- Fox Rothschild LLP (Miami, FL)
- …work. + Manage attorney calendars and assist in meeting deadlines, including tax -related deadlines and client calls/meetings, coordinate attorney and/or ... **Description** As a member of the Client Services Team (CST), the Client ...into a calendaring database and ensure accurate calculations, including tax -related deadlines; maintain and manage these deadlines. **Collaboration and… more
- 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 ... their knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of… more
- Deloitte (Costa Mesa, CA)
- …and consulting projects related to tax planning opportunities and the tax implications of transactions to the client . The Team At Deloitte Tax ... estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability...week + 3+ years' experience providing tax planning services or preparing and reviewing client … more
- Deloitte (Seattle, WA)
- …consulting projects related to tax planning opportunities and the tax implications of transactions to the client . Additionally, you will train, mentor, ... partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client...estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability… more
- Grant Thornton (Dallas, TX)
- …ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public accounting or a combination ... Private Wealth Services Tax Senior Manager As the...tax returns and provide income, estate, and gift tax planning strategies for your high net worth,… more
- Fifth Third Bank, NA (Tampa, FL)
- …and prospects in onboarding into Life360 and developing analyses. Should the prospect or client Wealth Strategy conclude that Fifth Third will play a material ... Analyst will assist in the training and supervision of Wealth Planning Analysts and Junior Analysts, monitor...+ Technical competence and skills relating to personal financial planning (retirement, college and tax planning… 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, ... and special projects + Performing other job-related duties as assigned The team Our Wealth Planning team provides exceptional client service to the Partners,… more
- Bank of America (Miami, FL)
- …manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development ... Private Wealth Market Client Relationship Manager Miami,...of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,… 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...advisors, ensuring timely receipt of information necessary to prepare tax filings and answering client tax… 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 broader front office, while also supporting tax return and tax … more
- KeyBank (Cleveland, OH)
- …of the bank and to provide well-coordinated estate, tax , and financial planning alternatives to meet client 's needs. + Facilitate the estate, tax ... Responsible for contributing to the development of the annual client wealth plan and actively participates in...) + Demonstrates awareness of state specific estate and tax planning issues + Maintains deep expertise… more
- Plante Moran (Southfield, MI)
- Wealth Management Operations - Client Services...one of the nation's largest and most well-respected audit, tax , and advisory firms, Plante Moran Wealth ... + Portfolio Administration + Self-review of tasks performed, including client deliverables + Manage and prioritize tasks and workflows...the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But… 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 ... needs. * Partner with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. *… more
- Truist (Atlanta, GA)
- …Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective High and Ultra-High Net Worth clients ... and maintain expert level communication practices to effectively convey relevant client financial planning information and observations to teammates through… 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 ... with major developments in trust, estate/ wealth transfer and financial planning , while following current and proposed tax legislation and understanding… more
- Citizens (Boston, MA)
- …on offering sophisticated wealth management services, including estate planning , tax strategies, investment management, and philanthropic advisory, tailored ... and tax efficiencies. * Support the delivery of multi-generational wealth transfer and succession planning solutions. Business Development: * Partner… more
- Bank of America (Boston, MA)
- …to drive ultra-high net worth client engagement focused on addressing the planning , personal philanthropy, and wealth transfer/ tax minimization needs of ... **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management...as trust and estate planning , income and wealth transfer tax planning , investments,… more
- BMO Financial Group (San Francisco, CA)
- … Advisors and Senior Wealth Strategists to develop and deliver a client -centric wealth planning experience, culminating in a documented wealth ... from HNW investors. Supports the growth and retention of client assets by providing wealth planning...business objectives. + Provides insight and expertise on advanced wealth planning concepts to include tax… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment ... defined Reserve/GenSpring market segment based upon objective and sound personal financial planning and financial advisory concepts. An IWM Wealth Advisor… more