• Private Wealth Services

    Grant Thornton (Baltimore, MD)
    As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...tax accounting/technology skills + You have exceptional client service and communication skills with a demonstrated ability to… more
    Grant Thornton (05/14/25)
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  • Tax Senior - Private Wealth

    Deloitte (Baltimore, MD)
    …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 (05/19/25)
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  • Tax Manager - Private Wealth

    Deloitte (Baltimore, MD)
    …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 (05/21/25)
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  • Deal Advisory Senior Manager

    Cherry Bekaert (Annapolis, MD)
    …(https://www.cbh.com/about/awards-and-recognition/) , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry ... areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details,… more
    Cherry Bekaert (03/08/25)
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  • Alternative Investment Sales Specialist Account…

    Lincoln Financial (Annapolis, MD)
    …initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep understanding ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with Sales… more
    Lincoln Financial (05/14/25)
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  • Accounting Advisory - Business Optimization…

    Cherry Bekaert (Annapolis, MD)
    …(https://www.cbh.com/about/awards-and-recognition/) , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry ... and create your future, you belong with us. Our industry-focused teams (Financial Services ; Industrial & Consumer Goods; Private Equity; Professional Services more
    Cherry Bekaert (03/19/25)
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