- Charles Schwab (Bellevue, WA)
- …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
- Moss Adams LLP (Walnut Creek, CA)
- ** Tax Managing Director - Real Estate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state taxaudits +… more
- Milton Hershey School (Hershey, PA)
- Director , Real Estate - ( 25000093...responsible for the oversight of all Milton Hershey School Trust Directly Held Real Estate including strategic ... to serve more students. MHS is currently seeking a Director , Real Estate to oversee a portfolio...perform annual appraisals. + Oversee annual financial projections and tax record keeping. + Coordinate the capital plan. +… more
- Grant Thornton (New York, NY)
- 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
- 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
- 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
- Bank of America (Chicago, IL)
- …JD considered highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax experience preferred + Strong ... the Chief Fiduciary, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary… 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
- TIAA (Charlotte, NC)
- … Administration Manager manages a team of experienced professionals that work on trust and estate accounts. This job focuses on ensuring customer requests ... are consistent with trust laws and regulations. In addition, the ...to, asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, executive… more
- Bank OZK (Dallas, TX)
- …to carrying out Trust administration activities. + Advises fiduciary team regarding Trust and tax related issues, as well as provides guidance on resolution ... and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides...law and investment regulations. + Knowledge of federal income, estate , gift, and GST tax ; multi-state … 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
- Insight Global (Suwanee, GA)
- …required: CCH Axcess and CCH Engagement, or Lacerte CPA required High volume tax return experience including pass-through, trust / estate , and individual ... A client of Insight Global is looking for a Tax Manager to join their team in the Greater...different clients. Candidates will work closely with the practice director to gain the experience in these different fields.… more
- City of New York (New York, NY)
- …sources for Trust projects (including as applicable senior debt, historic tax credits, sustainability loans or grants, and public subsidy), and ensuring close ... June 16, 2022, Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public Housing Preservation Trust… more
- Umpqua Bank (Walnut Creek, CA)
- …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
- 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
- Truist (Philadelphia, PA)
- …range of wealth products and services (financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail ... the coordination of Wealth Advisors and partners such as Trust Advisors, Financial Planners, Credit Advisors and other wealth...advice and competitive analysis to the Truist Wealth Division Director and the Head of Wealth in order to… more
Related Job Searches:
Director,
Estate,
Estate Tax,
Tax,
Tax Director,
Trust,
Trust Estate,
Trust Tax