- Edward Jones (Phoenix, AZ)
- …our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd parties, plan ... ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources...Systems and Tools + Estate & Financial Planning + Wealth Management & Tax Optimization… more
- Plante Moran (Grand Rapids, MI)
- …or equivalent experience + CPA or JD preferred + Moderate understanding of fiduciary and estate tax planning and compliance + Experience with high net worth ... planning documents + Prepare and manage client gift tax returns + Coordinate estate planning illustrations and deliverables documenting a client's … more
- Morgan Stanley (New York, NY)
- …* Cash flow modeling and liquidity management * Estate , gift, and generation skipping tax planning * Income tax planning * Retirement and educational ... The candidate will serve as a thought leader in the areas of tax , trust & estate planning broadly, and in order to promote business development efforts… more
- Robert Half Legal (Palo Alto, CA)
- …of responsibilities, including estate planning , elder law, special needs, and estate tax planning . This role also involves probate, estate ... needs planning , guiding clients through complex legal processes. * Manage estate tax planning activities, developing strategies to minimize tax … more
- American Heart Association (Boca Raton, FL)
- …make the best use of time and efforts + Provides consultation and information regarding estate and tax planning , estate administration and charitable ... planning , solid understanding of intestacy laws, federal estate tax , federal income tax ...income tax and state inheritance taxes, and estate planning strategies + Successful proven record… more
- Robert Half Finance & Accounting (Farmington Hills, MI)
- … Location: Novi Area Overview: The Vice President of Tax leads all tax , estate planning , and insurance activities for the company, creating strategies ... Develop tax strategies that align with ownership's estate planning goals. Compliance and Analysis +...years' experience in Tax , Accounting, and strategic planning . + Expertise in estate planning… more
- KPMG (Seattle, WA)
- …Responsibilities: + Advise clients on a full spectrum of corporate, partnership, and real estate tax services including planning , research, and other mergers ... clients with current issues which may include bankruptcy emergence planning , out of court workouts, debt restructurings, tax...of a broad range of corporate, partnership, and real estate tax matters in various industries +… more
- Robert Half Legal (Minneapolis, MN)
- …or audit processes. * Draft basic wills and revocable trusts. * Prepare complex estate planning tax projections. * Maintain accurate records of all ... and executing Wills * Minimum of 3 years of experience in similar employment, ie estate planning , trusts or tax work * Able to manage and organize large… more
- Robert Half Legal (Walnut Creek, CA)
- …skills (written and verbal) - Demonstrated knowledge of Trust Account - Command of estate planning - Tax law experience - Conservatorships experience - ... Adeptness in Revocable Trusts - Probate Law experience - Estate planning experience - Excellent attention to detail - Must possess analytical, legal research and… more
- Robert Half Legal (Vallejo, CA)
- …knowledge of Probate Litigation - Tax law experience preferred - Estate planning experience desired - General familiarity with Draft Legal Documents ... and organizational skills - Foundational knowledge in deeds - Probate & Estate Administration experience - Adeptness in Probate - Legal research experience -… more
- Robert Half Finance & Accounting (Reno, NV)
- …as well as external advisors, to ensure comprehensive tax compliance and estate tax planning . Qualifications: * Bachelor's degree in accounting. * ... tax filings. In the long term, the candidate will assist with tax planning and process implementation related to complex liquidity events in the future. This… more
- Huntington National Bank (Columbus, OH)
- …planning , with knowledge in basic concepts regarding estate and gift tax , estate planning , and trust administration Preferred Qualifications: + ... planning software packages + Ability to research specific tax and planning issues for client projects and external presentations + Building relationships… more
- Zions Bancorporation (Dallas, TX)
- …+ Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and ... planning software and tools. + In-depth knowledge of investment products, tax laws, and estate planning strategies. Benefits: + Medical, Dental and Vision… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …external resources to meet client objectives in areas such as Investment Management, Estate Planning , Tax Strategy, Risk Mitigation, and General Financial ... implications of their financial situation. Conducts research on investments, tax strategies, estate planning , and relevant regulations. . Provides expert… more
- Comerica (Dallas, TX)
- …business transition planning analysis and strategies, often involving complex financial, tax and estate planning issues. Position Competencies: Support ... plans for businesses owners utilizing knowledge of business valuation, cash flow planning , transition alternatives, tax strategies, and transaction structures. *… more
- Comerica (San Francisco, CA)
- …and implementation of financial planning strategies, often involving complex financial, tax and estate planning issues. Position Competencies: Successful ... planning subject-matter expert within their region in financial, tax , wealth transfer and related issues. * Drive the...and colleagues. * Maintain knowledge of financial and advanced planning techniques as well as relevant tax … more
- Robert Half Legal (Atlanta, GA)
- …trusts, and powers of attorney. - Provide clients with expert advice on estate planning strategies, tax considerations, and asset protection solutions. ... Description Associate Attorney - Estate Planning Our client is looking...The partners will train someone in more complex business planning and tax planning as… more
- Cherry Bekaert (Tysons Corner, VA)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... and related matters + Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are a plus **What… more
- Cherry Bekaert (Louisville, KY)
- …individual and partnership returns + Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs + ... and related matters + Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are a plus **What… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …gift planning development position with experience in related field such as trusts, tax , financial or estate planning or law, and superior interpersonal, ... Essential Skills: Familiarity with the laws, rules and regulations governing charitable estate planning is required. Knowledge of charitable techniques and… more
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