- Fox Rothschild LLP (Minneapolis, MN)
- …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 (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
- 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
- BMO Financial Group (Minneapolis, MN)
- …Works collaboratively in partnership with Investment Advisors to develop and deliver a client -focussed wealth planning experience culminating in a documented ... from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning...concepts to include tax , estate and succession planning , philanthropy, and other complex wealth service… 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
- Robert Half Finance & Accounting (Wayzata, MN)
- …Tax Accountant in Wayzata, Minnesota. This role involves offering top-quality tax compliance, consulting, and wealth management services to high-net-worth ... clients, attorneys, CPAs, and other vendors to service the client cooperatively. * Coordinate tax services for...returns. * Work with high-net-worth individuals, providing them with tax and wealth management services. * Ensure… 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
- Deloitte (Minneapolis, MN)
- 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