- 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
- Neuberger Berman (New York, NY)
- …+ Implement asset allocation decisions. + Work with our Investment Team, Financial Planning and Tax Specialists, Estate Planning , and Portfolio Management ... individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without error and the desire to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with Lead Advisors on strategic responses + Review client portfolios and identify planning opportunities across investment, tax , and estate strategies + Prepare ... ensure timely execution of follow-up actions + Collaborate with internal teams ( Tax , Investments, Estate Planning ) to deliver integrated financial solutions +… more
- Kestra Financial (Avon, CT)
- …management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning , ... software (eg, eMoney, MoneyGuidePro). + Strong knowledge of investment strategies, retirement planning , estate planning , and tax -efficient wealth management.… more
- Robert Half Finance & Accounting (Sioux City, IA)
- …income tax returns with accuracy and compliance. * Offer strategic business planning , tax projections, and forward-looking advice to clients. * Build and ... industries. Our client's firm is committed to delivering high-quality accounting and tax solutions that empower our clients to achieve their business goals.… more
- Regions Bank (Atlanta, GA)
- …accounting or related field + Eight (8) years of Trust Administration, Estate/ Tax Law, Financial Planning or relevant experience including direct client ... interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts,… 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 ... and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce… more
- Unilever (Hoboken, NJ)
- …operations to facilitate seamless border crossings.* Strategic Collaborator: Partner with finance, tax , planning , and logistics to maximize benefits from Free ... involves cross-functional engagement with manufacturing, customer service, transportation, and planning teams to support import processes, manage permit applications,… more
- Calspan (Buffalo, NY)
- …the preparation of audit materials (internal and external) + Direct activities of tax planning and compliance with all federal, state, and local corporate, ... awareness in others of their abilities; involve others and share authority in planning and decision-making; challenge the Team and provide support by allowing them… more
- Commerce Bank (Kansas City, MO)
- …Trust has been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking ... and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce… more