- Auburn University (Auburn, AL)
- …our Gift Planning team!** In this pivotal role, you will use your financial, tax , and estate planning skills to secure transformative philanthropic gifts of $1 ... complete our team! **What You'll Do:** + **Provide charitable estate planning, and tax related expertise:** Work with alumni and constituent development officers… more
- CBRE (Springfield, MA)
- …of the project, such as, mortgage financing, insurance replacement cost calculation, estate valuation, tax appeals, corporate employee relocation, investment, or ... you will independently prepare market value appraisals on real estate with review by a Managing Director (one of...[MAI] Member of the Appraisal Institute). You'll prepare real estate appraisal reports from start to finish on properties,… more
- CBRE (Albuquerque, NM)
- …the project, such as, mortgage financing, insurance replacement cost calculation, estate valuation, tax appeals, equitable distribution, corporate employee ... you will independently prepare market value appraisals on real estate assets with review by a Director (one of...(one of whom must be MAI). You'll prepare real estate appraisal reports from start to finish on simple… more
- Regions Bank (Little Rock, AR)
- …accounting or related field + Three (3) years of Trust Administration, Estate / Tax Law, Financial Planning or relevant experience including direct client ... interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and advice, legal, insurance, real estate , asset management,… more
- Fifth Third Bank, NA (Evansville, IN)
- …through the development, delivery and implementation of advanced planning techniques: ( estate , tax , insurance, option, investment, retirement). + Reviews all ... + Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling… more
- Insight Global (San Francisco, CA)
- …and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a ... firm * Experience developing a book of clients * Expertise in estate , tax , retirement, insurance, investment, and cash flow/capital needs planning analysis *… more
- Robert Half Legal (Denver, CO)
- … planning, elder law, and fiduciary tax processes. * Familiarity with preparing estate tax returns and other related tax documents. * Excellent calendar ... associates in their dynamic and busy elder law and tax practice. The legal assistant should have 5 plus...and communication skills. * Knowledge of trust administration and estate -related legal procedures. Robert Half is the world's first… more
- Guardian Life (Tallahassee, FL)
- …mutual funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as ... 1120/1120S/1065 business tax returns + Analyzing balance sheet and income statements...sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable… more
- JPMorgan Chase (San Francisco, CA)
- …Planner within JP Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a ... JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate… more
- Westside Federation for Senior Supportive Housing (New York, NY)
- …expectations. + Monitor key portfolio dates including loan maturities, Y15, real estate tax abatement expirations and regulatory agreement expirations. + ... neighborhoods. JOB SUMMARY The Asset Manager will monitor WSFSSH's growing real estate portfolio, which currently consists of 31 buildings with over 2300 units… more