- Northeastern University (Boston, MA)
- …in corporate & foundation relations, leadership giving, international and regional giving, gift planning , and family philanthropy, as well as with other ... teams (corporate & foundation relations, leadership giving, international and regional giving, gift planning , and family philanthropy) to ensure the development… more
- TA Builder LLC (New York, NY)
- …partnerships, limited liability companies and corporations with respect to estate, income, and gift tax planning matters, as well as trust and estate ... in taxation is a plus, but a solid foundation in gift , estate and income tax planning is a necessity. Qualified candidates will be motivated self-starters with… more
- HISTORICAL AND CULTURAL SOCIETY (Fargo, ND)
- …complaints, and incidents with professionalism * Maintain and update visitor services and gift shop manuals * Participate in strategic planning for visitor ... experience for all guests while also overseeing the museum's gift shop and consignment program. The manager will recruit,...weekends, holidays, and special events Retail Operations (Hjemkomst Center Gift Shop): * Manage day-to-day gift shop… more
- Grant Thornton (Chicago, IL)
- …primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business ... and consulting on various tax matters, primarily in the federal estate, gift , charitable planning , and generation-skipping tax arenas; utilize tax-related… more
- Stockman Kast Ryan + Company (Colorado Springs, CO)
- …our estate/ gift tax subject matter experts to develop income and estate/ gift tax planning strategies for our clients. Maintain current in-depth knowledge ... What We're Looking For: 8+ years of tax and wealth planning expereince in public accounting/professional services firm specifically with high-net-worth clients.… more
- Veracity Solutions (Houston, TX)
- …strategic tax plans that align with clients' financial goals, including estate and gift tax planning , income tax minimization, and investment tax strategies. ... with high net worth individuals, understanding their financial situations and tax planning needs. Tax Compliance: Oversee the preparation and review of complex… more
- Goodwin Recruiting (Franklin, TN)
- …complex returns (1040, 1120S, 1065, 1041, 709, etc.) *Advise clients on estate, gift , and trust planning *Provide ongoing strategic tax guidance throughout the ... with a direct path to senior leadership *Hands-on client advisory and planning *Tight-knit team and culture built on clarity, ownership, and results *Remote… more
- Meaden & Moore (Cleveland, OH)
- …owners. The Tax Vice President will be highly experienced in individual, fiduciary, and gift tax compliance and planning . Experience in the area of International ... and written communication skills. Have working knowledge of tax preparation and tax planning software as well as Microsoft Office programs (Excel, Word, Outlook and… more
- Columbia-Greene Community College Foundation (Hudson, NY)
- …Donor Relations Manager oversees the Columbia-Greene Community College Foundation's gift processing, manages comprehensive donor stewardship program including the ... of updated policies and procedures related to donor information collection and gift entry and processing. Preparation of gift receipts and acknowledgement… more
- National Financial Partners (West Hartford, CT)
- …and other professionals as needed. Develop and maintain working knowledge of various financial planning concepts, such as gift , estate and income tax planning ... and investment experience, or other knowledge. Execute investment and planning activities (eg rebalancing portfolios, money movements, required minimum… more
- Burnett Specialists Staffing & Recruiting (Austin, TX)
- …Errands & Personal Tasks: Handle personal errands, reservations, and assist with gift purchasing and special occasion planning . Document & Transaction ... files, and assist with basic financial tracking. Event & Social Planning : Organize and execute private and business-related events, including social gatherings,… more
- International Staffing Consultants, Inc. (Exton, PA)
- …with at least 2 years in tax and private finance law supporting estate planning and administration. Ability to file gift tax returns; transfer tax issues ... Estate Planning Associate (HNW) Location: Exton or Blue Bell,...any possibility. Along with preparing estates, associate will file gift and estate tax returns. This role offers a… more
- Gpac (Arlington, VA)
- Job Description Estate Planning /Probate paralegals that are looking for a long-term position, reach out to me today. This full-service firm has incredible longevity ... work days. This is a client facing position with sophisticated estate planning matters. Reach out today! Background: 3 years prior estate administration experience… more
- Wolfe (Pittsburgh, PA)
- …2024 Top Workplaces and Fastest-Growing Companies , Wolfe has been a leader in the Gift Card and FinTech sectors for over 25 years. We power gift card ... KFC. Our flagship consumer brand, PerfectGift.com, enables customers to create customized gift cards. Learn more about our company culture, core values, and industry… more
- Macy's (New York, NY)
- …channel-based strategies that support Macy's total growth. Align with Integrated Planning to ensure financial plans support national, localized, and online ... to support marketing calendars. Maximize sales, margin, and turn through proper planning and execution of merchandise placement by channel and location. Guide… more
- PayPal, Inc. (New York, NY)
- …a debit card, certain cryptocurrencies, or other stored value products such as gift cards, and eligible credit card rewards. Our PayPal, Venmo, and Xoom products ... for post-purchase experiences, including strategic influence on product direction, planning , and delivery Presents design solutions effectively to stakeholders up… more
- The Travelers Indemnity Company (Diamond Bar, CA)
- …to develop and implement effective training, performance development and succession planning . Effective retention planning ; proactively manage and respond to ... we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity… more
- United Nations (New York, NY)
- …credit for team accomplishments and accepts joint responsibility for team shortcomings. * Planning & Organizing: Develops clear goals that are consistent with agreed ... resources for completing work; foresees risks and allows for contingencies when planning ; monitors and adjusts plans and actions as necessary; uses time efficiently.… more
- Saranello's (Wheeling, IL)
- …rooms to host events and an events team that provides full service and seamless planning from start to finish. Saranello's is simply the perfect spot to relax, eat ... all necessary tools and equipment, including the POS system and Frequent Diner, Gift Card and Credit Card terminals Comply with all safety and sanitation guidelines… more
- Suncoast Credit Union (Bonita Springs, FL)
- …deposits, withdrawals, check cashing, loan payments, transfers between accounts, gift cards, traveler's checks, and money orders Assess membership eligibility ... Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning , Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts… more
