- Robert Half Legal (Minneapolis, MN)
- …and create tax planning models and projections. * Develop intricate estate planning tax projections to assist clients in understanding potential future ... out the preparation of various tax returns, including fiduciary, estate , gift, and GST, individual and related entities, and...handling Revocable Trusts * Ability to prepare and file Estate Tax Return * Experience in Fiduciary Income Tax… more
- Fox Rothschild LLP (Denver, CO)
- …(including but not limited to corporate, litigation, bankruptcy, labor & employment, tax, real estate , estate planning , estate administration, trust ... planning , trust administration, and intellectual property matters) and define relationships within the conflicts-of-interest system. + Determine when it is appropriate and/or necessary to escalate an issue to the Conflicts Counsel, or the General Counsel's… more
- Vail Resorts (Park City, UT)
- …is seeking a strategic, motivated and organized Resort Planner to support real estate and mountain planning efforts across our resort portfolio. This role ... Full Time + Housing Availability: No **Job Responsibilities:** + Support real estate and mountain planning initiatives by coordinating across internal teams… more
- Vanguard (Charlotte, NC)
- …client needs and goals related to investment advice, tax strategies, legacy & estate planning , philanthropic giving, and corporate trust services. They also ... business management and relationship management. + Experience applying trust and estate planning knowledge to help preserve client's wealth + In-depth knowledge… 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
- BRIDGE Housing Corporation (San Diego, CA)
- …Valid CA driver's license Preferred + MBA or equivalent degree in business, real estate , architecture, planning , or finance + Strong knowledge of market dynamics ... within BRIDGE to assure compliance with underwriting and development goals Planning Approvals/Entitlements + Manage team of consultants and process of obtaining… more
- Edward Jones (West Palm Beach, FL)
- …partnering with our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd ... and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they… more
- UCLA Health (Los Angeles, CA)
- …As a Project Manager, you will play a crucial role in ensuring the Real Estate | Planning , Design, and Construction team completes projects on-time and on-budget ... teams, including General Services, IT, and clinical personnel. About Real Estate | Planning , Design & Construction manages building master planning and… more
- Robert Half Finance & Accounting (Harrisburg, PA)
- …investment preferences. * Create tailored financial plans addressing wealth management, retirement planning , estate planning , and other financial goals. * ... In this role, you will guide clients through personalized financial planning and investment strategies, helping them achieve their long-term wealth management… more
- Deloitte (San Juan, PR)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more