- GRF CPAs & Advisors (Bethesda, MD)
- …actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.… more
- Charles Schwab (Westlake, TX)
- …and families with their financial needs. Whether it's retirement planning , charitable giving, estate planning , active investing or managing banking ... financial goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. This position will be responsible for leading a team… more
- JPMorgan Chase (New York, NY)
- …become familiar with financial planning , retirement planning , charitable planning , tax planning , and estate planning strategies and ... breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the...app), and advice insights via AI. + Collaborate with senior leadership to align product goals with business objectives.… more
- Grant Thornton (Dallas, TX)
- …reviews Research and consult on various tax matters, primarily in the federal estate , gift, charitable planning , and generation-skipping tax arenas; utilize ... As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex...compliance services for complex tax returns and provide income, estate , and gift tax planning strategies for… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …next step? Discover a career in banking at Fifth Third Bank. ABOUT THE ROLE: The Senior Estate Settlement Officer serves as a senior subject matter expert in ... complex decedent estates and trusts. This role requires advanced expertise in estate planning documents, probate procedures, tax implications, and fiduciary… more
- Brookfield Properties (Champaign, IL)
- …our team, we encourage you to apply. Job Description Position Summary The Sr Facilities Technician is responsible for assisting the Operations Manager or Manager on ... competencies required to work safely + Assist with emergency planning and response in coordination with management team +...Vests on Day 1 + Career development programs + Charitable donation matching + Generous paid time off (ie,… more
- Deloitte (Grand Rapids, MI)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to… more
- Neuberger Berman (New York, NY)
- …will advise high-net-worth clients on all aspects of trust and estate planning , tax strategy, pre-liquidity events, and charitable giving. The role focuses ... with complex client relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and external experts… more
- PennyMac (Fort Worth, TX)
- …of homeownership through the complete mortgage journey. A Typical Day The Senior REACH Specialist (Research, Escalation, and Complaint Handling) serves as the ... issues while also providing peer support and training. The Senior REACH Specialist is expected to promote a culture...(FDCPA). + Equal Credit Opportunity Act (ECOA). + Real Estate Settlement Procedures Act (RESPA). + Bankruptcy, Foreclosure, and… more
- Republic Services (Phoenix, AZ)
- **POSITION SUMMARY** : The Senior Corporate Counsel (Operations) is responsible for managing legal matters related to the Company's business of delivering waste and ... demands, investigations, litigation, administrative and business law, contracts, market planning and development, employment, environmental, health and safety, real … more
Recent Searches
- Leader Software Engineering Data (United States)
- Senior Engineer Python Aws (United States)
- Program Control Analyst Ii (United States)
Recent Jobs
-
Associate Director US Payer Marketing Immunology
- Merck & Co. (North Wales, PA)
-
Plasma Center Nurse - LPN
- BioLife Plasma Services (Snellville, GA)
-
Director of Quality & Compliance, Global Regulatory Affairs and Clinical Safety
- Merck & Co. (North Wales, PA)
-
Director, Omnichannel Marketing
- Daiichi Sankyo, Inc. (Bernards, NJ)