- City National Bank (Las Vegas, NV)
- * TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg ... attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a... Administration activities in a geographic location with a team of Trust Officers. Typically have ten… more
- Wipfli LLP (Denver, CO)
- …Experience and knowledge of income tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime ... matters across a range of disciplines (such as trust and estate case law), using tax...derived from legal documents Amanda Feltner, from our recruiting team , will be guiding you through this process. Visit… more
- Wipfli LLP (Detroit, MI)
- …Experience and knowledge of income tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime ... matters across a range of disciplines (such as trust and estate case law), using tax...derived from legal documents Amanda Feltner, from our recruiting team , will be guiding you through this process. Visit… more
- Wipfli LLP (Chicago, IL)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... regulations, advising clients on their impact and opportunities + Lead tax engagements from start to finish, including planning,... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles… more
- Wipfli LLP (Detroit, MI)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... regulations, advising clients on their impact and opportunities + Lead tax engagements from start to finish, including planning,... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles… more
- Wells Fargo (San Francisco, CA)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services...estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate … more
- Cushman & Wakefield (Austin, TX)
- **Job Title** Portfolio Strategy Lead - Corporate Real Estate **Job Description Summary** The Strategy Lead is the primary architect of real estate ... strategies & business cases that guide our clients' real estate and portfolio optimization decisions. Partnering with our dedicated on-account team and senior… more
- Kraus-Anderson (Minneapolis, MN)
- …advisor in real estate transactions, leasing strategies, and investment planning. + Lead and act as an Owner's Representative with our other advisory services ... and keep promises + **Teamwork** - Collaborate to foster trust and success for all + **Value People** -...assessments and strategic facility planning for property owners. + Lead and support Predesign services team , ensuring… more
- Robert Half Legal (San Francisco, CA)
- …looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California, 94105, United States. In this role, you will focus on ... resolution of estate disputes. * Experience advising clients on tax strategies for trust and estate matters. * Solid grasp of legal principles pertaining to … more
- PenFed Credit Union (Fredericksburg, VA)
- …management and conversion of leads while providing action plans to improve performance. + Lead daily Sales Huddles with the branches team of agents, providing ... an opportunity to thrive, and be part of a team working to ensure our organization is providing world...continually improve lead responses ultimately resulting in lead conversion. + Aid independent contractor real estate… more
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