• Private Wealth Services

    Grant Thornton (Phoenix, AZ)
    As the Private Wealth Services Tax Director, you'll lead the team's production of primary and secondary reviews of complex tax returns and provide ... support to help you excel. You'll collaborate with the Private Wealth Services Tax... strategies + You have excellent analytical, technical, and tax accounting/technology skills You have exceptional client service more
    Grant Thornton (09/25/24)
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  • Tax Senior, Investment Management…

    Deloitte (Tempe, AZ)
    …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + ... Do As a Tax Senior in our Private Wealth Tax practice, you...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
    Deloitte (09/22/24)
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  • Tax Manager, Investment Management,…

    Deloitte (Tempe, AZ)
    …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...Do As a Tax Manager in our Private Wealth Tax practice, you… more
    Deloitte (09/15/24)
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  • Trust Officer - Special Needs Trust

    City National Bank (Phoenix, AZ)
    …intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, and other Agency accounts. **What you will ... and review gain/loss reports for clients and intermediaries. Research tax deficiency notices. Estimate taxes and allocate tax...accounts + Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all… more
    City National Bank (10/03/24)
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