- 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
- Deloitte (Miami, FL)
- …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 (Miami, FL)
- …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
- JPMorgan Chase (Boca Raton, FL)
- …successfully meeting their goals. You will also educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to ... financial plan. You will work collaboratively with an integrated client service team to provide comprehensive financial planning...scale + Educate the integrated team about the value Wealth Planning can bring to a relationship;… more
- Truist (Coral Gables, FL)
- …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
- Truist (Fort Lauderdale, FL)
- …as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through ... advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated...needed * 8 or more years of sales and client management experience in Wealth Management and… more
- JPMorgan Chase (Miami, FL)
- …an advisor to clients on personal planning matters with respect to a client 's global wealth , assets and activities + Identify opportunities for the bank to ... objectives, you will help ensure that their estate, income, tax , philanthropic, and other planning needs on...ability to apply that knowledge to client -specific planning situations; + Ability to evaluate wealth … more
- Truist (Miami, FL)
- …sources, Centers of Influence and Wealth Strategists. + Adheres to Truist Wealth client segment definitions by facilitating the migration of clients to the ... Truist specialists to the client to deepen client relationships. + Partners with other Truist Wealth...investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software. + Strong credit… more
- JPMorgan Chase (Miami, FL)
- …transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration + Work with ... trusts. Job Responsibilities: + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of...a corporate fiduciary or a law firm + Solid Client Relationship Management experience JP Morgan Wealth … more
- Cherry Bekaert (Fort Lauderdale, FL)
- …estate and succession, planning sensitive wealth transfers, and philanthropic planning . **As a Tax Director, you will:** + Work with clients and ... Services (PCS) practice provides exceptional personal compliance and business tax planning services to partnerships, heads of...review of and feedback on the work of other tax personnel. + Work with engagement and client… more
- Deloitte (Miami, FL)
- …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
- Cherry Bekaert (Fort Lauderdale, FL)
- …tax compliance needs, anticipate tax and business issues, and recognize tax planning opportunities. Candidates should be accustomed to working as the main ... point of contact with the client and will be comfortable in managing workflows, deadlines,...transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For… more
- Bank of America (Miami, FL)
- International Client Relationship Manager Miami, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other… more
- Morgan Stanley (Miami, FL)
- …and institutions, including brokerage and investment advisory services, financial and wealth planning , cash management and lending products and services, ... Director to provide in-depth insight into the nuances of wealth planning and the innovative planning...Demonstrate expertise in cash flow analysis, investment strategy, retirement planning , income protection, asset protection, and tax … more
- Comerica (Fort Lauderdale, FL)
- …and strategies, often involving complex financial, tax and estate planning issues. Position Competencies: Support and expand wealth management business ... Planning Strategist is responsible for supporting and enhancing client relationships through the development, of business transition ...and sales purposes. * Work with other members of Wealth Planning Team to train and mentor… more
- Citigroup (Miami, FL)
- …an Associate Banker Senior Manager for its Miami, Florida location. Duties: Deepen client relationships and promote Citi's unique wealth management products and ... companies, sectors, industries, and countries for portfolio diversification and new client business development; Providing investment and estate planning advice… more
- Truist (Boca Raton, FL)
- …support client service and development efforts (eg banking, mortgage, planning , investments, and insurance services). Ensure an integrated and seamless approach ... Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details, ... (https://www.cbh.com/about/awards-and-recognition/)** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we… more
- Morgan Stanley (Miami, FL)
- …and services to its clients including brokerage, investment advisory, financial and wealth planning , credit and lending, deposits and cash management, annuities, ... conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides… more
- Truist (Miami, FL)
- …14. Ability to articulate and apply advanced wealth transfer and business planning concepts, and an understanding of related tax and financial implications ... the development of financial plans in the areas of wealth transfer and business planning and intergenerational...partners in the delivery of marketing programs tailored to client needs 5. Interface with support staff for the… more