- Goldman Sachs, Inc. (Atlanta, GA)
- …around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning , investment management, banking ... Job Description JOB SUMMARY & RESPONSIBILITIES OUR IMPACT Wealth Management Across Wealth Management, Goldman...with individual and/or corporate clients providing comprehensive personal financial planning , investment planning and tax … more
- First Command Financial Services, Inc. (Marietta, GA)
- …each client 's evolving financial goals across all stages of wealth -accumulation, preservation, and legacy. Regularly meet with clients to assess their ... sophisticated financial plans that integrate investment management, retirement income planning , tax strategies, insurance solutions, day-to-day finances, and… more
- Fox Rothschild LLP (Atlanta, GA)
- …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
- Fox Rothschild LLP (Atlanta, GA)
- …with a minimum of two (2) years of professional work experience, to support the Tax and Wealth Planning Department. **SUMMARY:** The Practice Assistant is a ... and perform various special projects. **ESSENTIAL FUNCTIONS:** + Manage and process all tax and wealth planning related administrative tasks including: +… more
- Deloitte (Atlanta, GA)
- …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 (Atlanta, GA)
- …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 (Atlanta, GA)
- …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
- Truist (Atlanta, GA)
- … Wealth Omni Digital Senior Strategist provides the strategic vision for a wealth segment/area of focus, collects and analyzes client feedback, manages key ... client experience improvements that balance business benefits. The Wealth Omni Digital Senior Strategist understands key product functionality, industry trends,… more
- Truist (Atlanta, GA)
- …process, design and analysis support for developing solutions for the Fiduciary Wealth Workflow platform. Drive requirements elicitation process for work efforts of ... of a solution that meets the business requirements. 10. Assist/coordinate pre- planning activities (eg business case, project estimate, project risk assessment,… more
- Insight Global (Suwanee, GA)
- Job Description A client of Insight Global is looking for a Tax Manager to join their team in the Greater Atlanta, GA area. Our client is a practice that has ... accounting and are focusing on tax compliance, tax consulting, venture capital, wealth growth, ...work product. Manager will be involved in high level planning and consulting and will be responsible for carrying… more
- Cherry Bekaert (Atlanta, GA)
- …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
- Cherry Bekaert (Atlanta, GA)
- …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
- Truist (Atlanta, GA)
- …change from time to time. * Reporting to the SEG Sr. Corporate Wealth Relationship Manager to ensure consistent execution of SEG Corporate Team's business strategy, ... prospecting pipelines, marketing, calling plans) that meet the corporation's and Truist Wealth 's expectation for revenue growth in the local market and/or industry… more
- Truist (Atlanta, GA)
- …help drive fiduciary new business identification and onboarding. 3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by ... partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial, estate … more
- CIBC (Atlanta, GA)
- …years of experience in portfolio management, wealth management, personal tax , or financial planning . + Investment knowledge: Possess comprehensive ... succeed** + A proven track record of managing high-net-worth client relationships. + Expertise in investment and wealth... client relationships. + Expertise in investment and wealth advisory services. + A collaborative approach to ensure… more
- Truist (Atlanta, GA)
- …accountable for more complex fiduciary matters, as well as giving advice to client -facing wealth teams on proper procedures and policies necessary for account ... to consult on new account matters. Meet or exceed client service standards, aligned by Truist Wealth ...Strategists, and external advisors to define and meet clients' tax , financial, estate planning , and banking goals… more
- Truist (Atlanta, GA)
- …a Fiduciary Support Specialist, trust experience, investment, banking or financial planning -related client service experience, or equivalent outside experience ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the… more
- Truist (Atlanta, GA)
- …the Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in client planning , sales meetings, call planning , joint calling with ... and brings the full suite of advisory based solutions and capabilities to client and prospect relationships. The Dealer Banker II should be knowledgeable and… more
- Truist (Norcross, GA)
- …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 (Atlanta, GA)
- …areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details, ... Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer...for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant… more
