- Columbia Bank (San Jose, CA)
- …Structuring: Underwrite and manage a portfolio of cash-flow-based and real estate -secured loans, including practice acquisitions, partner buy-ins, ASC and MOB ... bank partners for wealth management and implementation strategies to include investments, trust , financial planning, and other wealth services. + May be asked to… more
- Columbia Bank (Seattle, WA)
- …client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Develop new ... the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit and other appropriate services. +… more
- Microsoft Corporation (Redmond, WA)
- …for our customers in a world awash in digital threats, regulatory scrutiny, and estate complexity. Microsoft Security aspires to make the world a safer place for ... well as ensuring the security of our own internal estate . We are the Identity and Network Access (IDNA)...breakthrough AI agents and user experiences that elevate Zero Trust architectures, collaborating with teams like Security Copilot to… more
- Robert Half Finance & Accounting (Grand Rapids, MI)
- …tax preparation and a proven ability to handle complex tax scenarios, including business, trust , estate , and nonprofit returns. You will play a key role in ... and meet deadlines in a fast-paced environment. * Experience with multi-state, estate , and corporate tax compliance is highly desirable. Robert Half is the… more
- ARCO (Chicago, IL)
- …conditions including surveys, asbestos studies, MEP/Structural review, etc. + Manage real estate entitlements and permits as necessary to start and execute on the ... their timing and cost needs + Coordinate with real estate attorneys, land owners, and development partners + Financial...list of 2024. Most importantly, our clients like us, trust us and want to do business with us.… more
- MyFlorida (Tallahassee, FL)
- …the agency's mission by performing quality reviews of eminent domain real estate appraisal reports for quality assurance purposes. This role also involves completing ... appraisal reports for internal use. Responsibilities include reviewing real estate appraisal reports, evaluating right-of-way cost estimates, performing quality… more
- Amazon (Seattle, WA)
- …water engineers, as well as support teams like public relations, public policy, real estate , legal , finance, and operations professionals to help us deliver the ... of datacenter development * Lead cross-functional collaboration with Real Estate , Public Policy, Economic Development, Power, Water, Land Development, External… more
- Auburn University (Auburn, AL)
- …of planned giving prospects. Engage donors through personalized interactions, building trust and understanding their philanthropic goals. + **Create and Present ... plans in collaboration with donors and their financial and legal advisors, ensuring these plans align with both the...Trends:** Keep on top of changes in tax laws, estate planning, and charitable giving trends to provide the… more
- JPMorgan Chase (Los Angeles, CA)
- …promptly. Follow up on all client-related credit issues (eg, missed margin calls, legal documentation, etc.). + Using your thorough knowledge of the JP Morgan Credit ... Ability to understand wealth management including, but not limited to: investing, trust and financial planning + Experience and proven success with banking concepts… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to manage the complexities of ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition ... Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise. + Responsible for proactively building and...for the financial advisor, the client and the client's legal and tax professionals (eg attorney or CPA). +… more