Senior Tax & Wealth Planning Paralegal
Fox Rothschild
Fox Rothschild in Charlotte, NC is seeking an experienced Taxation and Wealth Planning Paralegal with a minimum of eight years of experience. This role involves preparing estate tax returns, managing calendar deadlines, and providing various administrative duties related to estate and trust management. Ideal candidates possess strong organizational skills and proficiency with relevant software programs, including EstateWorks and Excel. A BA or BS degree is preferred. Join a well-established team that values supportive working relationships. #J-18808-Ljbffr Fox Rothschild
- A respected law firm is seeking an Estate & Wealth Planning Paralegal in Charlotte, NC. The role requires strong skills in estate administration, including preparation of complex tax returns. The ideal candidate will have experience in managing client interactions and...Tax
- ...e.g., federal estate and gift tax returns, probate documents, estate accountings, estate planning documents). Reviews, proofs,... ...Key Words Legal Secretary Paralegal Wealth tax Legal Law Bachelor's Degree Requirement: No Seniority level Mid‑Senior level Employment...TaxFull time
- Description Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience. We are a well-... ...skills. Primary Responsibilities Calendar management, including tax-related deadlines and client calls/meetings. Preparation of...TaxFull timeContract workWork experience placementWork at officeLocal area
- Morgan-Stanley is seeking a Financial Planning Director in Charlotte, NC to partner with Financial Advisors in delivering... ...clients. In this role, you will provide expertise in tax mitigation, estate planning, and wealth transfer strategies. Successful candidates will have a...SeniorTax
- ...Wealth Advisor Are you a Certified Financial Planner (CFP®) with... ...is seeking Wealth Advisors and Senior Wealth Advisors to join our... ...success by providing financial planning solutions using our time-tested... ...related to investment advice, tax strategies, legacy & estate planning...SeniorTaxWork at officeLocal areaRemote workRelocationMonday to Friday
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...advice and guidance to clients on tax planning, compliance, and strategy. These... ...and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorTaxFull timeH1b$76k - $125.3k
...’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...comprehensive and specialized tax assistance tailored to the... ...structuring, tax minimization planning, on‑call advice, and tax... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorTaxSummer holidayWork at officeLocal areaFlexible hours$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...advice and guidance to clients on tax planning, compliance, and strategy. These... ...implement creative tax solutions. As a Senior Associate you will analyze complex...SeniorTaxFull timeH1b- ...ideal candidate will have a Bachelor's degree and prior experience in estate administration, specifically in preparing complex federal tax returns. This interactive position requires regular attendance to engage with clients and maintain a strong understanding of legal...Tax
- ...Wealth Planning Consultant, Senior Specialist As a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team within the... ...by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor...SeniorTaxWork experience placementWork at officeRemote work
$124k - $335k
...Asset & Wealth Management - Renewable Energy Tax Senior Manager The Opportunity: As an Asset & Wealth Management - Renewable Energy Tax Senior Manager... ...Contributing to the development of innovative tax planning solutions and methodologies Coaching and mentoring...SeniorTaxLocal area- ...attorneys and professionals, is seeking an experienced Estate & Wealth Planning Paralegal to join its Charlotte, NC office. This position will involve administration of estates, preparing gift and estate tax returns, and other team projects. Essential Duties &...TaxWork at office
- ...achieve what matters most. Schwab Wealth Advisory is a fee ‑ based, non... ..., deliver holistic financial planning, and provide tailored... ...e.g., concentrated positions, tax-aware strategies, multi-goal planning... ...Coachability: Demonstrates a senior learning mindset by seeking input...SeniorTaxWork at office
$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions...SeniorTax$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions...SeniorTax$160k - $180k
...Overview We are seeking an experienced Senior Tax Manager with a specialized focus on... ...expertise in trust and estate tax compliance, planning, and consulting, and will play a key... ...estates. Experience in public accounting, wealth management, or a specialized tax...SeniorTaxLocal areaImmediate start$81.7k - $135k
...A global professional services firm seeks a Senior in Indirect Tax to manage compliance and advisory functions for clients. Candidates must hold a Bachelor’s degree and have 3+ years of experience in tax processes. The role involves identifying tax optimization strategies...SeniorTax- ...A fast-growing wealth management firm in Charlotte is seeking an Associate Adviser to provide support across client relationships... ..., a strong communication style, and an interest in financial planning and tax advisory. This role offers competitive compensation, a comprehensive...Tax
$115k - $130k
...Description: We are seeking an experienced Senior Certified Financial Planner (CFP) to... ...delivering comprehensive financial planning and wealth management solutions. This individual will... ...on market trends, investment products, tax considerations, and financial planning...SeniorTax- ...High Net Worth Senior Tax Manager Charlotte, North Carolina, United States Join Frazier... ...worth clients and are responsible for planning, managing, reviewing, and completing complex... ...clients on sophisticated tax and wealth planning matters, and playing a key role...SeniorTaxWork at officeLocal area
$160k
...Senior Tax Accounting Manager – North Atlanta (On-site) To Apply Now - email your resume to ****@*****.***... ...allowances & disclosures Support audits, tax forecasting, and planning initiatives Partner with cross-functional teams across a...SeniorTax$91.1k - $150.2k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...our dynamic FSO team! The International Tax and Transaction Services practice is... ...various responsibilities, from technical planning and advising to global project management...SeniorTaxWork experience placementSummer holidayFlexible hours- ...Schwab in Charlotte, North Carolina, is seeking a Sr. Manager, Wealth Advisor to manage client relationships and provide tailored investment... ...role emphasizes relationship management and holistic financial planning while collaborating with an advisory team. The ideal candidate...Senior
- ...reputable Public Accounting firm in the area is looking to add a Tax Dir./ Senior Manager to their team. This stable and growing firm offers... ...compliance with current tax laws. Provide strategic tax planning and consulting to clients. Research and interpret...SeniorTaxLocal area
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...RIAs in the country. We bring together holistic financial planning, access to institutional quality investments, life and legacy...Senior
- ...A Tax Senior Manager with PYA is responsible for overseeing tax compliance, planning, and consulting services for a diverse client base. The Tax Senior Manager leads and mentors tax teams, reviews complex tax returns, manages client relationships, and ensures compliance...SeniorTaxLocal area
$130k - $170k
...Tax Senior Manager Who: An accomplished CPA, EA, or equivalent-certified tax leader with 7+ years of experience in public accounting, consulting, or industry roles. What: Manage tax compliance, planning, and consulting projects while leading teams, reviewing complex returns...SeniorTaxFull timeWork at office$62k - $84k
Principal Financial Services, Inc. is looking for a Wealth Sales Associate in Charlotte, NC. This hybrid role combines internal sales... ...alongside FINRA licenses. The role includes coaching, strategic planning, and managing advisor relationships, with an expectation of...SeniorFlexible hours- ...team. This is an amazing opportunity for someone passionate about tax management and looking to take their career to new heights! You... ...and manage all aspects of the tax department, including tax planning, compliance, and reporting - Provide expert guidance and advice...SeniorTax
- Bank of America is seeking a qualified candidate for a role in tax planning and compliance located in Charlotte, North Carolina. The successful applicant will engage in tax forecasting, advisory, and compliance activities, supporting various government jurisdictions and...SeniorTax
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