Estate Planning VP: UHNW Strategy & Tax Optimization
Morgan Stanley
Morgan Stanley is seeking an experienced estate planning professional to advise ultra-high net worth clients and collaborate with senior strategists and advisors on sophisticated estate and tax planning. The role requires J.D. and 5+ years in trusts/estates within a law or accounting firm, with strong knowledge of U.S.
estate and tax planning strategies. The position involves preparing client-ready materials, analyzing plans, and coordinating with attorneys and accountants to implement
#J-18808-LjbffrVacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Estate Planning VP: UHNW Strategy & Tax Optimization in Atlanta, GA vacancy
- Estate Planning Strategist, Vice PresidentResponsibilities and Skills To work with senior estate... ...focusing on estate, gift and income tax planning.More specifically:Working closely... ...U.S. estate planning and tax planning strategies Income tax background as related to...TaxTemporary work
Morgan Stanley
Atlanta, GA4 days ago $190k
...Who We Are Equity Estates is a real estate investment... ...Senior Leadership Team, the VP will contribute to the... ...may expand to include strategy, financing and... ...audit readiness. Financial planning, analysis, and management... ...fund performance. Audit, tax, governance, and...TaxFull timeContract workTemporary workRemote workShift workEquity Estates LLC
Atlanta, GA12 hours ago- ...Position SummaryThe Vice President, Tax will have overall responsibility for all aspects of tax strategy, planning, compliance, and accounting,... ...identify opportunities to optimize the Corporation’s capital... ...and cash tax liabilities. The VP, Tax will be an integral team...TaxLocal areaWorldwide
J.M. Huber Corporation
Atlanta, GA7 days ago $212.7k - $374.4k
...Salesforce's worldwide broad-based compensation strategy, architecture, and governance, including... ...Incentive Compensation, Finance, Legal, Tax, Payroll, Stock Administration, People... ...that support career clarity, workforce planning, organization design, and consistent pay...TaxFull timeLocal areaWorldwideSalesforce
Atlanta, GA8 days ago- ...Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours
Mercer Advisors
Atlanta, GA3 days ago $130k - $160k
...Job Description Trust & Estate Tax Manager | 100% Remote $130-... ...Estate areas of personal HNW/UHNW tax and are looking to make a... ...consulting, advisory and tax planning firm is looking for a Trust &... ...implementing comprehensive tax planning strategies across personal, fiduciary,...TaxImmediate startRemote workRelocation- ## VP, Fulfillment Planning and OptimizationApply: Remote, United States: Full time: Posted Today: JR103184Stord is The Consumer Experience Company... ....Stord is looking for a VP, Fulfillment Planning & Optimization to lead the end to end process of translating customer demand...Full timeImmediate startRemote workShift work
Stord
Atlanta, GA4 days ago $159.7k - $185k
...exceptionally talented Vice President, Planning to lead Media Strategy and Planning for a high-profile, fast... ..., audience-led media plans. The VP will translate business and marketing... ...flighting, phasing, scenario planning, and optimization.Define how, when, and where paid...Temporary workFreelanceWork at officeFlexible hoursMSLGROUP
Atlanta, GA4 days ago$159.7k - $218.5k
...record of excellence in strategic planning, investment, and measurement.... ..., Planning to lead Media Strategy and Planning for a high-... ...audience-led media plans. The VP will translate business and marketing... ..., scenario planning, and optimization.Define how, when, and where...Temporary workFreelanceWork at officeFlexible hoursPublicis Health
Atlanta, GA3 days ago- ...advisory, digital, audit, tax, consulting, and outsourcing... ...you.We are seeking a AI Strategy Director. This role leads... ...architecture through deployment and optimization while translating complex... ...stakeholders (Director, VP, C-suite).· Oversee the planning, execution, and delivery...TaxFull time
CliftonLarsonAllen
Atlanta, GA5 days ago - ...Tax DirectorLocation: Atlanta, GA (preferred) | Hybrid... ...to lead our tax strategy and compliance functions... ...corporate, M&A, and trust and estate matters. As a key role... ...growth and long-term planning. If you are looking to... ...development to optimize financial outcomes and...TaxLocal areaRemote work
United Gaming LLC
Atlanta, GA4 days ago $154.34k - $217.3k
...Description:At Regions, the Market Real Estate (MRE) Relationship Manager identifies, wins... ...in client meetings, client planning sessions and product partner meetingsGuides... ...areasDevelops and executes market growth strategies for targeted real estate segments, geographies...Full timeWork at officeFlexible hoursRegions Financial
Atlanta, GA7 days ago$95k - $147k
...of our DNA across our audit, tax, and consulting groups. That'... ...developing an executable improvement plan, quantifying the financial... ...a Master Scheduler Inventory Optimization Senior Consultant with... ...financial and process analysis, strategy development, process...TaxCrowe
Atlanta, GA3 days ago$99k - $232k
...Corporate And Business Strategy ConsultantAt PwC, our people in strategy... ...opportunities for growth, optimize operations, and enhance... ...projects, ensuring their successful planning, budgeting, execution, and... ...(e.g. refer to specific PwC tax and audit guidance), the Firm...TaxPwC (US)
Atlanta, GA4 days ago- ...them with wealth management and financial planning advice. Over time, grow practice... ...applying a focused client communication strategy, and exceeding client expectations. our... ...Management, Insurance & Risk Management, and Estate Planning investor experience in to furthering...
Charles Schwab
Atlanta, GA16 hours ago $267.76k - $351.45k
## State and Local Tax Director - Indirect TaxApplylocations:... ...capitalize on strategic ideas and planning techniques that ensure state... ..., and others to identify optimal filing options, exemptions, credits... ...current regarding applicable strategies, see the "big picture" as...TaxLocal areaWorldwideBaker Tilly International
Atlanta, GA4 days ago$130k - $210k
Role Summary/Purpose:The VP, Intelligent Servicing Product will... ...leader will own the product strategy and roadmap for agentic... ...testing, releases, and post-launch optimization.Partner closely with Contact... ...analytics teams to define test plans, measurement approaches, and...Full timeWork experience placementWork from homeVisa sponsorshipWork visaMonday to FridaySynchrony Financial
Atlanta, GA6 days ago$126k - $171k
...to manage risk. Join us as a VP, Enterprise Architecture - Modernizationto... ..., while designing technology strategies that enable AIG’s businesses... ...strategy and implementation planning for new and emerging... ...and autonomous systems for optimal operational efficiencies across...Full timeWork at officeAmerican International Group (AIG)
Atlanta, GA4 days ago$138.84k - $201.48k
...shaping the future of real estate for a better world by... ...this job involves:As VP, Cost Manager specializing... ...provide strategic cost planning, detailed estimating,... ...methodologies to optimize total cost of ownershipAnalyzing... ...clients on procurement strategies, phasing approaches,...Full timeContract workFor contractorsLocal areaRemote workJones Lang LaSalle
Atlanta, GA8 days ago- ...visionary leader to serve as VP of Advanced Analytics. This role will lead National Health Plan Risk Adjustment analytics, benchmarking... ...information into practical strategies that improve documentation... ...to identify trends to drive optimal actions and outcomes, forecast...
Kaiser Permanente
Atlanta, GA7 days ago $225k - $285k
...companies since 2008.SummaryThe VP, Product Management leads... ...this leader translates corporate strategy into an executable, multi-year... ...into an executable, multi-year plan across all products and... ...bookings, revenue impact, cost optimization, scalability, and innovation across...Full timeLocal areaSmarsh
Atlanta, GA7 days ago- ...come join us!Job DescriptionAs VP Revenue Growth, you will... ...leaders to monitor, analyze, and optimize revenue through strategic and... ...predict trends, and execute strategies. You will be instrumental in... ...definition, prioritization, and planning.How you’ll make an impact:...Full timeTemporary workFlexible hours
Snap! Finance
Atlanta, GA4 days ago - ...acquisition targets through detailed study of tax maps and networking with attorneys,... ...and maintain effective resident relations plan through the Division’s communities. Observes... ...of sales/negotiating principles and real estate. Ability to communicate effectively and...TaxContract workWork at officeLocal area
Lennar
Atlanta, GA5 days ago - Purpose:The Director - Income Tax oversees all aspects of U.S.... ...income tax compliance, planning, and financial reporting under... ...implement domestic tax planning strategies to optimize the company's effective tax... ...with internal real estate, finance, and operations teams...TaxFull time
Floor & Decor
Atlanta, GA6 days ago $84.6k - $155.1k
...Summary Our Deloitte Strategy & Transactions team... ...modeling, cost optimization, restructuring, business... ...infrastructure and real estate, mergers and acquisitions... ...Conducting valuations for tax purposes across federal... ...clients with business plan development, strategic...TaxLocal areaDeloitte
Atlanta, GA5 days ago- ...You will be responsible for driving strategy, establishing an effective structure, and... ...support the quickest claim resolution with optimal outcomes. You will also collaborate closely... ...needs, including capacity planning against volume swings. Monitor and analyze...Remote work
Reserv
Atlanta, GA2 days ago $180.22k - $256.1k
...business, and marketing are headed next—this is the place to do it. Join us at razorfish.com. Overview The SVP, Media Strategy and Planning is an integrated media leader who ensures creative, media, audience strategy, and measurement work as one connected system....Temporary workFreelanceWork at officeLocal areaFlexible hoursPublicis Groupe
Atlanta, GA4 days ago- ...VP MEETINGS AND EVENTS The Vice President of Meetings and... ...for the successful planning, execution, and delivery of Etherio... ...Develop forward-thinking strategies to ensure the flawless delivery... ...and resource allocation for optimal outcomes. Monitor financial...For contractorsLive outWork at officeLocal areaRemote workFlexible hoursWeekend workAfternoon shift
Etherio Group
Atlanta, GA1 day ago - ...Corporation seeks a strategic Vice President, Tax to lead the global tax function, align tax planning with corporate strategy, and oversee compliance and reporting. You... ...with the CFO, Treasurer, and General Counsel to optimize capital structure, cash flow, and the...Tax
J.M. Huber
Atlanta, GA4 days ago $220k - $235k
...combination of transformative strategy, transactions and corporate... ...sign diligence, sign-to-close planning, post-close execution, etc.)... ...inventory, and/or logistics to optimize supply chain performance and... ...services in assurance, consulting, tax, strategy and transactions....TaxWork experience placementSummer holidayWork at officeFlexible hoursEY-Parthenon
Atlanta, GA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate Planning VP: UHNW Strategy & Tax Optimization. Be the first to apply!
Related searches
- senior associate vice president Atlanta, GA
- vp hr Atlanta, GA
- vp of product (remote) Atlanta, GA
- vice president of quality Atlanta, GA
- vice president facilities Atlanta, GA
- investment banking vice president Atlanta, GA
- vice president education Atlanta, GA
- vice president of environmental health and safety Atlanta, GA
- vice president manufacturing Atlanta, GA
- vp merchandising Atlanta, GA