Senior Wealth Architect — Estate & Tax Planning
PNC Bank
PNC Financial Services Group, Inc. is hiring a Sr Wealth Strategist in Indianapolis, IN. This role involves developing and implementing tax, estate, and financial plans for clients, collaborating with other resources on complex matters, and expanding client relationships. The ideal candidate will possess a university/college degree, have relevant industry experience of 8+ years, and strong skills in client relationship management and problem-solving. Employees enjoy benefits such as medical coverage, 401(k) matching, and educational assistance. #J-18808-Ljbffr PNC Financial Services Group, Inc.
- ...Requirements Forvis Mazars Wealth Advisors delivers personalized... ..., crafting tailored plans and adaptive investment strategies... ...Education Planning Estate & Legacy Planning Survivor... ...team members deliver assurance, tax, and consulting services to clients...SeniorTaxFlexible hours
$124k - $280k
...standards (e.g. refer to specific PwC tax and audit guidance), the Firm'... ...the Data Management team, you architect and manage master data... ...enhance business processes. As a Senior Manager, you lead large... ...satisfaction through strategic planning - Foster a collaborative and...SeniorTaxFull timeH1b$99k - $232k
...ownership of projects, ensuring their successful planning, budgeting, execution, and completion.... ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of... ...As part of the Data Management team you architect end-to-end MDM solutions, including integration...SeniorTaxFull timeH1b$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$171.6k - $392.1k
...working world. ServiceNow – ServiceNow AI Architect Senior Manager In the digital economy, it... ...are met. Developing resource plans and budgets for engagements, managing engagement... ...of services in assurance, consulting, tax, strategy and transactions. Fueled by sector...SeniorTaxSummer holidayWorldwideFlexible hours$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...- Renewable Energy Tax Senior Manager, you will play a pivotal... ...the development of innovative tax planning solutions and methodologies Coaching...SeniorTaxFull timeH1bLocal area$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- ...while enabling them to preserve their wealth for future generations, and provide for... ...Responsibilities: Increasing level of financial planning and investment knowledge through... ...financial plans, investment reports, tax and estate analysis as requested Vast majority...SeniorTaxPermanent employmentTemporary workWork at officeFlexible hours
$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance... ...providing dedicated tax technical services to both US... ...structuring, tax minimization planning, on-call advice, and tax compliance... ...Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorTaxSummer holidayWork at officeLocal areaFlexible hours$98k - $127.06k
Position Summary The Trust and Estate Settlement Advisor is... ...account administration within Wealth Management in accordance with... ...trust and estate laws, local law, tax law and sound fiduciary principles... ...asset allocation, advanced estate planning, retirement plans, insurance,...SeniorTaxTemporary workWork at officeLocal areaFlexible hours$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$147.4k - $336.8k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and... ...dynamic FSO team! Handling tax in such a large,... ...practices. As a Real Estate Tax Senior Manager, we will look to... ...on a variety of tax planning projects, responsibilities...SeniorTaxSummer holidayFlexible hours$147.4k - $336.8k
EY is seeking a Real Estate Tax Senior Manager in Indianapolis, Indiana. This role involves leading diverse tax planning projects, providing advisory services to clients, and supervising teams. Candidates should possess extensive real estate tax experience, a bachelor’s...SeniorTaxFlexible hours- ...opportunity to contribute to the company's success. As a Sr Wealth Strategist within the PNC Private Bank organization, you... ...Job Description Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity....SeniorTaxFull timeTemporary workPart timeWork experience placementWork at office
$142.6k - $261.5k
...ServiceNow - ServiceNow FSO Architect (CTA) Manager – Open... ...Architect will be the senior technical authority... ...leading workstreams from planning through execution and closure... ...– FSO Banking and Wealth Management Professional... ...assurance, consulting, tax, strategy and transactions...TaxSummer holidayWorldwideFlexible hours$80k - $198.38k
Senior Estate Settlement Advisor Locations Springfield, IL; Bloomington, IL; Indianapolis, IN; Houston, TX. Eligibility PNC will not... ...entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the...SeniorTaxFull timeTemporary workWork experience placement- ...Sr Wealth Strategist At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve... ...Job Description Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity....SeniorTaxFull timeTemporary workPart timeWork experience placementWork at office
$76k - $125.3k
...some of the most technically demanding tax planning and compliance projects around. You'll... ...A thorough understanding of estate and wealth planning Experience with federal and... ...skills, and the confidence to challenge senior colleagues and stakeholders from a diverse...SeniorTaxWork experience placementSummer holidayLocal areaFlexible hours- ...for leading the management of all aspects of the real estate and business personal property tax practice, including timely payment of property tax bills... ...ad valorem filings, audits, bill payments, and tax planning; Performing independent Income/Expense valuation analysis...SeniorTaxLocal area
$87k - $187k
...insurance (Employee/Spouse/Child) # Health care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan with company match # Paid time off: Flexible Vacation is provided to all eligible employees...SeniorTaxTemporary workFlexible hours$71.2k - $158.2k
...to the right place. We're looking for a Senior Integration Architect to help us oversee the business and... ...dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan with company match # Paid time off:...SeniorTaxContract workTemporary workWork experience placementFlexible hours$155k - $410k
...professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence... ...The Opportunity As part of the Data Management team, you architect and manage master data management (MDM) solutions. As a Director...SeniorTaxFull timeTemporary workH1b$71.2k - $158.2k
...Government Services is seeking a skilled Federal Senior Engineer/Architect (Principal Consultant) to join our mission-... ...care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan with company match # Paid time off:...SeniorTaxTemporary workFlexible hours$105.6k - $181k
...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...seeking to hire an experienced Senior Solution Architect - D365 to join our talented Information... ...: Strong experience planning, facilitating, documenting and managing...SeniorTaxWork experience placementFlexible hours- ...process on the follow-up screen. Job Function: the Business Architect is responsible for driving clarity, alignment, and shared... ...Agile delivery activities including backlog refinement, sprint planning, reviews, and retrospectives, ensuring requirements are complete...SeniorWork at officeRemote work
$123k - $165k
...re looking for a Sr. Product Architect to join our team. The Product... ...design, implementation planning, and deployment of Cisco and... ...annually, which increases with seniority level), paid parental leave (... ...annually), 401(k), FSA/HSA pre-tax benefits. More detailed information...TaxLocal area$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial... .... The Opportunity As part of the Real Estate team you are expected to provide exceptional...SeniorTaxH1bLocal areaOverseas- ...options. Financial Security: Access Life Insurance and a 401(k) plan with a company match. Performance Bonuses: Seize the... ...Client Representation: Manage client interactions with IRS and state taxing authorities, from audits to resolution negotiations. Tax Expertise...SeniorTaxLocal area
$87k - $178.1k
...life insurance (Employee/Spouse/Child) Health care and dependent care Flexible Spending Accounts Pre-tax commuter and parking benefits 401(k) Savings and Investment Plan with company match Paid time off: Flexible Vacation is provided to all eligible employees assigned...SeniorTaxContract workTemporary workWork experience placementLocal areaRelocationFlexible hours$162k - $190k
...Senior Tax Manager The Senior Tax Manager is responsible for providing... ...Job Duties: Performs tax planning, preparation and research for... ...returns, which may include estates, trusts and charitable... ...income, estate and gift tax and wealth retention strategies, as well...SeniorTaxWork at office
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