- Deloitte (Minneapolis, MN)
- …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 (Minneapolis, MN)
- …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
- BMO Financial Group (Minneapolis, MN)
- …Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, ... BMO in helping clients navigate different elements of financial planning , encompassing estate planning , tax ...client experience. + Applies well-developed consultative sales and wealth planning priniples, practices and techniques in… more
- Bank of America (Minneapolis, MN)
- …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
- Huntington National Bank (Minnetonka, MN)
- …advisory, estate, legacy, philanthropy and trust planning , and financial planning , including applicable legal, tax , and regulatory requirements + Excellent ... Description Summary: The Director of Huntington Family Wealth is a member of the Wealth...sophisticated investment strategies, trust administration, philanthropic, trust, and estate planning , and custom credit and lifestyle banking solutions to… more
- Deloitte (Minneapolis, MN)
- …tax compliance and consulting services including restructuring, acquisition planning , tax controversy, philanthropic tax planning , unrelated business ... international tax compliance and consulting, and transfer tax planning . The tax group...Consulting, Audit & Assurance, and Advisory colleagues regularly on client planning projects. Some of our team… more
- Wipfli LLP (Minneapolis, MN)
- …respective state in which they are practicing + Knowledge and understanding of wealth transfer planning vehicles + Experience and knowledge of comprehending ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide… more
- Wells Fargo (Minneapolis, MN)
- …(ie care managers), knowledge of state and federal benefit programs, review fiduciary tax returns as needed, deliver outstanding client service via proactive ... objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs + Lead the strategy and resolution of highly complex … more
- Cherry Bekaert (St. Paul, MN)
- …areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details, ... Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer...for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant… more
- Cherry Bekaert (St. Paul, MN)
- …areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details, ... leading a team of professionals to deliver consulting services to multiple client relationships as they navigate improvement opportunities and implement solutions to… more