- Fox Rothschild LLP (Philadelphia, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA ... knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of Federal and… more
- BlackRock (New York, NY)
- …+ Portfolio theory + Risk + Strong knowledge in the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + ... joint role with two sets of overlapping responsibilities. The After- Tax Wealth Strategist has the key directive...+ Stay current on proposed and actual changes in tax legislation and planning developments + Coordinate… more
- US Bank (Nashville, TN)
- …, insurance products, (working closely with our Financial Advisors), estate and income tax planning , multigenerational wealth planning , business ... you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is...for the client's financial status using the most advanced tax , wealth transfer, business structure and protection… more
- Vanguard (Scottsdale, AZ)
- …financial planning . Core Responsibilities 1. Provide income tax , estate planning , and/or wealth planning consultations to the largest Vanguard ... As a Wealth Planning Consultant, Senior Specialist with...complex investment journeys by providing them with advanced estate planning , income tax and financial planning… more
- Vanguard (Scottsdale, AZ)
- …financial planning . Core Responsibilities 1. Provide income tax , estate planning , and/or wealth planning consultations to Vanguard advised clients. ... As a Wealth Planning Consultant, Specialist with Vanguard,...complex investment journeys by providing them with advanced estate planning , income tax and financial planning… more
- Truist (Houston, TX)
- …responsible for proactive and comprehensive advice around the Elements of Wealth including wealth transfer tax planning , income tax planning , ... group in that area. Keeps current on estate, tax and planning trends and their application...for our clients. 1b. Impact: Leads complex, UHNW multi-generational wealth planning and strategy, typically with families… more
- Grant Thornton (Newport Beach, CA)
- …services, state and local tax services, international tax services, industry tax services, family wealth planning , and compensation and benefit plan ... maintaining their auditors' independence with our compliance services and customized tax planning advice. We have capabilities to advise our clients on various… more
- Robert Half Finance & Accounting (Madison, WI)
- …opportunity to contribute to a dynamic financial services firm specializing in wealth management, tax planning , and alternative investments. ... We are looking for an experienced and detail-oriented Senior Tax Accountant to join our team in Madison, Wisconsin....play a key part in managing financial records, preparing tax returns, and ensuring compliance with ever-changing tax… more
- Truist (Atlanta, GA)
- …+ Investments + Regional Trust Advisors + Trust Administration Advisors + Estates + Wealth Tax + Fiduciary Business Planning + Privately Held Investments ... May - early August The Truist Fiduciary, Investments, and Planning (FIP) Summer Internship Program provides college students with...Our internship offers exposure to senior leaders within the Wealth and Fiduciary Division and a support network of… more
- GRF CPAs & Advisors (Bethesda, MD)
- …an accurate and efficient product. 4. Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable ... with the AICPA. Proficiency in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.… more