- 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 (Greensboro, NC)
- …Charitable Remainder Trusts, Tax - Fiduciary - Trust & Estate , Trust accounting, Trust Tax Returns, Revocable Trusts, Tax - Research & ... A highly respected Triad practice seeks to add a Tax Director to the group. The ... is responsible for preparation and review of Individual, Trust , Partnership, Gift and Foundation tax returns… 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 (Seattle, WA)
- ** Tax Director - Health Care** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax … 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
- 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 ... existing clients. This role requires a deep understanding of tax and trusts & estate laws, excellent...Ability to drive business results with broad background in trust and estate planning issues + A… 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
- Lincoln Financial Group (Columbus, OH)
- …software (eg, eMoney) to support the advisors' clients in the areas of estate , retirement, business succession, investment, and income tax planning. \#LI-Remote ... **Requisition #:** 73013 **The Role at a Glance** The Director of Financial Planning will provide subject matter expertise...presence at company-wide training events. * Coach advisors on estate , business succession, retirement, and income tax … 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
- Providence (Santa Rosa, CA)
- …areas of taxation, trust and estates, probate, corporations, contracts, and real estate is strongly encouraged + upon hire: Certified as a Fund Raising Executive ... **Description** **THE ROLE** Reporting to the Executive Director of Planned Giving, the Director ...Giving will manage, plan, coordinate and implement a comprehensive estate planning and gift program; interpret and apply laws… more
- First National Bank of Omaha (Omaha, NE)
- …Gather and interpret all sources of a client's income, expense, investment, insurance, tax and estate planning documents. This requires a solid understanding of ... based on business needs. **Summary of the Job:** The Director of Financial Planning works closely with FNBO's ultra-high...projections. This requires a strong understanding of cash flow, tax and estate planning strategies. + Develop… 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
- Charles Schwab (New York, NY)
- …complexity and unique challenges with UHNW clients and family offices, including tax issues, estate planning, restricted stock, complex accounts, managed ... a complimentary suite of benefits including a team of seasoned wealth and trust specialists, top-priority response times, and a dedicated Senior Banker. The Schwab… more
- Broadridge Financial Solutions (Newark, NJ)
- …while helping others along the way, come join the Broadridge team. The Senior Director , Global Accounting Operations will take a key finance leadership role in the ... Controllers as well as leadership across FP&A, Shared Services, Tax , as well as other areas within the business...Oracle Property Manager (OPM) as well as new real estate management software that will be selected by Broadridge.… more