- Emory Healthcare/Emory University (Atlanta, GA)
- …+ A bachelor's degree and six years of related experience in fundraising, estate or financial planning . PREFERRED QUALIFICATIONS: + Successful candidates will ... trusts, taxes, and planned giving with a strong working knowledge of tax, trust , and other laws affecting charitable planning . + Strong interpersonal,… more
- CanACRE (Los Angeles, CA)
- …Perform other duties as assigned. QUALIFICATIONS Education + Post-secondary degree in planning , real estate , energy or environment or related disciplines. ... act with honesty and integrity within a culture where trust , collaboration, and teamwork flourish. We commit to diversity,...and empowered team members who make an impact. The Planning Manager, Transmission and Right of Way will be… more
- Cherry Bekaert (Austin, TX)
- …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
- Brink's (Salt Lake City, UT)
- …challenging opportunity for a Continuous Improvement Manager. Job Summary: The Capacity Planning Manager serves as a champion in supporting the proposal development, ... manager to understand project management capacity and assignment for large estate customers. + Develop connectivity among multiple installers to maximize yield… more
- KeyBank (New York, NY)
- …clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's ... whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works...Experience working with high-net-worth clients. + Deep tax, investment, estate planning , business succession or fiduciary experience… more
- KeyBank (Hartford, CT)
- …current clients as well as beneficiaries + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's ... duties and responsibilities of bank and to provide well-coordinated estate , tax and financial planning alternatives to...whether Key serves as trustee + Identifies a potential trust and estate tax-related issues and works… more
- Anywhere Real Estate (Ogden, UT)
- …representative, you're the face of our office in the community, meeting with real estate agents and others to promote our title and closing services and earn their ... local developments. You sell our services by gaining their trust to build enduring relationships that go beyond business....finding new ways to meet and engage with agents; planning after-hours events and get-togethers that are both entertaining… 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
- Anywhere Real Estate (Washington, DC)
- …Representative, you're the face of our office in the community, meeting with real estate agents and others to promote our title and closing services and earn their ... the latest industry and local developments. You sell our services by gaining their trust to build enduring relationships that go beyond business. And you get to have… 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