- Charles Schwab (Phoenix, AZ)
- …and adaptability to change. + Bachelor's degree required + Previous experience as a Tax, Trust , and Estate attorney strongly preferred + At least one of ... income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a...time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid… more
- Edward Jones (Tempe, AZ)
- …degree required or equivalent training, certification or work experience. + At least 3 - 5 years trust , estate management, or related legal or financial ... accordance with the language provided in the governing instrument ( trust agreements, wills, powers of attorney and...excellent client experience + Discussing and explaining tax and estate planning concepts and trust terms with… more
- Deloitte (Tempe, AZ)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...serve + Limited immigration sponsorship may be available + 5 + years of public accounting experience (at least 3… more