- Deloitte (Princeton, NJ)
- …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
- Wells Fargo (Chicago, IL)
- …accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income ... will be responsible for the review and implementation of complex estate planning documents, identifying problems and issues to mitigate risk, offer solutions,… more
- Deloitte (Houston, TX)
- …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
- Fujifilm (Nashville, TN)
- …company with a diverse portfolio of technology and manufacturing businesses. This attorney will work both independently and collaboratively and be a reliable legal ... SaaS agreements, facilities services agreements, logistics services agreements, real estate agreements, non-disclosure agreements, purchase orders, among others. +… more
- KeyBank (Brooklyn, OH)
- …years work experience in the following fields preferred: litigation, probate and estate planning , bankruptcy legal support, mortgage servicing, or loss ... for filing of litigation case or provide information to attorney regarding payments made on judgment and whether a...billing is accurate; update the system for billing by attorney vendors + Refer accounts to and speaking with… more
- Byline Bank (Naperville, IL)
- …collateral, and other required closing conditions. + Partners with closing attorney to ensure loan documents meet all legal requirements and recommendations ... of transactions, including working with title companies and/or closing attorney to ensure all parties are in balance and...title search, etc. + Monitor USDA fees and real estate taxes to ensure payments are timely and accurate.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …educational and technical resource to manage the complexities of significant wealth, including estate , tax and charitable planning ; business succession and exit ... financial plans for advisors and their clients utilizing financial planning software. Provide planning solutions to meet...client and the client's legal and tax professionals (eg attorney or CPA). + Organize and lead advisor and… more
- Deloitte (Portland, OR)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of… more
- Deloitte (Louisville, KY)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of… more
- State of Colorado (Denver, CO)
- …Additionally, the position supports the creation of a Legacy Donor Program, including estate negotiations in collaboration with the Attorney General's Office and ... programs and services statewide, and to manage land use through real estate acquisition and conservation internally and with partnering landowners. Description of… more