- American Heart Association (Dallas, TX)
- …can make with us. The American Heart Association has an excellent opportunity for a ** Senior Charitable Estate Planning ** **Advisor** in our Mission ... This senior -level fundraising position engages with professional estate planning and wealth advisors, as well...covering (WY, CO, NM, OK, TX, and AR), requesting charitable estate planning information from… more
- GRF CPAs & Advisors (Bethesda, MD)
- …actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.… more
- Charles Schwab (Westlake, TX)
- …and families with their financial needs. Whether it's retirement planning , charitable giving, estate planning , active investing or managing banking ... financial goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. This position will be responsible for leading a team… more
- Charles Schwab (Phoenix, AZ)
- …and families with their financial needs. Whether it's retirement planning , charitable giving, estate planning , active investing or managing banking ... **Your opportunity** The Financial Planning Group is part of the broader Investor...a team who help support the delivery of financial planning solutions to our clients at Schwab. Our teams… more
- Fairfield University (Fairfield, CT)
- …to travel is required. **Knowledge and skill sets needed:** Knowledge of current gift planning strategies, estate planning methods, related tax laws and ... Email: ###@deerfieldassociates.com Reporting to Geri Derbyshire, Vice President, University Advancement, the Sr . Director of Gift Planning will plan, design, and… more
- Grant Thornton (Reno, NV)
- …reviews Research and consult on various tax matters, primarily in the federal estate , gift, charitable planning , and generation-skipping tax arenas; utilize ... As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex...compliance services for complex tax returns and provide income, estate , and gift tax planning strategies for… more
- Brookfield Properties (Champaign, IL)
- …our team, we encourage you to apply. Job Description Position Summary The Sr Facilities Technician is responsible for assisting the Operations Manager or Manager on ... competencies required to work safely + Assist with emergency planning and response in coordination with management team +...Vests on Day 1 + Career development programs + Charitable donation matching + Generous paid time off (ie,… more
- Brookfield Properties (Chicago, IL)
- …Job Description Position Summary We are seeking a highly skilled and experienced Senior Accountant to join our corporate accounting team. The ideal candidate will ... contribute to process improvements. Reporting to the Corporate Accounting Manager, the Senior Accountant will be responsible for supporting a co-sourced team of… more
- Brookfield Properties (The Woodlands, TX)
- …team, we encourage you to apply. Job Description Position Summary The Senior Operations Manager is responsible for the cost-effective operation, care, preventative ... and long-term preservation of the physical assets of their assigned property. The Senior Operations Manager partners with the ( Senior ) General Manager to achieve… more
- Republic Services (Phoenix, AZ)
- **POSITION SUMMARY** : The Senior Corporate Counsel (Operations) is responsible for managing legal matters related to the Company's business of delivering waste and ... demands, investigations, litigation, administrative and business law, contracts, market planning and development, employment, environmental, health and safety, real … more
- Brookfield Properties (Chicago, IL)
- …Company matching + 401(k) Vests on Day 1 + Career development programs + Charitable donation matching + Generous paid time off (ie, vacation, personal holidays, paid ... Paid Volunteer Hours + Paid Parental Leave + Family planning assistance including IVF, surrogacy, and adoption options +...1100 properties and 400 million square feet of real estate across the globe. It's a feat that wouldn't… more
- Friedman Management Company (Chicago, IL)
- Commercial Real Estate Broker - Investment Sales Job Details Level Experienced Job Location Chicago Metropolitan Area - Chicago, IL Job Category Sales With a stellar ... reputation for over 35 years, Friedman Real Estate is one of the largest privately owned full-service...division - debt sourcing + Construction, design, and space planning division + Annual match funds to be used… more
- City National Bank (Las Vegas, NV)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a...and * competitive positioning. * Interface with executive and senior level management within the Bank as well as… more
- Truist (Philadelphia, PA)
- …providing financial planning guidance in the areas of estate planning , estate administration, charitable , philanthropic, risk solutions, and family ... governance solutions. + Demonstrated ability to advise and deliver ultra-high net worth families on a wide variety of both financial and non-financial solutions to meet their goals. + Understand and provide interpretation as related to complex fiduciary… more
- ADP (Roseland, NJ)
- … Sr . Director of Data Center Network Engineering and Operations role is a senior leadership role responsible for strategic planning , and management of a mix ... **ADP is hiring a Senior Director of Data Center Network Engineering** **Locations:...center network architects, operations, and engineering staff worldwide. The Sr . Director will ensure that all data centers are… more
- HCA Healthcare (Nashville, TN)
- …Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Senior Director Engineering Services with HCA Healthcare you can be a part of ... elder and pet care, home and auto repair, event planning and more + Consumer discounts through Abenity and...(tuition, student loan, certification support, dependent scholarships) + Colleague recognition program + Time Away From Work Program (paid… more
- Wells Fargo (Dallas, TX)
- …High Net Worth (UHNW) space + Knowledge and understanding of financial and estate planning , fiduciary/trust, wealth transfer and investment understanding + Local ... (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary...estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex… more
- Brookfield Properties (Scottsdale, AZ)
- …creativity, relentless innovation, and sound Sustainability practices to the planning , development, and management of buildings everywhere. From offices, retail ... establishments, and mixed-use structures - we are reimagining real estate from the ground up. If you're ready to...we encourage you to apply. Job Description Overview: The Senior Development Manager is primarily responsible for directing community… more
- Truist (Houston, TX)
- …to acquire new clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive analysis, ... including wealth transfer tax planning , income tax planning , capital sufficiency analysis, charitable planning...retirement planning , employee benefits, stock options, insurance, estate planning , and business planning .… more
- Deloitte (New York, NY)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions...May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will… more