- Deloitte (Tempe, AZ)
- …May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- Wells Fargo (Phoenix, AZ)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth planning… more
- Edward Jones (Tempe, AZ)
- …businesses, charitable organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return ... early due to the volume of applicants. **Team Overview:** Wealth Management Advice and Solutions (WMAS) is responsible for...preparation, under the direction of the Trust Tax Manager. Responsibilities include:"> + Reviewing and understanding trust… more
- Columbia Bank (Phoenix, AZ)
- …business development, relationship and portfolio management, private banking, and wealth management skills. + Intermediate estate planning, tax , advanced ... Sr Private Bank Relationship Manager Wealth Management...position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role… more
- Grant Thornton (Phoenix, AZ)
- …Federal Corporate and Partnership solution families, State and Local Tax , International Tax , and Private Wealth Service lines. ESSENTIAL DUTIES AND ... other taxing authorities + Identifying, researching, and assessing various tax issues while also providing information to senior... tax issues while also providing information to senior staff members + Providing on-the-job training to junior… more
- Edward Jones (Tempe, AZ)
- …team could be the right opportunity for you! Edward Jones has developed a new private wealth offering tailored to meet the unique needs of high net worth ... actionable advice, planning, products, and services required to meet our client's wealth management needs. Through detailed analysis, the team develops and guides… more
- UMB Bank (Phoenix, AZ)
- …you will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing ... policies and procedures. + You will work collaboratively with Senior Associates on team to resolve complex administrative issues...escalations. + You will manage unique assets held in Private Wealth accounts, including real estate, oil/gas,… more