- Charles Schwab (Boston, MA)
- …and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client's sophisticated ... financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be… more
- CBRE (Atlanta, GA)
- …developed professional judgment with a "can-do" attitude of a practical business attorney . + Demonstrated ability to work in a fast-paced environment, manage ... the global leader in commercial real estate services and investment that helps businesses and people thrive. We are...is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; ... financial advisor, the client and the client's legal and tax professionals (eg attorney or CPA). + Leverages planning software tools to provide modeling guidance for… more
- Deloitte (Denver, CO)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Pittsburgh, PA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + PE (Professional Engineer) Preferred:… more
- Deloitte (Mclean, VA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Project Management… more
- TD Bank (New York, NY)
- …a highly regulated, multi-national organization (preferably within financial services, investment banking, or related industries). + Demonstrated ability to work ... with internal and external legal counsel. Knowledge of the attorney -client privilege and what must be done to preserve...and maintain relationships with major clients, regulators, and the investment community and, with other TD leaders, support a… more
- DoorDash (New York, NY)
- …teams on M&A transactions and integration, as well as other corporate and investment transactions, and you will also provide advice and legal support on other ... Accounting to manage M&A and other strategic corporate and investment deals, as well as provide legal guidance and...well as experience working in-house as a corporate transactions attorney focused on M&A and investments + Experience with… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …respond to client inquiries and must have preliminary knowledge of trust, investment , and estate planning concepts. Anticipates client and officer needs in all ... year experience in related position. + Preliminary knowledge of trust, investment , and estate planning concepts preferred. + Excellent communication and… more
- TREK Development Group (Pittsburgh, PA)
- …others to do the same, through supporting staff and residents and encouraging co- investment for the quality of life in the community. Under the direction of ... network building tools to develop a greater sense of co- investment creating a positive work and living environment. This...rent, cases for housing court in conjunction with TREK's attorney , follow up of court rulings on payment agreements… more