- Charles Schwab (Bellevue, WA)
- …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
- 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
- East House Corporation (Rochester, NY)
- Vice President of Real Estate , Facilities, Purchasing & Contracting Rochester, NY (http://maps.google.com/maps?q=259+Monroe+Ave+Rochester+NY+USA+14607) Description ... healing and long-term recovery. Position Overview:The Vice President of Real Estate , Facilities, Purchasing & Contracting is a senior-level leader responsible for… 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
- 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
- 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
- Robert Half Finance & Accounting (Reno, NV)
- … tax experience, including partnership and corporate taxation . Working knowledge of Individual and Trust tax rules, with Estate and Gift tax rules a ... with a Reno based Family Office to identify a Tax Director to join their dynamic and... planning for various accounts/entities with primary responsibility for trust , corporate and partnership returns. This person will provide… more
- Grant Thornton (Reno, NV)
- As the Private Wealth Services Tax Director , you'll lead the team's production of primary and secondary reviews of complex tax returns and provide income, ... estate , and gift tax planning strategies for your high net worth, closely...we believe in making business more personal and building trust into every result - for our clients and… 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)
- head/vp/ director , tax . + salem , virginia + posted 9 days ago... Tax , Income Tax , Tax Planning, Trust & Estate Tax , tax audit, ... This position offers a unique and strategic opportunity for an experienced Tax Firm Owner interested in being acquired while maintaining an active leadership… 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
- Robert Half Finance & Accounting (Farmington Hills, MI)
- …a proven background in federal, and multi-state tax planning + Excel in Estate and Trust return preparation and planning + Enjoy working with operations, ... Location: Novi Area Overview: The Vice President of Tax leads all tax , estate ...risk, developing coverage recommendations. + Partner with the HR Director to develop company-wide risk management policies. Team Development… more
- JPMorgan Chase (Los Angeles, CA)
- …management topics + Serve as a resource to the USWM field in the areas of financial, tax and trust & estate planning strategies as well as in concentrated ... Morgan Wealth Management, you will need an understanding of tax and trusts & estate laws and...Ability to drive business results with broad background in trust and estate planning issues + A… 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
- 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
- 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 ... NC? Are you the future Comptroller 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
- 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