- S&P Global (New York, NY)
- …Impact:** The Sales Associate Director will be a member of the high growth Tax Solutions team, which is responsible for delivering and maintaining tax ... to drive new business for a range of operational tax regulations, particularly around US Tax Information...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- S&P Global (New York, NY)
- …the ability to interpret complex data and present findings that inform strategic tax planning . + Participate in the execution of Advance Pricing Agreements ... to establish strong relationships and optimize the company's global tax position. The team values expertise, innovation, and teamwork,...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Robert Half Finance & Accounting (Dallas, TX)
- …principals, manage a diversified portfolio, and play a key role in multigenerational wealth planning . The position offers a competitive base salary and a ... generous bonus tied to future business exits. Responsibilities: * Lead tax planning initiatives, including quarterly estimates and compliance for individuals,… more
- Robert Half Finance & Accounting (Latham, NY)
- …in conjunction with the wealth management team to provide comprehensive tax and financial planning to the firm's clients. Requirements Experience completing ... Description An independent wealth management firm with $500+ AUM is seeking a Tax Director/Manager to join their growing firm. In this role you will work… more
- Wipfli LLP (Denver, CO)
- …respective state in which they are practicing + Knowledge and understanding of wealth transfer planning vehicles + Experience and knowledge of comprehending ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...and RIA Checkpoint, with a primary focus on income/estate tax matters. + Preparing written deliverables, such as emails,… more
- Wipfli LLP (Detroit, MI)
- …respective state in which they are practicing + Knowledge and understanding of wealth transfer planning vehicles + Experience and knowledge of comprehending ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...and RIA Checkpoint, with a primary focus on income/estate tax matters. + Preparing written deliverables, such as emails,… more
- Truist (Atlanta, GA)
- …Will assist the wealth team members on the most complex financial, tax , legacy and estate planning matters including summarizing and evaluating complex ... Wealth relationship team in creating and delivering advanced planning advice to current and prospective clients with a...estate plan and modeling of advanced estate, legacy and tax planning options/strategies. Creation of complex personal… more
- Kestra Financial (Avon, CT)
- …MoneyGuidePro). + Strong knowledge of investment strategies, retirement planning , estate planning , and tax -efficient wealth management. + Experience with ... join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have… more
- Truist (Atlanta, GA)
- …week* Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective High and Ultra-High Net Worth clients and ... 3. Strong, expert level technical knowledge of issues relating to financial planning including income tax , investments, debt management, retirement planning… more
- Robert Half Legal (Orinda, CA)
- …and possess the expertise to guide clients through the complexities of wills, trusts, and tax planning . This role offers an opportunity to work on a variety of ... forms. * Provide guidance on asset protection strategies and wealth transfer planning . * Conduct thorough consultations...Strong knowledge of estate law, including trusts, wills, and tax planning . * Proficiency in drafting estate… more