- Crescent City Recruitment Group (Plainview, NY)
- …Public Accountant based in Long Island. Their expertise ranges from accounting and auditing to tax estate planning . Due to growth, they seek a tax ... returns, as needed 1040's, 1041's, 1120's, 1065's Understanding of Estate and Trusts Financial planning for high-net-worth...information supplied by clients and obtain open items Develop tax planning opportunities arising from inbound and… more
- AssetMark, Inc. (Charlotte, NC)
- …goals. You will develop comprehensive financial plans and advise on investment, retirement, tax , and estate planning strategies. This is a full-time ... Projections, Business Transitions, Social Security analysis, education funding, stock options, estate planning , tax planning , asset protection, and risk… more
- Goldman Sachs, Inc. (San Francisco, CA)
- …several areas such as: consolidated investment review, income tax preparation and planning , estate planning and wealth transfer, employee benefits, risk ... worth clients. Strong knowledge of financial planning concepts, including tax planning , estate planning , and investment management. Excellent… more
- Atherton and Associates LLP (Modesto, CA)
- …to our clients. We provide a wide variety of services for our clients that include tax planning and preparation, estate planning , accounting and auditing ... that we serve include the agriculture, food processing, cooperative, real estate , transportation, manufacturing, warehousing and medical industries. We are actively… more
- Cleary Gottlieb Steen & Hamilton LLP (New York, NY)
- …the US private clients lawyers in all aspects of estate administration, including: Estate and tax planning Administration of trusts and estates Family ... outside accountants Preparation of receipt and release agreements, fiduciary appointments and tax planning Preparation of basic estate planning documents… more
- Franklin Templeton (New York, NY)
- …offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to ... clients' accountants, attorneys, and other trusted advisors. Understanding of complex estate planning structures (eg GRATs, Private Foundations, Family Limited… more
- People Placers Staffing (Philadelphia, PA)
- …in trust and estate planning and administration Familiarity with estate , gift, and generation-skipping transfer tax issues Proficiency in preparing ... estate planning documents and reviewing federal estate tax returns Knowledge of planning for family-owned businesses and life insurance trusts Strong… more
- Gpac (Philadelphia, PA)
- …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
- Regions Financial Corporation (Knoxville, TN)
- …law on behalf of Regions Bank, and four (4) years of Trust Administration, Estate / Tax Law, Financial Planning , Investment or related experience Or Master ... of Business Administration (MBA) and four (4) years of Trust Administration, Estate / Tax Law, Financial Planning , Investment or related experience Or… more
- Alchemy Legal (New York, NY)
- …Communicate accountants and tax professionals to ensure accurate and timely tax filings. Draft basic estate planning documents including advanced ... a focus on estates and trusts as well as tax law. Bachelor's degree or equivalent experience; Paralegal certification...trust fund letters. Familiarity with ILS a plus. Finalize estate planning documents for signing appointments. Coordinate… more
- BDO USA (Fort Lauderdale, FL)
- …Applies general knowledge of multiple tax specialties (ie International, SALT, Estate Planning ) for issue identification and resolution Tax ... Job Description Job Summary: The Tax Managing Director is responsible for applying industry...applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting… more
- Wipfli LLP (Chicago, IL)
- …products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/ estate tax matters. Preparing written deliverables, such as emails, memos, and ... matters in a timely manner, and meeting prescribed budgets and deadlines. Performing estate tax calculations using Microsoft Excel, number crunchers or other… more
- Spartan Placements LLC (Cleveland, OH)
- …team members to provide tax advice on matters such as estate planning , trust administration, and wealth transfer strategies. Qualifications: Bachelor's ... Tax Senior Associate- High Net Worth Responsibilities: Prepare and/or review individual tax returns (Form 1040), including multi-state filings, for high net… more
- Aston Carter (Phoenix, AZ)
- …specializing in estate and trust taxation. This role involves preparing various tax returns, offering tax planning advice, and collaborating with clients ... fiduciary income tax returns (Form 1041), federal estate tax returns (Form 706), and gift...laws and regulations to ensure compliance and provide accurate tax planning advice to clients. Collaborate with… more
- Goldman Sachs, Inc. (San Francisco, CA)
- …several areas such as: consolidated investment review, income tax preparation and planning , estate planning and wealth transfer, employee benefits, risk ... areas of personal financial statements, cash flow planning , income tax projections, investment allocation, investment performance, estate document reviews, … more
- Emerald Resource Group (Chicago, IL)
- … Estate clients and business restructuring. Solid understanding of real estate tax technical and transaction skills, including partnership taxation, operating ... Job Title: Tax Senior Manager, Real Estate Clients...interpretation, waterfall calculations, targeted capital account calculations, debt allocations, tax compliance, due diligence, acquisition/disposition planning and… more
- Corient Private Wealth LLC (Newport Beach, CA)
- …with individual finances and their investments. General understanding of foundations, trusts and estate planning , and their related tax treatments. Strong ... (wealth, CPAs, attorneys, etc) Provide financial data analysis related to client tax , estate , and charitable planning Handle special projects as needed… more
- Edward Jones (Dallas, TX)
- …of financial planning topics - goals planning , income planning , estate and tax planning , protection, etc. Proficiency using financial planning ... process? Do you have a strong background in financial planning and experience with complex financial planning ...and other internal home office subject matter experts (ie- tax , estate , investment management, business owner, executive… more
- Stafford Rosenbaum LLP (Milwaukee, WI)
- …permitting; negotiation of commercial leases; corporate planning and structure; tax planning for real estate transactions; environmental considerations; ... seeking an attorney focusing on commercial transactional and real estate to join the firm's growing business law practice...agreements and has a strong knowledge of today's real estate market, attention to detail, creative and practical, with… more
- Capital Group (Los Angeles, CA)
- …with access to experts in such areas as financial and legacy planning , tax and estate planning , asset allocation, investment manager research and ... philanthropy, as well as the Client Relationship Team, providing direct support of the Advisors and their practices. PCS was founded in 1974 and began as an in-house family office for of the Capital Group organization, and a third of clients are still current… more
