- Deloitte (Tempe, AZ)
- …prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... we have an exciting opportunity for you as a Tax Senior on our growing team! What...the global leader in providing professional services to the Investment Management industry, Deloitte Tax … more
- Deloitte (Tempe, AZ)
- …talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Deloitte (Tempe, AZ)
- …prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective analysis, ... we have an exciting opportunity for you as a Senior Tax Manager on our growing team!...As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- Deloitte (Tempe, AZ)
- …talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...of public accounting experience (at least 3 years in investment management ) or equivalent in law firms… more
- Deloitte (Tempe, AZ)
- …solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management , private equity, real estate ... for you! We are looking for an innovative, analytical Tax Senior who is ready to seek...team's overall practice specific services include investment management services, state income and franchise tax ,… more
- Edward Jones (Scottsdale, AZ)
- …Planning, Products, and Services (APPS) required to meet our High Net Worth client's wealth management and tax planning needs. + Serve as a subject matter expert ... a desire to be a part of the wealth management process? Do people consider you a strategic thinker...area within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery… more
- Deloitte (Tempe, AZ)
- …("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated… more
- Deloitte (Tempe, AZ)
- …with leadership to identify process improvements and opportunities for new services. The Tax Senior will ensure accurate, timely completion of deliverables. The ... team of proven innovators! Work you'll do: As a Senior , you will identify eligible federal C&I generating activities...for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team… more
- Deloitte (Tempe, AZ)
- …of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to travel up to 10%, on average, ... Are you a strategic and creative Senior Tax professional who enjoys working...and streamline workflow. + Making recommendations on engagement workflow management and mentoring tax consultants and interns… more
- Deloitte (Gilbert, AZ)
- … compliance services in a wide variety of industries within the corporate and investment management spaces. + Oversee daily operations and serving as a liaison ... Are you a process-oriented thinker with experience in international tax compliance? Do phrases like "best practices," "leading edge... practice. What You'll Do As a Delivery Center Senior , you will play a key role in supporting… more
- Deloitte (Tempe, AZ)
- …clients on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + ... risk management , including tax credits, government incentives, and tax management consulting. Qualifications Required + Ability to perform job… more
- Deloitte (Tempe, AZ)
- …those involving transfer pricing, the section 41 research credit, and the section 48 investment tax credit. Our Federal Tax Controversy specialists serve ... to go until 5/31/2025. Work you'll do As a Senior within Deloitte's National Tax Controversy Services...approval: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred… more
- Banc of California (Phoenix, AZ)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... asset-backed; however, we can pursue financings under almost any structural wrapper. The Investment Officer position inside of LFG will provide an opportunity for an… more
- Edward Jones (Tempe, AZ)
- … and estate planning. + Deep, expansive subject matter expertise on economic, investment , and portfolio management strategies and concepts. + Advanced skills in ... enhance is yours. **Job Overview** **Position Schedule:** Full-Time The Director of Tax & Estate Strategy is responsible for providing thought leadership and… more
- Deloitte (Gilbert, AZ)
- … compliance services in a wide variety of industries within the corporate and investment management spaces. + Oversee daily operations and serving as a liaison ... Are you a process-oriented thinker with experience in international tax compliance? Do phrases like "best practices," "leading edge technology," and "process… more
- Edward Jones (Tempe, AZ)
- …newer associates on the team *This position is known internally as a Senior Investment Consultant Edward Jones' compensation and benefits package includes ... personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics.… more
- Deloitte (Tempe, AZ)
- …on May 31, 2025 What You'll Do As a Senior Manager within the Multistate Tax Investment Management group, you will identify effective state tax and ... Are you a strategic and creative Multistate Tax Investment Management professional...for you! We are looking for a sharp, analytical Tax Senior Manager who is ready to… more
- Edward Jones (Tempe, AZ)
- …Worth (HNW) team and other internal home office subject matter experts (ie- tax , estate, investment management , business owner, executive compensation, ... personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics.… more
- Edward Jones (Tempe, AZ)
- …for addressing them + Prepare basic or intermediate (ie recurring) reports for senior management , and advanced (ie one off) analyses/reports/presentations for ... for all cash activities of the firm, borrowing and investment to meet cash needs and managing bank relationships...senior management Edward Jones' compensation and benefits package includes medical… more
- Vanguard (Scottsdale, AZ)
- …help planning their financial goals and are seeking disciplined investing approaches, tax management strategies, and additional financial planning support. Our ... get to know their clients' goals and aspirations to develop a personalized investment strategy and deliver financial planning guidance for the moments that matter.… more