- Providence (Mission Hills, CA)
- …at the forefront of managing, planning , coordinating, and implementing a comprehensive estate planning and gift program. You will interpret and apply laws ... management required. + **Success Record:** Demonstrated experience and success with estate planning and major gift solicitation required. + **Leadership… more
- Bank of America (San Francisco, CA)
- …for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private ... for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private … more
- Robert Half Legal (Walnut Creek, CA)
- …trusts, wills, and conservatorships. * Develop and implement case strategies tailored to estate planning conflicts, fiduciary disputes, and elder law matters. * ... In this role, you will handle a variety of estate -related disputes, including trust and probate litigation,...probate and conservatorship processes. * Monitor compliance with relevant estate planning , probate, and conservatorship laws and… more
- Grant Thornton (San Francisco, CA)
- … estate , and hospitality sectors, among others. Responsibilities include planning , directing, and completing projects and services for investigations, litigation ... As a Real Estate /Construction Advisory Manager, you will get the opportunity...Run client engagements from start to finish, which includes planning , organizing, conducting, directing, and completing projects and services… more
- Columbia Bank (Irvine, CA)
- …can only achieve this through the dedication of our associates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... Affordable Housing, and small ticket Multifamily) for non-owner-occupied investment income real estate . Ensure accuracy and compliance within a defined scope and in… more
- Robert Half Management Resources (Walnut Creek, CA)
- …and Section 199A provisions to optimize tax strategies * Conduct thorough evaluations of trust and estate tax filings, ensuring meticulous attention to detail * ... knowledge of pre-2018 tax regulations to support compliance and planning efforts * Utilize familiarity with 2018 tax changes...in tax preparation and accounting * Proficiency in fiduciary, trust , and estate tax processes * Strong… more
- Columbia Bank (Newport Beach, CA)
- …complex client financial needs. This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment management. ... and portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax, advanced investment management skills. + CFP, CIMA,… more
- The County of Los Angeles (Los Angeles, CA)
- …as deeds, leases, licenses, and maps in order to appropriately process real estate transactions. + Negotiation- Creates rapport and trust with parties having ... processing. Special Requirement Information: *Supervisory experience includes responsibility for planning , assigning and reviewing the work of staff, evaluating… more
- AECOM (Sacramento, CA)
- …databases, and document files + Assist with preparing and reviewing real estate documents and correspondence + Coordinate task tracking and communication between ... and/or education **PREFERRED REQUIREMENTS** + General knowledge of real estate and accounting practices and principles + Able to...to work well with others and able to develop trust rapport with consultants, colleagues, and other departments +… more
- Brookfield Properties (Riverside, CA)
- …categories/brands and be familiar with local market business and real estate trends + Develop favorable relationships with local officials, government leaders, ... obligations and partnerships with adjacent property owners + Support the real estate tax team in developing proactive tax strategies + Support corporate… more