- Columbia Bank (Santa Barbara, CA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- UMB Bank (Dover, DE)
- …having their voices heard. With UMB Loan Administration; the REG (Real Estate Group) Commercial Loan Closing Coordinator associates focus their work toward non-owner ... occupied commercial real estate loans to ensure all closing requirements are gathered,...review of loan documentation for both internal documentation and attorney prepared documentation and work with loan accounting teams… more
- Robert Half Finance & Accounting (Spartanburg, SC)
- …with complex: ✅ High-level tax review, strategy and structuring ✅ Flow-through entities ✅ Trust & estate planning ✅ Individual Tax Why people love this team: ... + Strong tax review experience with individual, flow-through, and trust / estate returns + 5-12+ years in public...software and Excel Preferred + CPA, EA, or Tax Attorney (JD / LLM) + Prior family office or… more
- Fox Rothschild LLP (Atlanta, GA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +...authority, provide written or verbal summary to the supervising attorney . **Skills and Abilities** + Excellent written and verbal… more
- EYA (Bethesda, MD)
- …zoning and entitlement pathways; and leveraging deep local broker, land use attorney , land owner, municipal and related relationships to secure off market ... mixed-use opportunities. Qualifications: + 5+ years of experience in real estate acquisitions, brokerage, development, or investment. + Demonstrated expertise in at… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to manage the complexities of ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition ... Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise. + Responsible for proactively building and maintaining… more
- Deloitte (San Juan, PR)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- Deloitte (St. Louis, MO)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Amcor (Evansville, IN)
- …rely on us for safe access to food, medicine and other goods. We value their trust by making safety our guiding principle. It's our core value and integral to how we ... and preparation of customer supply agreements, procurement agreements, real estate leases and other real estate contracts,...Info** The Amcor Legal Team is seeking a US-based attorney to support its North American Rigid Packaging business.… more
- Fifth Third Bank, NA (Nashville, TN)
- …to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and ... to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One… more