- 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
- City of Bangor (Bangor, ME)
- …new businesses, performing research for genealogy and other city records, verifying tax information, reconciling real estate payments, personal property and ... tax liens. Please see the full job description here: Accounts Clerk II Job Description Some of the benefit highlights for this position include: + Several insurance options, including low deductible medical insurance, with up to 80% of health insurance paid… more
- Robert Half Finance & Accounting (Jenkintown, PA)
- …before tax preparation. * Manage the preparation and filing of various tax returns, including corporate, estate , and multi-state taxes. * Analyze business ... opportunity to work with a variety of clients, providing expertise in tax preparation, financial statement preparation, and client relationship management. If you… more
- Banner Health (Casper, WY)
- …city in Wyoming with a population of 55,000 people + **No state income tax , low real estate taxes, and affordable housing** in neighborhoods on the ... golf course or in the mountains + **Excellent public and private school options** + Casper is a growing and vibrant community with great dining and shopping + Mountain hiking, biking, snow skiing are just outside your back door! + The North Platte River, which… more
- Raymond James Financial, Inc. (Naples, FL)
- …developing and presenting comprehensive financial plans. + Research and analyze investment, tax , retirement, and estate planning strategies. + Prepare client ... meeting materials and follow up on action items. + Support and strengthen client relationships through responsive communication. + Update financial plans as client needs and circumstances evolve. + Stay current on planning concepts, regulations, and best… more
- KeyBank (Cincinnati, OH)
- …related field or equivalent experience * Depth and breadth of knowledge of tax , investments, and estate planning strategies for uhnw families * Excellent ... interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles - from enteprunurial business owners to C-level executives to younger generations * Demonstrated dedicated commitment and proven track record in… more
- Banner Health (Casper, WY)
- …that are a backbone to Caspers arts and entertainment scene. + **No state income tax ,** low real estate taxes, and affordable house prices in neighborhoods on ... the golf course or in the mountains + Excellent private and public-school options WE OFFER YOU a competitive salary + paid malpractice with tail + CME allowance + 401k matching and 457(b) deferred compensation plans + Public Service Loan Forgiveness (PSLF) +… more
- Vanguard (Malvern, PA)
- …portfolio include : Health Care Cost Planning , Social Security Planning , Tax Planning, Legacy & Estate Planning, Retirement Income, and Behavioral Coaching. ... Key responsibilities: + Ambassadorship - Serve as an ambassador on select financial planning solutions, representing VG in 1-many events and 1:1 advisor consultations . + Sales Enablement - Serve as a "go to" expert for FAS Sales on the Financial Planning &… more
- Hantz Group (Saginaw, MI)
- …+ Assist advisors with client services + Coordinate business and meetings with advisors, tax team and estate planners + Attend Meetings and Continuing Education ... Sessions + Comply with All Industry Rules and Regulations + All other tasks assigned Education/Knowledge & Skills: + High School Diploma/GED + Strong oral and written communication skills + Strong organizational skills + Basic database skills + Proficient in… more
- Raymond James Financial, Inc. (Land O' Lakes, FL)
- …Business, or related field + Series 7 and 66 licenses + Familiarity with tax , trust and estate planning _Independent Financial Services and its employees are_ ... **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc.… more