- JPMorgan Chase (Chicago, IL)
- …Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating and completing ... a variety of sub-specialty areas including state taxation of trusts , GST, estate tax, tax-exempt trusts...France, Israel, etc.) and US tax reporting for foreign trusts . As a Trusts and Estates… 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 ... Manage a book of clients with complex tax needs + Prepare individual, trust , and estate returns using SurePrep + Stay current on tax regulations and ensure… more
- Coldstream Wealth Management (Bellevue, WA)
- …existing client families. Coldstream is an employee-owned, independently operated wealth management firm that's been earning the trust of affluent families ... management , and financial planning software (Salesforce, Tamarac, and eMoney are preferred) Keyword: Wealth Manager From: Coldstream Wealth Management more
- JPMorgan Chase (Summit, NJ)
- …and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and ... The Global Trusts & Estates Practice is an...with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust… more
- Bank of America (Houston, TX)
- …least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Houston/ Wealth -Strategist\_25047769) **Job Description:** Merrill Wealth ... Management is a leading provider of comprehensive wealth management and investment products and services...firm practice or similar experience in transfer taxation or trusts and estates with a focus on… more
- TD Bank (Boston, MA)
- …generation from investment management and lending engagements + Partners with TD Wealth trust and estate settlement groups to identify and onboard ... clients for trust and estate settlement services + Partners with TD ...estate planning training seminars and education to TD Wealth Management clients and staff (both Private… more
- Neuberger Berman (New York, NY)
- …a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all ... aspects of trust and estate planning, tax strategy, pre-liquidity...LL.M. in Taxation a plus. Background in law and/or wealth management preferred + Proven ability to… more
- Vanguard (Charlotte, NC)
- … and relationship management . + Experience applying trust and estate planning knowledge to help preserve client's wealth + In-depth knowledge of ... Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored...& estate planning, philanthropic giving, and corporate trust services. They also manage trusts , both… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Knowledge, Skills, and Abilities** **Knowledge of** + Advanced concepts of private wealth management planning; investment management ; and specialized ... Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise. +...a minimum of ten (10) years of progressively responsible wealth management planning experience. Experience with investment… more
- First National Bank of Omaha (Omaha, NE)
- …or field. Significant experience in one or more of the following: Investment Management , Trust , Estate Planning or Business Succession Planning. Previous ... commitment to a fiduciary standard. Responsible for growing and retaining Wealth Management relationships utilizing effective relationship skills, sales… more
Recent Jobs
-
Salesforce Developer
- S&P Global (New York, NY)
-
Food & Beverage Manager
- Sage Hospitality Group (Los Angeles, CA)
-
Microbiology Supervisor
- HCA Healthcare (Savannah, GA)
-
Sr. Principal Systems Engineer
- Northrop Grumman (Clearwater, FL)