- Erickson Senior Living (Baltimore, MD)
- … Tax Manager plays a pivotal role in overseeing and managing the tax planning and compliance functions for Erickson Senior Living. This role involves ... documents and executes all processes performed as part of tax planning and/or compliance and ensures that...franchise tax returns, gross receipts returns, real estate tax assessment responses, unclaimed property, personal… more
- Robert Half Legal (Vancouver, WA)
- …WA is seeking a skilled Associate Attorney to join their established and growing Estate Planning , Probate, and Tax practice. The successful candidate will ... to support clients in all aspects of estate planning and administration, probate, and tax planning needs. Responsibilities include: + Draft, review and… more
- Edward Jones (Tempe, AZ)
- …clients' needs and deliver an excellent client experience. + Discussing and explaining complex tax and estate planning concepts and trust terms with ... laws to unique circumstances. + Formulating plans for the execution of estate plans, using tax planning analysis and wealth transfer strategies. At Edward… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …financial planning sectors. + Performing comprehensive research on investment strategies, tax planning , estate planning , prevailing regulations, and ... wealth management firm with nearly $5 billion in managed assets, as an Associate Tax Wealth Advisor located in Menlo Park. Offering a hybrid working model, a highly… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …, and financial planning areas. + Conduct in-depth research on investment strategies, tax planning , estate planning , regulations, and market trends. ... $5 billion in assets under management, as an Associate Tax Wealth Advisor based in Menlo Park. This role...on clients' financial success. Some Responsibilities of an Associate Tax Wealth Advisor include: + Prepare meeting materials including… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …financial planning topics + Perform general research in areas of investments, income tax planning , estate planning , impact of recent regulations, and ... other designation preferred + Ideally 2+ years out of public accounting with tax experience + proficiency in Excel and a well-developed quantitative aptitude to… more
- Cherry Bekaert (Coral Gables, FL)
- …with complex individual tax compliance and planning a plus + Background in estate tax planning and compliance a plus, but not required **What you can ... + Anticipate tax and business issues, and also recognizing tax planning opportunities. + Train and develop less-experienced professional staff. **What you… more
- KPMG (Sacramento, CA)
- …Responsibilities: + Advise clients on a full spectrum of corporate, partnership, and real estate tax services including planning , research, and other mergers ... Estate Deals/Transactions **Requisition Number:** 111701 - 9 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** Sacramento **Description:**… more
- Huntington National Bank (Westlake, OH)
- …, experience in basic to intermediate concepts regarding estate and gift tax , estate planning , and trust administration. Preferred Qualifications: + CPA ... materials independently and with the Wealth Strategists. + Research specific tax and planning issues for client projects. + Assist Private Bank colleagues with… more
- Cherry Bekaert (Austin, TX)
- …and partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... and related matters + Experience with complex individual tax compliance and planning ; estate tax compliance and planning are a plus **What you… more
- Cherry Bekaert (Orland Park, IL)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... and related matters + Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are a plus **What… more
- Cherry Bekaert (Bethesda, MD)
- …+ Solve problems! + Build and service our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... and related matters + Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are a plus **What… more
- Robert Half Legal (Stockton, CA)
- …role involves providing legal advice to individuals and families on a range of estate planning and tax strategies, drafting legal documents, and representing ... in probate or trust matters in court. Responsibilities: * Provide legal advice on estate planning and tax strategies * Draft legal documents such as trusts,… more
- Robert Half Legal (Bellevue, WA)
- …LAW FIRM IN BELLEVUE is growing and seeking an Associate Attorney to join their Estate Planning & Probate/ Tax practice. Join a well-established team in ... needs. In this role, you will: - Provide comprehensive estate planning , probate, and taxation support -...clients and supervising estate administration - Preparing estate and gift tax returns and associated… more
- Commerce Bank (Leawood, KS)
- …been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking and ... and expert resources to ensure integrated delivery of investment, fiduciary, tax , estate planning , insurance, lending, credit and banking services to… more
- Fifth Third Bank, NA (Charlotte, NC)
- …and the client's advisors. + Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and ... solutions to clients through the development, delivery and implementation of advanced planning techniques: ( estate , tax , insurance, option, investment,… more
- Robert Half Legal (Littleton, CO)
- …software, and other tools for efficient work * Handle estate planning , estate law, drafting agreements, estate tax , financial planning , and other ... Planning , Estate Law, and Draft Agreements. * Knowledge of Estate Tax , Financial Planning , and Business laws is required. * Proven experience in… more
- Robert Half Legal (Los Angeles, CA)
- …and estates paralegal will have: + 5+ years of transactional law experience + Tax , estate planning , wealth transfer, and/or probate administration experience ... + Experience drafting estate planning documents from templates + Experience...individual and fiduciary income tax returns, gift tax returns, and estate tax … more
- Bankers Trust (Des Moines, IA)
- …Specific Skills, Knowledge & Abilities: . Extensive knowledge of investment management; and, tax , estate planning concepts /techniques . Thorough knowledge ... communication with clients and their professional advisors, regarding administrative, legal, planning and regulatory matters. There are important qualities you look… more
- Commerce Bank (Kansas City, MO)
- …internal partners and expert resources to ensure integrated delivery of investment, fiduciary, tax , estate planning , insurance, lending, credit and banking ... partners and expert resources to ensure integrated delivery of investment, fiduciary, tax , estate settlement, insurance, planning , credit and banking… more
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