• Tax and Wealth Planning…

    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
    Fox Rothschild LLP (09/27/25)
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  • Tax and Wealth Planning…

    Fox Rothschild LLP (Atlanta, GA)
    **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience. We are a well-established ... their knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of… more
    Fox Rothschild LLP (10/04/25)
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  • Tax Senior - Private Wealth

    Deloitte (San Juan, PR)
    …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 (10/25/25)
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  • Tax Manager - Private Wealth

    Deloitte (St. Louis, MO)
    …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
    Deloitte (10/25/25)
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  • Private Wealth Services Tax Managing…

    Grant Thornton (Philadelphia, PA)
    …ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public accounting or a combination ... As the Private Wealth Services Tax Managing Director, you'll...complex tax returns preparation, estate, and gift tax planning strategies for your high net… more
    Grant Thornton (09/23/25)
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  • Private Wealth Services Tax Manager

    Grant Thornton (Chicago, IL)
    …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
    Grant Thornton (09/28/25)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (Los Angeles, CA)
    …successfully meeting their goals. You will also educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to ... financial plan. You will work collaboratively with an integrated client service team to provide comprehensive financial planning...scale + Educate the integrated team about the value Wealth Planning can bring to a relationship;… more
    JPMorgan Chase (09/14/25)
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  • Wealth Planning Consultant, Senior…

    Vanguard (Scottsdale, AZ)
    …financial planning . Core Responsibilities 1. Provide income tax , estate planning , and/or wealth planning consultations to the largest Vanguard ... complex investment journeys by providing them with advanced estate planning , income tax and financial planning... client deliverables. 3. Guide and develop other wealth and estate planning crew within advice… more
    Vanguard (11/01/25)
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  • Wealth Planning Methodology…

    Vanguard (Malvern, PA)
    …+ Serves as an expert on the application of Vanguard's wealth planning methodology in the development of client investment strategies and construction of ... related legal, tax , and regulatory issues that impact Vanguard's wealth planning methodology. Supports investments-related projects to analyze and research… more
    Vanguard (10/13/25)
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  • Senior Lead Wealth Planning…

    Wells Fargo (Atlanta, GA)
    …and interactions with Advisors to serve largest and most complex clients + Present wealth planning advice during client meetings in clear, concise, and ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...issues and stock option analysis, asset allocation analysis, income tax planning , charitable planning , business… more
    Wells Fargo (10/01/25)
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