- Neuberger Berman (New York, NY)
- …Planner will advise high-net-worth clients on all aspects of trust and estate planning , tax strategy, pre-liquidity events, and charitable giving. The role ... required. **Primary Responsibilities:** + Advise clients on trust and estate planning , tax strategy, pre-liquidity planning , and philanthropy in partnership… 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
- 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 (New Castle, DE)
- …accounts receivable and payable, prepare financial reports and statements, assist with income tax planning , maintain general ledger, and assist with audits as ... Wholesale Distribution industry knowledge . MUST have QuickBooks experience . Sales Tax experience preferred . Proficiency in Microsoft Office Suite . Detail… more
- Dorsey & Whitney LLP (Seattle, WA)
- …and executives, corporate fiduciaries, and charitable organizations in all areas of estate and tax planning . Qualified candidates will have: - JD degree from an ... paid holidays; adoption assistance; healthcare, dependent care, and transportation pre- tax reimbursement accounts; back-up child and elder care program; education… more
- Bober Markey Fedorovich (Akron, OH)
- …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 the practice… 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 Finance & Accounting (Chicago, IL)
- …with Chicago's top companies. Overview The Individuals/Foundations Group provides accounting, tax compliance and planning , legal, trust administration, business ... * Preparation and review of financial analysis such as tax projections, cash flow and liquidity planning ...as tax projections, cash flow and liquidity planning and budgets. * Preparing and maintaining periodic reports,… more