• Private Wealth Services

    Grant Thornton LLP (Phoenix, AZ)
    As the Private Wealth Services Tax Director, you'll lead the team's production of primary and secondary reviews of complex tax returns and provide ... support to help you excel. You'll collaborate with the Private Wealth Services Tax... strategies + You have excellent analytical, technical, and tax accounting/technology skills You have exceptional client service more
    Grant Thornton LLP (09/25/24)
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  • Tax Senior, Investment Management…

    Deloitte (Tempe, AZ)
    …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 (09/22/24)
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  • Tax Manager, Investment Management,…

    Deloitte (Tempe, AZ)
    …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...Do As a Tax Manager in our Private Wealth Tax practice, you… more
    Deloitte (09/15/24)
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  • Tax Manager - Business Tax

    Deloitte (Tempe, AZ)
    …dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services . Deloitte's Global Center for ... answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services Tax -Exempt practice! What You'll Do As a Tax more
    Deloitte (08/16/24)
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  • Team Leader - Tax & Estate Strategist…

    Edward Jones (Tempe, AZ)
    …from discovery to planning and implementation, supported by thought leadership and expert services . Wealth Management Consultation is an area within WMAS that ... resource that our branch teams can utilize to implement wealth management Advice, Planning, Products, and Services ... providers to deliver on an elevated and personalized private client service experience. We work in… more
    Edward Jones (09/14/24)
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  • Global Equity Tax Specialist

    Morgan Stanley (Tempe, AZ)
    …the world to deliver a cost effective employee equity plan compliance management service for global private and public companies, ensuring clients have the ... Morgan Stanley at Work provides a service which is designed to simplify the complexities...equal opportunity employer committed to diversifying its workforce **Job:** ** Wealth Management* **Title:** *Global Equity Tax Specialist*… more
    Morgan Stanley (10/03/24)
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  • Trust Officer - Special Needs Trust

    City National Bank (Phoenix, AZ)
    …intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, and other Agency accounts. **What you will ... and review gain/loss reports for clients and intermediaries. Research tax deficiency notices. Estimate taxes and allocate tax...accounts + Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all… more
    City National Bank (10/03/24)
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