- GRF CPAs & Advisors (Bethesda, MD)
- …and execution . Valuation services for a variety of purposes, including gift and estate tax , transaction planning , and financial reporting. . Fraud, ... performing a variety of procedures, including but not limited to planning procedures, developing work programs, performing fieldwork, leading interviews, designing… more
- Fox Rothschild LLP (Blue Bell, PA)
- …review of tax returns (including the preparation of Federal estate tax returns) and other documents related to planning structures. + Experience ... Trust & Estate Planning Associate - Multiple Offices...Trust & Estate Planning Associate - Multiple Offices **Blue Bell, PA;...Bell and Philadelphia, PA offices for a Trust & Estate Planning associate in our Taxation &… more
- Truist (Charlotte, NC)
- …corporate real estate portfolio. 4. Apply critical thinking to scenario planning and prepare high quality business case documentation for business unit leader ... between business units and CREW to align corporate objectives and real estate strategies, with a keen understanding of their respective business segments to… more
- Vanguard (Scottsdale, AZ)
- …and their families through their unique and complex investment journeys by providing advanced estate planning , income tax and financial planning ... most complex clients' current financial conditions and provides financial and income tax planning recommendations. + Assists in development, evolution and… more
- Bober Markey Fedorovich (Akron, OH)
- …matrimonial litigation, economic damage analysis, forensic investigations, shareholder disputes, gift and estate tax planning , as well as GAAP and ... tax -related mergers and acquisitions support. Typical responsibilities of the Senior Analyst include but are not limited to: + Review and analysis of historical financial results. Building financial models including discounted cash flow and capitalized… more
- Bober Markey Fedorovich (Akron, OH)
- …matrimonial litigation, economic damage analysis, forensic investigations, shareholder disputes, gift and estate tax planning , as well as GAAP and ... tax -related mergers and acquisitions support. Responsibilities and expectations of the Director include but are not limited to: + Effectively service current client relationships and centers of influence and foster new relationships to maintain and grow… more
- Robert Half Legal (King Of Prussia, PA)
- … tax filings, and fiduciary duties. Responsibilities: * Prepare and manage Federal Estate Tax Returns, PA Inheritance Tax Returns, and fiduciary accounts ... Income Tax Return preparation * Expertise in Estate Tax Return procedures * Understanding of...Trust & Estate matters * Experience in Estate Planning procedures * Knowledge of Probate… more
- Umpqua Bank (Newport Beach, CA)
- …meet complex client financial needs. This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment ... portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax , advanced investment management skills. + CFP, CIMA,… more
- Kestra Financial (Cranbury, NJ)
- …financial advice to clients on a wide range of issues, including retirement planning , tax planning , and estate planning + Actively participate in ... business development activities to build new client relationships and expand the Firm's network + Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues +… more
- Commerce Bank (Kansas City, MO)
- …been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking and ... + Strong knowledge in the areas of income taxation, insurance, estate planning , retirement planning , investments, employee compensation and trust services.… more