- Certified Public Accountant (CPA)
- Gradient Financial Group,Minneapolis, MN (Minneapolis, MN)
- CPA: SENIOR TAX STRATEGIST email resumeGradient Tax , LLC is seeking a CPA to serve as Senior Tax Strategist . Specific responsibilities include tax planning, preparation, filing, tax strategy and advice to nationwide clients. Qualifications include an active CPA...
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RealMatch.com (11/25/09)
- Sr Wealth Strategist
- Northern Trust (Los Angeles, CA)
- Position Title Sr Wealth Strategist Job Function Personal Trust Requisition Number 029303 Metropolitan Area CA-Los Angeles...asset management, trust & estate planning, private banking, financial planning and tax advisory services to high net worth individuals and families. This...
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Northern Trust (11/19/09)
- Wealth Strategist
- Northern Trust (Miami, FL)
- Position Title Wealth Strategist Job Function Personal Trust Requisition Number 029410 Metropolitan Area FL-Miami...clients. 9. Summarizes account assets to determine eligibility, qualifications, and tax classification. 10. Maintains current in-depth knowledge of a full range...
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Northern Trust (11/19/09)
- Wealth Strategist
- The Mergis Group (Fort Lauderdale, FL)
- ...to attract and retain clients. Supervise a financial planner and other team members. Maintain extensive client contact. Wealth Strategist Requirements: MBA, Masters of Tax , MS Accounting, CPA, JD or other appropriate degrees BA or BS in Accounting, Finance or Economics Completion of...
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AMightyRiver.com (11/19/09)
- Wealth Strategist
- Northern Trust (Atlanta, GA)
- Position Title Wealth Strategist Job Function Personal Trust Requisition Number 029718 Metropolitan Area GA-Atlanta...clients. 9. Summarizes account assets to determine eligibility, qualifications, and tax classification. 10. Maintains current in-depth knowledge of a full range...
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Northern Trust (11/19/09)
- Senior Wealth Strategist
- Northern Trust Company (Los Angeles, CA)
- We are seeking a senior level Wealth Strategist who will sell a complete array of asset management, trust and estate planning, private banking, financial planning and tax advisory services to high net worth individuals and families. This person will lead and own the sales strategy for...
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CareerBuilder (11/17/09)
- Wealth Strategist
- The Mergis Group (Boca Raton, FL)
- The Mergis Group is seeking a Wealth Strategist for an opportunity in Palm Beach County, FL. Job Description: Provide personal financial counseling and tax advice to ultra high-net worth individuals and families. Wealth Strategist Duties: Review, analyze and provide advice to...
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CareerBuilder (11/20/09)
- Municipal Bond Credit Strategist
- Royal Bank of Canada (Parsippany, NJ)
- As a Municipal Credit Strategist you will utilize your fixed income and municipal bond experience and analytical abilities...a demonstrated record of high achievement. * Five to seven years of tax exempt fixed income credit research/analysis experience. * Understanding of the municipal...
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JobCircle.com (11/30/09)
- United Nations Liason/communications Strategist
- Uyghur American Association (New York, NY)
- ...Association (UAA) is based in Washington, DC and is a tax -exempt, non-profit membership organization under Section 501(c)(3) of the US ...the community's democratic aspirations. The position of United Nations Liason/Communications Strategist is a new position that will be based in New...
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FindAJobAlready.com (09/15/09)
- Wealth Strategist - Corporate & Executive Services (08-92)
- William Blair & Company, LLC (Chicago, IL)
- ...actively informed of progress (where appropriate). Prepare and present applicable financial analysis and tax planning techniques. Qualifications Seven or more years of experience in financial and tax planning for high net worth individuals or business development officer for a major...
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CareerBuilder (09/16/09)