- Truist (Charlotte, NC)
- …plans at the local market level for Truist's office and retail real estate consisting of ~2,000 properties. **ESSENTIAL DUTIES AND RESPONSIBILITIES** * Lead the ... socialization of comprehensive, multi-year strategic market plans for all Truist Real Estate (corporate offices, branches, and ATMs). * Lead market plan realization… more
- Edward Jones (St. Louis, MO)
- …HNW and branch channels. Our solutions in focus span many domains, including tax and estate services, business exit solutions, farmer/rancher solutions, real ... and interpret the rules and potential changes in the tax , legal and regulatory environment impacting HNW solutions. Make...that help shape the firm's position with respect to tax , legal and regulatory issues for these products/programs. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Strong communication skills; highly responsive with a client-first mindset + Knowledge of estate planning and tax strategies + Proficiency in Microsoft Office; ... seamless execution + Support clients with wealth transfer, philanthropy, and tax -efficient strategies + Maintain close ties with client teams (executive assistants,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Strong interpersonal and communication skills; detail-oriented and proactive. + Knowledge of estate planning and tax strategies. + Proficiency in Microsoft ... + Assist with complex wealth transfer strategies, philanthropic initiatives, and tax -advantaged planning. + Collaborate with internal investment teams on portfolio… more
- TEKsystems (Houston, TX)
- …a legal, financial services, or investment management environment. + Knowledge of trust and estate documentation is a plus. Job Type & Location This is a Contract ... Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre- tax and Roth post- tax contributions available * Life Insurance (Voluntary Life & AD&D for… more
- Oracle (Nashville, TN)
- …budgets, and timelines. The role oversees the complete lifecycle of real estate projects, from conceptual planning to completion, by planning, executing, and closing ... (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and Investment Plan… more
- Wipfli LLP (Denver, CO)
- …reporting and general ledger management + Experience in the commercial real estate industry is preferred + Strong understanding of accounting principles and ... firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its… more
- Truist (Greensboro, NC)
- …enablement of the business unit. This position reports into Corporate Real Estate with "in-office" expectations. The primary locations are Charlotte, NC or Raleigh, ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Wipfli LLP (Green Bay, WI)
- …experience, preferrably in public accounting or within the construction and real estate industry. + Ability to plan, prioritize, and organize work effectively on ... firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its… more
- Truist (Richmond, VA)
- …design with strong analytical and debugging skills 4.Experience with Real Estate Servicing Technology 5. Good understanding of object-oriented programming using .NET ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more