- American Heart Association (Dallas, TX)
- …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
- 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
- Dominion Energy (Glen Allen, VA)
- Engineer/ Sr . Engineer/Staff Engineer - Electric Transmission Operational Engineering Support Dominion Energy is committed to providing reliable, affordable, and ... Management, Construction, Supply Chain, Permitting & Route Selection, Real Estate , Right-of-Way Administration, and Transmission Operations and Maintenance. +… more
- Brookfield Properties (Champaign, IL)
- …our team, we encourage you to apply. Job Description Position Summary The Sr Facilities Technician is responsible for assisting the Operations Manager or Manager on ... competencies required to work safely + Assist with emergency planning and response in coordination with management team +...Vests on Day 1 + Career development programs + Charitable donation matching + Generous paid time off (ie,… 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
- PennyMac (Fort Worth, TX)
- …of homeownership through the complete mortgage journey. A Typical Day The Senior REACH Specialist (Research, Escalation, and Complaint Handling) serves as the ... issues while also providing peer support and training. The Senior REACH Specialist is expected to promote a culture...(FDCPA). + Equal Credit Opportunity Act (ECOA). + Real Estate Settlement Procedures Act (RESPA). + Bankruptcy, Foreclosure, and… 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
- Friedman Management Company (Chicago, IL)
- Commercial Real Estate Broker - Investment Sales Job Details Level Experienced Job Location Chicago Metropolitan Area - Chicago, IL Job Category Sales With a stellar ... reputation for over 35 years, Friedman Real Estate is one of the largest privately owned full-service...division - debt sourcing + Construction, design, and space planning division + Annual match funds to be used… more
- City National Bank (San Francisco, CA)
- *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
- Pew Charitable Trusts (Washington, DC)
- …Department is a critical function within the operations division of The Pew Charitable Trusts and supports the Pew Research Center. Consisting of approximately 30 ... culture of the organization. This role oversees facilities, real estate both owned and leased, conferences and events, and...values, and operational priorities. The Vice President partners with senior leaders across HR, IT, and Finance to drive… more
- Wells Fargo (Boston, MA)
- …analysis, asset allocation analysis, income tax planning , charitable planning , business succession, asset protection, and estate and wealth transfer ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well… 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
- Exploratorium (San Francisco, CA)
- …Extensive knowledge of fundraising principles, techniques and ethics; understanding of tax and estate planning laws related to charitable giving; knowledge ... SUMMARY The Senior Development Officer, Planned Giving is a key...building skills in order to develop relationships with gift planning prospects, their advisors, and families to cultivate 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
- Quality Technology Services, LLC (Duluth, GA)
- …and mission driven. Together, we do great things. **Who You Are:** The ** Senior Finance Analyst** will play an integral role in developing long-term financial ... a fast-paced environment supporting QTS' accelerating growth profile. The Senior Finance Analyst is responsible for maintaining the company's...a deep understanding of the data center and real estate industries and the tools to develop into a… more