- Fox Rothschild LLP (Blue Bell, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA ... their knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of… more
- BlackRock (Princeton, NJ)
- …+ Portfolio theory + Risk + Strong knowledge in the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + ... joint role with two sets of overlapping responsibilities. The After- Tax Wealth Strategist has the key directive...+ Stay current on proposed and actual changes in tax legislation and planning developments + Coordinate… more
- Deloitte (Denver, CO)
- …and consulting projects related to tax planning opportunities and the tax implications of transactions to the client . The Team At Deloitte Tax ... estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability...week + 3+ years' experience providing tax planning services or preparing and reviewing client … more
- Deloitte (San Diego, CA)
- …consulting projects related to tax planning opportunities and the tax implications of transactions to the client . Additionally, you will train, mentor, ... partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client...estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability… more
- Grant Thornton (Baltimore, MD)
- …to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in public accounting or a combination of ... As the Private Wealth Services Tax Manager, you'll conduct...tax returns and provide income, estate, and gift tax planning strategies for your high net… more
- TD Bank (Marlton, NJ)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely ... and effective tax compliance, relationship management, and planning for...internal staff to findings and develops recommendations to minimize Client tax liability and improve overall financial… more
- JPMorgan Chase (New York, NY)
- … spectrum and have experience with athletes, with tax and wealth transfer strategies; and with financial planning ; experience with investments, banking ... Wealth Planning & Advice (WP&A) is a group of experts in trusts & estates, tax planning , financial planning , and planning in related areas for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to manage the complexities of ultra high net wealth , including estate, tax and charitable planning ; business succession and exit planning , executive ... planning documents to help the financial advisor and client gain an understanding of the client 's...net worth individuals and families and have experience discussing tax and wealth transfer strategies **Educational/Previous Experience… more
- JPMorgan Chase (Palm Beach, FL)
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... and delivers a high level of service. As a Client Specialist within JP Morgan Wealth Management,...sound knowledge base of investing, trust and estates, financial planning , insurance, alternative investments, tax considerations, and… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate… more