- TD Bank (Manchester, NH)
- …reviews and analyzes fiduciary income tax returns including Form 1041 for Trusts and Estates , Form 990-PF for Private Foundations, Form 1042, Form 1042-S, ... and planning for an assigned section of US Wealth trust and estate accounts and individual investment...+ 1+ years of related experience; experience preparing income tax returns for trusts and estates… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate /Construction Advisory Manager , you will get the opportunity to grow and contribute to our clients' business needs and be responsible for all ... wide variety of industries with a focus on real estate and construction. The work you will be doing...that are reliant on federal funding and/or pertinent to tax credit incentives. + Assisting in matters involving fraud,… more
- UMB Bank (St. Louis, MO)
- The Portfolio Manager II - Real Estate Group role is tasked with executing all portfolio management activities for monitoring, identifying, and managing the ... which generally consists of loan relationships greater than $5,000,000. The Portfolio Manager will manage the associated credit risks of an assigned CRE loan… more
- City National Bank (Irvine, CA)
- …investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves trusts ), Charitable Trusts , ... Insurance Trusts , Private Family Foundations, Special Needs Trusts , and other Agency accounts. Perform initial legal and...an emphasis on retaining business * Familiarity with state tax laws, income taxation with respect to trust… more
- Cushman & Wakefield (St. Louis, MO)
- **Job Title** Trust Asset Assistant Manager **Job Description Summary** Support the Trust Asset Managers in managing a portfolio of 80-100 assets consisting ... **Job Description** Job Description **Responsibilities** : + Support the Trust Asset Manager in their daily, weekly,...running and distribution of reports. + Partner with Asset Manager , insurance and property tax specialists and… more
- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates , tax planning, financial planning and planning in related areas for individuals and their ... Wealth Management, you will need a deep understanding of tax and trust & estate ...CFP + 5 plus years of practice as a trusts & estates lawyer, tax … more
- University of Virginia (Charlottesville, VA)
- …clauses. + Support the oversight of accounts payable/receivable processes related to real estate transactions. + Apply for and/or maintain tax exemptions for UPG ... a key role in supporting strategic decision-making related to UPG real estate portfolio, encompassing both owned and leased properties. The incumbent prepares… more
- Milton Hershey School (Hershey, PA)
- …Director is responsible for the oversight of all Milton Hershey School Trust Directly Held Real Estate including strategic planning, acquisitions, dispositions, ... Director, Real Estate - ( 25000093 ) **Description** Milton Hershey...perform annual appraisals. + Oversee annual financial projections and tax record keeping. + Coordinate the capital plan. +… more
- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wilmington/Delaware-Senior- Trust -Officer\_25025609) **Job Description:** At Bank of America, we are… more
- BankFinancial (Downers Grove, IL)
- …the benefits of using our Wealth Management Services. + Maintains knowledge of the Onesource Trust Tax system and various tax codes. + Participates in ... + Make recommendations for fiduciary approval by the SVP Trust and Investment Services Manager or the...JD preferred. + 5-10 years of experience in the trust and estates industry. + Experience in… more