- Grant Thornton (Baltimore, MD)
- As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...tax accounting/technology skills + You have exceptional client service and communication skills with a demonstrated ability to… more
- Deloitte (Baltimore, MD)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + ... Do As a Tax Senior in our Private Wealth Tax practice, you...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Deloitte (Baltimore, MD)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...As a Tax Senior Manager in our Private Wealth Tax practice, you… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC Private Bank organization, you will be based in ... at the manager's discretion. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of the greatest… more
- Truist (Annapolis, MD)
- …reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management ... or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments. Knowledge of Operational Procedures and… more