- Synectics Inc (Roseland, NJ)
- …firm serving individuals and businesses across New Jersey and New York, specializing in tax law, trust, and estate planning . Our practice provides ... and estate practice. Description : Provide legal counsel to clients on tax planning , estate planning , and the administration of trusts and estates.… more
- SourcePro Search, LLC (New York, NY)
- …and businesses. Work with clients to implement business succession , asset preservation , and estate tax planning strategies. Draft wills , trusts , family ... . Knowledge of business entities , tax compliance , and estate tax planning . Strong written and verbal communication skills. Experience working… more
- BDA Recruitment & Consulting (Boston, MA)
- … tax areas: Affordable housing tax credits Sales and use tax Estate planning Qualified plan administration Technical Competencies Advanced knowledge ... Mergers and acquisitions (M&A) tax considerations Business entity structure planning Tax risk and opportunity assessment Preferred Expertise Experience in… more
- Advisor Employee Services (Spring, TX)
- …offering comprehensive financial solutions including investment management, retirement planning , tax strategy, and estate planning . We serve ... Advisor to play a key role in supporting clients with strategic tax planning and expert guidance. This role involves close collaboration with our investment… more
- Synectics Inc (Sacramento, CA)
- …powers of attorney and advance directives. Provide strategic counsel to clients on estate planning , tax implications and business succession. Conduct legal ... Responsibilities: This position focuses on trust litigation, estate administration, and estate planning , offering an opportunity to work with a diverse… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Writes articles on financial, income tax , retirement, risk management and estate planning topics. Develops marketing materials. Performs other duties and ... of Financial planning principles as they relate to tax , retirement, and estate planning , equity compensation, the financial markets, and current… more
- Remote Core Solutions (Winter Garden, FL)
- …client relationships and provide top-quality tax and consulting services, including tax planning , research, estate and gift taxes, business valuation, ... tax and consulting needs - Provide top-quality tax planning , research, and consulting services to...- 5+ years of experience in tax planning , research, and compliance - Experience with estate… more
- Executive Resource Systems (Salem, OR)
- …attorney, wills, codicils, and trust agreements. Participate in special engagements involving estate planning , tax accounting, consulting, and research. Work ... bypass trusts, charitable split-interest trusts, and should be familiar with Oregon estate tax laws. Possess a strong knowledge of corporate, pass-through… more
- Freedman CPA, PC (Fort Lauderdale, FL)
- …we perform for them. The work includes traditional accounting, auditing and attestation services, tax planning and preparation, estate planning and ... client specific consulting, to mention just a few. Tax Preparer Job Description We are looking for a...Preparer Job Description We are looking for a detail-oriented tax associate to consult with clients and provide … more
- Executive Alliance (Mineola, NY)
- …years of strong, 'hands on' experience with complex Trusts & Estates matters, including strong estate tax planning . JD Licensed to practice law in New York ... this law firm services its clients requiring complex estate tax , wills and trusts, estate planning , preservation of assets, etc. The T&E Practice… more
- Links Recruiting (Albany, NY)
- …the preparation and review of complex individual, trust, estate , and partnership tax returns Provide strategic tax planning and wealth preservation ... strategies Advise clients on multi-state tax issues, charitable planning , and estate and gift tax matters Research and communicate updates on tax law… 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
- Raven Ridge (Portsmouth, NH)
- …planning goals of the client. Consultation with attorneys and accountants on financial, tax , and estate planning Client meeting planning , ... goals Identify insurance needs for clients and assess proper solutions Discuss estate planning and work with internal and external resources to meet estate… more
- AFIN Family Wealth Management Inc (Winnetka, IL)
- …Create customized financial plans encompassing investment strategies, retirement planning , tax optimization, estate planning , and risk management. ... Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to...products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Job Summary As a… more
- Aston Carter (Phoenix, AZ)
- …assisting with estate and trust administration, and providing accurate tax planning advice. Responsibilities Prepare federal and state fiduciary income ... position involves preparing various federal and state fiduciary income tax returns and estate tax ...laws and regulations to ensure compliance and provide accurate tax planning advice. Collaborate with attorneys, trustees,… more
- Consultative Search Group (Los Angeles, CA)
- …offices to handle tax work papers for their businesses, investments and estate planning entities. Prepare tax accounting adjustments and financial ... The Tax Preparer gathers and reviews client tax documents to prepare necessary individual, partnership, estate... tax documents to prepare necessary individual, partnership, estate , corporate, and/or trust tax returns. The… more
- Goldman Sachs, Inc. (Miami, FL)
- …service offerings of the firm's US-based trading authorization and beyond, which may include tax and estate planning , philanthropic planning and private ... equities, fixed income, option derivative securities, foreign currencies, hedge funds, real estate , private equity and bank lending. Work one-on-one with clients to… more
- Spartan Placements LLC (New York, NY)
- Tax Senior Manager- Real Estate Join...service in a timely, professional, and accurate manner. Provide tax planning and savings opportunities to the ... a growing Real Estate department in a well established Tax and Accounting firm. RESPONSIBILITIES: Develop client relationships. Consult regularly with clients… more
- Annex Wealth Management (Brookfield, WI)
- …experienced professionals boasting key credentials, certifications, and achievements in investment, tax , insurance, estate planning , and more. Communication ... and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX. About the Role The Compliance Specialist… more
- Northern Trust (Los Angeles, CA)
- …(eg, personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning ), including fee structures and ... (and their representatives including attorneys) on the benefits of estate planning services, utilizing your knowledge of... services, utilizing your knowledge of wealth transfer and tax planning strategies. And you'll check-in regularly… more
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