- Comerica (Fort Lauderdale, FL)
- …of estate related administrative accounts, valuing all assets for Federal Estate Tax purposes, and providing support to our client families knowing ... the administrative offer with valuing all assets for Federal Estate Tax purposes. This position is assigned...their values. Review legal documents such as deeds to real estate , titles to automobiles, titling of… 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 ... WHAT IS THE OPPORTUNITY? The Credit Analyst assists the Real Estate Team with the recommendations for...include financial statements for the company, owners, and/or guarantors, tax returns, cash flow, collateral, covenants, A/P & A/R… more
- JPMorgan Chase (Chicago, IL)
- …As a Community Development Banking Senior Associate within our Commercial Real Estate team, your initial responsibility will be to provide support ... Skills and Capabilities:** + 3+ years' experience in the financing of commercial real estate transactions including familiarity with the financing of mixed… more
- Truist (Dallas, TX)
- …programs. + Seven years of relevant experience within the commercial real estate finance industry, including a rotation in Senior Housing. The annual base ... emphasis on Seniors Housing. Solid understanding and experience in senior housing / healthcare as well as Conventional loan...Business Administration (MBA) or Master's degree in Finance or Real Estate . + Proficiency in Salesforce, CoStar,… more
- Wells Fargo (San Francisco, CA)
- …* Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and mineral management. * ... Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment… more
- Truist (Raleigh, NC)
- …Business Unit. Present risk aggregation, key risks and emerging risks to senior Business Unit Leadership. Identify and opine on remediation to address weaknesses ... 2. Guide risk-taking behavior. Provide counsel and advice to Tech BU and senior Tech BU leaders. 3. Monitor risk exposures, concentrations and limits. Ensure risk… more
- Sysco (Houston, TX)
- … Tax ** **Support supervisor and organization on property tax issues including real estate tax , personal property tax , valuation, audits, ... issues and assist on audits with taxing authorities.** **Assist in the annual real estate tax appeals process.** **Assist in filing annual business personal… more
- Cherry Bekaert (Virginia Beach, VA)
- …**Core Tax Services (https://www.cbh.com/services/ tax /)** team is seeking a ** Senior Tax Manager** to support our **Virginia Beach, Virginia** market on ... training and developing less experienced professional staff. **As a Tax Senior Manager, you will:** + Solve...problems for middle-market clients in industries such as manufacturing, real estate and construction, professional services, and… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- Description Senior Tax Analyst | Hybrid |...plus + Familiarity with partnership allocations, debt securities, and real estate tax issues preferred ... management firm located in Fort Worth, TX for a Senior Tax Analyst. This is a great...plus + Familiarity with partnership allocations, debt securities, and real estate tax issues preferred… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …on planning related to trusts, charitable giving, equity compensation, real estate , and business succession. + Analyze tax returns and align findings ... are a growing wealth management firm seeking an experienced Senior Tax Planning Advisor to join our...with clients, and is passionate about delivering proactive, high-impact tax strategies. You'll work closely with advisors, estate… more