UNKNOWN

ADAPTED_NOW

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

YEAR

Osaic

Senior Estate Planning Strategist

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FEED

A successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Experience leading the delivery of complex tax engagements, including coordinating teams, managing competing deadlines, reviewing work, and maintaining high-quality client outcomes.

Deloitte Touche Tohmatsu Ltd

Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth

FULL_TIME

OTHER

Manage the core operations of the Division independently, including project and process management; oversight of the Division records program; tracking attorney work; and management of the Division’s strategic objectives program, insurance administration program, and business continuity processes. This analyst independently manages the operations of the Legal Division (Division), serves in an office manager capacity for the Division, and provides administrative and project management support to attorneys.

Federal Reserve Bank (FRB)

Business Analyst II/III

equestftpin

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.

Osaic Inc

Sr. Financial Planning Strategist

Federal Reserve Bank of Philadelphia

A successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

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Senior Estate Planning Strategist Osaic

Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth Deloitte Touche Tohmatsu Ltd

Business Analyst II/III Federal Reserve Bank (FRB)

Sr. Financial Planning Strategist Osaic Inc

Business Analyst II/III Federal Reserve Bank of Philadelphia

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