- Neuberger Berman (New York, NY)
- … Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable ... relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both...planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax … more
- Plante Moran (Wakefield, MA)
- …scheduling, projections, and billing Review and sign tax returns for individual or trust tax clients for accuracy and identification of tax saving ... the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance. Demonstrated leadership skills within an… more
- Plante Moran (Wakefield, MA)
- …goals of the client/family. Manage and review tax returns of individual or trust tax clients including federal, foreign, state and local tax returns, ... the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance. Client travel throughout the region,… more
- Banc of California (Los Angeles, CA)
- …employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Loan Administrator is responsible for the timely processing of loan ... wherein the Company operates. **HOW YOU'LL MAKE A DIFFERENCE** + Senior Loan Administrator collaborates closely and effectively manages expectations with client,… more
- Affinius Capital (Dallas, TX)
- …debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for ... For more information, visit affiniuscapital.com. **Job Description** The Vice President/ Senior Vice President Fund Financial Operations (FFO) is an integral… more
- Dream Finders Homes LLC (Denver, CO)
- The Branch Manager / Senior Escrow Officer for DF Title, LLC dba Golden Dog Title & Trust will build and lead a high-performing full-service title and escrow ... in a manner compliant with Golden Dog Title & Trust policies and procedures in the state of Colorado....state of Colorado. We welcome applications from Transactional Real Estate Attorneys who are interested in a leadership role… more
- Banc of California (Beverly Hills, CA)
- …internal partners. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; ... Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy… more
- Banc of California (Santa Ana, CA)
- …by management. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept ... Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy… more
- Banc of California (Santa Ana, CA)
- …responsibilities. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; ... Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy… more
- Banc of California (Brea, CA)
- …perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of ... Guide credit request through review by division manager, and senior credit review officers. Assist loan administration through the...credit and term loans to business, plus owner-occupied real estate loans. + Combine this analysis with a detailed… more
- Banc of California (Chevy Chase, MD)
- …document accordingly. + Actively participate in portfolio review sessions with Banc senior management. + Perform a detailed analysis of a borrower(s) and ... Problem Loan Reports as necessary. + Review commercial real estate appraisals. + Treat people with respect; keep commitments;...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more
- Banc of California (San Luis Obispo, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Teller is responsible for assisting with the execution of branch activities, ... client-facing services and processing transactions. The role of a Senior Teller is to provide exceptional customer service and...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more
- Banc of California (Chicago, IL)
- …employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Vice President, Banker is primarily accountable for developing new client ... and train staff. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept… more
- Banc of California (Chicago, IL)
- …staff. + Reviews reports to ensure reporting/operating compliance and real estate inspection ticklers are maintained. + Shows interpersonal adaptability when dealing ... + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold...Twelve (12) or more years of credit, loan, and senior level credit risk administration experience + Banking or… more
- Banc of California (Santa Ana, CA)
- …auditing standards. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; ... high-quality work product and deliverables. + Ability to interact with senior and executive management, co-source resources, internal auditors, external auditors,… more
- Milton Hershey School (Hershey, PA)
- …of financial reporting, audits, cash management, and compliance with US GAAP and tax regulations. + Serve as co-fiduciary with The Hershey Trust Company, ... Compensation & Benefits, ERISA, Policy, Capital Review, and Real Estate . + Serve as liaison to the Board of...with the ability to inspire, influence, and collaborate across senior leadership and board levels + Strong business acumen… more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all ... years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. +… more
- Wipfli LLP (Lincolnshire, IL)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax … more
- Wipfli LLP (Detroit, MI)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax … more
- PNC (PA)
- …and have an opportunity to contribute to the company's success. As a Senior Tax Liaison (C) within PNC's Trust Tax Compliance organization, you will be ... within one year of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax ) and the Estate Liaison… more
Related Job Searches:
Estate,
Estate Senior,
Estate Tax,
Senior,
Senior Trust,
Tax,
Tax Senior,
Trust,
Trust Estate,
Trust Tax