- BMO Financial Group (Los Angeles, CA)
- …Investments, WM Legal, Trust Real Estate & Special Assets, and Trust Tax to address risk issues, ensure effective administration, and deliver integrated ... seeking highly experienced and client-focused applicants to join our Trust team as a Director , Trust...attract new clients. + Stay current on changes in trust and tax law, and estate… more
- JPMorgan Chase (San Francisco, CA)
- …Planner within JP Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information ... resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position… more
- Providence (Tarzana, CA)
- …in taxation, trust and estates, probate, corporations, contracts, and real estate . + **Experience:** 8 years of experience in planned giving or related field ... so, we have an exceptional role waiting for you! **The Role:** As the Director of Planned Giving, reporting to the ministry Executive Director Philanthropy,… more
- Columbia Bank (Los Angeles, CA)
- …years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+ years'involvement ... of business, with the approval and guidance of the Trust Regional Director or Trust ...in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …a plus; CPA preferred -Experience with high net worth individual tax , partnership, trust , estate tax -Strong supervisor experience (will manage 3 staff) ... detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may...with high net worth individual tax , partnership, trust , estate tax Strong supervisor… more
- Cherry Bekaert (CA)
- As a Tax Director in our Tax ...software tools such as SegStream. + Knowledge of real estate appraisals and valuations. + A knowledge of IRS code ... work with an excellent team of CPAs, engineers, and tax law experts. The group offers unparalleled knowledge and...or JD is required for Manager, Senior Manager, and Director positions. + Minimum of 5 years' experience in… more