- Principal Financial Group (Des Moines, IA)
- … officers, and business clients. + Maintain deep technical expertise in tax law, estate planning , and business planning strategies. + Support and enhance ... understanding of tax law, business uses of life insurance, qualified plans, estate planning , and financial services products + Strong grasp of the sales process… more
- CoStar Realty Information, Inc. (Arlington, VA)
- …(NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index ... 100, CoStar Group is on a mission to digitize the world's real estate , empowering all people to discover properties, insights and connections that improve their… more
- CoStar Realty Information, Inc. (Richmond, VA)
- …(NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index ... is on a mission to digitize the world's real estate , empowering all people to discover properties, insights and...will shape the long-term product vision and drive the planning and delivery of intuitive, scalable solutions that help… more
- Providence (Mission Hills, CA)
- …at the forefront of managing, planning , coordinating, and implementing a comprehensive estate planning and gift program. You will interpret and apply laws ... management required. + **Success Record:** Demonstrated experience and success with estate planning and major gift solicitation required. + **Leadership… more
- Citigroup (New York, NY)
- …deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual ... technical expertise and ability to provide guidance on wealth structuring matters, including: * Estate , gift and income tax planning *Transition event planning… more
- JPMorgan Chase (Chicago, IL)
- …+ BA/BS or equivalent; Licensed JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041 and 706 + Expertise in charitable ... and Advisory team, you will support global teams of trust professionals from our locations in Chicago, IL, and...tax or other advanced degree or professional certification + Estate or financial planning experience + Experience… more
- JPMorgan Chase (Chicago, IL)
- …4 public accounting firm, or law firm. + BA/BS or equivalent. + Expertise in trust and estate taxation, including Forms 1041 and 706. + Expertise in charitable ... IL and Newark, DE that supports global teams of trust professionals. You will partner closely with internal and...tax or other advanced degree or professional certification + Estate or financial planning experience + Experience… more
- Neuberger Berman (New York, NY)
- …+ Implement asset allocation decisions. + Work with our Investment Team, Financial Planning and Tax Specialists, Estate Planning , and Portfolio Management ... **Qualifications:** + Undergraduate degree required. + 5 plus years of hands-on trust and estate administration experience preferably at a bank or trust … more
- JPMorgan Chase (New York, NY)
- …+ Professional designations required: JD + Recognized expertise in managing the estate planning needs of high-net-worth individuals + Sales experience, ... Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate , income, tax, philanthropic, and other planning needs are identified and met… more
- CanACRE (Binghamton, NY)
- …At Canacre, we act with honesty and integrity within a culture where trust , collaboration, and teamwork flourish. We commit to diversity, inclusivity and the ... empowered team members who make an impact. The Real Estate and Land Management Project Manager is responsible for...at the same time. Expense and accrual forecasts and planning for Operating and Capital Budgets. + Strong negotiation… more