- Robert Half Legal (Chesterfield, MO)
- …Estate Planning Paralegal to assist in the preparation and execution of trust documents, estate planning , and case management. The ideal candidate ... an in-depth knowledge of the preparation and management of estate planning documents, trusts , wills,... planning documents. Responsibilities: + Draft and review estate planning documents: trust documents,… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …resolutions; and prepare tax planning models and projections. - Prepare complex estate planning projections. - Prepare tax returns (fiduciary, estate , ... fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust...individual income tax returns. - Working knowledge of the estate planning process. - Ability to assist… more
- Robert Half Legal (Los Angeles, CA)
- …paralegal will have: + 5+ years of transactional law experience + Tax, estate planning , wealth transfer, and/or probate administration experience + Experience ... Description The LA office of a national firm is seeking a new trusts...drafting estate planning documents from templates + Experience...drafting estate planning documents from templates + Experience preparing individual and… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …Understanding of trusts , estates, and other entities commonly used in estate planning for high-net-worth clients. - Experience with document management ... Trusts & Estates Client Portfolio Administrator (#3870) We...Plus (Diversity Lab) - Best Law Firms for Women ( National Association of Female Executives and Flex-Time Lawyers) -… more
- PNC (Louisville, KY)
- …PNC Bank serves as the executor of an estate or trustee of a related estate settlement trust , a PNC estate settlement officer manages all aspects of the ... administration of the estate and trust assets-whatever they may be-in...in which PNC serves as executor or trustee, including estate settlement trusts and other estate… more
- GRF CPAs & Advisors (Bethesda, MD)
- …in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the Audit and Client ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...1. Performs technical tax review and approval of individual, trusts , estates, and related entities tax returns to ensure… more
- Morgan Stanley (New York, NY)
- … process. The candidate will serve as a thought leader in the areas of tax, trust & estate planning broadly, and in order to promote business development ... advisors, trust companies, etc. * JD with at least 10 years' experience in trust and estate planning for high net worth individuals; other advanced… more
- Deloitte (Columbus, OH)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... taxation to provide compliance and consulting services to Real Estate Investment Trusts , Real Estate ...for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized… more
- Edward Jones (Phoenix, AZ)
- …partnering with our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd ... powerful.** Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a...ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources… more
- Maryland Department of Transportation (Baltimore City County, MD)
- Deputy Chief Engineer for Planning , Engineering and Real Estate Location Baltimore City Job Type Full Time Job Number 8037-SHA-ES-10-02-TC-10/24 Department ... position serves at the pleasure of the Appointing Authority* Deputy Chief Engineer for Planning , Engineering and Real Estate YOU MUST APPLY ONLINE TO BE… more
- American Tower (Cary, NC)
- …and sites across 25 countries. We are one of the largest global Real Estate Investment Trusts (REITs) and a publicly traded (NYSE:AMT), Fortune 500 Company ... **The Team** We are seeking a Senior Manager, Real Estate Management to join American Tower's US Tower division's Property Management organization. The organization… more
- Citigroup (New York, NY)
- …executing secured and unsecured financings for publicly and privately traded real estate investment trusts (REITs), sponsor funds, developers, C-corps as well ... is a plus, but not required + Strong communication, planning , and organizational skills + Passion for client service...seeking a Full Time Analyst for its Commercial Real Estate Finance Group, within the Corporate Banking division. This… more
- JPMorgan Chase (Newark, DE)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts , charitable trusts , and ... and estates, loans, mortgages and deposits. As a Trust Administrator within the Global Trusts &...+ Work with the Account Opening Group to open estate or trust accounts. + Interpret the… more
- IBM (San Jose, CA)
- …Your Role and Responsibilities This position is responsible for managing the real estate strategy and performance for the assigned portfolio in alignment with IBM's ... pressure, fast-paced environment. The Portfolio Manager maintains the primary Real Estate relationship with local client leaders and site location executives (SLEs)… more
- Citigroup (DE)
- …the preservation and continued growth of trust assets while achieving their specific trust and estate planning objectives and introduces clients to a ... be expected to: + Manage an existing book of trust and estate accounts: types of accounts..., ILITS and IRA accounts, various types of charitable trusts , estate accounts, and agency accounts, both… more
- ServiceNow, Inc. (Waltham, MA)
- …or equivalent practical experience. + Experience: 5+ years of experience in strategic planning or real estate portfolio planning . **The right candidate ... better for everyone. The Strategic Planner within the Real Estate and Workplace Services team,plays a key role in...workspace needs. Under the direction of the Head of Planning & Design, the Workspace Strategic Planner will partner… more
- NCR VOYIX (Atlanta, GA)
- …facilities operations at a global level. + Comprehensive understanding of real estate financial concepts, strategic planning , and accounting principles. + Proven ... of business across industries. NCR VOYIX has earned the trust of businesses large and small - from the...corner. Job Overview: The Finance Manager for Corporate Real Estate and Facilities will head the financial aspect of… more
- Amazon (Herndon, VA)
- …Design Engineering, Legal, Economic Development, Public Policy, Construction and Capacity Planning , to inform a regional real estate development strategy ... from the most successful startups to Global 500 companies trust our robust suite of products and services to...to completion. Basic Qualifications - Bachelor's Degree in Urban Planning , Architecture, Civil Engineering, Real Estate or… more
- Amazon (Herndon, VA)
- …Legal, Design Engineering, Economic Development, Public Policy, Construction and Capacity Planning , to inform a regional real estate development strategy ... from the most successful startups to Global 500 companies trust our robust suite of products and services to...for large complex projects. - Bachelor's Degree in Urban Planning , Architecture, Civil Engineering, Real Estate or… more
- Xcel Energy (Minneapolis, MN)
- …assets. Lead or assist with defining, monitoring, and implementing corporate real estate portfolio and individual site planning strategies, assuring all property ... estate budget. Provide direction and input regarding annual 5-year budget planning guidelines for leases and real estate services. Conduct inspections of… more