- City National Bank (Los Angeles, CA)
- …Operate as main point of contact for all aspects of probate and non-probate estate and trust matters assigned by National Manager. Driver of settlement process, ... level and team level reporting duties. Administer closing process for all estate and personal trust accounts including testamentary and intervivos trusts,… more
- Mayo Clinic (Phoenix, AZ)
- …secure your future. **Responsibilities** This position will develop and implement gift planning strategies and activities to carry forward the mission and vision of ... Mayo Clinic. The Gift Planning Associate Director will provide strategic support for development...record of advising individuals on deferred gift options and/or estate plans. Work experience in non-profit healthcare is a… more
- Cherry Bekaert (Dover, DE)
- …Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts ... Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC… more
- Robert Half Legal (Vienna, VA)
- …looking for an experienced Attorney with a strong background in tax and estate planning to support high-net-worth families. This role involves crafting ... and family offices. Responsibilities: * Develop and implement comprehensive tax and estate planning strategies tailored to high-net-worth clients. * Provide… more
- Robert Half Legal (Chicago, IL)
- …exciting opportunity for an Attorney/Lawyer in Chicago, Illinois, focused mainly on estate planning , wills, trusts, and probate administration. This role ... clients and stakeholders. Responsibilities: * Deliver legal counsel and representation in estate planning , wills, trusts, and probate administration matters. *… more
- Commerce Bank (Wichita, KS)
- …and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate planning , insurance, lending, credit and banking services to meet ... has been a leading provider of investment management, financial planning , trust and private banking services. Commerce...knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning and… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …resolutions; and prepare tax planning models and projections. - Prepare complex estate planning projections. - Prepare tax returns (fiduciary, estate , ... fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust...individual income tax returns. - Working knowledge of the estate planning process. - Ability to assist… more
- Anywhere Real Estate (Seattle, WA)
- …family of companies launching a startup escrow operation in the Washington real estate market. Upward Title is a new, innovative concept partnering closely with top ... luxury real estate brokerages in the Greater Seattle area. Upward Title...local developments. You sell our services by gaining their trust to build enduring relationships that go beyond business.… more
- Amazon (Austin, TX)
- …Legal, Design Engineering, Economic Development, Public Policy, Construction and Capacity Planning , to inform a regional real estate development strategy ... from the most successful startups to Global 500 companies trust our robust suite of products and services to...for large complex projects. - Bachelor's Degree in Urban Planning , Architecture, Civil Engineering, Real Estate or… more
- Robert Half Legal (San Francisco, CA)
- …their team in San Francisco, California. This role is primarily involved in the field of estate planning and will require the individual to have a keen eye for ... Legal Secretary will be responsible for assisting in drafting and editing estate planning documents, managing databases, and carrying out various administrative… more