- Ballard Spahr, LLP (Middle City West, PA)
- …national law firm with over 600 lawyers in 15 offices across the country is seeking an Estate Specialist / Tax Accountant to prepare the tax filings ... of 3 days a week in the Philadelphia or Minneapolis office. Our Estate Specialist / Tax Accountant will: Prepare Federal and State fiduciary income… more
- Charles Schwab (Lone Tree, CO)
- …Director, Senior Tax Planning Specialist role is a part of the Tax , Trust, and Estate team that provides tremendous value and benefits to High-Net-Worth ... guidance to help them achieve their tax -related goals. The Director, Senior Tax Planning Specialist will be the subject matter expert for key considerations… more
- State of Colorado (Denver, CO)
- CPW ACCOUNTANT IV / Deputy Controller (Denver, CO) Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/4505164) Apply CPW ACCOUNTANT IV / ... retirement plans including PERA Defined Benefit Plan or PERA Defined Contribution Plan, plus pre- tax and Roth 401K and 457 plans + Paid life insurance + Short- and… more
- Regions Bank (Birmingham, AL)
- …accounting or related field + Five (5) years of Trust Administration, Estate / Tax Law, Financial Planning or relevant experience including direct client ... interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and advice, legal, insurance, real estate , asset management,… more
- Truist (Nashville, TN)
- …that addresses the following key areas - banking, planning, risk, investments and estate - for mass affluent clients. Preferred Qualifications: 1. Minimum of four ... Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist , Certified Trust and Financial Advisor, Chartered Life Underwriter or… more
