Active4d ago

Planning Data Specialist

Cloud Accountant Staffing·📍 Philippines

Employment

FULL TIME

Work mode

Remote

Experience

Not stated

Salary

Not disclosed

Salary not disclosed

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Role overview

Job description

Planning Data Specialist Locations: Philippines, Latin America and South Africa (100% Remote) Employment Type: Full-time Independent Contractor (exclusive commitment) Compensation: Competitive and commensurate with the candidate's market rate, experience, skills, and overall qualifications Imagine taking a stack of statements, spreadsheets, and client files and turning them into clean, accurate plans advisors can open in a client review and trust right away. That's this role. 01 ABOUT THE ROLE You'll support a U.S. wealth management firm that helps clients grow their net worth toward a work-optional retirement. The firm plans tax and wealth together, so investment, tax, and retirement decisions are made side by side instead of separately. The firm is moving its planning work onto eMoney, and you'll be the detail-minded specialist who makes that move work. You'll translate existing client

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About this listing

Source: Cloud Accountant Staffing's official careers site (via Ashby) · last confirmed on the source 3 Nov 2026
Posted 29 Oct 2026

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What they are looking for

Skills & requirements

accounting →

Department · 🌎 Global Remote Careers

Hiring company

Cloud Accountant Staffing

Technology

Onshore or offshore, one trusted partner. CAS fills your whole org chart with pre-vetted accounting talent - permanent US direct-hire placements and dedicated offshore team members.

Company profile →Open jobs →Company site ↗

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