- Charles Schwab (Boston, MA)
- …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
- Grant Thornton (Iselin, NJ)
- As a Valuation & Modeling - Real Estate - Managing Director , you'll assist clients by leading teams that apply traditional and cutting-edge valuation approaches ... day-to-day may include: + Supervising and overseeing the real estate component of Valuation engagements throughout the transaction process...we believe in making business more personal and building trust into every result - for our clients and… 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
- Cherry Bekaert (Charleston, WV)
- …Advisory services to our clients for over 75 years! We are seeking a **Property Tax Director .** **The location is flexible and remote would be considered.** Some ... all consulting projects. The primary responsibilities of the Property Tax Director is focused in the following:...manage comprehensive property tax strategies to optimize tax liabilities across the company's entire real estate… 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
- BlackRock (New York, NY)
- …areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning + Charitable giving and philanthropy + Retirement ... Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed income,… 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
- 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
- Cherry Bekaert (Austin, TX)
- …Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director ( Director ). We ... a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic… 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
- 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
- Wells Fargo (New York, NY)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, ... and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic...**About this role:** Wells Fargo is seeking a Fiduciary Director to oversee the delivery of its Trust… 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
- 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
- Columbia Bank (South Jordan, UT)
- …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
- 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