- Bank of America (Norfolk, VA)
- …Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience **Desired Qualifications:** ... + 10-15 years of trust administration and estate planning experience + Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from… more
- Truist (Richmond, VA)
- …industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning , fiduciary and tax laws. 3. Strong analytical skills including, issue ... time. 1. Understands and is conversant with financial and estate planning strategies and is able to...planning , and banking goals and objectives. 4. Ensures trust administrative duties are completed in an effective and… more
- Amazon (Arlington, VA)
- …Global Real Estate and Facilities (GREF) team provides real estate transaction expertise, business partnering, occupancy planning , capital investment ... between each business unit and GREF to align real estate strategies in support of business objectives. As a...business partner who excels in an entrepreneurial culture, building trust quickly. They have a strong mastery of the… more
- Wells Fargo (Mclean, VA)
- …Excel, Outlook and PowerPoint) + Knowledge and financial modeling + Knowledge of estate planning + Ability to prioritize work, meet deadlines, achieve goals, ... provides a full range of personalized wealth management, investment, planning , and retirement products and services to meet clients'...develop advanced level use of software systems utilized by Trust and Real Estate Asset Management Services… more
- Amazon (Arlington, VA)
- …Global Real Estate and Facilities (GREF) team provides real estate transaction expertise, business partnering, occupancy planning , capital investment ... between each business unit and GREF to align real estate strategies in support of business objectives. As a...business partner who excels in an entrepreneurial culture, building trust quickly. They have a strong mastery of the… more
- Amazon (Herndon, VA)
- Description AWS Infrastructure Services owns the design, planning , delivery, and operation of all AWS global infrastructure. In other words, we're the people who ... projects including early land evaluation, pre-development, and related real estate transactions, including stakeholder management, and risk mitigation. In this… more
- Amazon (Arlington, VA)
- …to move workload development forward. * Track and report transformation and capacity planning metrics to mission owners and AWS WWPS to ensure capacity and ... - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses. Work/Life… more
- Cherry Bekaert (Tysons Corner, VA)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... and related matters + Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are a plus **What you… more
- Cherry Bekaert (Richmond, VA)
- …Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts ... Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC… more
- Robert Half Legal (Vienna, VA)
- …looking for an experienced Attorney with a strong background in tax and estate planning to support high-net-worth families. This role involves crafting ... and family offices. Responsibilities: * Develop and implement comprehensive tax and estate planning strategies tailored to high-net-worth clients. * Provide… more