- US Bank (Rancho Palos Verdes, CA)
- …products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Develops an expertise and knowledge of ... - At least two years of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65 or 66 and state insurance licenses.… more
- Manulife (Boston, MA)
- …placements may be in Fund Administration, Alternative Investment, Retail & Wealth or Investment Operations. We offer professional development events to build ... in business process improvement; high attention to detail. + Highly developed planning and organizing skills; can manage multiple tasks and meet deadlines. +… more
- JPMorgan Chase (Columbus, OH)
- …Help drive business development initiatives in collaboration with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors to grow ... of exceptional service to our clients. Your role will involve strategic planning , business development, asset due diligence, and collaboration with senior management… more
- Regions Bank (Nashville, TN)
- …understanding of accounting principles, financial planning concepts, including trust/estate planning , tax planning , and investment concepts (cost basis) ... when overdrafts or large balances are discovered + May perform research for tax compliance and asset transfer issues + Adheres to all internal and external… more
- Coldstream Wealth Management (Seattle, WA)
- …on tax laws and regulations to ensure compliance and identify tax planning opportunities + Educate clients on various wealth management topics + Provide ... love to connect. In this role, you will provide tax planning and preparation, financial planning... planning services to clients, including income tax , estate, wealth transfer, cash flow, retirement,… more
- Charles Schwab (Boston, MA)
- …approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... role to work on site in the specified location.** Wealth and Advice Solutions is Schwab's comprehensive Wealth...meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part… more
- Kestra Financial (Maple Grove, MN)
- … tax practice-we're building a financial planning powerhouse. At Magnetic North Tax & Accounting, part of a growing wealth advisory firm, we deliver ... tax function while actively preparing returns, crafting planning strategies, and collaborating with our wealth ...from day one + Work in a collaborative, integrated wealth planning environment + Help shape the… more
- HUB International (Mclean, VA)
- …of the senior tax associate is to work directly with the tax team and wealth management teams to deliver personal, S-Corporation, partnership, private ... client relationships aimed at client retention; support clients as it relates to planning , projects and compliance requirements + Prepare tax returns, quarterly… more
- US Tech Solutions (Charlotte, NC)
- …clients. + Work with Wealth Management partners to deliver sophisticated income tax planning advisory services for Client's highest net worth and most ... expert resource for Wealth Management partners on client income tax planning strategies directed to high-net worth individuals. + Communicate with senior… more
- Coldstream Wealth Management (Kirkland, WA)
- …the flexibility and opportunity to explore different areas such as estates and trusts, tax planning , and international tax . Responsibilities will include: + ... complex families to help them solve their problems + Tax planning + Consulting + Mentoring junior...skills, including the ability to juggle multiple client engagements Keyword: Senior Tax Associate From: Coldstream Wealth … more