- The Whittier Trust Company (Pasadena, CA)
- …and OneDrive, among other systems.Work with outside tax preparation firms and estate tax planning attorneys, which include Big Four accounting firms ... agency account administration including fiduciary accounting, securities, finance, real estate , taxes, and estate planning ....writing federal and state tax alerts, creating tax summaries and tax planning … more
- Denovo Review (Chicago, IL)
- …and sophisticated estate planning , wealth transfer, business succession planning , philanthropy, and all related income tax matters.Please note that this ... through the administration of an estate , including preparation of estate tax returns, post-mortem planning for the surviving family members, probate… more
- W3Global (Stamford, CT)
- …National law firm is currently seeking an Attorney with 5+ years' experience in International Estate Planning and/or tax planning . This position can be ... to benefit foreign beneficiaries.who are married to a non-U.S. citizen spouse on tax and estate planning structures to minimize US estate and gift… more
- McCormack Schreiber Legal Search (Chicago, IL)
- …and significant experience in any of the following practice areas: corporate M&A, tax , estate planning , IP, commercial litigation, banking, commercial real ... values a work/life balance.Required Qualifications:. Strong experience in either corporate M&A, tax , estate planning , IP, commercial litigation, banking,… more
- BDO USA, LLP (San Jose, CA)
- …general knowledge of multiple tax specialties (ie, International, SALT, Estate Planning ) for issue identification and resolution. Tax ... Job Summary:The Tax Managing Director is responsible for applying industry-specific...for applying industry-specific knowledge to advise clients on the tax implications of their business objectives, evaluating and selecting… more
- Fanning Personnel (Boston, MA)
- Responsibilities:Understand fundamentals of financial, tax , retirement and estate planning .Offer consultation on client's strategic asset allocation, ... management meetings.Qualifications:Five to ten years of experience in wealth management, estate planning and/or tax planning .Ability to multi-task,… more
- EisnerAmper LLP (Melville, NY)
- …has experienced significant growth and is seeking a Managing Director for our real estate private equity tax team. In this role you will be involved ... Work You Will be Responsible For:Perform high level compliance review and tax return signoff.Handle client consultations on planning opportunities and changes… more
- EisnerAmper (Melville, NY)
- …EisnerAmper has experienced significant growth and is seeking a Managing Director for our real estate private equity tax team. In this role you will be involved ... Work You Will be Responsible For: Perform high level compliance review and tax return signoff. Handle client consultations on planning opportunities and changes… more
- McCormack Schreiber Legal Search (Chicago, IL)
- …in Trusts & Estates law, and handles a variety of estate planning related issues such as: tax minimization, asset protections, retirement planning ... law firm, is actively seeking a partner-level attorney to join its Estate Planning practice in its busy Chicago office. This practice is nationally top-ranked… more
- GHJ (San Jose, CA)
- …office.You will be responsible for Extensive experience with individual, gift, trust, and estate tax returns (1040s, 709s, 1041s, 5227s, 706s) and informed in ... our Coaching Program.Creative thinker with entrepreneurial approach to client interactions, including tax planning and bringing value to clients.What skills &… more
- CBIZ (Boston, MA)
- …advisor by clients. Direct multiple engagements which include consulting, compliance, and tax planning services. Consult with client service team to design, ... Qualifications Master's degree in Taxation or Accounting strongly preferred. Comprehensive tax planning and consulting experience and demonstrated expertise in… more
- CBIZ (San Diego, CA)
- …review and attest services, while CBIZ provides business consulting, tax and financial services.Essential Functions and Primary DutiesDemonstrate proactive client ... have direct profit responsibility for specialty practiceResponsible for ongoing planning , marketing and business development of a specialized departmentResponsible… more
- KeyBank (San Francisco, CA)
- …QualificationsBachelor's degree in a relevant area of study such as business, real estate , city & regional planning , urban planning , or finance.10+ ... syndication efforts; including but not limited to low-income housing federal tax credits, state credits, renewable credits and developing other opportunities for… more
- Tenderloin Neighborhood Development Corporation (San Francisco, CA)
- …relations, government relations (including City, state and federal) strategic planning and program development, staff management and development, financial ... leadership, in collaboration with the Board, in strategic and organizational planning , with vision and innovation to strengthen TNDCs core competencies. This… more
- Cohen & Company (Chicago, IL)
- …Funds practice consists of a suite of offerings, primarily focused on assurance, tax , and advisory services to private funds and their advisers. For the assurance ... audits of private funds (including hedge funds, private equity funds, real estate funds, digital asset funds, and other alternative investment strategies), as well… more
- Edward Jones (St. Louis, MO)
- …our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd parties, plan ... collaborator? Do you have a strong background in financial planning and experience with complex financial planning ...financial planning and experience with complex financial planning concepts? What about a deep understanding of the… more
- Edward Jones (Tempe, 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 (East Lansing, MI)
- …or equivalent experience + CPA or JD preferred + Moderate understanding of fiduciary and estate tax planning and compliance + Experience with high net worth ... limited to: + Review of client estate planning documents + Preparation of client gift tax...client gift tax returns + Coordination of estate planning illustrations and deliverables documenting a… 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
- 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
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