- CBRE (Raleigh, NC)
- …success metrics. Client Relationship Management + Serve as a trusted advisor to high value corporate buyers throughout the transaction lifecycle. + Maintain ... engage corporate buyers of transferable tax credits including Fortune 1000 and private companies. + Build and manage a pipeline of corporate relationships aligned… more
- City National Bank (Wilmington, DE)
- …new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new ... intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency… more
- JPMorgan Chase (Columbus, OH)
- JP Morgan Private Client is a line of business within Consumer & Community Banking, dedicated to helping affluent clients achieve their banking, lending, and ... investment goals. Operating in a highly dynamic environment shaped by evolving client behaviors, regulatory changes, and close partnerships with other Consumer &… more
- Deloitte (Morristown, NJ)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a… more
- Intercontinental Exchange (ICE) (Atlanta, GA)
- …team that will have a focus on supporting clients leveraging our customized Broker/ Advisor platform. Referred to as our private label, this application provides ... will initially be focused on the day-to-day support of clients, which includes handling client inquiries and requests. Due to the high degree of customization of the… more
- World Wide Technology (Chantilly, VA)
- …Cloud Solutions Integration SME operates as a technical expert and advisor , focusing on deploying and integrating cloud solutions, managing infrastructure ... to implement complete solutions within Google Cloud. + Serve as a trusted advisor to decision makers throughout the engagement. + Engage in proofs of concept… more
- JPMorgan Chase (San Francisco, CA)
- …CFP + 7 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Knowledge of issues relating to securities-based compensation ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a range of professional skills. You can expect to enhance presentation skills, experience client and financial advisor interactions with seasoned members of ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be...to inform and educate clients about our platform & private market solutions. + Relationship Building: Build relationships with… more
- Deloitte (Chicago, IL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Deloitte (Detroit, MI)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work...of business tax services are relevant for public and private companies and range from tax planning to tax… more