- Commerce Bank (Kansas City, MO)
- …management services including financial planning , estate and tax planning , investment management, private banking and trust administration services. Our ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This...purpose of this job is to drive the decisioning, planning , execution and communication of the Digital Program and… more
- Deloitte (Cleveland, OH)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Robert Half Finance & Accounting (Worcester, MA)
- …quarterly taxes, corporate tax, Form 990, individual tax, partnership tax, sales & use tax, and trust & estate tax * Apply your knowledge of tax law to interpret ... this role is to utilize your skills in tax planning and analysis to positively impact our clients' financial...tax, individual tax, partnership tax, sales & use tax, trust & estate tax * Familiarity with… more
- Commerce Bank (Wichita, KS)
- …management services including financial planning , estate and tax planning , investment management, private banking and trust administration services. Our ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This...advisory services to high net worth clients of Commerce Trust . Essential Functions + Perform service and fulfillment activities… more
- KeyBank (Portland, ME)
- …to ensure investment advice is integrated with all other client plans (tax, estate planning , retirement, etc.). + Provide timely feedback to the Relationship ... team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the… more
- Banc of California (Hanford, CA)
- …perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of ... working capital lines of credit and term loans to business, plus owner-occupied real estate loans. + Combine this analysis with a detailed analysis of a borrower(s)… more
- Robert Half Legal (Denver, CO)
- …Proficiency in electronic filing systems and document management. * Strong knowledge of estate planning , elder law, and fiduciary tax processes. * Familiarity ... with accuracy. * Outstanding organizational and communication skills. * Knowledge of trust administration and estate -related legal procedures. Robert Half is the… more
- Cherry Bekaert (Waltham, MA)
- …of property tax strategies to optimize tax liabilities across the company's real estate portfolio. + Ensure timely and accurate filing of property tax returns and ... including finance, accounting, legal, and asset management to support integrated tax planning and reporting. + Assist in negotiations with taxing authorities to… more
- IHG (Atlanta, GA)
- …several areas of focus related to hotel development, including real estate development, hotel management agreements, capital investments and asset management. **Your ... work-related experience in the practice of law with expertise in real estate , real estate financing, joint ventures and/or hotel management agreements.… more
- EYA (Bethesda, MD)
- …office owners, lenders, brokers, and special servicers. + Bachelor's degree in Real Estate , Finance, Business, Urban Planning , or related field. Advanced degree ... mixed-use opportunities. Qualifications: + 7-12 years of experience in real estate acquisitions, brokerage, development, or investment. + Demonstrated expertise in… more