- 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
- 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
- PNC (Fort Lauderdale, FL)
- …basis. Some responsibilities may be performed remotely, at the manager's discretion. Estate and Trust administrations are faced with intricate and complicated ... external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts...in which PNC serves as executor or trustee, including estate settlement trusts and other estate… 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 (East Saint Louis, IL)
- …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
- Edward Jones (St. Louis, MO)
- …of 8 experienced and specialized professionals that support the delivery of tax and estate planning that is part of the comprehensive and personalized financial ... (APPS). We provide ongoing client services including holistic financial planning , tax and estate planning ...be responsible for engaging with third-party providers (eg tax planning firms, national law firms) to execute… 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
- 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
- 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
- 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
- Amazon (Seattle, WA)
- …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
- BP Americas, Inc. (Tampa, FL)
- …new store development process. 9. Represent bp in industry settings, such as local/regional/ national ICSC events; stay abreast of real estate issues and ... We currently have an exciting opportunity for a Real Estate Advisor to join our Real Estate ...Strong Ethics: This culture emphasizes integrity and accountability, building trust within the team and with clients, which can… more
- Amazon (Austin, TX)
- Description Amazon Web Services (AWS) is seeking an experienced Real Estate Principal to lead the strategy, identification, acquisition, and development of ... ideal candidate brings 15+ years of experience in real estate site selection, acquisition, and development, with 5+ years...from the most successful startups to Global 500 companies trust our robust suite of products and services to… more
- Carter's/OshKosh (Atlanta, GA)
- …home to demonstrate your leadership skills and refine your legal capabilities in Real Estate ? Carter's is seeking a highly motivated and experienced Real Estate ... 1000+ store portfolio. Ideally, you will have a strong understanding of real estate law and practices and experience in various legal areas, including leasing, risk… more