- HSBC (San Francisco, CA)
- …also have very strong client and business acumen. Deep technical expertise in trust, tax and estate planning , business succession planning , ... matters + Passionate. The Senior Wealth Planning is passionate about tax and estate planning and finds working with clients invigorating and exciting.… more
- Robert Half Legal (Seattle, WA)
- … tax information; identify issues and resolutions; and prepare tax planning models and projections. * Prepare complex estate planning projections. ... tax returns. * Working knowledge of the estate planning process. * Ability to assist... tax compliance requirements. If you're a talented Estate Planning and Trusts paralegal, looking to… more
- Raymond James Financial, Inc. (MA)
- …client's professional legal and tax advisors. + Supplies technical estate tax and estate planning information in response to Financial Advisor and ... Skills, and Abilities** **Knowledge of** + IRS Gift and Estate Tax Code laws, Uniform Principal and...regulations. + Advanced concepts, practices and procedures of income tax planning and preparation process. + Advanced… more
- JPMorgan Chase (Palo Alto, CA)
- …to the JP Morgan Wealth Management field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated ... + Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice + Maintain up-to-date… more
- Grant Thornton (Baltimore, MD)
- …you'll conduct primary and secondary reviews of complex tax returns and provide income, estate , and gift tax planning strategies for your high net worth, ... on various tax matters, primarily in the federal estate , gift, charitable planning , and generation-skipping tax arenas; utilize tax -related… more
- Truist (Charlotte, NC)
- …effectively handle highly complex situations at all levels of wealth, and keeps current on estate , tax and planning trends and their application to solutions ... but not limited to: income tax , investments, debt management, retirement planning , employee benefits, stock options, insurance, estate planning , and… more
- Truist (Mclean, VA)
- …effectively handle highly complex situations at all levels of wealth, and keeps current on estate , tax and planning trends and their application to solutions ... but not limited to: income tax , investments, debt management, retirement planning , employee benefits, stock options, insurance, estate planning , and… more
- Truist (Atlanta, GA)
- …Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial, estate planning , and banking goals and objectives. ... industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning , fiduciary and tax laws. 3. Strong analytical skills including,… more
- Robert Half Finance & Accounting (Arvada, CO)
- …guidance on tax issues such as tax credits, incentives, deductions, and estate planning . + Regulatory Updates & Research: + Stay up-to-date on changes to ... meet all tax obligations while maximizing financial outcomes through efficient tax planning and reporting. The Senior Tax Accountant will work closely… more
- UMB Bank (Scottsdale, AZ)
- …service, advice delivery and operational best practices. + You have knowledge of investment, tax , estate planning and transfer of wealth strategies. + You ... of client wealth planning goals and objectives. + Deliver wealth, financial planning , insurance, investment, and estate planning advice to clients,… more