advisors and firm practice offices. This role blends deep HNW tax expertise with evaluation, coordination, and client...Tax Manager - High Net Worth - Remote Who: An experienced tax professional with 5+ years of ultra-high-net-worth...
of fiduciary and high-net-worth tax experience and advanced credentials (CPA required;EA, CFTA, CFP, PFS, or PFP strongly... between wealth advisors, firm leadership, and nationwide tax teams. - Prepare and conduct initial reviews of 1041 trust and estate...
tax-related issues and works with the client and external advisors to resolve. Collaborate with external client advisors...-coordinated estate, tax and financial planning alternatives to meet client’s needs. Facilitate the estate, tax, and philanthropic...
including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via... expanding sets of Edward Jones products and services, and ongoing reporting and support. What You Will Do: Lead a team of tax...
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...
as technology-enabled taxadvisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior... way as technology-enabled taxadvisors - Provide benefits through digitization and automation - Maintain operational...
and ensuring timely completion. Partner with taxadvisors to support income tax, sales/use tax, and regulatory filings. Oversee..., accounts receivable, payroll, fixed assets, revenue recognition, and tax. Lead monthly, quarterly, and annual close processes...
JD or CPA with a strong background in estate planning and tax matters 8+ years of experience or equivalent expertise... to deliver innovative and forward-thinking strategies, working closely with advisors to help clients make well-informed decisions...
, insights, and advice to advisors, clients and prospects on tax-efficient wealth structuring techniques and strategies used... and legal advisors who work with our clients and prospects Demonstrate expertise in the tax implications and structuring...
& External Relationships Coordinate with external accountants, auditors, taxadvisors, and payroll providers Support audits..., tax filings, and regulatory compliance requirements Ensure compliance with company policies and applicable laws...