- Guardian Life (Jackson, MS)
- …+ Possess expert knowledge of tax planning , exit planning , business succession, executive benefits, asset protection, estate , retirement planning ... Guardian's advanced sales department and we are seeking a Tax Planning Consultant. We are an organization...entity and compensation changes as well as income and estate tax reductions strategies + Educate producers,… more
- PNC (Pittsburgh, PA)
- …findings to internal underwriting, and quarterly sector studies. Appraisal, brokerage, real estate research, urban planning , macroeconomics, real estate ... Senior within PNC's Balance Sheet Analytics & Modeling Real Estate Market Analytics organization, you will be based in...analyst will evaluate mixed use, senior housing, student housing, tax credit, and lodging properties. While the analyst will… more
- Publix (Lakeland, FL)
- …Payables/Receivables, Asset Accounting, General Ledger, Payments Processing, Project Systems, Real Estate , Tax and FI integration with Logistics modules. You ... **33136BR** **Position Title:** Lead Software Engineer - Real Estate (SAP) **Department:** Publix Technology **Location:** Lakeland, FL **Description:** **_Please… more
- KeyBank (Cleveland, OH)
- …in business related field or equivalent experience * Depth and breadth of knowledge of tax , investments, and estate planning strategies for uhnw families * ... Excellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles - from enteprunurial business owners to C-level executives to younger generations * Demonstrated dedicated commitment and proven track… more
- Zions Bancorporation (Midvale, UT)
- …businesses. These services often include personalized investment strategies, financial planning , estate and tax planning , succession planning , and ... will have expertise in high-net-worth customer needs, financial products (investment, trust, estate planning ), and regulatory bodies like FINRA. They will… more
- Greater Lawrence Community Action Council (Lawrence, MA)
- Job Summary: The Real Estate Project Manager manages complex affordable housing development projects from concept, through construction completion, and asset ... management. The Real Estate Project Manager will engage in many facets of...loan, and equity investments + Oversee project budgets, the planning , design, construction process and schedules, occupancy, and closeout… more
- Raymond James Financial, Inc. (FL)
- …in accordance with statutes and regulations. * Participates in the complex income and estate /gift/GST tax planning and preparation process, performs such ... * Advanced concepts, practices and procedures of fiduciary income tax as well as gift/ estate /GST planning and preparation process. * Advanced concepts,… more
- Shake Shack (New York, NY)
- …us and Be a Part of Something Good. Job Summary The Sr. Director Real Estate and Analytics leads a team to drive market analysis, pipeline management, and financial ... the team. They champion efficiency through process improvements, support the Real Estate Committee, Executive Team and Board reporting with compelling insights and… more
- City National Bank (Los Angeles, CA)
- *CREDIT ANALYST II - Commercial Real Estate *Level may change based on candidate experience (ie, I, II, or Senior Analyst)* *Hybrid Schedule, 3 Days a Week in ... IS THE OPPORTUNITY? The Credit Analyst assists the Real Estate Team with the recommendations for new credit and...include financial statements for the company, owners, and/or guarantors, tax returns, cash flow, collateral, covenants, A/P & A/R… more
- Banc of California (San Diego, CA)
- …WE WIN(R) **THE OPPORTUNITY** Act as a managing officer for real estate portfolio. Initiate and maintain customer contact, maintain awareness of loan portfolio ... A DIFFERENCE** + Initiate and maintain contact with new and existing real estate customers. + Obtain necessary financial and operating data, underwrite and analyze… more