas Medstaff is a premier staffing f...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Tax Advisor (EA, CPA Required)

    Tax Advisor (EA, CPA Required)

    1-800 ACCOUNTANT • Dayton, OH, US
    [job_card.full_time]
    Are you dedicated to creating remarkable client experiences and guiding small business owners through the intricacies of financial management? Do you thrive on building meaningful connections, insp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist (Certified Hand Therapist)

    Travel Occupational Therapist (Certified Hand Therapist)

    Uniti Med • Troy, OH, US
    [job_card.full_time]
    Uniti Med is seeking a travel Occupational Therapist for a travel job in Troy, Ohio.Job Description & Requirements.Cigna medical, MetLife dental and vision insurance .License reimbursement...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Occupational Therapist

    Travel Occupational Therapist

    Malone Healthcare - Nursing • Troy, OH, US
    [job_card.full_time]
    Malone Healthcare - Nursing is seeking a travel Occupational Therapist for a travel job in Troy, Ohio.Job Description & Requirements. About Malone Healthcare - Nursing.With a commitment to ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager

    Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager

    EY • St Bernard, OH, United States
    [job_card.full_time]
    At EY, we’re all in to shape your future with confidence.We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]