- Fox Rothschild LLP (Atlanta, GA)
- …work. + Manage attorney calendars and assist in meeting deadlines, including tax -related deadlines and client calls/meetings, coordinate attorney and/or ... **Description** As a member of the Client Services Team (CST), the Client ...into a calendaring database and ensure accurate calculations, including tax -related deadlines; maintain and manage these deadlines. **Collaboration and… more
- Robert Half Legal (Atlanta, GA)
- …probate documents, and trust accountings + Collaborate with attorneys on entity formation, tax planning , and compliance + Utilize tools like EstateWorks, GEMS, ... Description Tax & Wealth Paralegal | Atlanta,...Description Tax & Wealth Paralegal | Atlanta, GA | Up to...Trusts & Estates Paralegal with a passion for precision, client service, and complex fiduciary matters? A highly respected,… more
- Edward Jones (Tempe, AZ)
- … Planning , Products, and Services (APPS) required to meet our High Net Worth clients' wealth management and tax planning needs. You will be called upon as ... Wealth Consulting is a team within the Private Wealth area that serves as the planning ...legislation and regulatory environment may impact High Net Worth tax planning and proposed client … more
- Fox Rothschild LLP (Atlanta, GA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience. We are a well-established ... their knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of… more
- Deloitte (San Juan, PR)
- …and consulting projects related to tax planning opportunities and the tax implications of transactions to the client . The Team At Deloitte Tax ... estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability...week + 3+ years' experience providing tax planning services or preparing and reviewing client … more
- Deloitte (St. Louis, MO)
- …consulting projects related to tax planning opportunities and the tax implications of transactions to the client . Additionally, you will train, mentor, ... partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client...estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability… more
- Grant Thornton (Philadelphia, PA)
- …ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public accounting or a combination ... As the Private Wealth Services Tax Managing Director, you'll...complex tax returns preparation, estate, and gift tax planning strategies for your high net… more
- Grant Thornton (Boston, MA)
- …to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in public accounting or a combination of ... As the Private Wealth Services Tax Manager, you'll conduct...tax returns and provide income, estate, and gift tax planning strategies for your high net… more
- JPMorgan Chase (Los Angeles, CA)
- …successfully meeting their goals. You will also educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to ... financial plan. You will work collaboratively with an integrated client service team to provide comprehensive financial planning...scale + Educate the integrated team about the value Wealth Planning can bring to a relationship;… more
- Vanguard (Malvern, PA)
- …+ Serves as an expert on the application of Vanguard's wealth planning methodology in the development of client investment strategies and construction of ... related legal, tax , and regulatory issues that impact Vanguard's wealth planning methodology. Supports investments-related projects to analyze and research… more
- Wells Fargo (Boston, MA)
- …and interactions with Advisors to serve largest and most complex clients + Present wealth planning advice during client meetings in clear, concise, and ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...issues and stock option analysis, asset allocation analysis, income tax planning , charitable planning , business… more
- Bank of America (Atlanta, GA)
- Private Wealth Client Relationship Manager Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate… more
- JPMorgan Chase (New York, NY)
- …trust and estates, financial planning , insurance, alternative investments, family wealth , tax considerations, and other related areas. + A self-confident, ... The Client Specialist is a sophisticated wealth ...The Client Specialist is a sophisticated wealth expert who focuses on creating new ...the objectives of each client . As a Client Specialist within JP Morgan Wealth Management,… more
- KeyBank (Portland, ME)
- …of the bank and to provide well-coordinated estate, tax , and financial planning alternatives to meet client 's needs. + Facilitate the estate, tax ... Responsible for contributing to the development of the annual client wealth plan and actively participates in...) + Demonstrates awareness of state specific estate and tax planning issues + Maintains deep expertise… more
- M&T Bank (Wilmington, DE)
- …with affected departments and manage vendor interactions. + Compile wealth planning information from clients, including tax forms, account statements and ... research support and quantitative analyses on technical matters related to wealth planning topics or client concerns. **Primary Responsibilities:** +… more
- Truist (Philadelphia, PA)
- …to the client and appropriate Truist teammates. Leads comprehensive HNW wealth planning and strategy, typically with families with assets under management ... prospects. Completes complex diagnostic review of financial and estate planning documents, along with client objectives and...at Truist of $10MM and above, including wealth transfer tax planning ,… more
- Truist (Houston, TX)
- …responsible for proactive and comprehensive advice around the Elements of Wealth including wealth transfer tax planning , income tax planning , ... multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth... group in that area. Keeps current on estate, tax and planning trends and their application… more
- City National Bank (Newark, DE)
- … Wealth Strategists and Wealth Strategists to analyze a client 's current financial situation, identify appropriate planning strategies and techniques, and ... * Partner with the marketing team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. *… more
- JPMorgan Chase (San Francisco, CA)
- … wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning , investments, and corporate executive ... Wealth Planning & Advice is a group of experts in trusts & estates, tax planning , financial planning and planning in related areas for… more
- Edward Jones (Tempe, AZ)
- …including but not limited to managing business and personal finances, cash flow, tax planning , retirement planning , risk management, debt management, etc. ... Wealth Consulting is a team within the Private Wealth area that serves as the planning ...**What Could Set You Apart:** + Mastery of financial planning , investment strategies, tax planning ,… more