- USAA (Phoenix, AZ)
- …advice, tax -efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. + ... + Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective… more
- JPMorgan Chase (Los Angeles, CA)
- …better serve their needs + Engage with clients in financial planning, basic tax , trust and estate planning, retirement, educational, and philanthropic planning, ... management, asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term care,… more
- UL, LLC (Northbrook, IL)
- …has assignments that span the areas of Financial Planning & Analysis, Tax , Accounting, Sourcing, Business Services (Credit & collections, Accounts Payable), and ... following teams: + Financial Planning & Analysis + Operational Finance + Real Estate /Facilities Finance + Sourcing + Internal Audit + Controllership + GL Accounting… more
- Banner Health (Casper, WY)
- …trails are popular with walkers, runners, and bikers alike. + Low real estate taxes, affordable housing, excellent public and private school options and **NO state ... income tax !** **Discover the perfect balance:** Find fulfillment in your career and lifestyle in Casper, Wyoming. Apply today to embark on your professional journey… more
- Robert Half Legal (Rochester, NY)
- … estate planning options + Research legal issues and provide guidance on estate , gift, and generation-skipping transfer tax issues + Coordinate with financial ... a successful full-service law firm, is seeking a junior Estate Planning Attorney to join their well-established law firm...& Estates practice group. If you are passionate about estate planning and eager to build a long-term career,… more
- Robert Half Legal (San Mateo, CA)
- …sensitive client matters with empathy and professionalism. * Solid understanding of estate law, probate administration, and tax considerations. * Commitment to ... focus on trusts and estates or probate litigation preferred. * Proficient in estate planning, probate litigation, and civil litigation practices. * Active member of… more
- Robert Half Finance & Accounting (Harrisburg, PA)
- …investment options, and market trends. * Collaborate with other professionals, such as tax advisors and estate planners, to deliver holistic financial solutions. ... * Create tailored financial plans addressing wealth management, retirement planning, estate planning, and other financial goals. * Analyze market trends and… more
- Vanguard (Charlotte, NC)
- …internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate ... of business management and relationship management. + Experience applying trust and estate planning knowledge to help preserve client's wealth + In-depth knowledge… more
- City of Norfolk, Virginia (Norfolk, VA)
- …ordinances, resolutions, and agreements). + Assists with legal debt collection, delinquent tax suits, real estate matters and the maintenance of installment ... salary toward your retirement benefit. This will be a pre- tax payroll deduction. If you are hired January 1,...salary toward your retirement benefit. This will be a pre- tax payroll deduction. + The Tuition Assistance Program is… more
- Robert Half Legal (Sacramento, CA)
- …(JD) degree from an accredited law school Must have at least 3 years of estate planning experience Experience with advanced tax planning experience a plus Robert ... Description We are looking for an experienced Estate Planning Attorney located in Sacramento or Auburn!...meet with established clients to review and update their estate plan based on changing circumstances. + Accurately estimate… more