- American Heart Association (St. Petersburg, FL)
- …can make with us. The American Heart Association has an excellent opportunity for a ** Senior Charitable Estate Planning ** **Advisor** in our Mission ... This senior -level fundraising position engages with professional estate planning and wealth advisors, as well...staff members, to provide technical assistance. Success in the Sr . Charitable Estate Planning… more
- GRF CPAs & Advisors (Bethesda, MD)
- …actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.… more
- Auburn University (Auburn, AL)
- …we need talent like yours to complete our team! **What You'll Do:** + **Provide charitable estate planning , and tax related expertise:** Work with alumni and ... Senior Planned Giving Officer to join our Gift Planning team!** In this pivotal role, you will use...professional growth. Guide team members in best practices regarding charitable estate planning + **Stewardship… more
- Alaka'ina Foundation Family of Companies (Washington, DC)
- Sr Subject Matter Expert/Functional Area Expert Location DC - Washington Job Code 13516 # of openings 1 Apply Now ... Alaka`ina Foundation Family of Companies (FOCs) is possibly looking for a Senior Subject Matter Expert/Functional Area Expert (SME/FAE) to provide support for our… more
- Grant Thornton (Boston, MA)
- …+ Research and consult on various tax matters, primarily in the federal estate , gift, charitable planning , and generation-skipping tax arenas; utilize ... As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex...compliance services for complex tax returns and provide income, estate , and gift tax planning strategies for… more
- ADP (Roseland, NJ)
- …this role, you will lead a project team to implement Corporate Real Estate projects by planning , organizing, controlling, and deploying key milestones, ... ADP is hiring a ** Sr . Engineering Project Manager.** + Do you thrive...budgets. You will manage all project phases, including initiation, planning , execution, monitoring, control, and closure. When done successfully,… more
- Brookfield Properties (Champaign, IL)
- …our team, we encourage you to apply. Job Description Position Summary The Sr Facilities Technician is responsible for assisting the Operations Manager or Manager on ... competencies required to work safely + Assist with emergency planning and response in coordination with management team +...Vests on Day 1 + Career development programs + Charitable donation matching + Generous paid time off (ie,… more
- Brookfield Properties (Newark, DE)
- …our team, we encourage you to apply. Job Description Position Summary The Senior General Manager inspires and leads the property team and collaborates across ... categories/brands and be familiar with local market business and real estate trends. + Develop favorable relationships with local officials, government leaders,… more
- Neuberger Berman (New York, NY)
- …will advise high-net-worth clients on all aspects of trust and estate planning , tax strategy, pre-liquidity events, and charitable giving. The role focuses ... with complex client relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and external experts… more
- Brookfield Properties (San Ramon, CA)
- …creativity, relentless innovation, and sound Sustainability practices to the planning , development, and management of buildings everywhere. From offices, retail ... establishments, and mixed-use structures - we are reimagining real estate from the ground up. If you're ready to...encourage you to apply. Job Description Overview: The ITSM Senior Support Analyst plays a critical role in delivering… more
- HCA Healthcare (San Antonio, TX)
- …reach our goals. Unlock your potential! **Job Summary and Qualifications** The Director, Real Estate is responsible for the planning and execution of real ... volunteering in our communities. As a(an) Director of Real Estate with Methodist Healthcare you can be a part...elder and pet care, home and auto repair, event planning and more + Consumer discounts through Abenity and… more
- Friedman Management Company (Farmington Hills, MI)
- …Category Sales Description With a stellar reputation for over 35 years, Friedman Real Estate is one of the largest privately owned full-service real estate firms ... + College degree required. + State of Michigan Real Estate Salesperson's License, or the ability to procure a...division - debt sourcing + Construction, design, and space planning division + Annual match funds to be used… more
- City National Bank (Nashville, TN)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a...and * competitive positioning. * Interface with executive and senior level management within the Bank as well as… more
- Pew Charitable Trusts (Washington, DC)
- …Department is a critical function within the operations division of The Pew Charitable Trusts and supports the Pew Research Center. Consisting of approximately 30 ... culture of the organization. This role oversees facilities, real estate both owned and leased, conferences and events, and...values, and operational priorities. The Vice President partners with senior leaders across HR, IT, and Finance to drive… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …client outcomes + Provide internal guidance to wealth advisors on tax‑related questions and planning opportunities + Knowledge of estate and gift tax planning ... to JC del Rosario - I'd love to connect! Senior Tax Preparer Role Overview We're seeking an experienced... and direct client interaction + Working knowledge of estate and gift tax planning + Ability… more
- Auburn University (Auburn, AL)
- …university's needs. + **Adaptive Industry Trends:** Keep on top of changes in tax laws, estate planning , and charitable giving trends to provide the best ... Certifications** Desired Qualifications **Desired Qualifications** **Experience in:** + Planned Giving + Estate Planning + Financial Planning + Financial… more
- Wells Fargo (Boston, MA)
- …analysis, asset allocation analysis, income tax planning , charitable planning , business succession, asset protection, and estate and wealth transfer ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well… more
- Williams Parker (Sarasota, FL)
- …answer all questions pertaining to estate planning , transfer tax planning , business succession, charitable giving, and retirement planning goals. ... about working with high-net-worth clients and their families on sophisticated estate planning matters. The scope of work includes wills, revocable and… more
- Commonwealth of Pennsylvania (PA)
- Senior Investment Accounting Specialist PSERS Print (https://www.governmentjobs.com/careers/pabureau/jobs/newprint/5171958) Apply Senior Investment Accounting ... performing various complex and highly automated investment account activity involving Real Estate and alternative investment advisors? Would you enjoy the option of… more
- Truist (Houston, TX)
- …to acquire new clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive analysis, ... including wealth transfer tax planning , income tax planning , capital sufficiency analysis, charitable planning...retirement planning , employee benefits, stock options, insurance, estate planning , and business planning .… more