- Charles Schwab (Phoenix, AZ)
- …they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... Wealth Specialist will be the subject matter authority in all implications of a clients Tax , Trust and Estate needs. **What you have** As a High Net Worth … more
- JPMorgan Chase (Chicago, IL)
- …for fiduciary tax matters + Support global trust teams on all tax matters including but not limited to estate and gift tax , generation-skipping ... our Wealth Management team as the Trusts and Estates Tax Operations Executive Director , where you'll play...in sub-specialty areas including state taxation of trusts, GST, estate tax , tax -exempt trusts, foreign… more
- Robert Half Finance & Accounting (Reno, NV)
- …role, candidates are required to be an active CPA plus a minimum of 7 years of tax experience in individual, trust , estate and gift tax areas. Candidates ... with a Reno based Family Office to identify a Tax Director to join their dynamic and.... * Proven expertise in corporate, individual, partnership, and trust tax returns. * Strong knowledge of… more
- Grant Thornton (Philadelphia, PA)
- As the Private Wealth Services Tax Managing Director , you'll lead all aspects of client relationships including matters related to tax reporting across a ... the Private Wealth Services practice. Our services include complex tax returns preparation, estate , and gift ...we believe in making business more personal and building trust into every result - for our clients and… more
- Robert Half Finance & Accounting (Rockville, MD)
- …accounting and industry. + Significant partnership tax experience, ideally in real estate . + Trust accounting, private equity, and state income tax ... Description Join a market-leading, visionary commercial real estate developer and property manager with over seven...forefront of industry transformation. We are seeking an experienced tax professional (flexible on title and compensation based on… more
- Sacramento County (Sacramento, CA)
- Real Estate Specialist Print (https://www.governmentjobs.com/careers/sacramento/jobs/newprint/5092073) Apply Real Estate Specialist Salary $54,810.00 - ... at 5:00 pm on: 12/1/25 (final) Under general supervision, the Real Estate Specialist performs a variety of paraprofessional and specialized technical and… more
- Robert Half Legal (Mountain View, CA)
- …licensure as an attorney with a strong background in trust and estate law. * Comprehensive understanding of tax implications related to wealth management ... Description We are looking for a Trust & Estates Director to join...their financial objectives. This position requires exceptional expertise in estate planning, tax strategies, and wealth management… more
- NYS Housing Trust Fund Corporation (New York, NY)
- …subsidy programs under Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME, RAD, Mitchell-Lama, and various ... Job Summary: We are seeking a strategic and data-driven Director of Marketing Operations to spearhead the modernization and...(SAMU), including - but not limited to - Housing Trust Fund Corporation (HTFC) programs, LIHTC, HOME, Office of… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …a plus; CPA preferred -Experience with high net worth individual tax , partnership, trust , estate tax -Strong supervisor experience (will manage 3 staff) ... detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may...with high net worth individual tax , partnership, trust , estate tax Strong supervisor… more
- Connecticut College (New London, CT)
- …regarding planned gift commitments from individuals as well as charitable issues associated with tax and estate planning. The Director of Planned Giving is ... Director of Gift Planning Bookmark this Posting Print...giving procedures and professional ethics and practices. + Lead trust and estate management at the College… more
- JPMorgan Chase (San Francisco, CA)
- …Planner within JP Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information ... resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position… more
- Providence (Mission Hills, CA)
- …in taxation, trust and estates, probate, corporations, contracts, and real estate . + **Experience:** 8 years of experience in planned giving or related field ... so, we have an exceptional role waiting for you! **The Role:** As the Director of Planned Giving, reporting to the ministry Chief Philanthropy Officer, you'll be at… more
- UMB Bank (Kansas City, MO)
- This role reports directly to the Director of Trust Administration and will provide leadership, supervision, coaching, and long-term training for a team of ... C-Corps, etc.; Coordination of wealth strategy planning (ie, gift, estate and income tax , retirement planning, investment...with the Bank's fiduciary duties in the administration of estate , trust , IRA and custody accounts according… more
- Columbia Bank (Greenwood Village, CO)
- …years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+ years'involvement ... team and its assigned book of business,with the approval and guidance of the Trust Regional Director or Trust President. + Directly responsible for… more
- JPMorgan Chase (Charlotte, NC)
- …Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate , income, tax , philanthropic, and other planning needs are identified and met ... of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers **Required Qualifications, Capabilities,...referrals + Strong knowledge of US and local transfer tax law and local substantive trust law,… more
- Weyerhaeuser (Seattle, WA)
- …forestry and wood products, dedicated to innovation and operational excellence. As Senior Director of Data Management reporting to the Vice President of AI and Data, ... business value - from EBITDA impact to customer experience. The Senior Director of Data Management will oversee the organization's data management strategy, ensuring… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …bequests, trusts, taxes, and planned giving with a strong working knowledge of tax , trust , and other laws affecting charitable planning. + Strong interpersonal, ... AAE is a high-performance team built on innovative ideas, trust , and accountability. We foster collaborative connections and value...and value inclusion. We are currently seeking a Lead Director of Gift Planning. The Gift Planning team within… more
- JPMorgan Chase (Dallas, TX)
- …professionals experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, ... in class" client service + Demonstrated understanding of wealth management, trust and estate administration, and/or vendor management preferred JPMorganChase,… more
- JPMorgan Chase (Summit, NJ)
- …retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues + Strong financial planning ... worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies + Train, coach and develop advisors… more
- KeyBank (Portland, ME)
- …for all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax -related issues and works with the client and ... and responsibilities of the bank and to provide well-coordinated estate , tax , and financial planning alternatives to...all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team… more