- Deloitte (Atlanta, GA)
- …May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- Cherry Bekaert (Alpharetta, GA)
- …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
- CIBC (Atlanta, GA)
- …in-kind, gift letters, Crummey letters) + Assist clients with CIBC Private Wealth Investor Dashboard + Manage clients' quarterly tax payments and annual IRA ... Worth Clients and their intermediaries and external Advisors, CIBC Specialists ( Wealth Strategies, Investment, Trust, Tax , Operations, Legal, Compliance,… more
- Truist (Atlanta, GA)
- …Deliver customized, complex banking and capital markets solutions to private affordable housing real estate developers and investors nationwide. Banker ... the bank including Capital Markets, Treasury, Agency, Insurance, and Wealth , among others, in an effort to provide proactive...and compliance results. + Prepare and deliver presentations to senior line of business management and senior … more