- Fox Rothschild LLP (Atlanta, GA)
- …work. + Manage attorney calendars and assist in meeting deadlines, including tax -related deadlines and client calls/meetings, coordinate attorney and/or ... **Description** As a member of the Client Services Team (CST), the Client ...into a calendaring database and ensure accurate calculations, including tax -related deadlines; maintain and manage these deadlines. **Collaboration and… more
- Deloitte (Atlanta, GA)
- …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 (Atlanta, GA)
- …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
- Truist (Atlanta, GA)
- …as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through ... advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated...needed * 8 or more years of sales and client management experience in Wealth Management and… more
- Regions Bank (Atlanta, GA)
- …+ Eight (8) years of Trust Administration, Estate/ Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary ... + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more
- Truist (Atlanta, GA)
- …Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning -related client service experience, or equivalent outside ... description:** * Please note this is an on-site position* Provides in-office client and advisor support interfacing with our affluent investment clients and centers… more
- Truist (Atlanta, GA)
- …process, design and analysis support for developing solutions for the Fiduciary Wealth Workflow platform. Drive requirements elicitation process for work efforts of ... of a solution that meets the business requirements. 10. Assist/coordinate pre- planning activities (eg business case, project estimate, project risk assessment,… more
- Truist (Atlanta, GA)
- …may change from time to time. 1. Lead Scrum and/or Kanban teams in PI Planning , Scrum of Scrums, and other Agile Ceremonies of low to moderate complexity. 2. ... experience as a Scrum Master, including experience with PI Planning and Execution 3. SAFe Agilist Certification Strong knowledge.../ Audio / Speaking** Able to access and interpret client information received from the computer and able to… more
- Cherry Bekaert (Atlanta, GA)
- …tax compliance needs, anticipate tax and business issues, and recognize tax planning opportunities. Candidates should be accustomed to working as the main ... point of contact with the client and will be comfortable in managing workflows, deadlines,...transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For… more
- Cherry Bekaert (Alpharetta, GA)
- …analysis. **As an ITAX Senior, you will:** + Solve interesting and complex international tax problems + Lead client relationships on day-to-day tax matters ... areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details,… more