- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise. + Responsible for ... resource to manage the complexities of ultra-high net worth families needs, including estate and legacy planning ; tax strategies and charitable planning ;… more
- Columbia Bank (Los Angeles, CA)
- …complex client financial needs. This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment management. ... and portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax, advanced investment management skills. + CFP, CIMA,… more
- Amazon (Arlington, VA)
- Description AWS Infrastructure Services owns the design, planning , delivery, and operation of all AWS global infrastructure. In other words, we're the people who ... Seattle WA, or Austin TX - will be responsible for coordinating the planning , execution and evaluation of all critical government (aka Authority Having Jurisdiction… more
- Robert Half Finance & Accounting (Louisville, KY)
- …address complex issues and minimize liabilities. * Develop and implement strategies for efficient estate and trust tax management. * Monitor changes in tax laws ... management, with a focus on high-net-worth individuals. * Expertise in estate and gift tax planning and compliance. * Proficiency in using CCH ProSystem fx Tax… more
- Turner & Townsend (New York, NY)
- …in more than 60 countries. Working with our clients across real estate , infrastructure, energy and natural resources, we transform together delivering outcomes that ... We are majority-owned by CBRE Group, Inc., the world's largest commercial real estate services and investment firm, with our partners holding a significant minority… more
- Realtor (Austin, TX)
- Recognized as the No. 1 site trusted by real estate professionals, Realtor.com(R) has been at the forefront of online real estate for over 25 years, connecting ... not only makes a significant impact on the real estate industry at large, but for consumers, navigating the...and value delivery. + Foster a culture of integrity, trust , quality, and ongoing improvement. + Inspire and energize… more
- University of Pennsylvania (Philadelphia, PA)
- …Specialist Senior Job Description Summary The Division of Facilities and Real Estate Services (FRES) provides the expertise, business process, policies and standards ... of approximately five Departments, is responsible for the strategic planning , management and operation of non-academic University property, and collaborating… more
- The Michaels Organization (Camden, NJ)
- …The Michaels Organization is a national leader in residential real estate offering full-service capabilities in development, property management, construction, and ... and underwriting support. + Operate within and promote an environment of trust and transparency, collaborating effectively, and contributing to the long term growth… more
- Coldstream Wealth Management (Bellevue, WA)
- …clients to create financial plans and coordinate their entire financial situation, including estate planning and tax planning + Investment management: in ... families regarding their entire financial situation, including sophisticated long-term financial planning , investments, estate , tax and cash flow planning… more
- Robert Half Finance & Accounting (Framingham, MA)
- …during a period of significant growth. This role focuses on enhancing financial planning , investor relations, and corporate strategy with a strong emphasis on real ... estate investments and asset management. The ideal candidate will... assets and investment ventures. * Lead financial forecasting, planning , and analysis to inform strategic decision-making. * Establish… more