- Fox Rothschild LLP (Philadelphia, PA)
- Trust & Estate Planning Associate - Multiple Offices **Blue Bell, PA; Philadelphia, PA** **Description:** With bold growth in recent years, Fox Rothschild ... have an opening in the Blue Bell and Philadelphia, PA offices for a Trust & Estate Planning associate in our Taxation & Wealth Planning Department. The ideal… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... + Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Detroit, MI)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... + Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Chicago, IL)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... associated with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …policies and procedures governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting system, the Workflow ... Demonstrate basic knowledge and skills in the areas of trust administration, estate planning strategies and income,...Normal office environment. + Extending viewing of computer screens. Estate Settlement Associate At Fifth Third, we… more
- Robert Half Legal (Seattle, WA)
- Description A long-standing Seattle law firm is looking to an Associate Attorney to their Estate Planning group. The ideal candidate will have two to three years ... of experience in estate and trust matters, including the preparation of legal documents and tax-related filings. This role offers an opportunity to work in a… more
- Williams Parker (Sarasota, FL)
- …region's largest and oldest law firm founded in 1925, is seeking a 1-5-year Real Estate Associate to join our growing team in Sarasota, Florida. As Sarasota's ... for their businesses and families through a variety of specialties. Our Real Estate practice group is looking for a motivated attorney with relevant experience.… more
- Robert Half Legal (Encino, CA)
- Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate Planning Attorney will drafting estate planning ... retained annuity trusts, as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! 6 months+ in the… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...we believe in making business more personal and building trust into every result - for our clients and… more
- Truist (Charlotte, NC)
- …all types of property and liability insurance policies for commercial real estate loans to ensure compliance with loan documents, investor requirements, government ... Review replacement cost and loss of income calculations for commercial real estate insurance policies to ensure compliance with loan documents and investor… more
- Robert Half Legal (Chicago, IL)
- …asset schedules and spreadsheets + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust / estate financial ... @ robert half legal com Requirements + Bachelor or Associate 's preferred; Paralegal certificate preferred + 3-5+ years of...Paralegal certificate preferred + 3-5+ years of experience handling estate planning and estate & trust… more
- University of Virginia (Charlottesville, VA)
- …rank (Assistant, Associate , or Full), tenure-track faculty position in real estate . The position will commence with the Fall 2026 semester, and the faculty ... expected to teach undergraduate and/or graduate courses in real estate , as well as engage as a member of...bound together by distinctive foundational values of honor, integrity, trust , and respect;" and + "universal dedication to excellence… more
- Wells Fargo (San Francisco, CA)
- …Individual Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- UMB Bank (Houston, TX)
- As a Real Estate Title Analyst, you will review and analyze risk associated with title insurance commitments, related exception documents, real property legal ... descriptions, and surveys on commercial real estate loans. **How you'll spend your time:** + You...an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;… more
- UMB Bank (St. Louis, MO)
- The Portfolio Manager II - Real Estate Group role is tasked with executing all portfolio management activities for monitoring, identifying, and managing the credit ... of CRE properties and markets; and guarantor financial statements, including real estate schedules + Demonstrates expert knowledge and understanding of how to… more
- UMB Bank (Denver, CO)
- …for assisting loan officers in the portfolio management activities (generally Real Estate Group (REG) loans greater than $5,000,000. Will manage assigned credit ... to effectively administer the management of assigned Commercial Real Estate relationships; Perform credit underwriting duties for existing client relationships… more
- UMB Bank (Sacramento, CA)
- **Commercial Real Estate Underwriter II-Arizona Remote** This role is responsible for assisting Real Estate Group (REG) relationship managers in the assessment ... and underwriting of new SBCRE (Small Balance Commercial Real Estate ) managed investment loans (non-owner occupied CRE loans $1,000,000 to $5,000,000) in accordance… more
- UMB Bank (Phoenix, AZ)
- As the **U** **nderwriter Sr. Real Estate Group** , you are responsible for assisting REG relationship managers in the assessment and underwriting of new REG-Managed ... Investment Commercial Real Estate (CRE) loans (non-owner occupied CRE loans $5,000,000 or...an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;… more
- Healthpeak Properties, Inc. (San Francisco, CA)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing ... high-quality real estate focused on healthcare discovery and delivery. Our impressive...as requested POSITION REQUIREMENTS + High school diploma required, associate or bachelor's degree preferred + Minimum of 2… more
- Healthpeak Properties, Inc. (Nashville, TN)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing ... high-quality real estate focused on healthcare discovery and delivery. Our impressive...have a minimum high school diploma or GED, an associate 's or bachelor's degree preferred + Previous exposure to… more