- Fox Rothschild LLP (Blue Bell, PA)
- …+ Manage attorney calendars and assist in meeting deadlines, including tax -related deadlines and client calls/meetings, coordinate attorney and/or client travel ... into a calendaring database and ensure accurate calculations, including tax -related deadlines; maintain and manage these deadlines. **Collaboration and Teamwork**… more
- Kestra Financial (Maple Grove, MN)
- We're building more than a tax practice-we're building a financial planning powerhouse. At Magnetic North Tax & Accounting, part of a growing wealth advisory ... of doer and builder-who is ready to lead the tax function while actively preparing returns, crafting planning... tax function while actively preparing returns, crafting planning strategies, and collaborating with our wealth advisory team.… more
- Truist (Atlanta, GA)
- …of existing estate plan and modeling of advanced estate, legacy and tax planning options/strategies. Creation of complex personal balance sheets, budgeting ... the wealth team members on the most complex financial, tax , legacy and estate planning matters including...most complex financial, tax , legacy and estate planning matters including summarizing and evaluating complex financial documents,… more
- Diageo (NY)
- …and business initiatives/projects. The role is responsible for driving North American (NAM) tax strategy and planning and supports Group Tax strategy. ... (sales/use/property). The team is accountable for all NAM income tax reporting, compliance, controversy, risk management, and planning... tax reporting, compliance, controversy, risk management, and planning in line with the Global Tax … more
- Robert Half Legal (Seattle, WA)
- …state estate tax returns. * Advise clients on estate and gift tax planning , leveraging knowledge of relevant Internal Revenue Code and Treasury Regulations. ... Internal Revenue Code and Treasury Regulations related to estate and gift tax planning . * Exceptional research and analytical skills, with the ability to address… more
- HSBC (New York, NY)
- …planningdrive referral business across Private bank such as cross-line business referrals (income tax planning , business owner pre and post liquidity planning ... our communities and the planet we all share. Financial planning is an important component of HSBC's Wealth customer...a wedge for access to centres of influence in tax , insurance and legal services. The Head of Wealth… more
- Guardian Life (Oklahoma City, OK)
- …degree required + CPA preferred + CFP/CLU/ChFC preferred + Expert knowledge of tax planning , exit planning , business succession, executive benefits, asset ... Demonstrate superior presentations skills in all areas of advanced planning . + Clearly and concisely explain the tax... planning . + Clearly and concisely explain the tax , legal, and financial/cost aspects of various sales opportunities… more
- Zurich NA (Schaumburg, IL)
- …complex tax transactional tasks and resolve a range of problems in tax accounting, reporting, planning , audits, research and/or compliance to ensure actions ... controversy matters. + Performs technical research to address complex tax issues, including planning opportunities. + Provides other tax support, which may… more
- BlackRock (New York, NY)
- …business development and clients + Stay current on proposed and actual changes in tax legislation and planning developments + Coordinate with outside experts + ... + Risk + Strong knowledge in the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning +… more
- MongoDB (Palo Alto, CA)
- … Tax Manager responsible for overseeing all aspects of sales and use tax compliance, reporting, and planning across the organization. This role ensures ... mitigate audit risk through process improvements and proactive compliance strategies ** Tax Strategy and Planning :** + Monitor changes in sales tax laws,… more