- Charles Schwab (Westlake, TX)
- …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 ... The Wealth Specialist will be the subject matter authority in all implications of a clients Tax , Trust and Estate needs. **What you have** As a Tax , … more
- 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 (Iselin, NJ)
- 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
- 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
- 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)
- …as a client-facing individual contributor on a high performing team. The Director of Trust Administration is responsible for overseeing the administration ... 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 (New York, NY)
- ** Tax Director - Private Equity** **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
- 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
- State of Colorado (Denver, CO)
- Assistant Director - Energy Innovation (Denver, CO) Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/4856744) Apply Assistant Director - ... retirement plans including PERA Defined Benefit Plan or PERA Defined Contribution Plan, plus pre- tax and Roth 401K and 457 plans + Paid life insurance + Short- and… 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
- 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
- Huntington National Bank (Chicago, IL)
- …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
- 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
- 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
- University of North Carolina at Charlotte (Charlotte, NC)
- …through professional development. Develop and maintain current understanding of relevant tax , probate, trust and financial/ estate planning information ... that knowledge to inform and propose strategies for addressing donors' philanthropic/ estate planning objectives. + Manage a portfolio of 75-100 individuals capable… more