- American Heart Association (Dallas, TX)
- …can make with us. The American Heart Association has an excellent opportunity for a ** Senior Charitable Estate Planning ** **Advisor** in our Mission ... senior level fundraising position engages with professional estate planning and wealth advisors as well...covering WY, CO, NM, OK, TX, and AR requesting charitable estate planning information from… 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
- Grant Thornton (Dallas, TX)
- …reviews. Research and consult on various tax matters, primarily in the federal estate , gift, charitable planning , and generation-skipping tax arenas; utilize ... Private Wealth Services Tax Senior Manager As the Private Wealth Services Tax...secondary reviews of complex tax returns and provide income, estate , and gift tax planning strategies for… more
- Citigroup (Sioux Falls, SD)
- …preservation and continued growth of trust assets while achieving their specific trust and estate planning objectives and introduces clients to a broad range of ... testamentary trusts, ILITS and IRA accounts, various types of charitable trusts, estate accounts, and agency accounts,...includes 13 major categories. + Assess the client's overall estate and tax planning needs: including the… more
- Brookfield Properties (Honolulu, HI)
- …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 +...vesting begins days 1 + Career development programs + Charitable donation matching + Paid Time Off Core Competencies:… more
- Edward Jones (St. Louis, MO)
- …team relationships + Reviewing, understanding, and interpreting language in trusts and other estate planning documents in order to formulate a plan for execution ... to deliver an excellent client experience + Discussing and explaining complex estate planning concepts, trust terms and legal concerns/requirements with… more
- Brookfield Properties (Centennial, CO)
- …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...team, we encourage you to apply. Job Description Overview Senior Manager, Business Strategies will play a pivotal role… more
- Brookfield Properties (Scottsdale, AZ)
- …Excel and other MS applications required + Understanding of housing markets, land-use planning and real estate financial modeling + Familiarity with zoning laws, ... creativity, relentless innovation, and sound Sustainability practices to the planning , development, and management of buildings everywhere. From offices, retail… more
- Brookfield Properties (Minnetonka, MN)
- …Job Description This position will be on site at Ridgedale Center. 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 (vacation,… more
- Brookfield Properties (Houston, TX)
- …unparalleled creativity, relentless innovation, and sound ESG 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. We see tomorrow, today....encourage you to apply. Job Description Your Team The Senior Director of Land is responsible for the acquisition,… more
- Brookfield Properties (Scottsdale, AZ)
- …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...vesting begins day 1 + Career development programs + Charitable donation matching + Paid Volunteer Hours + Paid… more
- Brookfield Properties (Frisco, TX)
- …team, we encourage you to apply. Job Description Position Summary The Senior Operations Manager is responsible for the cost-effective operation, care, preventative ... maintenance, and long-term preservation of the physical assets of the property. The Senior Operations Manager partners with the Senior General Manager to achieve… more
- Friedman Management Company (Chicago, IL)
- Commercial Real Estate Broker - Investment Sales Job Details Level Experienced Job Location Chicago Metropolitan Area - Chicago, IL Job Category Sales With a stellar ... reputation for over 35 years, Friedman Real Estate is one of the largest privately owned full-service...division - debt sourcing + Construction, design, and space planning division + Annual match funds to be used… more
- City National Bank (Wilmington, DE)
- …with Clients of Interest ("COIs") in the community via Bar Associations, ACTEC, and Estate Planning Councils. The role involves working with and cultivating a ... *FIDUCIARY OFFICER SENIOR - Hybrid Schedule, Wilmington, DE. * WHAT...QPRTs, Family Limited Partnership and LLC agreements, and other estate planning documents for estates with wide-ranging… more
- Vanguard (Charlotte, NC)
- …with clients surrounding topics such as: ETFs, Mutual Funds, legacy planning , estate planning , trusts, charitable giving, and other wealth management ... expertise to align solutions through education and guidance. Support strategy planning for a book of business. Model growth opportunities, contribute to… more
- NBT Bank (Lakeville, CT)
- …personal and real property sales or transfers, cost basis adjustments, income and estate death tax planning and tax filings. Maintains ongoing communications ... and expertise as a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed… more
- Alexandria Real Estate Equities, Inc (Research Triangle Park, NC)
- ** Senior Property Manager** Location **Research Triangle, NC** Job Function **Asset Services** Employment Status **Regular, Full-Time, Exempt** Apply Now ... (https://phe.tbe.taleo.net/phe03/ats/careers/v2/applyRequisition?org=ALEXANDRIARE&cws=40&rid=1276) The Senior Property Manager is responsible for leading and overseeing… more
- Brookfield Properties (West Des Moines, IA)
- …and operating expense plans to meet or exceed company expectations. + Work with the ( Sr ) General Manager to support the real estate tax team in developing ... on-site at Jordan Creek Town Center. The Associate General Manager assists the ( Sr ) General Manager with increasing the value and liquidity of the shopping center.… more
- Deloitte (Columbus, OH)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions...June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will… more
- Wayne State University (Detroit, MI)
- Senior Director, Planned Giving Wayne State University is searching for an experiencedSenior Director, Planned Givingat its Detroit campus location. Wayne State is a ... estates and trusts to ensure gifts are received upon settlement of the donor's estate . Work closely with President and VP Development to secure principal estate … more