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Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more.
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The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
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A Private Client Services (PCS) Tax Senior Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
$140,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.
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They are also committed to building a diverse workforce and serving the public interest through our charitable foundation and pro bono work. Other: Pre-tax parking and transit programs, pet insurance, backup child and adult care, Employee Assistance Program, 10-12 holidays per year, and tuition for approved CLE programs.
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We are looking for a thought leader and experienced professional in one or more of the following Advanced Sales areas: estate planning, tax planning, charitable planning, long-term care planning, and executive compensation strategies.
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Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
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Advising clients on a variety of tax issues including tax compliance, business restructuring, exemption strategies, philanthropic and charitable giving planning, and tax controversy.
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Tax planning, preparation and research for our high-net-worth individuals and related business entities including partnerships, have a thorough understanding of how to regard a hedge-fund K-1 as well as some knowledge of trusts, estates, gifts, and charitable entities.
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Work with first and third-party service providers across tax, trust & estate, and insurance specialties. We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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Your expertise will include extensive experience in drafting estate planning documents including wills, powers of attorney, health care directives, revocable trusts, grantor retained annuity trusts (GRATs), charitable lead trusts (CLATs and CLUTs), charitable remainder trusts (CRATs and CRUTs), and irrevocable life insurance trusts (ILITs.
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The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm.
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Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Manages the account opening and closing process and provides account administration services for trusts, guardianship accounts, fiduciary agency accounts, charitable accounts, custody accounts and investment management accounts.
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Qualified candidates must possess a minimum of 5 years’ experience as a tax manager or equivalent supervisory capacity within a regional or national public accounting environment. We are currently seeking qualified candidates for a Tax Manager position in our Terre Haute, Indiana office.
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charitable tax jobs
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