- Regions Bank (Nashville, TN)
- …**Requirements** + Bachelor's degree + One (1) year of Trust Administration, Estate / Tax Law, Financial Planning or relevant experience **Preferences** + Basic ... knowledge of foundational trust principles and regulatory tax matters related to the administration of trust accounts **Skills and Competencies** + Proficient sales,… more
- Capital One (Mclean, VA)
- …funding conditions are signed off prior to settlement. * Ability to perform real estate tax and insurance escrow analysis for closing. * Review title ... requirements for state specific mortgage attachments and /or state mortgage tax requirements. * Work with insurance analyst to ensure borrower obtains required… more
- Capital One (Mclean, VA)
- …utilized. + Ability to independently analyze complex information in order to perform real estate tax and insurance escrow analysis for closing. + Review title ... requirements for state specific mortgage attachments and /or state mortgage tax requirements. + Collaborate closely with Underwriting and Legal to work through… 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
- US Bank (Nashville, TN)
- …financial planning, insurance products, (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, ... success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset protection and legal knowledge preferred… 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
- Scripps Health (San Diego, CA)
- …or a fundraiser who is interested in learning the technical side of estate planning and tax . **Job:** **Development* **Organization:** **Scripps Health Corp* ... in both building the pipeline and in providing necessary stewardship to existing estate donors. The Scripps Health Foundation has the honor of working with grateful… more
- The Michaels Organization (Chicago, IL)
- …Qualifications Required Experience: One or more years' experience with residential real estate management. Tax Credit, Section 8 and/or Public Housing experience ... The Michaels Organization is a national leader in residential real estate offering full-service capabilities in development, property management, construction, and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …flow analyses). + Provide objective, comprehensive advice on investment management, estate planning, tax strategies, and philanthropic initiatives. + Prepare ... for and lead client meetings; ensure timely follow-up and execution of action items. + Collaborate with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions. + Supervise and mentor associate planners, guiding their… more
- The Michaels Organization (Tampa, FL)
- …Required Experience: - One or more years' experience with residential real estate management.- Tax Credit, Section & Public Housing experience preferred. ... The Michaels Organization is a national leader in residential real estate offering full-service capabilities in development, property management, construction, and… more