- Sabre (Dallas, TX)
- …+ Bachelor's degree in Accounting, Economics, Finance, or related field; Master's degree or JD / LLM preferred. + CPA or equivalent certification a plus. + 10+ ... financial analyses, and overseeing transfer pricing controversies such as tax audits, APAs, and MAPs. The ideal candidate will...The Director will collaborate closely with local and regional tax colleagues to drive strategic tax planning… more
- Cherry Bekaert (Austin, TX)
- …Bachelor's in Finance, Accounting, Economics or related field + CPA license, MBA, JD , LLM , Master's Degree (other field related certifications may be considered) ... Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We...experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other… more
- Truist (Mclean, VA)
- …experience 2. Obtained or working toward an advanced degree or license/certification (eg JD , LLM , MBA, CPA, CTFA or CFP). **General Description of Available ... accounts that are includible in a decedent's gross estate for federal estate tax purposes. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Truist (Houston, TX)
- …related technical skills including Microsoft Office Suite 7. At least one of the following: JD , LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA or ... planning group in that area. Keeps current on estate, tax and planning trends and their application to solutions...advice around the Elements of Wealth including wealth transfer tax planning, income tax planning, capital sufficiency… more
- Truist (Charlotte, NC)
- …related technical skills including Microsoft Office Suite 7. At least one of the following: JD , LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or ... all levels of wealth, and keeps current on estate, tax and planning trends and their application to solutions...at Truist of $10MM and above, including wealth transfer tax planning, income tax planning, capital sufficiency… more
- Bank of America (Walnut Creek, CA)
- …WealthMaster. **Desired Qualifications:** + Minimum 7 years of planning-related work experience desired + JD , CPA, or CFP desired + LLM , MST, MBA (or in ... planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business… more
- Fox Rothschild LLP (Philadelphia, PA)
- …The ideal candidate will have two to five years of relevant experience. **Qualifications:** Juris Doctorate ( JD ) required. Must be licensed to practice law in ... estate plans, as well as preparation and/or review of tax returns (including the preparation of Federal estate ...planning for family-owned businesses and life insurance structures. + LLM in Taxation would be helpful but not required.… more
- Truist (Atlanta, GA)
- …with disabilities to perform the essential functions. 1. At least one of the following: JD , LLM , MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced ... knowledge of issues relating to financial planning including income tax , investments, debt management, retirement planning, employee benefits, stock options,… more
- Walworth County (Elkhorn, WI)
- …essential functions. Education and/or Experience Undergraduate degree and post-graduate legal degree ( JD , LLM ) from accredited university and five or more years ... and receive partial reimbursement for tuition upon completion of approved courses. TAX -SHELTERED BENEFITS: You may elect to participate in the following tax… more
- Dorsey & Whitney LLP (New York, NY)
- …discount, student loan refinancing, employer discounts. Job Requirements Requires a US law degree ( JD ) or Master of Law ( LLM ) from an American Bar Association ... paid holidays; adoption assistance; healthcare, dependent care, and transportation pre- tax reimbursement accounts; back-up child and elder care program; education… more
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