Are you a tax professional tired of busy season and billable hours?
Do you work with high-net-worth clients?
This is an opportunity to become an advisor who can grow in the near term to become a partner at our wealth management firm client.
Tax Wealth Strategist
Partner with financial advisers and their high-net-worth clients on complex federal and state tax planning and structuring matters, including family office and family limited partnership structuring, pre-liquidity planning and deal structuring, diversification and hedging strategies, and state tax residency planning for individuals and trusts. Your teamwork will be essential to efforts to retain client relationships and attract new ones. This is not a business development focused position, you will not be responsible for billable hours, and there will be little to no tax compliance.
Responsibilities
Partnering with financial advisors and their high net worth clients and prospects, provide explanations and solutions regarding various topics relating to the client's estate planning, trust planning, business succession, transaction advisory, and philanthropic planning services
Qualifications
...status. Tenet will make reasonable accommodations for qualified individuals with disabilities unless doing so would result in an undue hardship. The Hospitals of Providence Job ID #(***) ***-****-3. Posted job title: Registered Nurse Medical Oncology Part Time Nights...
...Surgical Tech II at Presbyterian Healthcare Services summary: As a Surgical Tech II, I assist surgeons during procedures by preparing and providing necessary instruments and equipment. I maintain a sterile operating room, adhere to safety protocols, and ensure the proper...
ArcherPoint is currently adding a Microsoft Dynamics NAV/Business Central Consultant, specifically with domain experience in Financials to our Professional Services team. This role is a key member of a NAV/BC Project Implementation team, providing functional and domain...
...think ARMStaffing should be your first choice, here's why: SIA's Top-50 Fastest Growing Healthcare Staffing Firms 2019 SIA's Largest Healthcare Staffing Agencies in the U.S. 2023 Celebrated as a Top Workplace in the Lehigh Valley 2022, 2023 Perfect scores...
...job REQUIREMENTS Be at least 21 years of age, have a valid drivers license, and a clean driving record. Pass a drug test (... ...for UPS, Amazon, previous FedEx companies, DHL, Wal-Mart, Uber, Lyft or any other similar companies - that is a plus! We have a job waiting...