- City National Bank (San Francisco, CA)
- * 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 (Southfield, 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 (Lincolnshire, 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 (Southfield, 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
- CIBC (Chicago, IL)
- …we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued ... CIBC.com (https://www.cibc.com/en/about-cibc.html) What You'll Be Doing As a Data Analytics Lead , you will be responsible for executing various Commercial Real … more
- AON (Chicago, IL)
- …and strategy. + Team Leadership + Lead , mentor, and develop a team of real estate professionals. + Develop a culture of accountability, innovation, and ... the world. As an organization, we are united through trust as one inclusive team and we...Leadership + Lead , mentor, and develop a team of real estate professionals. + Develop… 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 (Bel Air, MD)
- …management and conversion of leads while providing action plans to improve performance. + Lead daily Sales Huddles with the branches team of agents, providing ... drip campaigns to continually improve lead responses ultimately resulting in lead conversion. + Aid independent contractor real estate agents in obtaining… more
- Wells Fargo (Austin, TX)
- …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 Trust Associate in Estate Services as part...matter expertise and interpretation of procedures to less experienced team members + Articulate Wells Fargo Trust 's… more