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One of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Learn more about Deloitte Private Wealth Tax Services. As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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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.
$146,510 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Bachelor's degree and Certified Financial Planner (CFP) or Wealth Management Certified Professional (WMCP) designation (or equivalent) required. Experience working with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
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The wealth and trust team at gpac, a recruiting company with 30 years in the industry is pleased to partner with a boutique wealth and trust management firm that is seeking an experienced CPA/Tax Director with a background in 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.
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$63,420 - $126,620 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns. to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice.
$63,420 - $126,620 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$84,980 - $169,650 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Advanced degree such as MST, MAcc, JD, or LLM. Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week. Experience managing projects including scheduling, budgeting, client correspondence, and billing.
$63,420 - $126,620 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Licensed CPA in state of practice/primary office if eligible to sit for the CPA. Bachelor's degree in accounting, finance, or other business-related field. We are creating trust and confidence in a more equitable society.
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CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation. If assigned to Wealth office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth markets across Bank channels by meeting with high net worth clients.
$85,104.04 - $141,840.06 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Increase assets under management by meeting with high net worth clients, offering investment and insurance solutions and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.
$103,826.43 - $173,044.05 a yearFull-timeExpandApply NowActive JobUpdated Today
financial services wealth management planner jobs in Missouri-city, Missouri
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