- Charles Schwab (Phoenix, AZ)
- …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
- JPMorgan Chase (Chicago, IL)
- …for fiduciary tax matters + Support global trust teams on all tax matters including but not limited to estate and gift tax , generation-skipping ... our Wealth Management team as the Trusts and Estates Tax Operations Executive Director , where you'll play...in sub-specialty areas including state taxation of trusts, GST, estate tax , tax -exempt trusts, foreign… more
- State of New York Mortgage Agency (New York, NY)
- … of AMU, the AVP's of Asset Management. The Director of Asset Management Tax Credit and Assistant Director Tax Credit will share direct supervision of ... Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME, RAD,...and various other State housing programs Job Summary: The Director of Asset Management - Tax Credit… more
- Robert Half Finance & Accounting (Reno, NV)
- …role, candidates are required to be an active CPA plus a minimum of 7 years of tax experience in individual, trust , estate and gift tax areas. Candidates ... with a Reno based Family Office to identify a Tax Director to join their dynamic and.... * Proven expertise in corporate, individual, partnership, and trust tax returns. * Strong knowledge of… 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
- MillerMusmar CPAs (VA)
- …or Remote Flexibility) **Firm Size:** ~30 employees **Reports to:** Tax Director **Department:** Tax - Individual, Trust , and High-Net-Worth About ... C/E/F, stock compensation, and flow-through planning . Review ~20 trust and estate tax returns...Tax function and mentor a growing team . High degree of autonomy, with support from a Director -level… more
- NYS Housing Trust Fund Corporation (New York, NY)
- …subsidy programs under Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME, RAD, Mitchell-Lama, and various ... Job Summary: We are seeking a strategic and data-driven Director of Marketing Operations to spearhead the modernization and...(SAMU), including - but not limited to - Housing Trust Fund Corporation (HTFC) programs, LIHTC, HOME, Office of… more
- Robert Half Finance & Accounting (Rockville, MD)
- …accounting and industry. + Significant partnership tax experience, ideally in real estate . + Trust accounting, private equity, and state income tax ... Description Join a market-leading, visionary commercial real estate developer and property manager with over seven...forefront of industry transformation. We are seeking an experienced tax professional (flexible on title and compensation based on… more
- Connecticut College (New London, CT)
- …regarding planned gift commitments from individuals as well as charitable issues associated with tax and estate planning. The Director of Planned Giving is ... Director of Gift Planning Bookmark this Posting Print...giving procedures and professional ethics and practices. + Lead trust and estate management at the College… more
- JPMorgan Chase (San Francisco, CA)
- …Planner within JP Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information ... resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position… more