Job Description: Wealth Planning & Advice (WP&A) is a group of experts in trusts & estates, tax planning, financial..., etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple and complex...
targets and their taxadvisors - Assist on post-deal structuring and exit scenarios - Lead teams and manage client accounts... of experience - CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity...
, generation-skipping transfer tax and philanthropic issues interact with senior strategists, financial advisors and field experts...Business Divisions Global Wealth Management Your role Are estate and tax planning your passion? Does planning...
about their options from a tax and planning standpoint. interact with clients, senior strategists, financial advisors, product areas...Business Divisions Global Wealth Management Your role Are income tax issues and tax planning your passion? Does...
(i.e.- tax, estate, investment management, business owner, executive compensation, insurance) and external subject matter experts... to deliver a personalized holistic financial plan with tax and legal advice (via external relationships...
, working closely with external advisors and internal teams. Reporting and Forecasting Partner with the VP of Tax to develop...Tax Director Reports To: VP of Tax Location: Buckhead, Atlanta, GA (Hybrid/Remote - 3 days in office, 2 days remote...
Description & Requirements Forvis Mazars' Private Client taxadvisors provide sophisticated tax compliance... to help clients grow, preserve, and protect wealth. The Private Client Tax Manager serves as a trusted advisor and member...
teams and external advisors. Work with internal cross functional teams and external taxadvisors to document, prepare... or Finance required. CPA and/or Master’s Degree in Taxation preferred. Minimum of 6+ years of directly related tax experience...
, working closely with external advisors and internal teams. Reporting and Forecasting Partner with the VP of Tax to develop...Tax Director Reports To: VP of Tax Location: Buckhead, Atlanta, GA (Hybrid/Remote - 3 days in office, 2 days remote...
), educate clients on opportunities for additional planning and work with a client's existing tax and legal advisors...Business Divisions Global Wealth Management Your role Are you an experienced estate tax professional? Does...