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- ...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...TaxTemporary work
- ...A leading utility services firm in Atlanta seeks a Vice President of Treasury, Tax, and Mergers & Acquisitions to manage financial stability... ..., leading acquisition strategies, and ensuring adherence to tax... ...organization and a key role in financial planning. #J-18808-Ljbffr...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
- A technology company focused on homeownership is seeking an experienced Property Tax Advisor to guide them in the Georgia market. This hourly, contract-based role is ideal for someone with in-depth knowledge of Georgia's property tax protesting system. Responsibilities...TaxHourly payContract work
- ...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
- Advisor Group seeks a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. Candidates... ...knowledge of financial planning concepts, especially in Estate Planning, Business Planning, and Tax Planning. This full-time role requires at least 10...TaxFull timeWork at office
$73k - $95k
...Atlanta is seeking a Consultant to lead and develop business strategies across various industries. The role... ...of our team, you will mentor other strategists and build project roadmaps to ensure... ...benefits including health coverage and a 401(k) plan. #J-18808-Ljbffr Slalom- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities... ...with field management to solidify regional strategies and subsequently advise the field on how to execute...TaxWork at officeLocal area
- 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
$130k - $185k
...working world. EY-Parthenon – Strategy and Execution – Commercial Strategy... ...integration strategies and plans, identify ways to maximize... ...be a vital member of the team leading and executing strategy development... ...in assurance, consulting, tax, strategy and transactions. Fueled...TaxWork experience placementSummer holidayWork at officeFlexible hours- Cardinal Health is seeking a Global Tax Planning Senior Analyst to join their team in Atlanta, Georgia. This role involves developing global tax strategies and analyzing the impacts of business changes. Ideal candidates will possess at least 3 years of global tax experience...Tax
$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- 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 Home Depot is seeking a Tax Manager responsible for managing US Federal income tax matters, including M&A and IRS controversy. The role involves leading strategic tax projects and ensuring compliance with tax regulations. Candidates should have 5+ years of relevant...TaxWork at officeNight shift
- ...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
- ...Unifi Aviation, LLC is seeking a VP of Global Tax to develop and implement tax strategies while ensuring compliance with international and domestic laws. This role oversees a global tax team and collaborates with senior management to align tax objectives with business...Tax
- 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...
$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...- ...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 compliance... ...Developing and executing tax planning strategies aligned with business growth and risk objectives...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- ...Wealth Strategist We're looking for a seasoned and client... ...financial plans for high-net-worth (HNW... ...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
- ...information Job Title VP of Tax Date Monday,... ...and implementing global tax strategies, ensuring compliance with international... ...company's tax position, and leading a global tax team. This role... ...in the development of tax planning initiatives and the...TaxLocal area
$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.... ...contributions through the 401(k) plan and the share purchase plan . Paid...Full timeLocal areaRemote workWorldwide- ...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
$135k - $160k
...Senior Advanced Financial Planning Opportunity in Financial Services... ...Senior Financial Planning Strategist, High Net Worth Planning Services... ...planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should...TaxFull timeFor contractorsWork at office$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
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