- Commerce Bank (St. Louis, MO)
- …been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking and ... Required Working knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning , and wealth management products… more
- Messerli Kramer PA (Minneapolis, MN)
- …administration, along with a strong interest and experience in all aspects of gift and estate tax planning (revocable and irrevocable), estate and trust ... a series of practice groups: Banking and Finance, Business Litigation, Corporate and Estate Planning , Commercial Real Estate and Family Law. We are currently… more
- Harrison Gray Search and Consulting LLC (Phoenix, AZ)
- …in Phoenix, specializing in serving ultra-high-net-worth clients. Their team integrates wealth management, tax strategy, and estate planning to provide a ... wealth management and accounting to deliver integrated client solutions. Provide tax planning and strategy advice to meet client goals, ensuring compliance with… more
- NPAworldwide (Chatham, NJ)
- …About the Firm Our client is a private family office providing investment management, estate planning , tax , and accounting services to a multigenerational ... and financial acumen along with excellent interpersonal skills. Key Responsibilities Tax Planning & Compliance Prepare quarterly federal and state estimated… more
- RightWorks (Salem, OR)
- …to facilitate tax return preparation Analyze and apply provisions in estate planning documents, including power of attorney, wills, codicils, and trust ... agreements Participate in estate planning , tax accounting and consulting activities as needed Required Education and Experience Bachelor's degree in… more
- Financial Planner Recruiting, LLC (New York, NY)
- …creating product plans and roadmaps. Research and present investment strategies. Coordinate tax filing and estate planning . Qualifications: Active ... plans and wealth strategies. Maintain an in-depth understanding of financial planning , investments, and tax planning . Be an active part of a collaborative… more
- Ascend Partner Firms (Los Angeles, CA)
- … Tax Leader at Lucas Horsfall, you will lead and manage all phases of estate and trust (706, 709, 1041) tax advisory and compliance engagements. You will ... clients. This growth has provided a need for a Tax Leader (Partner Track) to help deliver personal and...business needs. Communicate staffing and workload issues to Resource Planning . Review and confirm assignment objectives, scope, and work… more
- EisnerAmper LLP (New York, NY)
- …(DE&I) efforts What Work You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and ... with tax laws and regulations. Provide expert tax planning and advisory services to clients,...advisory services to clients, including wealth transfer strategies, charitable planning , and estate planning . Take… more
- Lamar Advertising Company (Selman City, TX)
- …purchase process for approved easement and land Collecting and processing of property tax invoices for company-owned real estate Preparing monthly and/or annual ... If you have an interest in business real estate , we have a unique opportunity for you!...of experience in land acquisition, zoning, and land use planning is preferred. Please note: Upon submitting your application,… more
- Marcus & Millichap Company (Palo Alto, CA)
- … strategy. You will play a key role in managing tax compliance and planning for a diverse portfolio of real estate partnerships and corporate entities. This ... tax filings, while also contributing to strategic tax planning initiatives. At Marcus & Millichap...distance This is a fantastic opportunity to deepen your tax expertise in a fast-paced, high-growth real estate… more
- First Horizon (Knoxville, TN)
- …Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning , asset ... Provides proactive advice to clients on FH's products/services, emerging issues, regulatory/ tax changes, and appropriate actions for the client. Combines technical… more
- MassMutual Metro NY (New York, NY)
- …Planning : Delivering comprehensive financial plans that address retirement, education savings, tax planning , estate strategies, and more. Responsibilities ... *Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies. *Address clients' full financial picture,… more
- EY (New York, NY)
- …takes more than just a technical understanding of current tax practices. As a Real Estate Tax Manager, we will look to you to apply your knowledge to a wide ... mentors and training programs. Your key responsibilities There isn't an average day for a Real Estate Tax Manager - so you're likely to spend your time on a… more
- Range (New York, NY)
- …prioritizing and creating product plans and roadmaps Research and present investment strategies Coordinate tax filing and estate planning What will set you ... plans and wealth strategies Maintain an in-depth understanding of financial planning , investments, and tax planning Be an active part of a collaborative… more
- Gpac (Atlanta, GA)
- …Proficient in drafting wills, trusts, powers of attorney, healthcare directives, and estate planning strategies involving tax and generational wealth ... for a skilled attorney with at least 3 years of experience in estate planning , probate, and trust administration to join their collegial, client-first team. This… more
- Goldman Sachs, Inc. (New York, NY)
- …the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning , philanthropic planning and private banking ... their financial goals. Our advisor-led wealth management businesses provide financial planning , investment management, banking and comprehensive advice to a wide… more
- Crete Professionals Alliance (Coral Gables, FL)
- …has proven itself to be each client's uniquely trusted counsel for income and estate planning , pre-immigration tax planning , national and international ... and supervision of the tax return preparation process, coordinating tax consulting projects Identifying tax planning & consulting opportunities,… more
- Allworth Financial (Dallas, TX)
- …in 2022. The Financial Services department of Allworth Financial is looking for an Estate Planning Specialist to add to its growing team to provide integrated ... financial services to our clients, including estate planning . The Estate ...strategic recommendations for high-net-worth clients. The role ensures clients' estate plans align with their legacy, tax ,… more
- TWG Development LLC (Indianapolis, IN)
- …updates and idea sharing Requirements Bachelor's degree (BA/BS) in Finance, Real Estate , Urban Planning , Engineering, Construction or Architecture related field ... Type Full-time Description REPORTS TO : Vice President of Tax Credit Development OFFICE LOCATION: TWG Central Office PURPOSE...desired 2+ years' experience in real estate development industry, preferably within multifamily (including market rate,… more
- Goldman Sachs, Inc. (Dallas, TX)
- …of estate planning and administration required Experience with fiduciary income tax return preparation and estate and gift tax return preparation a ... also connecting externally with the client's fiduciary, legal, and tax advisors YOUR IMPACT Are you a quick-thinking self-starter...in all 50 states Be able to articulate complex estate planning and administration concepts in an… more
