- Pew Charitable Trusts (Washington, DC)
- …Department is a critical function within the operations division of The Pew Charitable Trusts and supports the Pew Research Center. Consisting of approximately 30 ... culture of the organization. This role oversees facilities, real estate both owned and leased, conferences and events, and...values, and operational priorities. The Vice President partners with senior leaders across HR, IT, and Finance to drive… more
- City National Bank (San Francisco, CA)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a...and * competitive positioning. * Interface with executive and senior level management within the Bank as well as… more
- Auburn University (Auburn, AL)
- …university's needs. + **Adaptive Industry Trends:** Keep on top of changes in tax laws, estate planning , and charitable giving trends to provide the best ... Certifications** Desired Qualifications **Desired Qualifications** **Experience in:** + Planned Giving + Estate Planning + Financial Planning + Financial… more
- Wells Fargo (Boston, MA)
- …analysis, asset allocation analysis, income tax planning , charitable planning , business succession, asset protection, and estate and wealth transfer ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well… more
- Williams Parker (Sarasota, FL)
- …answer all questions pertaining to estate planning , transfer tax planning , business succession, charitable giving, and retirement planning goals. ... about working with high-net-worth clients and their families on sophisticated estate planning matters. The scope of work includes wills, revocable and… more
- Exploratorium (San Francisco, CA)
- …Extensive knowledge of fundraising principles, techniques and ethics; understanding of tax and estate planning laws related to charitable giving; knowledge ... SUMMARY The Senior Development Officer, Planned Giving is a key...building skills in order to develop relationships with gift planning prospects, their advisors, and families to cultivate and… more
- Truist (Houston, TX)
- …to acquire new clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive analysis, ... including wealth transfer tax planning , income tax planning , capital sufficiency analysis, charitable planning...retirement planning , employee benefits, stock options, insurance, estate planning , and business planning .… more
- Deloitte (San Juan, PR)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions...May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will… more
- Quality Technology Services, LLC (Duluth, GA)
- …and mission driven. Together, we do great things. **Who You Are:** The ** Senior Finance Analyst** will play an integral role in developing long-term financial ... a fast-paced environment supporting QTS' accelerating growth profile. The Senior Finance Analyst is responsible for maintaining the company's...a deep understanding of the data center and real estate industries and the tools to develop into a… more
- Edward Jones (Tempe, AZ)
- …Set You Apart:** + Mastery of financial planning , investment strategies, tax planning , and estate planning . + Strong presentation and communication ... help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office and third-party...concepts and application + Deep expertise in complex tax planning strategies including but not limited to Charitable… more