VP Estate Planning Strategist & Tax Strategy Lead
$110k - $190kPowerToFly
PowerToFly is looking for an Estate Planning Strategist, Vice President based in Atlanta. The role involves collaborating with senior strategists and financial advisors to provide expert guidance on estate and tax planning to high-net-worth clients. The ideal candidate has a J.D. and at least 5 years of experience in trusts and estates. The expected salary ranges from $110,000 to $190,000 per year, with additional commission and bonuses included in the compensation package. #J-18808-Ljbffr PowerToFly
- Responsibilities And Skills To work with senior estate planning strategists and teams of investment professionals... ...focusing on estate, gift and income tax planning. More Specifically Working... ...summaries of documents and various strategies. Work with team analysts to prepare...TaxTemporary work
- A leading financial services firm is looking for a Vice President in Wealth Planning and Advice in Atlanta. The role focuses on providing tailored... ...financial planning and tax strategies to clients, requiring extensive knowledge in tax and estate laws. Candidates must have a...Tax
$110k - $190k
Morgan Stanley is seeking an experienced professional for an estate planning role in Atlanta, GA. Candidates must hold a J.D. and have a... ...and accountants. Knowledge of U.S. estate planning and tax strategies is essential. The expected base pay ranges from $110,000 to...Tax- A leading financial services firm in Atlanta is seeking a Wealth Strategist to advise high-net-worth clients on complex financial matters including tax and estate planning. The ideal candidate will have over 9 years... ...developing tailored strategies, leading client meetings...Tax
- A leading professional services firm in Atlanta seeks a Resource Management Senior Specialist for Tax. This role involves driving workforce planning, engagement delivery, and aligning staffing strategies with business goals. Candidates must have 4+ years of experience in...TaxFlexible hours
- ...Estate Planning Strategist, Vice President Responsibilities and Skills To... ...on estate, gift and income tax planning. More specifically... ...of documents and various strategies Working with team... ...first, doing the right thing, leading with exceptional ideas, committing...TaxFull timeTemporary work
- ...seeking a Managing Director & Senior Wealth Strategist in Atlanta, GA. This full-time role involves producing complex estate and wealth planning deliverables, serving as a key technical... ...of relevant experience in estate and tax planning. Strong analytical and communication...TaxFull time
- ..., channel, and client segment strategies, pricing, and execution models... ...Develop strategies and execution plans to grow share of wallet in key... .... # Demonstrated ability to lead large projects. # Experience... ...death and dismemberment, tax-preferred savings accounts, and...TaxFull timePart timeWork at officeShift workDay shift
- ...competitive position, long-term strategy, and shorter-term tactics to... ...contribute to the company's strategic planning process; driving quality work-... ...consulting engagements and lead projects of moderate risk and... ...death and dismemberment, tax‑preferred savings accounts, and...TaxFull timePart timeWork at officeRemote workRelocationRelocation package
- ...Management - Vice President, Wealth Planning and Advice Atlanta, GA,... ...of experts in trusts & estates, tax planning, financial planning... ...management to solidify regional strategies and subsequently advise the... ...suite About Us Chase is a leading financial services firm, helping...TaxFull timeWork at officeLocal areaShift work
- A leading financial institution in Atlanta is seeking a Vice President, Investment Product Specialist to enhance advisor development and client satisfaction. In this role, you will present on capital markets, manage relationships with 300-400 advisors, and coordinate workshops...
- A leading recruiting firm is seeking a highly skilled Tax Manager in Atlanta, GA. The role involves overseeing client assignments, reviewing intricate tax filings, and mentoring a team in a dynamic setting. Candidates must hold a Bachelor's degree in Accounting and an active...Tax
- A multi-national company is seeking a Tax Manager to drive tax research and optimization across strategic business initiatives. The role involves collaborating with Business Development, Legal, and Accounting teams to evaluate tax impacts. Candidates should possess a Bachelor...Tax
- The National Council of Young Men’s Christian Associations of the United States of America is seeking a Group Vice President in Atlanta, Georgia. In this leadership role, the candidate will oversee branch operations, ensure the success of programs, and promote YMCA's mission...
$95.5k - $195.4k
...Atlanta, Georgia, is looking for a highly motivated Federal Tax Manager to join its Lead Tax Services group. You'll provide strategic tax... ...relationships, leading projects, and developing innovative tax planning strategies. A Bachelor's degree in Accounting and an active CPA...Tax$130k - $185k
...working world. EY-Parthenon - Strategy and Execution - Commercial... ...and integration strategies and plans, identify ways to maximize stakeholder... ...be a vital member of the team leading and executing strategy... ...services in assurance, consulting, tax, strategy and transactions....TaxWork experience placementSummer holidayWork at officeFlexible hours- A leading global financial services firm in Atlanta seeks a Vice President, Investment Product Specialist to enhance advisor relationships... ...of sales experience. The candidate will present investment strategies, coordinate workshops, and maintain territory management while...
- ...Services is seeking a Vice President of Tax in Atlanta, GA. This high-impact leadership role offers the chance to develop tax strategies aligned with business objectives and require... ...or Tax. Key responsibilities include leading global compliance efforts, supporting M&A...Tax
$101k - $200k
...Training will serve as the firm's leading expert on life insurance planning strategies, legislative developments, and advanced... ...strategies across business, estate, and personal planning contexts.... .... Monitor pending legislation, tax developments, and regulatory trends...Tax- Managing Director & Senior Wealth Strategist full-time Georgia, Atlanta,... ...and reviewing complex estate and wealth planning deliverables, identifying... ...providing firm-wide support on tax and estate planning issues,... ...planning issues and strategies with an eye toward proactive...TaxFull timeWork at office
- ...chain solutions company in Atlanta is seeking an International Tax Accountant to maintain tax compliance and prepare tax provisions... ...Bachelor's degree in Accounting. Join a dynamic team and contribute to innovative tax strategy development. #J-18808-Ljbffr JAS Worldwide, Inc.TaxWorldwide
$179k - $268.4k
Stripe is seeking an experienced Data Analyst to define and drive the data strategy for their risk product offering in Atlanta, Georgia. You will partner with cross-functional teams to establish metrics and build analytical frameworks, ensuring the integrity and visibility...- A leading infrastructure firm is seeking an Internal Communications Manager in Atlanta, GA, to develop and implement effective strategies that enhance employee engagement and reinforce company culture. The ideal candidate will possess strong writing and interpersonal skills...
$85k - $95k
A leading analytics firm in Atlanta is seeking a Lead Analyst to spearhead analytics and measurement solutions. This role involves building... ...robust data foundations, implementing data aggregation strategies, and enhancing conversion optimization. Candidates should have...- U.S. Bank is looking for an Analytics Lead to support Mortgage Default and Loss Mitigation. This role requires strong analytical leadership... ...servicing. The candidate will shape and execute analytics strategies, mentor analysts, and translate business needs into actionable...Work at office3 days per week
$161.4k - $282.5k
Lead Product Strategist, Insurance Rating & Pricing Category: Analytics and Emerging Digital Technologies... ...at the intersection of business strategy, technology, and product leadership. You... ...contributions through the 401(k) plan and the share purchase plan Paid time...Full timeLocal areaWorldwide- Vice President of Tax Atlanta, GA We are recruiting on behalf of a global industrial... ...class Tax function. Responsibilities Leading all domestic and international tax... ...activities Developing and executing tax planning strategies aligned with business growth and risk objectives...Tax
$140k - $160k
Senior Advanced Financial Planning Opportunity in Financial Services Senior... ...Senior Financial Planning Strategist to join our High Net Worth Planning... ...concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should...TaxFull timeWork at officeRemote work- Wealth Strategist We're looking for a seasoned and client... ...financial plans for high-net-worth (HNW... ...reviews. What You'll Do Lead discovery meetings to... ...investment, retirement, estate, tax, risk management, and business succession strategies. Partner with legal,...TaxFull timeLocal areaRemote work
$105.6k - $145.2k
...Growth as our next ABM Strategist! Are you ready to bridge... ...gap between bespoke strategy and global scale? Trimble... ...Key Responsibilities Lead the highly digital 1:Many... ..., Disability, Time off plans and retirement plans.... ...businesses also offer tax savings plans for health...TaxFull timeWork at officeLocal areaRemote workWorldwide
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