- Links Recruiting (Albany, NY)
- …of complex individual, trust, estate, and partnership tax returns Provide strategic tax planning and wealth preservation strategies Advise clients on ... About the job Tax Director ( Wealth Management) We're partnering...About the job Tax Director ( Wealth Management) We're partnering with a growing ...multi-state tax issues, charitable planning , and estate and gift tax matters… more
- Northern Trust (Los Angeles, CA)
- …on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies. And you'll check-in regularly ... living trusts, wills, investment management, custody, financial consulting, estate and tax planning ), including fee structures and documentation. Keeping… more
- Advisor Employee Services (Spring, TX)
- …team members to coordinate comprehensive client services *Identify opportunities to integrate tax planning with overall wealth management strategies Salary: ... Tax Advisor Location: The Woodlands, TX Company: Magnolia Wealth About Us: Magnolia Wealth is a...play a key role in supporting clients with strategic tax planning and expert guidance. This role… more
- EY (New York, NY)
- …state personal and trust income tax A thorough understanding of estate and wealth planning Experience researching tax issues to develop effective tax ... work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team,… more
- PricewaterhouseCoopers (New York, NY)
- … tax services focus on providing advice and guidance to clients on tax planning , compliance, and strategy. These individuals help businesses navigate complex ... Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary At PwC, our people in… more
- Fidelity Investments (San Francisco, CA)
- …solutions, as well as crafting methodologies for many of Fidelity's investment planning tools to help investors reach their financial goals. With over $400 ... execution of individual client portfolios. Within the PE function, the Personalized Wealth Management team is focused on our clients' most complex investment… more
- Goldman Sachs, Inc. (Chicago, IL)
- …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
- JPMorgan Chase & Co. (New York, NY)
- …generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration. Work with Tax Officers and ... services by Euromoney, and we have been specifically recognized for our succession planning , advice and trust services. The Global Trusts & Estates Practice is an… more
- Adams Brown LLC (Overland Park, KS)
- …a successful candidate will assist the client in navigating the complexities where income tax , estate tax and wealth management intersect utilizing their ... comparable experience and demonstrated expertise. Major Duties and Responsibilities Lead the planning , scheduling and execution of tax engagements Manage tax… more
- Willis Johnson & Associates (Houston, TX)
- …everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an ... The Associate Wealth Manager works closely with a Senior Wealth...in-house CPA team to provide tax preparation for our clients that need it. And with… more
- Apex Fintech Solutions (Chicago, IL)
- …tax compliance and tax accounting functions as well as assisting with tax planning , performing technical tax research, and supporting other strategic ... Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to...legislation. Assist with special projects including M&A due diligence, tax planning , cash tax forecasting,… more
- Kaufman Rossin (Miami, FL)
- …professionals to join our dynamic International Tax team in Miami! Our International Tax group provides planning and tax compliance services to inbound ... clients: Preparation and/or primary review of complicated or complex international tax returns Facilitate planning , execution, direction, and completion of… more
- Goldman Sachs, Inc. (Miami, FL)
- …offerings of the firm's US-based trading authorization and beyond, which may include tax and estate planning , philanthropic planning and private banking ... with Goldman Sachs & Co. LLC in Miami, Florida. Create comprehensive wealth management plans, asset allocation, and location strategies for ultra-high net worth… more
- Corebridge Financial (Indianapolis, IN)
- …more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, ... searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the… more
- DOWC (Parsippany, NJ)
- …to communicate relevant tax considerations to management. Implement effective tax planning strategies and compliance initiatives under the guidance of ... the tools needed for our partners to build their wealth and achieve their goals. DOWC prides itself on...supporting the Tax Director by managing day-to-day tax compliance, reporting, and planning for the… more
- Deloitte (Costa Mesa, CA)
- …tax compliance and consulting services including restructuring, acquisition planning , tax controversy, philanthropic tax planning , unrelated business ... international tax compliance and consulting, and transfer tax planning . The tax group...serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's… more
- S&P Global, Inc. (New York, NY)
- …Impact: The Sales Associate Director will be a member of the high growth Tax Solutions team, which is responsible for delivering and maintaining tax technology, ... to drive new business for a range of operational tax regulations, particularly around US Tax Information...energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn… more
- BDO USA (Fort Lauderdale, FL)
- …and maximize results in the Firm Applies general knowledge of multiple tax specialties (ie International, SALT, Estate Planning ) for issue identification ... Job Description Job Summary: The Tax Managing Director is responsible for applying industry...stock and grants employees the chance to grow their wealth over time as their shares vest and grow… more
- Smith and Howard (Spartanburg, SC)
- …you at Smith + Howard. Smith + Howard is a family of companies that offers tax , audit, accounting and advisory and wealth management services. We have a national ... Tax Manager Do you want a career without...recommended alternate courses of action. + Successfully manages the planning , administration, and conclusion of client engagements. + Performs… more
- AFIN Family Wealth Management Inc (Winnetka, IL)
- …financial situation. Create customized financial plans encompassing investment strategies, retirement planning , tax optimization, estate planning , and risk ... Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make… more
