- Jefferies (Los Angeles, CA)
- …cash flow analysis, income tax planning , asset protection, charitable planning and estate and wealth transfer strategieswith a focus on pre-liquidity ... financial advisors and internal partners and assist with overall client discovery process to assess client 's goals,...write and publish subject and solution-specific Wealth Planning whitepapers and present on estate, tax … 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 ... and help to build a better working world. Seasonal Tax Manager - FSO-Private Client Services -...an impact on some of the most technically demanding tax planning and compliance projects around. You'll… more
- Focus Partners Wealth (Menlo Park, CA)
- … Wealth Advisors by providing valuableinformation such as income tax planning and projections, investment evaluationsand recommendations, financial analyses, ... Focus Partners Wealth seeks a motivated and qualified individual for...income tax planning and projections, investment portfolio construction,… more
- RK Partners (Chicago, IL)
- …including: Financial Planning , Wealth Management, Business Planning , Insurance Planning and Tax Planning . Who We are Seeking : Someone looking ... the job A little more about the firm: Our wealth management client is a 55+ year... Planning department to provide tax planning advice that is consistent with the client… more
- Spartan Placements LLC (Cleveland, OH)
- …minimizing liabilities. Advise on estate planning , trust administration, and wealth transfer strategies. Build and maintain strong client relationships, ... preparation and filing of trust tax returns, ensuring compliance and strategic tax planning . Collaborate with clients to develop tax -efficient strategies… more
- Smith and Howard (Atlanta, GA)
- …of action. Successfully manages the planning , administration, and conclusion of client engagements. Performs primary review of tax returns and written ... + Howard is a family of companies that offers tax , audit, accounting and advisory and wealth ...direct supervision at all stages of the engagement. Assists client by advising of tax implications of… more
- Busey Bank (Urbana, IL)
- …Investment Team, Financial Planning and Tax Specialists, Estate Planning , Portfolio Management, and Private Client banking services to create ... written communication skills Strong sales and client service skills Wealth Management Services including Investments, financial planning , banking and trust… more
- Advisor Employee Services (Spring, TX)
- …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
- US Tech Solutions (Charlotte, NC)
- …tax clients. Work with Wealth Management partners to deliver sophisticated income tax planning advisory services for Client 's highest net worth and ... as an expert resource for Wealth Management partners on client income tax planning strategies directed to high-net worth individuals. Communicate with… more
- Wipfli LLP (Englewood, CO)
- …respective state in which they are practicing Knowledge and understanding of wealth transfer planning vehicles Experience and knowledge of comprehending trust ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide… more
- NFP (Los Angeles, CA)
- …high-level administrative support to the Relationship Manager/Partner within the financial planning focus of the practice, ensuring seamless client service ... Who We Are Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a… more
- Waldron Private Wealth (Wayne, PA)
- …for individual's Trusts, LLCs, LPs, etc. Set up and maintain various client transactions (eg cash management, insurance, tax payments, real estate ... Description Waldron Private Wealth (Waldron) is seeking a motivated, organized and...individual. This individual will be responsible for assisting the Client Service (CS) department in their effort to provide… more
- Executive Resource Systems (Phoenix, AZ)
- …partnerships, C and S corporations, estates and trusts. Experience in year-end tax planning for individuals and corporations is required and knowledge ... in achieving their financial goals. We provide bookkeeping services, tax planning , new business advisory, and much...advisory, and much more. We work closely with our client 's wealth and legal advisors to ensure… more
- Franklin Templeton (Broomall, PA)
- …a team to provide additional services for clients, including financial planning , tax , trust, and estate services to build client relationships for diverse ... offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop… more
- Goldman Sachs, Inc. (Albany, NY)
- …achieve their long-term financial goals, the desire to work closely with top fiduciary, tax and wealth management professionals, and the ability to think outside ... around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning , investment management, banking,… more
- Kaufman Rossin (Miami, FL)
- …estate. Conduct primary and secondary review of complicated or complex international tax returns Facilitate planning , execution, direction, and completion of ... on tax -efficient structuring of international transactions, effective use of tax treaties, planning related to offshore investments activities, and… more
- Balentine (Atlanta, GA)
- …comprehensive wealth management services, ranging from investment strategy, estate planning , and tax optimization to philanthropy and family governance. More ... expertise in comprehensive wealth management, including investment strategies, tax optimization, estate planning , and philanthropy. Strong understanding of… more
- Dollar Bank (Pittsburgh, PA)
- …this role possess an entrepreneurial mindset and are involved with extensive client management and development, new client prospecting and financial consultancy. ... increase book of business. *Provide full array of financial planning for clients, dependent upon their needs, to include...*Stay current and up to date on products and tax laws affecting customers' finances. *Evaluate customer current and… 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
- Cetera Financial Group, Inc. (Leawood, KS)
- …to client inquiries Work with wealth managers regarding different client situations and prepare analysis on tax outcomes of transactions Communicate with ... minimum of 3 years' experience providing clients with comprehensive tax planning and projections, preparation of taxes....client directly to prepare both personal and business tax returns, prepare projections, and calculate tax … more
