- 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
- Robert Half Legal (Atlanta, GA)
- …Preparation and review of fiduciary income tax returns, gift tax returns, estate tax returns, and charitable trust returns * Manage deceased client ... in the accurate gathering, organization, and synthesis of client data, including estate planning documents, financial statements, and tax returns * Prepare… more
- BMO Financial Group (Milwaukee, WI)
- …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
- 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
- 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
- BMO Financial Group (Naples, FL)
- … Trust Administration processes and procedures + In-depth / expert knowledge of Trust Tax , Trust Accounting and Investment Management + In-depth / ... Provides high quality sales and service to Trust & Estate clients to deliver...expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations. +… more
- Bank OZK (Austin, 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
- 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 ... Are you the future Finance Manager 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
- Mackenzie Eason & Associates (Edmond, OK)
- …the Edmond Economic Development Authority (EEDA) to recruit their next Executive Director of Economic Development. Reporting to the Board, the Executive Director ... to drive economic development initiatives and efforts in Edmond. The Executive Director will deliver on the organization's goals by developing and implementing new… 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
- City of Norfolk, Virginia (Norfolk, VA)
- Assistant Director Print (https://www.governmentjobs.com/careers/norfolk/jobs/newprint/4786701) Apply Assistant Director Salary $92,438.00 - $153,829.00 ... Description The City of Norfolk is seeking an Assistant Director to join an exciting opportunity with the new...+ Leads the development and implementation of a Housing Trust Fund (or otherwise named fund designed to invest… more
- Principal Financial Group (Des Moines, IA)
- … Director of Advanced Solutions will provide critical support on sophisticated tax and accounting issues, including estate , business, executive benefit, and ... written materials, courses, and seminars for financial professionals, attorneys, marketing, trust officers, accountants, producers and CPAs. + Maintain and provide… more
- JPMorgan Chase (Miami, FL)
- …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
- Truist (Atlanta, GA)
- …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
- 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
- KeyBank (Tarrytown, 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
- State of New York Mortgage Agency (New York, NY)
- …subsidy programs under Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME, RAD, Mitchell-Lama, and various ... other State housing programs. The primary purpose of the Director of Operations is to support the SVP of Statewide Asset Management in matters that cross the three… more
- Commerce Bank (St. Louis, MO)
- …private wealth management capabilities include financial planning, estate and tax planning, investment management, private banking and trust administration ... for wealth management. This position reports directly to the Director of Marketing for Commerce Trust . This...to the Director of Marketing for Commerce Trust . This position is in-person located in the Clayton,… more
- BMO Financial Group (Los Angeles, CA)
- …+ Provides insight and expertise on advanced financial planning concepts to include tax , estate and succession planning, philanthropy, and other complex wealth ... partnership with our Business Development Team, Investment Advisors, Bankers and Trust Officers to develop and deliver a client-focussed wealth planning experience… more
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