- Neuberger Berman (New York, NY)
- …Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable ... planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax ...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… 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 ... presentation of loan request. Guide credit request through review by division manager , and senior credit review officers. Assist loan administration through the… more
- Banc of California (San Luis Obispo, CA)
- …including, but not limited to asset-based lending, term loans, and commercial real estate loans. - Performs independent credit analysis and risk assessment of new ... third-party reports such as property appraisals. - In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law firm or… more
- Banc of California (Brea, CA)
- …schedules, providing necessary training & guidance. At times may act as Team Manager during his/her absence. + Manages a team focused on contractual based accounts ... goals and values. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept… more
- Banc of California (Beverly Hills, CA)
- …Drives deposit growth consistent with bank's appetite and at direction of Manager . Recommend deposit pricing that ensures retention and promotes growth as market ... internal partners. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values;… more
- Banc of California (Los Angeles, CA)
- …requests within various types of lending to businesses within C&I, investor real estate , and other specialty types of industries with primary emphasis on HOA loans. ... credit may include asset-based lending, term loans, commercial real estate loans, bridge loans, guidance lines, buy and sell...flow calculations over multiple years, as well as analyzing tax returns, financial statements, and be able to perform… more
- Banc of California (New York, NY)
- …resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The SVP, Credit Manager is responsible for hands on management of all credit risk aspects of ... staff. + Reviews reports to ensure reporting/operating compliance and real estate inspection ticklers are maintained. + Shows interpersonal adaptability when dealing… 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 (Beverly Hills, CA)
- …directives. + Performs hardware asset audit tasks as directed by IT Support Manager and IT Asset Management team. + Contributes to special projects and tasks ... other departments. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values;… more
- Banc of California (Santa Ana, CA)
- …and reviewed. + Coordinate insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely ... as the Certificate of Good Standing, Statement of Information, trust certification for applicable parties. + Prepare lenders instruction...not limited to filing of UCC1 and ordering of Tax Service Contracts. + Perform all post-closing follow up… more
- Banc of California (Denver, CO)
- …reports, background checks, credit reports, and OFAC information. + Maintains DocServer/Loan Manager (SBL) and ensures it up-to-date on a daily basis. + Build ... + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold...Ability to meet deadlines. + Knowledge of Commercial Real Estate Loan Documentation. + Knowledge of applicable compliance laws… more
- Wipfli LLP (Minneapolis, MN)
- … estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery...Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Southfield, MI)
- … estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery...Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Charles Schwab (Westlake, TX)
- …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 ... The Wealth Specialist will be the subject matter authority in all implications of a client's Tax , Trust and Estate needs. **What you have** As a Tax , … 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. + ... with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and… more
- Wipfli LLP (Southfield, MI)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and… 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
- Robert Half Finance & Accounting (Green Bay, WI)
- …We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, Wisconsin. ... * CPA certification or equivalent qualification. * Extensive experience in trust and estate tax planning and compliance. * Proficiency in preparing… more
- PNC (Baltimore, MD)
- …field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. Estate and Trust administrations are faced with ... valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor, you will work within the PNC Private Bank organization. You… more
- Robert Half Finance & Accounting (Timonium, MD)
- …as CCH ProSystem Fx, Lacerte, and Drake. * Strong knowledge of individual, partnership, estate , trust , and corporate tax returns. * Familiarity with ... Description SENIOR TAX ASSOCIATE / TAX MANAGER...Description SENIOR TAX ASSOCIATE / TAX MANAGER (DOE) - PUBLIC ACCOUNTING...complex federal and state, as well as individual income, estate and trust returns. You will also… more
