- Charles Schwab (Westlake, TX)
- …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 ... The Wealth Specialist will be the subject matter authority in all implications of a clients Tax , Trust and Estate needs. **What you have** As a Tax , … more
- Moss Adams LLP (San Francisco, 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
- Grant Thornton (Melville, 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
- State of New York Mortgage Agency (New York, NY)
- … of AMU, the AVP's of Asset Management. The Director of Asset Management Tax Credit and Assistant Director Tax Credit will share direct supervision of ... Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME, RAD,...and various other State housing programs. Job Summary: The Director of Asset Management - Tax Credit… 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
- Moss Adams LLP (El Segundo, CA)
- ** 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 Virginia (Charlottesville, VA)
- …in collaboration with the UPG Legal Affairs and Facilities and Real Estate teams. The incumbent prepares financial performance and rental rate analysis, and ... are updated when lease terms change, and periodically validating real estate financials transactions; ▪ Conducting CAM reconciliations to confirm that operating… more
- State of Colorado (Weld County, CO)
- State Land Board District Manager, NC Colorado (Real Estate Spec IV) Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/4910617) Apply State Land ... Board District Manager, NC Colorado (Real Estate Spec IV) Salary $70,140.00 - $91,182.00 Annually Location...Defined Benefit Plan or PERA Defined Contribution Plan, plus pre- tax and Roth 401K and 457 plans + Paid… 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 (Norfolk, VA)
- …state tax regulations Experience with Individual, Partnership, Corporate, and Trust / Estate taxation Strong computer skills (Microsoft office suite) Strong ... full-time Tax Manager specializing in inter-generational income tax , estate and financial planning services for...include daily communication with the managing partner and managing director in Norfolk, as well as managing workflow of… more
- Aston Carter (Westlake, OH)
- …Skills & Qualifications + SALT experience preferred + Estate , Gift and Trust and international tax planning experience preferred + Skilled communicator, both ... Tax Manager Description Duties may include, but are...reviewing engagement work papers, resolving problems, and keeping the director informed of all important developments + Supervise Associates,… more
- Lincoln Financial (Charlotte, NC)
- …#:** 74390 **The Role at a Glance** We are looking to add an **Associate Director ** to the Commercial Mortgage and Real Estate Investments team. In this ... relationships within assigned geographic territory. + Underwrite new commercial real estate loans and present analysis and investment recommendations to the Managing… more
- Umpqua Bank (South Jordan, UT)
- …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
- University of Rochester (Rochester, NY)
- …funds, University of Rochester Donor Advised Funds, publicly traded securities, real estate , closely held securities and other hard to value and illiquid assets. ... programs from PG Calc, external custodial support from Northern Trust Co, external counsel from Nixon Peabody LLC and...Reporting to and with general guidance from the Executive Director of Gift Planning and in concert with advancement… more
- Mackenzie Eason & Associates (Edmond, OK)
- …the Edmond Economic Development Authority (EEDA) to recruit their next Executive Director of Economic Development. Reporting to the Board, the Executive Director ... to drive economic development initiatives and efforts in Edmond. The Executive Director will deliver on the organization's goals by developing and implementing new… more
- Cherry Bekaert (Dover, DE)
- …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
- 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
- Charles Schwab (Westlake, TX)
- …is looking to hire an experienced attorney to join its Banking, Retirement and Trust Legal Group as Director & Legal Counsel, Community Development Investments ... Lending Products to be based in Westlake, Texas. This Director and Legal Counsel will join an existing legal...Familiarity with private banking offerings, including credit products and estate / trust law. + Demonstrated eagerness and ability… more
- NAI Hiffman (Oak Brook, IL)
- …our people that we are now one of the largest privately-owned commercial real estate services companies in the country. We are currently seeking an Associate ... Director of our recently expanded Workplace Solutions Services Department,...our team as a part of our expanded Real Estate Services offerings. The ideal candidate will demonstrate a… more
- Zions Bancorporation (Midvale, UT)
- …businesses. These services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk ... candidate will have expertise in high-net-worth customer needs, financial products (investment, trust , estate planning), and regulatory bodies like FINRA. They… more