- Robert Half Finance & Accounting (San Jose, CA)
- Description Jennifer Fukumae is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a Tax Accountant / Senior Tax ... tax side of the practice, working closely with the wealth management team to provide high-level tax...+ Strong interpersonal skills with the ability to build trust and lasting client relationships. What Sets This Opportunity… more
- CIBC (Boston, MA)
- …and advanced certifications such as MBA, CFA, CPA, or CFP are preferred. + ** Wealth management expertise:** You bring 6-8 years of experience in portfolio ... service culture by leveraging your expertise in investment and wealth advisory services to deliver tailored client solutions...management , wealth management , personal tax,… more
- JPMorgan Chase (Chicago, IL)
- The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating and ... IL and Newark, DE that supports global teams of trust professionals. You will partner closely with internal and...one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many… more
- Zions Bancorporation (St. George, UT)
- …under local management teams and community identities in 11 states. Zions Wealth Management is a specialized division within the bank that offers ... tax planning, succession planning, and risk management . The primary goal of a wealth management group is to help clients grow and preserve their wealth… more
- Zions Bancorporation (Bountiful, UT)
- Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, ... tax planning, succession planning, and risk management . The primary goal of a wealth management group is to help clients grow and preserve their wealth… more
- Robert Half Finance & Accounting (San Jose, CA)
- …to Michelle Espejo via email or LinkedIn for additional information or questions. Tax Advisor| Wealth Management | San Jose Our client is a growing wealth ... of clients with complex tax needs + Prepare individual, trust , and estate returns using SurePrep + Stay current...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Zions Bancorporation (Houston, TX)
- …thrive. Let us help you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division within the bank that offers comprehensive ... tax planning, succession planning, and risk management . The primary goal of a wealth management group is to help clients grow and preserve their wealth… more
- Tompkins Community Bank (Pittsford, NY)
- …by engaging other professionals based on client needs. Provide expert advice across wealth management disciplines (investment, banking, trust , insurance).. + ... relationships. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Wealth … more
- Vanguard (Malvern, PA)
- Vanguard is scaling a modern, data driven Advice & Wealth Management business-pairing our unmatched brand trust with focused leadership, clearer ownership ... management for 3 teams: Digital, Data & Strategy; Wealth Management , Operations and Risk; and Advice,...Management , Operations and Risk; and Advice, Distribution and Solutions within our AWM division . T he Senior… more
- Citigroup (Los Angeles, CA)
- …broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...+ Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help… more