- 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
- 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)
- … tax laws, with ability to apply that knowledge to client -specific planning situations + Ability to evaluate wealth transfer goals of clients and ... you will help ensure that our clients' estate, income, tax , philanthropic, and other planning needs are...Skills** + Five plus years of complex estate and wealth planning experience + Professional designations required:… more
- Truist (Miami, FL)
- …identifying and delivering on client needs 7. Extensive understanding of wealth management and financial planning considerations for high net worth and ... assets under management. Typical book size $5MM+ in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. 2. Develop… more
- JPMorgan Chase (Miami, FL)
- …transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration + Knowledge of ... 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 Senior Manager or Director, you will:** + Work ... 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
- 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
- Citizens (Fort Lauderdale, FL)
- …grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help ... Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth...basis in deep discovery conversations and delivering a best-in-class client experience. Leading with financial planning requires… more
- Truist (Fort Lauderdale, FL)
- …a Fiduciary Support Specialist, trust experience, investment, banking or financial planning -related client service experience, or equivalent outside experience ... administrative support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of… 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
- Atria Wealth Solutions (Pembroke Pines, FL)
- …its growth. As the Financial Advisor, y our in-depth knowledge of financial planning and investments, in addition to your service-oriented philosophy, will allow you ... themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training… more
- KPMG (Miami, FL)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- Deloitte (Miami, FL)
- Deloitte, a leader in professional services specializing in audit, tax , consulting, and financial advisory services, with clients in over 20 industries, is seeking ... management, including Transaction management, Hedge management, and accounting, Liquidity planning , and analyzers, showcasing your deep SAP Treasury proficiency. +… more
- Truist (Doral, FL)
- …complex relationships including but not limited to depository/treasury, lending and wealth solutions. Business Connect Advisor IIs will leverage their expertise and ... business reviews that drive revenue growth, retention, and exceptional client service 7. Demonstrate business acumen, industry knowledge, and organizational… more