- Charles Schwab (Westlake, TX)
- …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 ... The Wealth Specialist will be the subject matter authority in all implications of a clients Tax , Trust and Estate needs. **What you have** As a Tax , … more
- Moss Adams LLP (San Francisco, 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
- Milton Hershey School (Hershey, PA)
- Director , Real Estate - ( 25000093...responsible for the oversight of all Milton Hershey School Trust Directly Held Real Estate including strategic ... to serve more students. MHS is currently seeking a Director , Real Estate to oversee a portfolio...perform annual appraisals. + Oversee annual financial projections and tax record keeping. + Coordinate the capital plan. +… more
- Grant Thornton (Melville, 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
- 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 (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
- 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
- University of Virginia (Charlottesville, VA)
- …in collaboration with the UPG Legal Affairs and Facilities and Real Estate teams. The incumbent prepares financial performance and rental rate analysis, and ... are updated when lease terms change, and periodically validating real estate financials transactions; ▪ Conducting CAM reconciliations to confirm that operating… more
- BMO Financial Group (West Palm Beach, FL)
- … Trust Administration processes and procedures + In-depth / expert knowledge of Trust Tax , Trust Accounting and Investment Management + In-depth / ... Provides high quality sales and service to Trust & Estate clients to deliver...expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations. +… more
- State of Colorado (Weld County, CO)
- State Land Board District Manager, NC Colorado (Real Estate Spec IV) Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/4910617) Apply State Land ... Board District Manager, NC Colorado (Real Estate Spec IV) Salary $70,140.00 - $91,182.00 Annually Location...Defined Benefit Plan or PERA Defined Contribution Plan, plus pre- tax and Roth 401K and 457 plans + Paid… more
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