- Moss Adams LLP (Sacramento, CA)
- ** Tax Managing Director - Real Estate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state taxaudits +… more
- Grant Thornton (Melville, NY)
- As a Valuation & Modeling - Real Estate - Managing Director , you'll assist clients by leading teams that apply traditional and cutting-edge valuation approaches ... day-to-day may include: + Supervising and overseeing the real estate component of Valuation engagements throughout the transaction process...we believe in making business more personal and building trust into every result - for our clients and… more
- BMO Financial Group (Centennial, CO)
- …Investments, WM Legal, Trust Real Estate & Special Assets, and Trust Tax to address risk issues, ensure effective administration, and deliver integrated ... attract new clients. + Stay current on changes in trust and tax law, and estate...seeking highly experienced and client-focused applicants to join our Trust team as a Director , Trust… more
- Bank of America (Dallas, TX)
- …JD considered highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax experience preferred + Strong ... the Chief Fiduciary, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary… more
- American Tower (Boston, MA)
- **The Team** We are seeking a Director , Tax Strategy to join American Tower's Corporate Tax Department. The Global Tax Strategy team forecasts and ... manages global cash taxes, analyzes and implements tax planning ideas, assists with mergers and acquisitions ("M&A"),...cash repatriations, and ensures the Company maintains its real estate investment trust ("REIT") status. Day to… more
- University of Virginia (Charlottesville, VA)
- …in collaboration with the UPG Legal Affairs and Facilities and Real Estate teams. The incumbent prepares financial performance and rental rate analysis, and ... are updated when lease terms change, and periodically validating real estate financials transactions; ▪ Conducting CAM reconciliations to confirm that operating… more
- BMO Financial Group (Chicago, IL)
- The Director of Trust Administration is responsible for overseeing the administration of fiduciary accounts. This role requires a deep understanding of trust ... internal policies. While the primary focus is on technical trust administration, the Director will also support...levels of service and responsiveness. * Coordinate with investment, tax , and estate planning professionals to provide… more
- Moss Adams LLP (El Segundo, CA)
- ** Tax Director ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax … more
- BMO Financial Group (Los Angeles, CA)
- …customized fiduciary solutions aligned with client goals. * Maintain up-to-date knowledge of trust laws, estate tax regulations, and fiduciary industry ... and fiduciary risk. * Strong understanding of OCC regulations, fiduciary laws, estate tax considerations, and wealth transfer strategies. * Exceptional… more
- JPMorgan Chase (Newport Beach, CA)
- …Morgan Wealth Management Wealth Planning & Advice, you will use your deep understanding of tax and trust & estate laws to simplifying complex legal concepts ... must have excellent communication skills, a strong initiative, a deep understanding of tax and trust & estate laws, and a natural curiosity for people,… more
- State of Colorado (Denver, CO)
- Director of the State Land Board - Non-Classified...Defined Benefit Plan or PERA Defined Contribution Plan, plus pre- tax and Roth 401K and 457 plans + Paid ... Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/4791256) Apply Director of the State Land Board - Non-Classified Salary $170,000.00 -… more
- Hamilton College (Clinton, NY)
- …were established as an honor society recognizing those who include Hamilton in their estate plans or establish a trust or similar planned gift in their ... follow-up on web inquiries regarding information on planned giving options. + Assist the Director of Gift Planning with estate administration. + Work with the… more
- JPMorgan Chase (Houston, TX)
- …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
- JPMorgan Chase (New York, NY)
- …Advisor in the International Private Bank, you will help ensure that our clients' estate , income, tax , philanthropic, and other planning needs are identified and ... 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
- Huntington National Bank (Columbus, OH)
- …to deliver customized advice and services including sophisticated investment strategies, trust administration, philanthropic, trust , and estate planning, ... leadership experience + Expert understanding of business succession, transaction advisory, estate , legacy, philanthropy and trust planning, and financial… more
- Aston Carter (Lenexa, KS)
- … advice and guidance to clients on a wide range of tax -related matters, including income tax , estate tax , gift tax , and other tax planning ... trust . + Collaborate with other members of the tax advisory team to share knowledge, best practices, and...consists of over 15 professionals. Employees report to the Director of Tax . The organization offers opportunities… more
- State of Colorado (CO)
- CPW PROGRAM MANAGEMENT III / Deputy Assistant Director of Lands- (Denver, CO) Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/4838994) Apply ... CPW PROGRAM MANAGEMENT III / Deputy Assistant Director of Lands- (Denver, CO) Salary $103,644.00 - $165,840.00...Defined Benefit Plan or PERA Defined Contribution Plan, plus pre- tax and Roth 401K and 457 plans + Paid… more
- Commerce Bank (Kansas City, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This...for some roles. This compensation range is for the Director , Private Client Sales job and contemplates a wide… more
- Bank of America (Atlanta, GA)
- …+ Paralegal training and BS/BA or equivalent experience desired/preferred, not required + Prior trust , estate or tax experience a plus + Strong communication ... (TSS) -** Provides administrative support to Settlement Officers, Managers and National Trust Settlement Director . Works independently, but closely with Trust… more
- KeyBank (New York, NY)
- …the Family Wealth Consultant and Regional Planning Strategist ensuring there are comprehensive tax , estate , and planning strategies for each member of the ... - New York, New York 10019 The Family Office Director is a senior advisor that exclusively works with...review and proactive contact * Establish a level of trust and confidence with Family Wealth clients while navigating… more
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