- Charles Schwab (Boston, MA)
- …they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... Wealth Specialist will be the subject matter authority in all implications of a clients Tax , Trust and Estate needs. **What you have** As a High Net Worth … more
- Salt Lake County (Salt Lake City, UT)
- …JOB SUMMARY Oversees and manages all aspects of the County's Real Estate Division, including planning, directing, coordinating, and evaluating a broad range of ... real estate functions, including public asset management, master planning, and...with an eye toward innovation and acumen to build trust and work effectively among diverse groups of internal… more
- Quality Technology Services, LLC (Overland Park, KS)
- …such as acquisitions / dispositions, leasing, zoning and land use, real estate finance, tax incentives, and development incentives. You maintain compliance ... of various legal documents and agreements, includingthose pertaining to real estate purchase/sale agreements, financing, leasing, tax incentives, economic… 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
- Robert Half Finance & Accounting (Kirkland, WA)
- …for tax -related matters. Responsibilities * Oversee and review complex individual, corporate, trust , and estate tax returns * Develop and implement ... Description We are searching for an experienced Tax Director to join our team...Trust tax and Trust Tax Returns * Understanding of Estate ...Trust Tax Returns * Understanding of Estate Tax and Estate … more
- Bank of America (Los Angeles, CA)
- …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
- Robert Half Finance & Accounting (Dallas, TX)
- Description Family Office/Real Estate Tax Manager role in Preston... estate tax * Public Accounting Tax * Partnership Taxation * Trust ... experience in a similar role * Experience in Real estate tax is necessary * Prior exposure...possess knowledge of Partnership Taxation * Ability to handle Trust Tax Returns is necessary * Proficiency… more
- Randstad US (Salem, VA)
- tax director . + salem , virginia + posted november 16, 2024... Tax , Income Tax , Tax Planning, Trust & Estate Tax , tax audit, ... for a highly experienced and detail-oriented CPA specializing in Tax preparation (business and personal tax ) to...specializing in Tax preparation (business and personal tax ) to join a well-established CPA firm in Salem,… more
- Moss Adams LLP (Eugene, OR)
- ** Tax Managing Director - Health Care** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax … more
- Moss Adams LLP (San Francisco, CA)
- ** Tax Director - Health Care** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax … more
- Bank OZK (Dallas, 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
- 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
- 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
- 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
- Publicis Groupe (New York, NY)
- …knowledge of wealth management services, including retirement planning, risk management, estate planning, philanthropy, insurance, tax strategies, and education ... services their customers truly value. **Overview** **Job Description:** As a Senior Director Product Management at Publicis Sapient, you act as your clients' trusted… more
- Turner & Townsend (New York, NY)
- …and retail/real estate industry. 2. Improving data quality and user trust by establishing data governance procedures that track data lineage and eliminate errors ... software. Formulating strategies to optimize governance, taxes, enabled savings in tax payments, labor cost optimization, and enhanced compliance. **JOB TIME** :… more
- Robert Half Legal (Boulder, CO)
- …attorney with 8 plus years post-law school experience in trust and estate planning for high-net-worth clients, tax planning, asset protection planning, ... abilities. The Senior Attorney will advise clients on complex estate planning, tax planning, asset protection planning, trust and estate administration,… more