- BayCare Health System (Tampa, FL)
- …**Responsibilities:** + Oversees the receiving, pricing and distribution for the hospital gift shops. + Assists in planning , marketing and communicating sales ... manages inventory and develops standard operating procedures for the gift shops. + Serves as super user of the...and effective merchandising displays. + Maintains adequate supply of gift shop supplies. + Responsible for financial components for… more
- Robert Half Legal (Chicago, IL)
- …high-net-worth individuals, families, and closely held businesses on complex tax matters, including gift and estate tax planning , income tax compliance, and tax ... businesses on tax matters. * Proficiency in tax law, including gift and estate tax planning , corporate income tax, and international tax compliance. * Superior… more
- Circles (Mclean, VA)
- …research on products and services; + Research and assist with personal travel, gift recommendations, event planning , household service requests; + Assist with ... booking travel services including car and hotel suggestions and make reservations; + Assist with coordinating relationships with local vendors to promote additional onsite services for employees such as, dry cleaning, auto detailing and massage therapy; + Hit… more
- Circles (Mclean, VA)
- …Support event setup and breakdown. + Research and assist with personal travel, gift recommendations, event planning , and household service requests. + Other ... Duties as Assigned Job Specific Competencies: + Inspire and motivate the team (remote and onsite) to work cohesively. + Communicate clearly in both verbal and written forms. + Provide effective coaching and mentoring skills. + Build professional relationships… more
- Tractor Supply Company (Brentwood, TN)
- …teams, including Merchandising and Marketing channel owners and maintaining Clothing, Gift & Decor Go-To-Market Planning Calendar. **Essential Duties and ... owners to ensure the flawless execution of the Clothing, Gift & Decor Go-To-Market Planning Calendar. + Coordinate and submit "marketing request forms" in… more
- UMB Bank (Kansas City, MO)
- …worth clients including: FLP's, LLC's, S-Corps, C-Corps, etc.; Coordination of wealth strategy planning (ie, gift , estate and income tax, retirement planning ... , investment planning , insurance, charitable gifting, asset protection planning , etc.). * Develop relationships with professionals such as attorneys, financial… more
- Citigroup (New York, NY)
- …expertise and ability to provide guidance on wealth structuring matters, including: *Estate, gift and income tax planning *Transition event planning ... implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual circumstances. **Essential… more
- Cherry Bekaert (Boston, MA)
- …partnership returns + Build and serve our high net-worth individual clients with estate, gift and trust tax planning and compliance needs + Leverage strong ... needs, anticipate tax and business issues, and recognize tax planning opportunities. Candidates should be accustomed to working as...matters + Experience with complex individual tax compliance and planning as well as estate tax compliance and … more
- Cherry Bekaert (Rockville, MD)
- …returns + Build and serving our partnerships and high net-worth individuals with estate, gift and trust tax planning and compliance needs + Leverage your project ... needs, anticipate tax and business issues, and recognize tax planning opportunities. Candidates should be accustomed to working as...matters + Experience with complex individual tax compliance and planning as well as estate tax compliance and … more
- UnityPoint Health (Fort Dodge, IA)
- …gifts by educating donors about legacy giving opportunities, including bequests, charitable gift annuities, and other estate planning vehicles. * Secure event ... Trinity Foundation and ultimately move annual donors ($1,000 and below) to major gift candidates. Will collaborate with Executive Director to plan and execute the… more