- Advanced Personnel Resources, Inc. (Greensboro, NC)
- …and filing of approximately 1,000 federal and state individual, trust , estate , partnership, foundation, and gift tax returns while maintaining compliance ... Managing Director of Tax Services Our client...Managing Director of Tax Services Our client is a well-established, highly...We are currently conducting a search for their Managing Director of Tax Services position. The firm… more
- Fidelity TalentSource LLC (Greenville, DE)
- …applicable law, and internal proceduresRecommending action on fiduciary decisions related to trust administrationProviding estate and tax expertise as ... trust administration with 12+ years overall work experienceSolid knowledge of trust and estate law, personal and trust taxation, estate planning, and… more
- Creative Financial Staffing (Lancaster, OH)
- …UltraTax, Go File Room, Right Networks, Thompson Reuters &/or Adobe a plus. Valuation or Trust & Estate experience is also a plus #CBAPR2024#INAPR2024#LI-AS7 ... are looking for!Please send resumes to Anne Sullivan - Director , Executive Recruiter - ###@cfstaffing.com - TEXT NOW ###The...of returns and revisions Interact with important clients daily Tax planning with clients quarterly You will work with… more
- Charles Schwab (Lone Tree, CO)
- …The Director , Senior Tax Planning Specialist role is a part of the Tax , Trust , and Estate team that provides tremendous value and benefits to ... and provide education, planning and guidance to help them achieve their tax -related goals. The Director , Senior Tax Planning Specialist will be the subject… more
- Moss Adams LLP (Tacoma, WA)
- ** Tax Director - Real Estate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax … more
- Robert Half Finance & Accounting (Reno, NV)
- …and would like to be considered for this opportunity, please apply today! Requirements Individual Tax , Estate Tax , Trust Tax Returns Robert ... with a Reno based Family Office to identify a Tax Director to join their dynamic and...active CPA plus a minimum of 7 years of tax experience in individual, trust , estate… more
- Grant Thornton LLP (Reno, NV)
- As the Private Wealth Services Tax Director , you'll lead the team's production of primary and secondary reviews of complex tax returns and provide income, ... estate , and gift tax planning strategies for your high net worth, closely...we believe in making business more personal and building trust into every result - for our clients and… more
- Cherry Bekaert (Cincinnati, OH)
- …estate and succession, planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director , you will:** + Work with clients and firm partners ... in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success… more
- Moss Adams LLP (CA)
- ** Tax Managing Director - Health Care** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax … more
- Moss Adams LLP (Eugene, OR)
- ** Tax Director ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax … more
- University of Washington (Seattle, WA)
- …program. Real Estate Services and Asset Management (15%) * Collaborate with Executive Director of Real Estate in management oversight of delivery of real ... fields. The Asset Management group includes Capital & Space Management, Real Estate , Sustainability and other teams responsible for planning and workload management.… more
- Bank of America (Florham Park, NJ)
- Market Trust Director Florham Park, New Jersey;New York, New York; White Plains, New York **Job Description:** At Bank of America, we are guided by a common ... to make a difference. Join us! Job Description: Market Trust Director (MTD) is an experienced and...relationships, address issues, develop new business opportunities, and/or provide trust , estate , and wealth transfer planning insight.… more
- Edgewood Management Corporation (Washington, DC)
- …- Tax Credit Edgewood Management Corporation provides superior real estate management and Edgewood Management Corporation is a 51-year-old, premiere affordable ... high quality services with integrity has earned us the trust of our clients and our employees. Edgewood Management...individuals to join our Edgewood Team Job Requirements: + Tax Credit experience + Tax Credit experience… more
- North Carolina Agriculture & Technical State Unive (Greensboro, NC)
- …is important that the Director maintains a thorough understanding of relevant tax , probate, trust and financial/ estate planning information and assists ... with gifts of real property and assists with estate administration services as well. The Director ...significant gifts. Experience in law, accounting, financial planning, or trust / estate administration. Knowledge of best practices in… more
- JPMorgan Chase (San Francisco, CA)
- …Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated ... role the individual will need a deep understanding of tax and trusts & estate laws and...Ability to drive business results with broad background in trust and estate planning issues + A… more
- Northern Light Health (Bangor, ME)
- …+ Other Duties Other Information: + Specialized training in financial and/or estate planning, tax law, and philanthropy. + Philanthropy-based experience in ... Work Schedule: 7:30 AM to 4:00 PM Summary: The director of planned giving is responsible for developing and...current trends in philanthropy, donor advised funds and basic estate and financial planning for individuals, including tax… more
- Roper St. Francis (Charleston, SC)
- …at** **Roper St. Francis Healthcare!** **General Responsibilities:** Reporting to the Senior Director of Development, the Planned Giving Director will be ... for the coordination of planned gifts, both deferred and major tax -advantaged for Roper St. Francis Healthcare. Responsibilities include active engagement internally… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... working smart, being innovative and efficient. This role reports to the Commerce Trust Director of Marketing. This role is located in the Clayton, St. Louis… more
- Capital One (New York, NY)
- …Park Avenue (22957), United States of America, New York, New York Director , Community Finance - Underwriting, Portfolio & Loan Management **Overview:** Capital One, ... lending and investments, primarily through proprietary and multi-investor Low Income Housing Tax Credits (LIHTC) funds. The team partners with internal and external… more
- Leap (New York, NY)
- Director of Accounting About Leap: Leap is building the world's largest network of branded retail stores - powered by data, systems and scale. The Leap Platform ... of talented individuals and teams. With functions like Real Estate , Store Design & Development, Retail Operations, Marketing, Engineering,...leadership, and voice are wanted. About the role: The Director of Accounting will report to our VP of… more
