- Xcel Energy (Minneapolis, MN)
- …could be just what you're looking for. **This position is posted as a hierarchy at the Tax Planning Consultant or Senior Tax Planning Consultant ... planning opportunities. Clearly and concisely communicate the tax and financial statement implications of these...on tax issues important to the company. ** Tax Planning Consultant Minimum Requirements**… more
- Deloitte (New York, NY)
- Senior Consultant - National Federal Tax Services -...been developed and built as a result of a tax planning opportunity, a marketplace need, or a ... spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across… more
- Deloitte (Detroit, MI)
- … and legal functions that enhance the core responsibilities of compliance, reporting and planning , while also positioning tax and legal as a strategic business ... entity simplification and reviewing governance structures excite you? Deloitte's Tax Technology Consulting, Legal Business Services ("LBS") assists clients with… more
- Deloitte (San Jose, CA)
- …+ Preparing and leading client meetings on advisory and compliance projects related to tax planning opportunities, and the tax implications of various ... this exciting time. What You'll Do As a Senior Consultant you will utilize your prior experience to support...or partnership tax + Mergers and acquisitions tax + International tax + Financial… more
- Raymond James Financial, Inc. (Reston, VA)
- …serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax ... document reviews; analyzes client information and situations across the financial planning spectrum to develop plan. *...client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan. * Researches information ... Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning...client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when… more
- Guardian Life (Carson City, NV)
- …in all areas of advanced planning . + Clearly and concisely explain the tax , legal, and financial /cost aspects of various sales opportunities and financial ... advanced sales department, and we are seeking a Advanced Planning Consultant . We are an organization providing...CPA preferred + CFP/CLU/ChFC preferred + Expert knowledge of tax planning , exit planning , business… more
- Vanguard (Scottsdale, AZ)
- As a Wealth Planning Consultant , you'll be part of...journeys by providing advanced estate planning , income tax and financial planning analysis. ... most complex clients' current financial conditions and provides financial and income tax planning recommendations. + Assists in development, evolution… more
- TIAA (Seattle, WA)
- The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial ... job covers institutions aligned to regional structures and offers financial planning advice via in person, phone...execute transaction and service requests. + Utilizes knowledge of tax and investment strategies to inform financial … more
- TIAA (Frisco, TX)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants each ... Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this… more
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