- 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 (Rogers, AR)
- …development. * Handle complex tax return reviews, including federal income, estate , trust , and partnership. * Build strong relationships with clients, ... Description We are looking for a Tax Director to join a growing...serving high-net-worth individuals, families, and small businesses with advanced trust and estate planning needs. This role… 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 (Pittsburgh, PA)
- … tax strategies for high-net-worth individuals and families, addressing complex financial, estate , and trust planning needs. Tax Compliance Oversight: ... Overview: Robert Half is seeking a highly skilled and experienced Wealth Management Tax Director to join our client's organization. As a Tax Director… 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 - ... 5:00 pm on: 10/31/25, 12/1/25 (final) Under general supervision, the Real Estate Specialist performs a variety of paraprofessional and specialized technical and… more
- University of Virginia (Charlottesville, VA)
- …clauses. + Support the oversight of accounts payable/receivable processes related to real estate transactions. + Apply for and/or maintain tax exemptions for UPG ... a key role in supporting strategic decision-making related to UPG real estate portfolio, encompassing both owned and leased properties. The incumbent prepares… more
- Robert Half Finance & Accounting (Parsippany, NJ)
- …more coming, my client is looking for candidates with 10+ years of tax compliance/research experience covering corporate/HNW/ trust - estate returns, desire to ... Description Are you a Tax Manager in public accounting? Did you leave...complete the work. Candidates should have 10+ years of tax experience, CPA or MST, any exposure to audit… more
- JPMorgan Chase (Columbus, OH)
- …160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... effectively with diverse families and individuals. **Position Overview:** As a Regional Director in JP Morgan's Closely Held Asset Management ("CHAM") team, you will… 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
- 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
- Principal Financial Group (Des Moines, IA)
- …Solutions** , you'll provide high-level technical support and thought leadership on advanced tax , estate , and financial planning topics. You'll be an essential ... and drive business success? Join **Principal(R)** as our next ** Director of Advanced Solutions** and become a trusted expert...and business clients. + Maintain deep technical expertise in tax law, estate planning, and business planning… more
- University of Rochester (Rochester, NY)
- …prospects and draft proposals which require knowledge of life-income gifts, bequests, real estate , and tangible property along with the tax law implications for ... of Rochester Donor Advised Funds, publicly traded securities, real estate , closely held securities and other hard to value...programs from PG Calc, external custodial support from Northern Trust Co, external counsel from Nixon Peabody LLC and… more
- University of Pennsylvania (Philadelphia, PA)
- …of tax implications of charitable giving including federal income, estate , and gift taxes desirable but not required. + Comfortable discussing philanthropy ... and resources, and much more. Posted Job Title Associate Director of Planned Giving, Penn Medicine Job Profile Title...planned giving prospects as well as with their legal, tax , and financial advisors when applicable to cultivate, solicit,… 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
- Trinity Health (Albany, NY)
- **Employment Type:** Full time **Shift:** Day Shift **Description:** Director , Planned Giving - St. Peter's Health Partners - Full-Time Days **Summary:** The ... Director of Planned Giving shall provide strategic, logistical and...planned and outright major gifts that require financial and/or estate planning expertise. The position supports the work of… more
- University of Pennsylvania (Philadelphia, PA)
- …health and wellness programs and resources, and much more. Posted Job Title Sr Director , Planning (Space Planning & Operations) Job Profile Title Director D, ... ensuring alignment with long-term institutional goals and priorities. The Sr Director counsels and supports Perelman School of Medicine ("PSOM") administrative… 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 (New York, NY)
- …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
- 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