- Truist (Houston, TX)
- …a resource for the advice and planning group in that area. Keeps current on estate , tax and planning trends and their application to solutions for our clients. ... and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background and strong technical planning...advice around the Elements of Wealth including wealth transfer tax planning, income tax planning, capital sufficiency… more
- Robert Half Finance & Accounting (Dallas, TX)
- …request owner funding as needed. + Prepare and process CAM and real estate tax reconciliations, escalation settlements, and owner distributions. + Partner with ... Description Are you an experienced real estate accountant looking to take your career to...Kevin Sweet have partnered with a national commercial real estate firm seeking a detail-oriented and motivated Senior Property… 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 (Houston, TX)
- …accounting or related field + Eight (8) 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
- Novo Nordisk (Plainsboro, NJ)
- …Nordisk US Affiliate stakeholders, with a focus on corporate functions (eg, Procurement; Real Estate ; Digital, Data and IT; Finance and Tax ) and complex and ... on wide range of matters related to corporate functions, such as Real Estate , Tax , IT, and Finance, as directed by manager + Collaborate work with various… more
- Columbia Bank (Henderson, NV)
- …trust data processing system, as well as general principles of trust accounting and estate tax law. + Strong interpersonal skills in order to effectively ... + Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns. + Ability to use personal computers, Windows,… more
- 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
- Edward Jones (Tempe, AZ)
- …our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan ... support. **What You Will Do:** Lead a team of tax subject matter experts holding advanced designations who are...Private Client Services experience. This team serves as a tax planning expert in partnership with the senior planner… more
- Perkins & Co (Portland, OR)
- …throwback rules + Check-the-box elections + Foreign tax credit planning + US withholding tax (IRC ||1441-1446) + US estate , gift, and expatriation tax + ... This is a fantastic opportunity to join our International Tax Practice as a direct-admit Shareholder. At Perkins &...clients, and advise on a wide range of international tax items, occasionally working with tax practitioners… more