- Robert Half Legal (Encino, CA)
- …and grantor retained annuity trusts , as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate...plans for high-net-worth clients and designing and drafting irrevocable trusts such as Crummey trusts , intentionally defective… more
- Wells Fargo (San Francisco, CA)
- …Individual Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets,… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...we believe in making business more personal and building trust into every result - for our clients and… more
- UMB Bank (Sacramento, CA)
- **Commercial Real Estate Underwriter II-Arizona Remote** This role is responsible for assisting Real Estate Group (REG) relationship managers in the assessment ... and underwriting of new SBCRE (Small Balance Commercial Real Estate ) managed investment loans (non-owner occupied CRE loans $1,000,000 to $5,000,000) in accordance… more
- Healthpeak Properties, Inc. (San Francisco, CA)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing ... high-quality real estate focused on healthcare discovery and delivery. Our impressive...as requested POSITION REQUIREMENTS + High school diploma required, associate or bachelor's degree preferred + Minimum of 2… more
- Regions Bank (Pasadena, CA)
- …in depth about the role: + Support the onboarding process for commercial real estate loans + Ensure accuracy and completeness of loan documentation + Have working ... knowledge of key real estate loan documents: Promissory Notes, Loan Agreements, Deeds of Trust , and Title Policies. + High level of professionalism to deal with… more
- WTW (San Francisco, CA)
- …More experienced brokers may be responsible for training and supervising Associate Brokers. Responsible to ensure that relevant regulatory and technical standards ... **Qualifications** **The Requirements** * 5-12 years industry experience (real estate , hospitality and leisure industry experience preferred but not required)… more
- Grant Thornton (San Jose, CA)
- Tax Associate As a Tax Associate at...with a variety of entities such as corporations, partnerships, estates , trusts , and non-profits. In addition, you ... will be exposed to a variety of industries including real estate , consumer industrial products, financial services, and healthcare. Procedures vary depending on the… more
- Robert Half Finance & Accounting (San Diego, CA)
- …and prepare complex federal, state, and local tax returns for individuals, businesses, estates , and trusts . * Conduct thorough research on intricate tax issues ... Description We are looking for an experienced Senior Tax Associate to join our team in San Diego, California. In this role, you will provide expert tax compliance,… more
- Columbia Bank (Walnut Creek, CA)
- …experience in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax ... Trust Market Manager Wealth Management South Jordan, Utah...in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication… more