• Senior Estate Planning

    Robert Half Legal (Phoenix, AZ)
    …clients. This role is ideal for someone with a strong understanding of estate tax , trusts and estates, trust accounting, and probate administration. ... Responsibilities: * Prepare Estate Tax Returns and Fiduciary Income Tax Returns. * Maintain and audit financial records of trusts. * Handle trust accounting… more
    Robert Half Legal (11/16/24)
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  • Senior Estate Strategist - High Net…

    Edward Jones (Phoenix, AZ)
    …products and services, and ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources of ... ongoing client services including holistic financial planning , tax and estate planning services...ways: + They serve as the Estate Planning expert in partnership with the Senior more
    Edward Jones (10/29/24)
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  • Tax Senior , Investment Management…

    Deloitte (Tempe, AZ)
    …legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth ...client meetings on compliance and consulting projects related to tax planning opportunities and the tax more
    Deloitte (09/22/24)
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  • Property Tax Senior Manager…

    Deloitte (Tempe, AZ)
    We are looking for a sharp Senior Tax Manager to join our... field in your market. + Experience with property tax compliance, tax planning , ... possible savings opportunities. Work you'll do As a Property Tax Senior Manager within the Multistate ...and local property tax engagements including property tax compliance, advisory services, planning , and controversies.… more
    Deloitte (10/23/24)
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  • Tax Senior Manager, Investment…

    Deloitte (Tempe, AZ)
    …legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth...client meetings on compliance and consulting projects related to tax planning opportunities and the tax more
    Deloitte (11/08/24)
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  • Property Tax Senior - Multistate

    Deloitte (Tempe, AZ)
    Are you a strategic and creative Senior Tax professional who enjoys working on complex state and local tax issues within the Property Tax industry? Are ... with the business objectives? We are looking for sharp, Senior Tax Consultants to join our Property...tax engagements and provide state and local property tax planning , consulting, and compliance services to… more
    Deloitte (11/08/24)
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  • State Income and Franchise - Investment Management…

    Deloitte (Tempe, AZ)
    …then this may be the right fit for you! We are looking for an innovative, analytical Tax Senior who is ready to seek and take-on new challenges and join one of ... practices in the world. What You'll Do As a Tax Senior Consultant, you will be a...on compliance and investor reporting process. + Assisting with tax consulting projects including tax planning more
    Deloitte (11/08/24)
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  • Property Tax Manager - Multistate

    Deloitte (Tempe, AZ)
    Tax Services (MTS) group, you will provide state and local property tax planning , consulting, and compliance services to multiple clients within various ... + CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to...OneSource Property Tax . + Experience with property tax compliance, tax planning , … more
    Deloitte (09/09/24)
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  • Senior Planner, High Net Worth Team

    Edward Jones (Phoenix, AZ)
    …of financial planning topics - goals planning , income planning , estate and tax planning , protection, etc. + Proficiency using financial ... collaborator? Do you have a strong background in financial planning and experience with complex financial planning ...and other internal home office subject matter experts (ie- tax , estate , investment management, business owner, executive… more
    Edward Jones (10/27/24)
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  • Financial Planning & Coaching Specialist

    Vanguard (Scottsdale, AZ)
    …included in our portfolio are: Health Care, Social Security, Retirement Income, Legacy & Estate Planning , Tax Planning , and Behavioral Coaching. Key ... Financial Planning & Coaching Specialist The Financial Planning...organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the… more
    Vanguard (10/31/24)
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  • Associate Planner, High Net Worth Team

    Edward Jones (Phoenix, AZ)
    …the Senior Planner and subject matter experts on the HNW team (ie, estate , tax , business owners, home office portfolio strategist. etc.) to create a ... and impacts to their area of expertise and financial planning concepts. + Support the Senior Planner...associates. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account, and flexible spending account.… more
    Edward Jones (10/25/24)
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  • Finance & Accounting Rotational Program Analyst

    Lumen (Phoenix, AZ)
    …(FP&A) + Internal Audit + Investor Relations + Procurement and Supply Chain Analytics + Real Estate + Tax + Treasury and Debt Capital Markets **What We Look For ... redacting or removing this information. **The Role** Are you an upcoming graduating senior with a passion for finance or accounting, eager to transform businesses… more
    Lumen (09/04/24)
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