- Charles Schwab (Phoenix, AZ)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team ... Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. **What you have** As a High Net Worth Trust & … more
- Vanguard (Charlotte, NC)
- …a book of business with a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + ... disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized investment strategies and deliver… more
- Citigroup (New York, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning , investment finance and banking. ... Alternative Investments, Insurance as well as Product Specialists and Wealth Planning professionals. The Investments Experience Lead will work across the Investment… more
- Wipfli LLP (Lincolnshire, IL)
- … trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) ... + Lead tax engagements from start to finish, including planning , budgeting and monitoring fees, execution, and delivery +... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles… more
- Wipfli LLP (Southfield, MI)
- … trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) ... + Lead tax engagements from start to finish, including planning , budgeting and monitoring fees, execution, and delivery +... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles… more
- City National Bank (San Francisco, CA)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... beneficiaries, attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location… more
- JPMorgan Chase (New York, NY)
- …gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning . No client has identical goals, so ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- Bank of America (New York, NY)
- …with Specialists across the bank to deliver appropriate solutions spanning custom lending, trust and estate planning , philanthropic services, business sales ... Analysis, Presentation Skills, Financial Markets expertise, Pipeline Management, Wealth Planning , Liability Management **Skills:** + Market Analysis + Portfolio… more
- GRF CPAs & Advisors (Bethesda, MD)
- …in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the Audit and Client ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.… more
- Robert Half Legal (San Francisco, CA)
- Description Our client is looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California, 94105, United States. In ... administration, probate matters, and resolving disputes within the estate planning framework. Responsibilities * Develop and...disputes. * Experience advising clients on tax strategies for trust and estate matters. * Solid grasp… more