- 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
- Bank of America (Gilbert, AZ)
- …knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning , and Investment Management and a comprehensive understanding ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
- Commerce Bank (St. Louis, MO)
- …Trust has been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking ... information to appropriate levels of staff effectively + Oversee budget management, planning and expenditure + Serve as Commerce Trust (CT) executive lead… more
- TECO Energy (Tampa, FL)
- …of return, return on equity, etc. Collaborate with the Tampa Electric Company Business Planning , Capital Planning , Regulatory, and Tax teams, and other ... **Title:** Mgr Financial Planning and Analysis **Company** : Tampa Electric Company...City:** Florida - Tampa **POSITION CONCEPT** The Mgr Financial Planning and Analysis ("FP&A") will play a critical role… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the complexities of ultra-high net worth families needs, including estate and legacy planning ; tax strategies and charitable planning ; business transition ... legal and tax professionals (eg attorney or CPA). + Leverages planning software tools to provide modeling guidance for financial advisors and their clients.… more
- Robert Half Legal (Dallas, TX)
- …you will provide comprehensive administrative and legal support to attorneys specializing in tax planning and corporate transactions. This position is ideal for ... draft and handle corporate documents with precision. * Experience in tax -related corporate matters is highly desirable. * Excellent organizational and multitasking… more
- Robert Half Finance & Accounting (Tustin, CA)
- … tax returns and support audit processes. * Develop and implement annual tax planning strategies to optimize financial outcomes. * Assist the development team ... in preparing applications related to affordable housing programs. * Oversee and monitor financial activities for new entities and residual receipts, ensuring accurate debt stabilization records. * Support budgeting and forecasting efforts across multiple… more
- Dart Container (Mason, MI)
- …or business partners' recommendations + Provide legal support for Treasury and Tax Planning initiatives + Maintain corporate minute books, including preparation ... Interests, utilizes Dart Finance Shared Services (DFSS) to deliver specialized tax , accounting, financial reporting, treasury, risk management, legal and internal… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …limited number of ultra-wealthy clients, offering direct investment access, proprietary after- tax planning , and operational infrastructure. The firm's culture ... philanthropic operations for client-run foundations. + Monitor and assist with tax -related workflows and liaise with external accountants. + Review and approve… more