- 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 (Miami, 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
- Truist (Coral Gables, FL)
- … client records such as transaction records, agreements, contracts, payroll, tax preparation, retirement & estate planning documents, etc. * Prepares, ... the following job description:** Provides support and execution of Wealth Specialty businesses and processes unique to the LOB....of reports, and other account processing activities. Serves as client facing teammate and provides client support… more
- Truist (Miami, FL)
- …identifying and delivering on client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals ... under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. 2. Develop… 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
- Truist (Fort Lauderdale, FL)
- …or on a team. 1. Leading Expertise: Effectively lead the application of planning across all relevant Elements of Wealth , delivery of actionable advice ... to deliver advice to clients and prospects driving positive client outcomes, business goals, and enhancing client ...growth and development of teammates within the Advice and Planning Group and across Truist Wealth . Expand… more
- Cherry Bekaert (Coral Gables, 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
- 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 (Hollywood, 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 (Coral Gables, 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)
- …control issues, inflationary environments, local country economic variables, etc. Tailor Wealth Planning /Family and Corporate Governance. _ _ _Requirements_: ... considerations, and inheritance laws; building financial plans with particular focus in tax and estate planning for Central American clients; qualitative and… more
- Truist (Miami, FL)
- …bankers and product partners to collaborate on opportunities and engage in strategic client planning . 3. Independently manages a portfolio of clients with TS ... consultative sales of Treasury Solutions (TS) products and services to assigned client group (ie, Corporate and Investment Bank, Commercial Real Estate, Commercial… 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