- Fox Rothschild LLP (Sarasota, FL)
- …types of legal matters (including corporate, litigation, bankruptcy, labor & employment, tax , and estate planning) and define relationships within the firm's ... new business intake processes. + Proficiency to work independently and to exercise reasonable judgment in seeking input from the Director of Conflicts and the Office of the General Counsel as needed. + Excellent interpersonal skills. + Strong service… more
- USAA (Tampa, FL)
- …advice, tax -efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. + ... + Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective… more
- CBRE (Tallahassee, FL)
- …Bay area** **About Us** CBRE is the world's largest commercial real estate services and investment services firm. The CBRE Renewables Advisory group operates ... enabling renewable energy and energy transition projects through capital markets and tax credit solutions. We are seeking a highly motivated and experienced Business… more
- Anywhere Real Estate (Brandon, FL)
- …Escrow Support Specialist plays a key role throughout the duration of the real estate transaction by providing centralized support to a variety of Escrow Officers to ... branch, including: Reviewing commitment/prelim and seller/buyer information forms. Ordering tax certificates, HOA certificates/statements, surveys, payoff statements, and lien… more
- Raymond James Financial, Inc. (FL)
- …the development team. + Contributes to the understanding and analysis of real estate market conditions and long term competitiveness of the project. + Reviews ... understanding development industry practices and techniques. + Familiarity with Real Estate and Construction Contract Law. + Understanding of partnership and other… more
- Truist (Fort Lauderdale, FL)
- …Deliver customized, complex banking and capital markets solutions to private real estate developers and investors nationwide. Banker is the primary point of contact, ... and market overviews. 6. Engage and be active in various Commercial Real Estate (CRE) industry organizations including, but not limited to, ULI, NAIOP, CREW, RELA,… more
- Truist (Orlando, FL)
- …complex banking and capital markets solutions to private affordable housing real estate developers and investors nationwide. Banker is the primary point of contact, ... and market overviews. + Engage and be active in various Commercial Real Estate (CRE) industry organizations including, but not limited to AHTCC, AHIC, NHRA, ULI,… more
- Cherry Bekaert (Tallahassee, FL)
- …Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer an opportunity to work ... with a deep track record in NMTC allocation applications, tax credit placement and deployment, and tax ...feet of new and improved commercial and industrial real estate . SFS's current portfolio consists of investments in areas… more
- Wells Fargo (Palm Beach, FL)
- …investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and ... asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset...Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and… more
- Williams Parker (Sarasota, FL)
- …preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices); filing ... admission of the will and other probate hearings; administering estate accounts and assisting with the liquidation and transfer...Technical knowledge + EstateWorks + HotDocs + BNA 706 tax preparation + iManage document management system + MS… more