- Robert Half Legal (Harwich, MA)
- … matters to ensure timely completion of tasks. * Assist in the preparation of estate , gift, and fiduciary tax returns. * Maintain organized and accurate case ... administration, and document drafting. * Comprehensive knowledge of Massachusetts trust and estate laws, probate procedures, and tax considerations. * Strong… more
- Healthpeak Properties, Inc. (Milwaukee, WI)
- …determine the proper expense accounts and instruct adjustments as needed. + Ensures all debt, real estate tax , and sales tax (where applicable) are made in a ... timely manner and internal schedules are maintained. + Adhere to internal accounting policies and procedures. + Independently manage and determine priority of outstanding tasks and research requests. + Assist in the set up and transitions of properties which… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and technical resource to manage the complexities of significant wealth, including estate , tax and charitable planning; business succession and exit planning, ... recommendations for the financial advisor, the client and the client's legal and tax professionals (eg attorney or CPA). + Organize and lead advisor and client… more
- Main Street Bank (Marlborough, MA)
- …employees and organizations. + Ensures the accurate and timely remittance of quarterly real estate tax payments due to each taxing authority in accordance with ... jurisdiction guidelines. + Conducts Annual Escrow Analysis ensuring accurate and timely tax payments have been recorded correctly in the core. Review and resolve… more
- Bober Markey Fedorovich (Akron, OH)
- …matrimonial litigation, economic damage analysis, forensic investigations, shareholder disputes, gift and estate tax planning, as well as GAAP and tax ... -related mergers and acquisitions support. Typical responsibilities of the Senior Analyst include but are not limited to: + Review and analysis of historical financial results. Building financial models including discounted cash flow and capitalized cash flow… more
- Bober Markey Fedorovich (Akron, OH)
- …matrimonial litigation, economic damage analysis, forensic investigations, shareholder disputes, gift and estate tax planning, as well as GAAP and tax ... -related mergers and acquisitions support. Responsibilities and expectations of the Director include but are not limited to: + Effectively service current client relationships and centers of influence and foster new relationships to maintain and grow the… more
- GRF CPAs & Advisors (Bethesda, MD)
- …execution . Valuation services for a variety of purposes, including gift and estate tax , transaction planning, and financial reporting. . Fraud, Forensic, and ... are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world. more
- Healthpeak Properties, Inc. (Irvine, CA)
- …accounts and instruct adjustments as needed + Complete ad-hoc projects + Ensures all debt, real estate tax , and sales tax (where applicable) are made in a ... timely manner and internal schedules are maintained + Adhere to internal accounting policies and procedures + Independently manage and determine priority of outstanding tasks and research requests + Assist in the set up and transitions of properties which may… more
- Charles Schwab (Westlake, TX)
- …advice attendant to the onboarding and ongoing administration of trust relationships, including estate , gift and income tax issues, and other issues related to ... + Provide legal advice for new product development in the trust & estate and tax areas. + Assist with state banking examinations and regulatory work. + Deliver… more
- Commerce Bank (Kansas City, MO)
- …has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... & Abilities Required + Strong understanding of the investment, trust and estate planning fields + Strong understanding of trust services including administration, … more