- American Heart Association (Orlando, FL)
- …can make with us. The American Heart Association has an excellent opportunity for a ** Senior Charitable Estate Planning ** **Advisor** in our Mission ... This senior -level fundraising position engages with professional estate planning and wealth advisors, as well...staff members, to provide technical assistance. Success in the Sr . Charitable Estate Planning… more
- GRF CPAs & Advisors (Bethesda, MD)
- …actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.… more
- Auburn University (Auburn, AL)
- …we need talent like yours to complete our team! **What You'll Do:** + **Provide charitable estate planning , and tax related expertise:** Work with alumni and ... Senior Planned Giving Officer to join our Gift Planning team!** In this pivotal role, you will use...professional growth. Guide team members in best practices regarding charitable estate planning + **Stewardship… more
- US Bank (Irvine, CA)
- …- Broad knowledge of the philanthropic, fiduciary, tax and estate planning disciplines - Experience drafting or reviewing charitable , estate , ... a particular market or region. Works closely with other senior members of the relationship team to meet all...meet all of client's philanthropic planning , wealth planning , estate planning and wealth… more
- Alaka'ina Foundation Family of Companies (Washington, DC)
- Sr Subject Matter Expert/Functional Area Expert Location DC - Washington Job Code 13516 # of openings 1 Apply Now ... Alaka`ina Foundation Family of Companies (FOCs) is possibly looking for a Senior Subject Matter Expert/Functional Area Expert (SME/FAE) to provide support for our… more
- Grant Thornton (Boston, MA)
- …+ Research and consult on various tax matters, primarily in the federal estate , gift, charitable planning , and generation-skipping tax arenas; utilize ... As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex...compliance services for complex tax returns and provide income, estate , and gift tax planning strategies for… more
- Brookfield Properties (Frisco, TX)
- …Road Business Headquartered in Chicago, IL, GGP is a leading retail real estate company with a portfolio of 110 high-performing retail assets, encompassing over 103 ... employees and a legacy of leadership in retail real estate , we're shaping the future of the industry by...encourage you to apply. Job Description Position Summary The Sr Facilities Technician is responsible for assisting the Operations… more
- ADP (Maitland, FL)
- …this role, you will lead a project team to implement Corporate Real Estate projects by planning , organizing, controlling, and deploying key milestones, ... ADP is hiring a ** Sr . Engineering Project Manager.** + Do you thrive...budgets. You will manage all project phases, including initiation, planning , execution, monitoring, control, and closure. When done successfully,… more
- Brookfield Properties (Newark, DE)
- …Mall Business Headquartered in Chicago, IL, GGP is a leading retail real estate company with a portfolio of 110 high-performing retail assets, encompassing over 103 ... employees and a legacy of leadership in retail real estate , we're shaping the future of the industry by...encourage you to apply. Job Description Position Summary The Senior General Manager inspires and leads the property team… more
- Brookfield Properties (San Ramon, CA)
- …creativity, relentless innovation, and sound Sustainability practices to the planning , development, and management of buildings everywhere. From offices, retail ... establishments, and mixed-use structures - we are reimagining real estate from the ground up. If you're ready to...encourage you to apply. Job Description Overview: The ITSM Senior Support Analyst plays a critical role in delivering… more
- Neuberger Berman (New York, NY)
- …will advise high-net-worth clients on all aspects of trust and estate planning , tax strategy, pre-liquidity events, and charitable giving. The role focuses ... with complex client relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and external experts… more
- Republic Services (Phoenix, AZ)
- **POSITION SUMMARY:** The Senior Manager, Design & Construction is responsible for the management of infrastructure, pre-construction, design and construction ... incumbent will oversee all aspects of construction including design, planning , contracting, construction, commissioning, budgeting and ensuring adherence to local… more
- HCA Healthcare (San Antonio, TX)
- …reach our goals. Unlock your potential! **Job Summary and Qualifications** The Director, Real Estate is responsible for the planning and execution of real ... volunteering in our communities. As a(an) Director of Real Estate with Methodist Healthcare you can be a part...elder and pet care, home and auto repair, event planning and more + Consumer discounts through Abenity and… more
- Friedman Management Company (Farmington Hills, MI)
- …Category Sales Description With a stellar reputation for over 35 years, Friedman Real Estate is one of the largest privately owned full-service real estate firms ... + College degree required. + State of Michigan Real Estate Salesperson's License, or the ability to procure a...division - debt sourcing + Construction, design, and space planning division + Annual match funds to be used… more
- City National Bank (Nashville, TN)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a...and * competitive positioning. * Interface with executive and senior level management within the Bank as well as… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …client outcomes + Provide internal guidance to wealth advisors on tax‑related questions and planning opportunities + Knowledge of estate and gift tax planning ... to JC del Rosario - I'd love to connect! Senior Tax Preparer Role Overview We're seeking an experienced... and direct client interaction + Working knowledge of estate and gift tax planning + Ability… more
- Auburn University (Auburn, AL)
- …university's needs. + **Adaptive Industry Trends:** Keep on top of changes in tax laws, estate planning , and charitable giving trends to provide the best ... Certifications** Desired Qualifications **Desired Qualifications** **Experience in:** + Planned Giving + Estate Planning + Financial Planning + Financial… more
- Williams Parker (Sarasota, FL)
- …answer all questions pertaining to estate planning , transfer tax planning , business succession, charitable giving, and retirement planning goals. ... about working with high-net-worth clients and their families on sophisticated estate planning matters. The scope of work includes wills, revocable and… more
- Truist (Houston, TX)
- …to acquire new clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive analysis, ... including wealth transfer tax planning , income tax planning , capital sufficiency analysis, charitable planning...retirement planning , employee benefits, stock options, insurance, estate planning , and business planning .… more
- Deloitte (San Juan, PR)
- …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...May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will… more