- Guardian Life (Phoenix, AZ)
- …(BRC) is Guardian's advanced sales department and we are seeking a Tax Planning Consultant. We are an organization providing superior case consultation to ... presentations skills in all areas of advanced planning . + Clearly and concisely explain the tax...retirement planning and charitable planning markets . Proven ability to explain advanced sales… more
- Vanguard (Scottsdale, AZ)
- …clients and their families through their unique and complex investment journeys by providing advanced estate planning , income tax and financial planning ... clients' current financial conditions and provides financial and income tax planning recommendations. + Assists in development,...and procedures, as well as the competitive landscape and market trends. + Trains and develops junior crew members… more
- Deloitte (Tempe, AZ)
- …+ Managing federal credits and incentives opportunities including Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified ... been developed and built as a result of a tax planning idea, marketplace needs, or a...services, including the Research and Development credit, the New Market Tax Credit, Qualified Opportunity Zones, Renewable… more
- USAA (Phoenix, AZ)
- …retirement income strategies based on individual member needs. + Provides advanced retirement planning advice, tax -efficient distribution options, ... health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. + Recommends relevant financial product and… more
- Deloitte (Tempe, AZ)
- …Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax Credit + Deliver value to clients by identifying opportunities and ... delivering results for our clients. NFTS service lines provide tax planning and compliance support for the...and the clients and industries/sectors you serve Preferred: + Advanced degree such as MST, LLM, or JD, or… more
- Moss Adams LLP (Phoenix, AZ)
- **National Tax Manager - Accounting Methods & Inventory** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented ... as a leader along the way. Our firm's size, middle- market clients, customized career paths, and supportive culture make...interesting business challenges. As a member of the National Tax Accounting Methods team, you will consult with clients… more
- Lincoln Financial (Phoenix, AZ)
- …We are excited to bring on an **AVP, Absence, Disability, Life, Regional/National Markets ** role in our Workplace Solutions business line to work remote or hybrid ... In this role you will provide strategic leadership to drive effective market intelligence analysis, product strategy and development, and life-cycle management of… more
- Lincoln Financial (Phoenix, AZ)
- …In this role, you will provide strategic leadership to drive effective market intelligence analysis, product strategy and development, and life-cycle management of ... other senior leaders on expansion into existing, new, tangent or underdeveloped markets . They will also provide highly specialized expertise to senior internal and… more
- Grant Thornton (Phoenix, AZ)
- …Sales & Marketing function, you will get the opportunity to lead strategic go-to- market planning initiatives that enable our firm to effectively reach clients ... and maximize market opportunities. Working within our GTM Operations team, you'll...planning tools (eg, Microsoft Project, Smartsheet, Asana) + Advanced Excel skills with the ability to build financial… more
- Deloitte (Tempe, AZ)
- …and reporting requirements, Pillar II compliance, process and technology enhancement, advanced calculations, compliance and reporting services, planning for ... help clients meet the challenges of a rapidly evolving market and regulatory environment. Our team members are highly...Form 8975 and Form 1118 + Experience with foreign tax credit (FTC) planning including gathering income… more