- AppleOne (Orlando, FL)
- Immediate need for an Estate Planning Paralegal to join a well-established law firmThe best suited candidate for this Estate Planning Paralegal position ... will have 3-5 years of estate planning experience, advanced Microsoft Offices skills, strong communication skills,...and excellent attention to detailFor this position as an Estate Planning Paralegal, we are looking for… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …value to executivesYou have demonstrated knowledge of brokerage, insurance, money management, estate planning , financial planning and retirement planningYou ... and provides an elevated level of assistance for brokerage, insurance, money management, estate planning , financial planning and retirement planning .… more
- Fidelity TalentSource LLC (Boston, MA)
- …allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning , as well as income and retirement planningPartnering ... key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series...using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of… more
- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …services firm or law firm Significant experience providing complex gift and estate planning strategies to high net worth clients Significant experience ... Be a leader within the Private Client Service / Estate and Trust practice of the Firm Develop, supervise...Estate and Trust team Coordinating tax compliance and planning responsibilities for our multistate environment Maintaining visibility in… more
- Russell Tobin & Associates (Great Neck, NY)
- …practice. They are seeking an associate for its growing Elder Law and Estate Planning practice. The successful candidate will be a self-motivated, ... desire to grow their practice.JOB RESPONSIBILITIES: Counseling clients with regard to estate planning and asset protection; Drafting wills, revocable and… more
- Fidelity TalentSource LLC (Chicago, IL)
- …a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of ... Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way.… more
- Quarterra (Fort Lauderdale, FL)
- …for executing all functions of development for multifamily and mixed-use real estate projects with a focus on planning , entitlement, financial analysis, ... subsidiary of Lennar Corporation (NYSE:LEN and LEN.B) is a multi-strategy, real estate focused, alternative asset management company comprised of two rapidly growing… more
- Fidelity TalentSource LLC (Greenville, DE)
- …knowledge of trust and estate law, personal and trust taxation, estate planning , and other financial services requiredManaging client relationships to ... proceduresRecommending action on fiduciary decisions related to trust administrationProviding estate and tax expertise as necessaryUnderstanding and helping clients… more
- Creative Financial Staffing (Yonkers, NY)
- …notices from various taxing jurisdictions. Participate in short and long-term income & estate tax planning , tax credit utilization & other ad-hoc projects. ... is working with a privately held vertically integrated real estate development company that is looking for a Tax...Accountant will assist in managing and overseeing tax compliance, planning , and reporting processes. The ideal candidate is working… more
- Fidelity TalentSource LLC (New York, NY)
- …allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning , as well as income and retirement planningBuilding ... Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way.… more
- Creative Financial Staffing (San Francisco, CA)
- …experience working with individuals, fiduciary tax issues, investments, financial and estate planning , and philanthropy. Skills: Strong client service ... including coordination of activities such as drafting documents for personal estate and entities, coordinating loan documents with lenders, and payroll for… more
- Creative Financial Staffing (New York, NY)
- …trusts, s-corporations & private foundations Participate in short and long-term income & estate tax planning , tax credit utilization & other ad-hoc projects ... in taxation accounting experience working with high-net worth individual and/or real estate industry concentration is a plus Proficient in Excel, accounting, and tax… more
- Amerant Bank (Coral Gables, FL)
- …and services offered by the group through its multiple units.Become proficient in estate planning and trust related services.Keeps abreast of news, market ... information and relevant global situations and communicate to customers how these may impact their financial situation.Coordinate, integrate and deliver proposals from different areas and units of the group.Seek constant feedback by customers and identify… more
- Creative Financial Staffing (Mountain View, CA)
- …and analytical skills, basic knowledge concerning investments and financial & estate planning . Skills: Client service orientation combined with creative ... problem solving skills, strong analytical skills, strong written and verbal communication skills; ability to manage personal time, effort and work #INAPR2024 more
- Creative Financial Staffing (Mountain View, CA)
- …tax compliance and tax issues. Strong accounting and analytical skills, basic knowledge concerning investments and financial & estate planning .#INAPR2024#LI-AS1 ... KEY DIMENSIONS Prepare all tax deliverables through assignment of returns and related filings (extensions, etc) for assigned clients/entities; modify deliverables upon review by Manager. Provide detailed focus on assigned projects, and alert the Manager of… more
- Blanchard Valley Hospital (Findlay, OH)
- …Department. The Associate will work directly to support BVHS's commercial real estate , maintain conduct legal research, assist in risk assessments, and complete ... staff, management, and other stakeholders. Duty 2: Manages BVHS's commercial real estate , including management of the tenant selection process and drafting lease… more
- CohnReznick LLP (Parsippany-Troy Hills, NJ)
- …have an exciting career opportunity for a Tax Manager to join our Trust & Estate Tax team located in our Parsippany, NJ or Holmdel, NJ office.This position could be ... to: Will work predominantly with our local Trust and Estate clients, as well as high net worth individuals....worth individuals. Demonstrate your expertise in tax research, tax planning , preparation, and review of complex 1040, 1041, 706… more
- CohnReznick LLP (Boca Raton, FL)
- …have an exciting career opportunity for a Tax Manager to join our Trust & Estate Tax team within our National Tax group. The Tax Manager will work predominately with ... our Trust and Estate clients. This position offers opportunity for advancement, while...you to demonstrate your expertise in tax research, tax planning , preparation, and review of complex 706 and 709… more
- CohnReznick LLP (Miami, FL)
- …team in our Miami office. YOUR TEAM. This position will support our Real Estate Industry Group and more specifically, the Commercial Real Estate team. ... CohnReznick is proud to be one of the country's largest real estate advisory firms, offering fully integrated opportunities and cross-functional learning to… more
- CohnReznick LLP (Baltimore, MD)
- …Assurance Senior Associate to join the team in our Baltimore Commercial Real Estate Practice. This is a hybrid position. Hybrid employees are expected to alternate ... our internal and external communities.YOUR TEAM.This position will support our Commercial Real Estate Group. You will work on a team with other Associates, Senior… more
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