Tax and Estate Strategy Visionary

At Edward Jones, we are committed to partnering with clients for positive impact. As a Director of Tax and Estate Strategy, you will lead a team of experts in providing thought leadership and strategic development within our private client service. This includes building and leading a team of 8 experienced professionals that support the delivery of tax and...

Director - Tax and Estate Strategy at Edward Jones summary:The Director of Tax and Estate Strategy at Edward Jones leads a team of tax and estate planning experts to provide tailored financial planning services for high net worth clients. This role involves strategic development, client engagement, and collaboration with internal and external stakeholders to...

Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

Are you passionate about financial planning and leadership? Do you have a proven track record of developing high-performing teams and driving business growth? If so, we invite you to apply for the role of Vice President, Executive Financial Planning and Stock Plan Services at Empower.About the RoleThis critical position plays a vital part in shaping our...

Key ResponsibilitiesDrive the ongoing design and development of tax and estate planning strategies in collaboration with internal and external stakeholders.Partner with senior leaders and key stakeholders across the firm to prioritize expanding High Net Worth capabilities and supporting infrastructure.Advocate for the needs of the team and responsible for...

New Reach Education is a cutting-edge company dedicated to revolutionizing education in the digital age. We are passionate about empowering individuals to unlock their financial potential and strive for a better life.About UsWe offer innovative online courses that cater to diverse interests, from Wholesaling to Investing to Publishing. Our students benefit...

Company OverviewMenzlo Group Commercial Real Estate LLC is a full-service commercial real estate brokerage headquartered in Arizona. We specialize in representing clients in industrial property transactions, providing expert advice and guidance throughout the process.We service the industrial, retail, childcare, and general markets in the Phoenix...

Menlo Group is a full-service commercial real estate brokerage headquartered in Tempe, Arizona. We specialize in buyer/tenant representation, seller/landlord representation, investment services, real estate consulting, property management and project management. We service the industrial, retail, childcare, and general, medical, and dental markets in the...

Menlo Group is a full-service commercial real estate brokerage headquartered in Tempe, Arizona. We specialize in buyer/tenant representation, seller/landlord representation, investment services, real estate consulting, property management and project management. We service the industrial, retail, childcare, and general, medical, and dental markets in the...

**Job Description**Review complex individual (1040) tax returns for high-net-worth clients with $5M-$50M+ in assetsOversee multi-state filings for S-Corps, partnerships, and LLCs with entities operating across 5-10 statesCoordinate with internal advisors on integrated wealth strategies across real estate, retirement, and business holdingsProvide strategic...

About the Role:We are seeking a highly experienced Senior Director, Client Tax Implementation and Service to lead our team in delivering exceptional client experiences. As a key member of our leadership team, you will be responsible for driving strategic growth, improving client satisfaction, and ensuring compliance with regulatory requirements.Your Key...

**Job Description**We are seeking an experienced Director of Tax & Estate Strategy to lead our team of experts in developing comprehensive and personalized financial planning and wealth management services for our High Net Worth clients. As a key member of our leadership team, you will be responsible for driving business results, including hiring decisions,...

Job Description:The Senior Tax Manager will lead the tax planning and compliance efforts for clients, providing expert guidance and ensuring adherence to tax laws and regulations. This role involves managing a team of tax professionals and collaborating with various departments to optimize tax strategies while minimizing risks.Key Responsibilities:Manage the...

About the RoleWe are seeking a highly experienced Senior Tax Manager to join our team. The ideal candidate will have a strong background in tax compliance and planning, with a focus on high-net-worth individuals and families.The successful candidate will be responsible for reviewing complex tax returns, overseeing multi-state filings, and coordinating with...

Senior Tax Manager We are a full-service CPA firm offering expertise in audit, tax, accounting, and business consulting. Since 1960, we have provided a full range of tax services to businesses, individuals, trusts, and estates. Our clients represent a broad range of industries such as Real Estate, Manufacturing, Construction, Professional Services, and...

Tax Planning and Compliance:The Senior Tax Manager will be responsible for leading the tax planning and compliance efforts for our clients. This includes managing the tax compliance process, developing and implementing tax strategies, and providing expert advice on complex tax issues and regulations. The successful candidate will also oversee a team of tax...

Family Office Financial Services Firm is Seeking a Senior Tax Manager to Join Their Growing TeamThis Jobot Job is hosted by: Sydney WeaverAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $130,000 - $160,000 per yearA bit about us:A specialized tax and wealth advisory firm supporting high-net-worth...