- Edward Jones (Dallas, TX)
- …Expert understanding of financial planning topics - goals planning , income planning , estate and tax planning , protection, etc. + Proficiency using ... passion. Our purpose. This could be powerful.** Maybe the markets keep you up at night. Trusts are your...home-office associates, branches, and clients. + Act as an advanced subject matter expert in Financial Planning ,… more
- Truist (Charlotte, NC)
- …with assets under management at Truist of $10MM and above, including wealth transfer tax planning , income tax planning , capital sufficiency analysis, ... techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to...all levels of wealth, and keeps current on estate, tax and planning trends and their application… more
- Truist (Mclean, VA)
- …with assets under management at Truist of $10MM and above, including wealth transfer tax planning , income tax planning , capital sufficiency analysis, ... techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to...all levels of wealth, and keeps current on estate, tax and planning trends and their application… more
- Edward Jones (West Palm Beach, FL)
- **Your passion. Our purpose. This could be powerful.** Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is ... process? Do you have a strong background in financial planning and experience with complex financial planning ...clients first in everything they do. We're creating all-new market locations to help us better reach our clients… more
- Zions Bancorporation (Las Vegas, NV)
- … knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods. + ... under local brands and management teams in high-growth western markets . Zions is regularly recognized by American Banker as...software and tools. + In-depth knowledge of investment products, tax laws, and estate planning strategies. This… more
- Southern Company (Birmingham, AL)
- …case development. This position also supports the structuring and implementation of tax equity transactions for renewable assets. These activities are done in ... including the application of relevant accounting concepts, (b) various planning and forecasting functions of the utility industry, and...the utility industry, and (c) the structure of power markets across the US The candidate will support the… more
- Chemours (Wilmington, DE)
- …and external reporting, treasury and capital markets , investor relations, financial planning and analysis, and tax . This position is an attorney within ... you to join our team to harness the power of chemistry to shape markets , redefine industries and improve lives for billions of people around the world. **CREATING… more
- Mackenzie Eason & Associates (Fort Worth, TX)
- …one million residents while emerging as a national hub for aerospace, advanced logistics, and data‑driven innovation. The City seeks a seasoned Economic Development ... This is a rare chance to shape the long‑term tax base, accelerate redevelopment, and burnish Fort Worth's reputation...Worth. The Fort Worth Economic Development Partnership (FW EDP) markets Fort Worth to companies, site selectors, and real‑estate… more
- Silicon Valley Power (Santa Clara, CA)
- …terms for power purchase agreements and related contracts. + _Strategic Planning :_ Develop and implement long-term resource procurement strategies aligned with our ... business objectives and evolving energy market dynamics. + _Financial Modeling:_ Utilize production cost modeling to forecast future energy costs and inform budget … more
- Palo Alto Networks (Santa Clara, CA)
- …and reporting, drive transfer pricing automation, and provide invaluable support for our tax planning initiatives. The Head of Global Transfer Pricing will ... Clara, California. It reports to the Senior Director International Tax , Global Tax Planning and...history of effective use of APAs and other alternative advanced resolution forums to achieve tax certainty… more