- 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) ... large balances are discovered + May perform research for tax compliance and asset transfer issues + Adheres to...organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects… 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...The goal of the relationship is to work through client 's sophisticated needs in Tax , Trust, and… 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 ...for scale + Collaborate with financial advisors on integrated client plans + Stay current on tax … more
- HUB International (Mclean, VA)
- …relationships aimed at client retention; support clients as it relates to planning , projects and compliance requirements + Prepare tax returns, quarterly and ... tax associate is to work directly with the tax team and wealth management teams to...Office including Word, Outlook, and Excel + Familiarity with tax software programs + Positive attitude toward client… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …strategies for high-net-worth individuals, executives, and multi-generational families. + Collaborate with Wealth Advisors to integrate tax planning with ... with Robert Half Financial Services is recruiting for a Tax Planner at a Nationally recognized Wealth ...Hybrid schedule. This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and… 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 ... as an expert resource for Wealth Management partners on client income tax planning strategies directed to high-net worth individuals. + Communicate… 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 ... teams while maintaining their auditors' independence with our compliance services and customized tax planning advice. We have capabilities to advise our clients… more
- Grant Thornton (Denver, CO)
- … tax policies, and streamlining routine compliance functions to focus on value-added tax planning . Our tax service line strategy is structured to ... consulting and tax return preparation duties, including tax research, tax planning , and...Federal Corporate and Partnership solution families, State and Local Tax , International Tax , and Private Wealth… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is a wealth management firm in... Tax Manager looking for a new challenge. Tax Manager Responsibilities: Tax Planning and ... and implement strategies for clients. + Advise clients on tax planning strategies to minimize tax...maximize financial outcomes. + Stay updated on changes in tax regulations and ensure compliance across all client… more