- Raymond James Financial, Inc. (St. Petersburg, FL)
- …complexities of ultra-high net worth families needs, including estate and legacy planning ; tax strategies and charitable planning ; business transition ... Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise....business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax… more
- JPMorgan Chase (Chicago, IL)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and ... families. Job Responsibilities : + Work with the Account Opening Group to open estate or trust accounts. + Interpret the governing instrument and applicable law to… more
- Edward Jones (Tempe, AZ)
- …Set You Apart:** + Mastery of financial planning , investment strategies, tax planning , and estate planning . + Strong presentation and communication ... concepts and application + Deep expertise in complex tax planning strategies including but not limited to Charitable...Worth clients + Ability to review client tax returns, gift/ estate tax returns, personal financial statement, and other legal… more
- Deloitte (San Juan, PR)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to… more
- Deloitte (St. Louis, MO)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to… more
- UMB Bank (Kansas City, MO)
- …strategy planning (ie, gift, estate and income tax, retirement planning , investment planning , insurance, charitable gifting, asset protection ... regulations and laws + Manage the workload of trust advisor associates, performing regular capacity planning studies...with the Bank's fiduciary duties in the administration of estate , trust, IRA and custody accounts according to the… more
- City National Bank (Wilmington, DE)
- *TRUST OFFICER* *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new relationships are… more
- Robert Half Finance & Accounting (Monroe, NJ)
- …Foundation). + Advise clients on tax planning , estate strategies, and charitable giving. + Respond to client and advisor inquiries on tax, asset, and ... liability matters. + Collaborate with attorneys and employers on compensation, RSUs, and tax issues. + Oversee or prepare financial reports including net worth summaries and cash flow statements. + Support clients with ad-hoc projects (eg, LLC filings,… more
- Dorsey & Whitney LLP (Seattle, WA)
- …and executives, corporate fiduciaries, and charitable organizations in all areas of estate and tax planning . Qualified candidates will have: - JD degree from ... international law firm of Dorsey & Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the United States as well as… more
- NorthPoint Development (Baltimore, MD)
- …Maryland/Washington, DC metro areas,** or **remote.** NorthPoint is a real estate developer built on entrepreneurial spirit and team empowerment. We are ... Flexible Spending Account + Living Generously program with 100% charitable contribution match **What You-ll Do** + Cultivate and...market for power delivery. + Serve as the key advisor to NorthPoint's leadership and power team on all… more