- Moss Adams LLP (Everett, 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 (Kirkland, WA)
- …for tax -related matters. Responsibilities * Oversee and review complex individual, corporate, trust , and estate tax returns * Develop and implement ... Description We are searching for an experienced Tax Director to join our team...Trust tax and Trust Tax Returns * Understanding of Estate ...Trust Tax Returns * Understanding of Estate Tax and Estate … more
- Grant Thornton LLP (Phoenix, AZ)
- 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
- East House Corporation (Rochester, NY)
- Vice President of Real Estate , Facilities, Purchasing & Contracting Rochester, NY (http://maps.google.com/maps?q=259+Monroe+Ave+Rochester+NY+USA+14607) Description ... healing and long-term recovery. Position Overview:The Vice President of Real Estate , Facilities, Purchasing & Contracting is a senior-level leader responsible for… more
- Cherry Bekaert (Louisville, KY)
- …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 (Spokane, WA)
- ** 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
- Bank OZK (Dallas, TX)
- …to carrying out Trust administration activities. + Advises fiduciary team regarding Trust and tax related issues, as well as provides guidance on resolution ... and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides...law and investment regulations. + Knowledge of federal income, estate , gift, and GST tax ; multi-state … 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 ... Wealth Management, you will need a deep understanding of tax and trusts & estate laws and...Ability to drive business results with broad background in trust and estate planning issues + A… more
- Armstrong McGuire (Chapel Hill, NC)
- …Do you have senior level nonprofit finance experience in affordable housing, real estate , community development, home lending and/or real estate finance? Do you ... NC? Are you the future Comptroller of Community Home Trust ? Why? Community Home Trust (CHT), a...of the executive leadership team reporting to the Executive Director with overall responsibility for the financial strategy of… more
- Harvard University (Cambridge, MA)
- …Office Location:USA - MA - Cambridge Business Title:Assistant Director , Complex Asset Gifts and SpecialsSub-Unit: Salary Grade ... all types of professional situations, including donors and alumni; professional tax , legal, and financial advisors; and development, administrative, and academic… more
- Roper St. Francis (Charleston, SC)
- …Shift: 8:00am-5:00m Primary Function/General Purpose of Position Reporting to the Senior Director of Development, the Planned Giving Director will be responsible ... for the coordination of planned gifts, both deferred and major tax -advantaged for our organization. Responsibilities include active engagement internally by working… more
- Insight Global (Agoura Hills, CA)
- …able and willing to take on unfamiliar projects - Experience in wealth management, trust / estate , and individual income tax returns highly preferred - ... client of Insight Global is seeking a fully remote Tax Manager to join their fast-growing team! Our client...final review prior to returns being passed to the director /signer. - Manager will have at least two direct… more
- Providence (Apple Valley, CA)
- …of taxation, trust and estates, probate, corporations, contracts, and real estate is strongly encouraged + Upon hire: Certified as a Fund-Raising Executive ... Foundation in Apple Valley, CA. Reporting to the Executive Director of Planned Giving, the Director of...Giving will manage, plan, coordinate and implement a comprehensive estate planning and gift program; interpret and apply laws… more
- Morgan Stanley (Boston, MA)
- …ultra-high net worth individuals required (eg, SFO or MFO professional; private bank professional; trust , tax & estate attorney or accountant, etc.) * ... charitable planning; business succession planning; cash flow modeling and liquidity management; estate , gift, and generation skipping tax planning; income tax… more
- Arrow Financial Corporation (Glens Falls, NY)
- …knowledge of modern portfolio theory, NYS Statutes as related to Trust and Estate Administration, and ERISA and IRS tax codes as relates to Retirement Plan ... to drive growth and maintain a center of excellence for client relationships. Director of Wealth Management This opportunity requires a desire and ability to:… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …bequests, trusts, taxes, and planned giving with a strong working knowledge of tax , trust , and other laws affecting charitable planning. + Strong interpersonal ... AAE is a high-performance team built on innovative ideas, trust , and accountability. We foster collaborative connections and value...and inclusion. We are currently seeking a Managing Senior Director of Gift Planning. This position will report to… more
- Truist (Greenville, SC)
- …range of wealth products and services (financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail ... the coordination of Wealth Advisors and partners such as Trust Advisors, Financial Planners, Credit Advisors and other wealth...advice and competitive analysis to the Truist Wealth Division Director and the Head of Wealth in order to… more
- CBRE (New York, NY)
- Executive Director , M&A Diligence & Integration Job ID 177572 Posted 21-Aug-2024 Service line Corporate Segment Role type Full-time Areas of Interest Executive ... United States of America **About The Role:** The Executive Director M&A Operations, reporting directly to the SVP, Global...acquired organization, ensuring you are a leader they can trust and partner with. Inspire teams that may have… more
- UT Health (Houston, TX)
- Director Gift Planning II **Location:** Texas Medical Center-Houston, Texas **Category:** Executive UTHealth Houston General Administration Requisition #: 240001BA ... ** Director Gift Planning II** **Position Summary:** UTHealth Houston is...fostering relationships and will utilize their knowledge of charitable estate and gift planning strategies to support donors when… more
- Banc of California (Santa Ana, CA)
- …housing, and more. **JOB SUMMARY:** The Senior Vice President, Credit Review Director is responsible for leading the independent Credit Review function of the ... Bank. The Credit Review Director ensures the team's compliance with the Credit Review...values, loan structure, and guarantor personal financial statements and tax returns + Ensures credit review examiner workpapers/linesheets are… more