- 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
- Fox Rothschild LLP (Blue Bell, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA ... their knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of… more
- Deloitte (Fort Worth, TX)
- …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 (Houston, TX)
- …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 (Baltimore, MD)
- …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
- TD Bank (Greenville, SC)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely ... and effective tax compliance, relationship management, and planning for...internal staff to findings and develops recommendations to minimize Client tax liability and improve overall financial… more
- JPMorgan Chase (San Francisco, CA)
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... and delivers a high level of service. As a Client Specialist within JP Morgan Wealth Management,...sound knowledge base of investing, trust and estates, financial planning , insurance, alternative investments, tax considerations, and… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... 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
- Regions Bank (Hoover, AL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Client Solutions Trust Administrator - Private Wealth is responsible for the ... associated risks of client business + Leads client pre-call planning meetings & client...+ May review accounts for potential transition from Private Wealth Management to Client Solutions. + Ensures… more
- Fox Rothschild LLP (West Palm Beach, FL)
- …and healthcare directives. + Provide counsel on tax -efficient strategies for estate and wealth transfer planning . + Prepare and file estate tax returns ... Taxation & Wealth Planning Associate - West Palm...clients and family offices to develop comprehensive estate and tax planning strategies. Experience with creating and/or… more
- Truist (Mclean, VA)
- …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 (Charlotte, NC)
- …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
- Vanguard (Scottsdale, AZ)
- As a Wealth Planning Consultant, you'll be part of a team advising our Personal Advisor Wealth Management (PAWM) ultra-high net worth clients and their ... most complex clients' current financial conditions and provides financial and income tax planning recommendations. + Assists in development, evolution and… more
- City National Bank (New York, NY)
- …goals. * Partner with the PWS team to develop simplified explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. * ... to clients. * Participate in the materials preparation for sponsored events regarding wealth planning information and issues that are relevant and compelling for… more
- JPMorgan Chase (Palo Alto, CA)
- … wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning , investments, corporate executive issues ... Wealth Planning & Advice is a... Wealth Planning & Advice is a group of experts...tax and trust & estate laws knowledge, identifying client engagement opportunities, partnering with field management to establish… more
- Bank of America (Palo Alto, CA)
- … planning topics such as trust and estate planning , income and wealth transfer tax planning , investments, retirement planning and cash flow ... with major developments in trust, estate/ wealth transfer and financial planning , while following current and proposed tax legislation and understanding… more
- HSBC (San Francisco, CA)
- …to engage with clients on wealth planning matters + Passionate. The Senior Wealth Planning is passionate about tax and estate planning and finds ... planning needs. You will serve as a key client -facing member of the US Private Banking team, partnering...needs, and articulate the value of active and ongoing wealth planning . This individual will look for… more
- Bank of America (Melville, NY)
- …to drive ultra-high net worth client engagement focused on addressing the planning , personal philanthropy, and wealth transfer/ tax minimization needs of ... **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management...as trust and estate planning , income and wealth transfer tax planning , investments,… more
- Truist (Asheville, NC)
- …but not limited to, strategic asset allocation recommendations, multi-generational estate and tax planning , cash flow analysis and budgeting, and credit and ... licenses * 10 or more years of sales and client management experience in Wealth Management and...credit deals * Advanced knowledge of investment, estate and tax planning , credit and risk management, financial… more
- KeyBank (New York, NY)
- …for assigned clients + Works with the Wealth Consultant and Regional Planning Strategist in building client financial plans + Co-facilitates the Family ... **Advisory** + Develops a deep knowledge of our Family Wealth client 's entire financial and family situation....with the Family Wealth Consultant and Regional Planning Strategist ensuring there are comprehensive tax ,… more