- Truist (Atlanta, GA)
- …3. Strong, expert level technical knowledge of issues relating to financial planning including income tax , investments, debt management, retirement planning ... days per week* Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective High and Ultra-High Net Worth clients… more
- Robert Half Legal (Chicago, IL)
- …is ideal for a detail-oriented individual with a strong background in gift tax returns, trust administration, and estate planning processes. The successful ... workflows efficiently Requirements * At least 5 years of experience in estate planning or tax -related legal work. * Strong knowledge of gift tax laws, trust… more
- Charles Schwab (New York, NY)
- …understanding of investments (publicly and non-publicly traded), common ultra-high net worth tax planning concerns and planned giving alternatives. + Existing ... and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the… more
- Kestra Financial (Hartford, CT)
- …with clients + Some knowledge and ability to learn more about trusts, estate planning , tax planning , insurance and complex financial planning ... are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain...a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a… more
- PNC (Pittsburgh, PA)
- …Ensures team works with external entities to understand, contribute to and implement fiduciary/ tax planning strategies and assess financial planning impacts ... proactively supports the assigned team(s) in the coordinates the preparation of appropriate tax returns and court or other state-required filings for the estate and… more
- Robert Half Legal (Minneapolis, MN)
- …including corporate finance, mergers and acquisitions, closely held business structuring, and tax planning . This is an excellent opportunity for if you're ... closings. + Provide strategic guidance on closely held business structuring and tax planning considerations. Requirements * 5+ years of transactional attorney… more
- Zions Bancorporation (Salt Lake City, UT)
- …+ Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods. + ... planning software and tools. + In-depth knowledge of investment products, tax laws, and estate planning strategies. **_Benefits:_** + Medical, Dental and… more
- Robert Half Legal (Seattle, WA)
- …performers. Key Responsibilities Include: + Represent families and individuals in estate planning , trust administration, and tax strategy. + Provide expert legal ... Washington State required. + Minimum of 3-5 years of direct experience in estate planning , trusts, and probate matters. + LLM in taxation preferred. + Proficient in… more
- Matter Family Office (Denver, CO)
- …clients. + Intermediate knowledge of partnership accounting, differences between book and tax , and estate planning mechanisms. + Experience with accounts ... for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves… more
- Charles Schwab (San Francisco, CA)
- …understanding of investments (publicly and non-publicly traded), common ultra-high net worth tax planning concerns and planned giving alternatives. + Existing ... and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the… more