- Umpqua Bank (Newport Beach, CA)
- …client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary ... and portfolio management, private banking, and wealth management skills. + Intermediate estate planning, tax , advanced investment management skills. + CFP, CIMA,… more
- Commerce Bank (Wichita, KS)
- …has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... transfers, discretionary actions within fiduciary engagements, and coordination of documents for tax preparations + Serve as additional point of contact within the… more
- US Bank (St. Paul, MN)
- …and wealth transfer needs. Will serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning, ... worth clients **Preferred Skills/Experience** + Broad knowledge of fiduciary, tax or estate planning products, services, and strategies + Experience drafting or… more
- Robert Half Legal (Denver, CO)
- …Collaborating with parent company on various projects * Working closely with real estate , legal, compliance, tax and operations teams to ensure seamless ... Description Robert Half has partnered with a real estate investment firm and is currently looking for...skilled legal professional who can function in the real estate investment industry while also offering assistance across the… more
- Nelnet (Lincoln, NE)
- …with the Nelnet Tax Credit Services Controller and the Executive Director of Tax and Renewable Energy, Nelnet's real estate and venture capital teams, other ... with a growing and complex group of partnership investments, including real estate , renewable energy, infrastructure, and venture capital. As this portfolio and… more
- Robert Half Finance & Accounting (Oakland, CA)
- …Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws. Estate Planning Responsibilities: + Manage owner's estate ... financial reporting according to GAAP and other standards, and tax planning. + Work with attorneys and title companies...years of senior financial management experience in the real estate or property management industry. + Solid understanding of… more
- Deloitte (Houston, TX)
- …reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability to perform job… more
- Deloitte (Princeton, NJ)
- …reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- New York State Civil Service (New York, NY)
- …Entities to investment funds with the Accounting team.* Obtain and analyze financial statements/ tax returns of real estate projects as well as corporate and ... HELP No Agency Empire State Development, NYS Title Director, New Markets Tax Credits Occupational Category Other Professional Careers Salary Grade NS Bargaining Unit… more
- NORC (El Paso, TX)
- …temporary nature of field work, these positions are great for students, teachers, real estate agents, tax preparers, retirees, and all others who are looking for ... on a quarterly basis. + Intermittent staff are eligible to make pre- tax or post- tax contributions as part of NORC's Supplemental Retirement Plan. + NORC will… more