- American Heart Association (Dallas, TX)
- …so does your career. The American Heart Association has an excellent opportunity for a ** Senior Charitable Estate Planning ** **Advisor** in our Mission ... senior level fundraising position engages with professional estate planning and wealth advisors as well...covering WY, CO, NM, OK, TX, and AR requesting charitable estate planning information from… more
- Moss Adams LLP (Pasadena, CA)
- **Tax Senior Manager - Estate and Gifts**...and consult on tax matters, primarily in the federal estate , gift, charitable planning and ... team focuses on delivering high value solutions and income, charitable , estate and gift tax planning...existing excellent client relationships + Must have visibility and recognition within your industry specialization and in your local… more
- Charles Schwab (Westlake, TX)
- …and families with their financial needs. Whether it's retirement planning , charitable giving, estate planning , active investing or managing banking ... **Your opportunity** The Financial Planning Group is part of the broader Investor...leading a team of experts who deliver comprehensive financial planning solutions to our clients at Schwab. Our teams… more
- HCA Healthcare (Nashville, TN)
- …departments including but not limited to: financial, clinical services, real estate , strategic planning , HealthTrust Purchasing Group, FacilitiGroup, Enterprise ... join an organization that invests in you as a(an) Sr Manager Construction? At HCA Healthcare, you come first....elder and pet care, home and auto repair, event planning and more + Consumer discounts through Abenity and… more
- Deloitte (Richmond, VA)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to… more
- Robert Half Finance & Accounting (Franklin, TN)
- Description Excellent Senior Tax Analyst opportunity! This position partners with the Senior Tax Manager and utilizes their knowledge of Federal, State, and ... reporting including but not limited to personal and real estate property tax filings, sales tax, Form 990, related...filings, sales tax, Form 990, related state reports, and planning and process improvements. This position is responsible for… more
- Thrivent Financial (Minneapolis, MN)
- …innovative product development opportunities, and other partners to further charitable planning with financial advisors. + For Senior Gift Planners who are ... Charitable Giving Services team providing expertise and charitable planning solutions to donors, financial advisors,...partners. These solutions are often integrated within financial and estate planning topics such as legacy … more
- Thrivent Financial (Minneapolis, MN)
- … Charitable Giving Services team responsible for providing expertise and charitable planning solutions to donors, financial advisors, and organizational ... partners. These solutions are often integrated within financial and estate planning topics such as legacy ...and wealth transfer. This position will be a key charitable planning resource for specific regions of… more
- Enterprise Bank & Trust (Clayton, MO)
- …business and personal banking services, and wealth management services including financial planning , estate planning , investment management and trust ... community to our associates, offering annual paid volunteer time off and charitable -matching opportunities. Voted a** **_Best Bank to Work For_** **by American… more
- Truist (Charlotte, NC)
- …providing financial planning guidance in the areas of estate planning , estate administration, charitable , philanthropic, risk solutions, and family ... governance solutions. 3. Demonstrated ability to advise and deliver ultra-high net worth families on a wide variety of both financial and non-financial solutions to meet their goals. 4. Understand and provide interpretation as related to complex fiduciary… more
- Commerce Bank (Kansas City, MO)
- …and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate planning , insurance, lending, credit and banking services to meet ... Required + Advanced knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning and wealth management products and… more
- Deloitte (Columbus, OH)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions...June 1, 2024 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will… more
- Wayne State University (Detroit, MI)
- Senior Director, Planned Giving Wayne State University is searching for an experiencedSenior Director, Planned Givingat its Detroit campus location. Wayne State is a ... estates and trusts to ensure gifts are received upon settlement of the donor's estate . Work closely with President and VP Development to secure principal estate … more
- Quality Technology Services, LLC (Duluth, GA)
- …scale the business globally to meet this rising demand for data centers. The ** Senior Investments Associate** position is a part of QTS' Strategic Planning and ... asset management such as re-tenanting and asset repositioning **SUMMARY** The ** Senior Investments Associate** will be responsible for helping the team create… more
- Plante Moran (Southfield, MI)
- …Your role. Provide holistic financial advice to clients utilizing knowledge of taxes, estate planning , insurance, retirement planning , education planning ... Financial Senior Advisor + Location: United States, Michigan, Southfield...CPA on tax compliance matters for clients + General estate planning and coordination with external attorneys… more
- Enterprise Bank & Trust (Olathe, KS)
- …business and personal banking services, and wealth management services including financial planning , estate planning , investment management and trust ... community to our associates, offering annual paid volunteer time off and charitable -matching opportunities. Voted a** **_Best Bank to Work For_** **by American… more
- Enterprise Bank & Trust (Creve Coeur, MO)
- …business and personal banking services, and wealth management services including financial planning , estate planning , investment management and trust ... community to our associates, offering annual paid volunteer time off and charitable -matching opportunities. Voted** **_A Best Bank to Work For_** **by American… more
- Quality Technology Services, LLC (Overland Park, KS)
- …grow your career! (https://vimeo.com/727409140/ff26de87d4) **QTS Data Centers** is seeking a ** Senior ** **Tax Associate** to work from our **Overland Park, KS ... expertise, recommendations, and resolutions in complex areas such as compliance, consulting, and planning . The position will report directly to the VP of Tax and… more
- Quality Technology Services, LLC (Overland Park, KS)
- …unique place to grow your career! (https://vimeo.com/727409140/ff26de87d4) **SUMMARY** The ** Senior Manager, Learning and Development** is a pivotal role responsible ... development programs. This position entails crafting strategies for succession planning , new leader development, executive leadership development, mid-level leader… more
- Quality Technology Services, LLC (Suwanee, GA)
- …a unique place to grow your career! (https://vimeo.com/727409140/ff26de87d4) The ** Senior ** **Manager, Hybrid Cloud Systems Engineering** is responsible for ... of QTS applications across several lines of businesses and logical domains. The Senior Manager will also be responsible for working with leadership on budget for… more