- Robert Half Legal (St. Louis, MO)
- …prepare Estate Tax Return * Experience in managing Revocable Trusts * Expertise in Tax - Trust & Estate * Familiarity with Form 1099 and K-1 * ... Estates, requiring the individual to support our attorneys and senior paralegals in administering estates, funding revocable and irrevocable...cases. Responsibilities: * Assist in the preparation of Gift Tax Returns, Estate Tax Returns,… more
- Neuberger Berman (New York, NY)
- …and concerns regarding any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset allocation ... The individual should have strong technical knowledge of gift, estate , and fiduciary income tax , ability to...Undergraduate degree required. + 5 plus years of hands-on trust and estate administration experience preferably at… more
- UMB Bank (Salem, OR)
- …insurance, and property tax bills. + You will participate in National Trust Real Estate Association as required. + Other duties as assigned. **We're** ... laws, and bank policies and procedures. + You will work collaboratively with Senior Associates on team to resolve complex administrative issues and escalations. +… more
- Grant Thornton (Phoenix, AZ)
- As a Real Estate /Construction Advisory Manager, you will get the opportunity to grow and contribute to our clients' business needs and be responsible for all phases ... wide variety of industries with a focus on real estate and construction. The work you will be doing...that are reliant on federal funding and/or pertinent to tax credit incentives. + Assisting in matters involving fraud,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …* Prepare and review various tax filings, including corporate, partnership, individual, trust , and estate income returns. * Conduct in-depth research on ... offers the opportunity to work closely with clients and senior leadership, managing complex tax strategies and...with clients and senior leadership, managing complex tax strategies and financial processes. The ideal candidate will… more
- Chick-fil-A (Atlanta, GA)
- …partnership, S corporation, trust , nonprofit, gift, sales and use, and property tax returns. + Responsible for tax planning and strategy for approximately 30 ... growing, 70 trusts and multiple entities by advising on tax implications related to family investments, real estate...tax laws that may impact the family office's tax strategy. Advise senior management on new… more
- CIBC (Chicago, IL)
- …for high-net-worth clients, including investment-backed lending, program lending, real estate -secured facilities, and bespoke unsecured lending solutions. You will ... facilities, ensuring compliance with internal policies and regulatory standards. As a senior underwriter, you will also provide guidance to junior underwriters and… more
- Children's Hospital Boston (Boston, MA)
- …Posting Title:Assistant Vice President, Gift PlanningDepartment:Children's Hospital Trust AutoReqId:82619BRStatus:Full-TimeStandard Hours per Week:40 Job Posting ... Posting Description: Position Summary As a member of the senior leadership team of the Development & Campaign group,...to increase planned and blended gifts closed by the Trust , focusing on maximizing donor philanthropy across planned, outright,… more
- Healthpeak Properties, Inc. (South San Francisco, CA)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing ... high-quality real estate focused on healthcare discovery and delivery. Our impressive...medical outpatient buildings, lab and life science facilities and Senior Assisted Living centers. POSITION RESPONSIBILITIES The Property Manager… more
- PNC (Pittsburgh, PA)
- …at hearings. The ideal candidate will possess the following: * Specific knowledge of trust , estate , and tax rules; investment principles; and fiduciary ... travel to Philadelphia is required. This role is responsible for daily trust administration, addressing the clients' needs, and risk and compliance management. The… more