- Neuberger Berman (New York, NY)
- …eMoney users at NB Private Wealth . **Responsibilities:** + Constructing and formulating client wealth planning analyses focusing on retirement cash flow, ... asset allocation, wealth simulation analysis, income tax , estate and... planning discussions and presenting wealth planning recommendations and observations in client meetings… more
- Neuberger Berman (New York, NY)
- …pre-liquidity planning , and philanthropy in partnership with portfolio managers and the wealth planning team + Assist in the delivery of holistic wealth ... Planner will advise high-net-worth clients on all aspects of trust and estate planning , tax strategy, pre-liquidity events, and charitable giving. The role… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... related to current businesses and new opportunities and scenario planning + Develop, implement and maintain excel and Adaptive...Spending Accounts** : You may elect to set aside pre- tax earnings to pay for eligible health care and… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... manage the end-to-end audit life-cycle including conducting risk assessments, engagement planning , audit execution and reporting; assisting the annual planning … more
- 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 (Scottsdale, AZ)
- …financial planning . Core Responsibilities 1. Provide income tax , estate planning , and/or wealth planning consultations to the largest Vanguard ... complex investment journeys by providing them with advanced estate planning , income tax and financial planning... client deliverables. 3. Guide and develop other wealth and estate planning crew within advice… 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 (Phoenix, AZ)
- …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
- BMO Financial Group (Chicago, IL)
- …Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, ... the desired client experience. + Applies well-developed consultative sales and wealth planning priniples, practices and techniques in client … more
- KeyBank (New York, NY)
- …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
