- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …services firm or law firm Significant experience providing complex gift and estate planning strategies to high net worth clients Significant experience ... Be a leader within the Private Client Service / Estate and Trust practice of the Firm Develop, supervise...Estate and Trust team Coordinating tax compliance and planning responsibilities for our multistate environment Maintaining visibility in… more
- Careerbuilder-US (New York, NY)
- …and filing of tax returns. Review bank and other financial statements. Prepare final estate planning letters with copies of executed documents and email clients ... PDF versions of executed documents. Prepare, review and finalize binders of estate planning documents. Send out real estate documents to be recorded. Obtain… more
- Russell Tobin & Associates (Lake Success, NY)
- …practice. They are seeking an associate for its growing Elder Law and Estate Planning practice. The successful candidate will be a self-motivated, ... desire to grow their practice.JOB RESPONSIBILITIES: Counseling clients with regard to estate planning and asset protection Drafting wills, revocable and… more
- Public Storage (Orlando, FL)
- …of Analytics within Public Storage's Real Estate division. The Real Estate division is responsible for underwriting, financial planning and analysis, and ... an S&P 500 industry leader, the country's largest real estate investment trust (REIT), and the most recognizable name...(REIT), and the most recognizable name in self-storage.The Real Estate Analytics Analyst is one of the key direct… more
- Creative Financial Staffing (Yonkers, NY)
- …notices from various taxing jurisdictions. Participate in short and long-term income & estate tax planning , tax credit utilization & other ad-hoc projects. ... is working with a privately held vertically integrated real estate development company that is looking for a Tax...Accountant will assist in managing and overseeing tax compliance, planning , and reporting processes. The ideal candidate is working… more
- U of C NORC (Chicago, IL)
- …for day-to-day operations at each of NORC's office locations. This includes real estate planning , space planning and management, emergency procedures, access ... control, security and key card services, construction management, travel management, mail and shipping operations, print center operations, front desk services, furniture purchasing, office maintenance, and general upkeep and… more
- WSFS Bank (Philadelphia, PA)
- …office, or a related financial services organization, eg, consultancy, accounting firm, estate planning firmAdvanced degree, either CFA or MBA, preferredSeries ... portfolio management theory, along with a fundamental knowledge of financial planning principlesMust have knowledge of fiduciary, tax, and other regulations… more
- Creative Financial Staffing (Cleveland, OH)
- …The organization offers a full array of services, including investment management, charitable planning , estate planning , and ax preparation as well. This ... client maintains the feel of a family-owned business, they value culture deeply, and it is a collaborative environment Generous benefits and compensation package Free parking in Downtown, Cleveland Hybrid two days per week Incredible perks and retirement… more
- Creative Financial Staffing (New York, NY)
- …trusts, s-corporations & private foundations Participate in short and long-term income & estate tax planning , tax credit utilization & other ad-hoc projects ... in taxation accounting experience working with high-net worth individual and/or real estate industry concentration is a plus Proficient in Excel, accounting, and tax… more
- Amerant Bank (Coral Gables, FL)
- …and services offered by the group through its multiple units.Become proficient in estate planning and trust related services.Keeps abreast of news, market ... information and relevant global situations and communicate to customers how these may impact their financial situation.Coordinate, integrate and deliver proposals from different areas and units of the group.Seek constant feedback by customers and identify… more
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