- Charles Schwab (Bellevue, WA)
- …they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... Wealth Specialist will be the subject matter authority in all implications of a clients Tax , Trust and Estate needs. **What you have** As a High Net Worth … more
- Moss Adams LLP (Walnut Creek, CA)
- ** Tax Managing Director - Real Estate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state taxaudits +… more
- Grant Thornton (New York, NY)
- As a Valuation & Modeling - Real Estate - Managing Director , you'll assist clients by leading teams that apply traditional and cutting-edge valuation approaches ... day-to-day may include: + Supervising and overseeing the real estate component of Valuation engagements throughout the transaction process...we believe in making business more personal and building trust into every result - for our clients and… more
- Robert Half Finance & Accounting (Rogers, AR)
- …development. * Handle complex tax return reviews, including federal income, estate , trust , and partnership. * Build strong relationships with clients, ... Description We are looking for a Tax Director to join a growing...serving high-net-worth individuals, families, and small businesses with advanced trust and estate planning needs. This role… more
- Cherry Bekaert (Charleston, WV)
- …Advisory services to our clients for over 75 years! We are seeking a **Property Tax Director .** **The location is flexible and remote would be considered.** Some ... all consulting projects. The primary responsibilities of the Property Tax Director is focused in the following:...manage comprehensive property tax strategies to optimize tax liabilities across the company's entire real estate… more
- Grant Thornton (Philadelphia, PA)
- As the Private Wealth Services Tax Managing Director , you'll lead all aspects of client relationships including matters related to tax reporting across a ... the Private Wealth Services practice. Our services include complex tax returns preparation, estate , and gift ...we believe in making business more personal and building trust into every result - for our clients and… more
- Robert Half Finance & Accounting (Pittsburgh, PA)
- … tax strategies for high-net-worth individuals and families, addressing complex financial, estate , and trust planning needs. Tax Compliance Oversight: ... Overview: Robert Half is seeking a highly skilled and experienced Wealth Management Tax Director to join our client's organization. As a Tax Director… more
- Bank of America (Chicago, IL)
- …JD considered highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax experience preferred + Strong ... the Chief Fiduciary, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary… more
- TIAA (Frisco, TX)
- … Administration Manager manages a team of experienced professionals that work on trust and estate accounts. This job focuses on ensuring customer requests ... are consistent with trust laws and regulations. In addition, the ...to, asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, executive… more
- University of Virginia (Charlottesville, VA)
- …clauses. + Support the oversight of accounts payable/receivable processes related to real estate transactions. + Apply for and/or maintain tax exemptions for UPG ... a key role in supporting strategic decision-making related to UPG real estate portfolio, encompassing both owned and leased properties. The incumbent prepares… more
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