- Fox Rothschild LLP (Blue Bell, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA ... knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of Federal and… more
- Fox Rothschild LLP (Miami, FL)
- …+ Manage attorney calendars and assist in meeting deadlines, including tax -related deadlines and client calls/meetings, coordinate attorney and/or client travel ... into a calendaring database and ensure accurate calculations, including tax -related deadlines; maintain and manage these deadlines. **Collaboration and Teamwork**… more
- Edward Jones (St. Louis, MO)
- …our financial advisors in serving their clients with complex needs, particularly related to tax planning . This position is critical in serving as the primary ... with complex needs using a team approach which requires specific technical knowledge in tax planning and comprehensive financial planning . + Communicate with… more
- Bank of America (Las Vegas, NV)
- … planning topics such as trust and estate planning , income and wealth transfer tax planning , investments, retirement planning and cash flow ... specialized resource for Advisor teams who are interested in wealth planning services to address their high-...developments in trust, estate/ wealth transfer and financial planning , while following current and proposed tax … more
- Bank of America (Boston, MA)
- … planning topics such as trust and estate planning , income and wealth transfer tax planning , investments, retirement planning and cash flow ... date with major developments in trust, estate/ wealth transfer and financial planning , while following current and proposed tax legislation and understanding… more
- Edward Jones (Scottsdale, AZ)
- … Planning , Products, and Services (APPS) required to meet our High Net Worth client's wealth management and tax planning needs. + Serve as a subject ... matter expert for complex cases requiring deep technical knowledge and extensive tax planning expertise. Need to demonstrate ability to understand how upcoming… more
- University of Southern California (Los Angeles, CA)
- …of planned giving or fundraising experience and/or experience with trusts and estates, tax , accounting, financial planning or wealth management with ... remainder trusts, revocable gifts made through living trusts, estate planning instruments, current tax legislation. + Use specialized gift planning knowledge… more
- GRF CPAs & Advisors (Bethesda, MD)
- …an accurate and efficient product. 4. Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable ... with the AICPA. Proficiency in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.… more
- Deloitte (Columbus, OH)
- …lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job ... As a Tax Senior in our Private Wealth Tax practice, you will perform high-level...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- Deloitte (Columbus, OH)
- …lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability to perform job ... As a Tax Manager in our Private Wealth Tax practice, you will perform high-level...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- Grant Thornton (Arlington, VA)
- …to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in public accounting or a combination of ... As the Private Wealth Services Tax Manager, you'll conduct...tax returns and provide income, estate, and gift tax planning strategies for your high net… more
- Deloitte (Dallas, TX)
- …materials related to personal financial planning . The internal Wealth Planning team does not provide tax compliance services, legal or investment advice, ... Finance & Administration- Wealth Planning Analyst We are looking...Partners, Principals, and Managing Directors using excel models, financial planning software, and incorporating income tax software… more
- JPMorgan Chase (Jersey City, NJ)
- … provisions, discussing tax technical issues with third-party fund managers and tax advisors, planning tax engagements, management of third-party tax ... Within JP Morgan Wealth Management, the Alternative Investments Group ("AIG") consists...offering alternative investment opportunities. **Job Summary** The Alternative Investments Tax Team is positioned within the Alternative Funds Management… more
- M&T Bank (Buffalo, NY)
- …management of the department. + Understand and support resolution of complex trust tax planning strategies/issues. + Support the review of a selected population ... **Overview:** Supports resolution of complex tax technical client issues in support of the...support of the broader front office, while also supporting tax return and tax authority notice review… more
- KeyBank (Westlake, OH)
- …tools, retirement planning ) + Demonstrates awareness of state specific estate and tax planning issues + Maintains deep expertise in fiduciary, investment, ... responsibilities of the bank and to provide well-coordinated estate, tax , and financial planning alternatives to meet...tax , and other related wealth issues by… more
- City National Bank (Las Vegas, NV)
- …educate clients on tax risks. * Develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. * ... to meet their needs. Set the agenda for the wealth planning process and manage the process...10 years of direct financial planning , estate planning , and sophisticated tax planning … more
- City National Bank (Lake Mary, FL)
- …through partnering with colleagues and COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions. In ... with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest...Tax /Accounting/Business ) * Minimum 8 years of financial planning or related experience * Minimum 8 years of… more
- Citizens (Boston, MA)
- …on offering sophisticated wealth management services, including estate planning , tax strategies, investment management, and philanthropic advisory, tailored ... deliver customized financial plans that integrate investment, estate, and tax planning strategies. * Serve as a...tax efficiencies. * Support the delivery of multi-generational wealth transfer and succession planning solutions. Business… more
- Comerica (Dallas, TX)
- … Wealth Planner role is responsible for assisting members of the wealth planning team with developing customized financial plans for high-net-worth ... analysis, observations and recommendations. * Review client deliverables prepared by other wealth planning team members. * Possess a knowledge and understanding… more
- BMO Financial Group (San Francisco, CA)
- …experience and achieve business objectives. + Provides insight and expertise on advanced wealth planning concepts to include tax , estate and succession ... Provides wealth planning (advanced financial planning ) guidance and counsel to the High Net Worth (HNW) client segment. Works collaboratively in partnership… more
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