- Regions Bank (Houston, TX)
- …**Requirements** + Bachelor's degree + Twelve (12) years of Trust Administration, Estate / Tax Law, Financial Planning or relevant experience + Expert knowledge ... Advisor is responsible for the acquisition of Personal Trust, Estate and Investment Management client relationships. Responsibilities include prospecting, developing… more
- Rockford Construction (Grand Rapids, MI)
- …Detail-oriented and possess sharp business acumen. Bonus Skills and Experience: + Real Estate tax accounting experience. + Advanced Excel experience. Benefits At ... in annual budget preparations, year end financial statements and workpapers for tax accounting. + Assist in annual CAM reconciliation. + Prepare partner cash… more
- HonorHealth (AZ)
- …years As a planned gift officer, preferably in healthcare, extensive knowledge of estate / tax laws as they pertain to planned giving. Demonstrated successful ... Foundation is included as a future benefactor in their estate plan) and in partnership with the Foundation teams,...technical details on all forms of planned gifts and tax law changes keeping Honor Health Foundation staff informed… more
- Coldstream Wealth Management (Bellevue, WA)
- …their entire financial situation, including sophisticated long-term financial planning, investments, estate , tax and cash flow planning, and philanthropic ... to create financial plans and coordinate their entire financial situation, including estate planning and tax planning + Investment management: in conjunction… more
- PNC (Portland, OR)
- …valued and have an opportunity to contribute to the company's success. As a Tax Credit within PNC's Commercial Real Estate organization, you will be based ... requirements and state allocation processes. * Experience with real estate development or syndication. * Familiarity with tax... estate development or syndication. * Familiarity with tax credit equity and debt financing structures. This is… more
- Edward Jones (St. Louis, MO)
- …with key stakeholders such as Accounts Payable, Asset Management, Branch Real Estate , Tax , and Legal to deliver superior results. **Key Responsibilities:** ... payment of our branch business licenses and personal property tax obligations. The team's goal is to increase the...+ Property tax filing and payments + Business license compliance functions… more
- HCA Healthcare (Fort Pierce, FL)
- …of Florida's tax benefits, including no state income tax , no inheritance tax , and no estate tax , as well as homestead exemptions for primary ... residences, ensuring financial savings and stability for residents. + Experience the laid-back lifestyle, natural beauty, and rich cultural heritage of Florida's Treasure Coast, where every day feels like a vacation in paradise! more
- US Anesthesia Partners (Las Vegas, NV)
- …our HCA Sunrise Health Residency Program + Nevada's tax advantages: No state income tax AND no estate or inheritance tax Our Practice: Built on ... lifestyle. Beyond the Strip, you'll discover: + + Exceptional value: No state income tax , no estate or inheritance tax , and cost of living well below other… more
- Adecco US, Inc. (Scottsdale, AZ)
- …or JD preferred. + 4+ years of experience with complex individual income tax compliance; trust, estate , gift, and partnership experience required. + Strong ... We are seeking a skilled and relationship-driven ** Tax Manager** who enjoys working closely with clients...clients' personal and business objectives and deliver high-quality, consultative tax planning and compliance services. A key part of… more
- Santander US (New York, NY)
- …energy exploration, production and transmission, Infrastructure, Digital Infrastructure, and Real Estate . Within Structured Finance, the Tax Equity Financing ... Tax Equity Specialist , Project & Structured Finance...for proprietary tax equity investments and other tax credit financing transactions. The Product Specialist - Structured… more