- JPMorgan Chase (Chicago, IL)
- …for fiduciary tax matters + Support global trust teams on all tax matters including but not limited to estate and gift tax , generation-skipping ... our Wealth Management team as the Trusts and Estates Tax Operations Executive Director , where you'll play...in sub-specialty areas including state taxation of trusts, GST, estate tax , tax -exempt trusts, foreign… 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
- Robert Half Finance & Accounting (Reno, NV)
- …role, candidates are required to be an active CPA plus a minimum of 7 years of tax experience in individual, trust , estate and gift tax areas. Candidates ... with a Reno based Family Office to identify a Tax Director to join their dynamic and.... * Proven expertise in corporate, individual, partnership, and trust tax returns. * Strong knowledge of… more
- MillerMusmar CPAs (VA)
- …or Remote Flexibility) **Firm Size:** ~30 employees **Reports to:** Tax Director **Department:** Tax - Individual, Trust , and High-Net-Worth About ... C/E/F, stock compensation, and flow-through planning . Review ~20 trust and estate tax returns...Tax function and mentor a growing team . High degree of autonomy, with support from a Director -level… more
- Grant Thornton (Philadelphia, PA)
- As the Private Wealth Services Tax Managing Director , you'll lead all aspects of client relationships including matters related to tax reporting across a ... the Private Wealth Services practice. Our services include complex tax returns preparation, estate , and gift ...we believe in making business more personal and building trust into every result - for our clients and… more
- Robert Half Finance & Accounting (Rockville, MD)
- …accounting and industry. + Significant partnership tax experience, ideally in real estate . + Trust accounting, private equity, and state income tax ... Description Join a market-leading, visionary commercial real estate developer and property manager with over seven...forefront of industry transformation. We are seeking an experienced tax professional (flexible on title and compensation based on… more
- Connecticut College (New London, CT)
- …regarding planned gift commitments from individuals as well as charitable issues associated with tax and estate planning. The Director of Planned Giving is ... Director of Gift Planning Bookmark this Posting Print...giving procedures and professional ethics and practices. + Lead trust and estate management at the College… more
- JPMorgan Chase (San Francisco, CA)
- …Planner within JP Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information ... resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position… more
- Wells Fargo (New York, NY)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, ... and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic...**About this role:** Wells Fargo is seeking a Fiduciary Director to oversee the delivery of its Trust… more
- Providence (Mission Hills, CA)
- …in taxation, trust and estates, probate, corporations, contracts, and real estate . + **Experience:** 8 years of experience in planned giving or related field ... so, we have an exceptional role waiting for you! **The Role:** As the Director of Planned Giving, reporting to the ministry Chief Philanthropy Officer, you'll be at… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... same goal. This role reports directly to the Commerce Trust Director of Marketing. For more than...management services including financial planning, estate and tax planning, investment management, private banking and trust… more
- City of Pittsburgh (Pittsburgh, PA)
- …not limited to, criminal background, driver's license, and City of Pittsburgh real estate tax payments. Candidates may be disqualified from consideration based ... Executive Director - Municipal Pension Fund Print (https://www.governmentjobs.com/careers/pittsburgh/jobs/newprint/5170903) Apply Executive Director - Municipal… more
- JPMorgan Chase (New York, NY)
- …Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate , income, tax , philanthropic, and other planning needs are identified and met ... of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers **Required Qualifications, Capabilities,...referrals + Strong knowledge of US and local transfer tax law and local substantive trust law,… more
- Columbia Bank (UT)
- …years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+ years'involvement ... of business, with the approval and guidance of the Trust Regional Director or Trust ...in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication… 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 value inclusion. We are currently seeking a Lead Director of Gift Planning. The Gift Planning team within… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... larger wealth marketing umbrella. This role reports directly to the Commerce Trust Director of Marketing. For consideration, candidates must attach a strong ad… 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
- Publicis Groupe (New York, NY)
- …technology solutions and business services including finance, accounting, legal, benefits, procurement, tax , real estate , treasury and risk management to help ... and help our people stay ahead of change. As ** Director , Global Learning Architecture & Programs** , you'll design,...+ Work effectively within a highly matrixed environment, building trust and momentum across multiple regions and disciplines. +… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... functions within the team. This role reports directly to the Commerce Trust Director of Marketing. Please provide samples of recent applicable work. Essential… more
- Cherry Bekaert (Spring, TX)
- As a Tax Director in our Tax ...software tools such as SegStream. + Knowledge of real estate appraisals and valuations. + A knowledge of IRS code ... work with an excellent team of CPAs, engineers, and tax law experts. The group offers unparalleled knowledge and...or JD is required for Manager, Senior Manager, and Director positions. + Minimum of 5 years' experience in… more