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Director of Development-Gift Planning Duties: Responsible for securing planned gifts and/or blended gifts; i.e., a combination of annual, outright, revocable and irrevocable life income gifts. Primary responsibilities include the identification, cultivation, ..
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Director of Gift Planning The candidate will be responsible ... levels. Oversee management of Gift Planning (GP) prospect portfolios; partnering with ... endowment giving donors and prospects. Partner with and..
... issues through delivery of wealth planning solutions; Serves as a relationship ... and track pipeline activities; Utilizes planning software for presentations to close ... lenders in areas of wealth..
Job OverviewA law firm seeks a highly experienced Senior Tax Attorney in Dallas, TX. This senior-level role offers the opportunity to lead tax matters across multiple practice areas, including corporate transactions, ..
... law firm seeks an experienced Estate Planning Attorney in Frisco, TX. The ... 8 years of experience in estate planning, with a focus on tax ... focus on tax..
... client seeks Trusts and Estates Partner with 34 years of experience ... 34 years of experience drafting estate planning and trust administration documents, including ... candidate will be preparing..
Senior Trust Advisor Duties: Manages complex wealth management client relationships and delivers high quality fiduciary services. Partner assumes primary responsibility for overall client satisfaction as the relationship manager by collaborating with ..
Real Estate Federal Tax Partner The candidate will be a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to ..
... use knowledge of investments, financial planning, credit and banking to both ... asset allocation, investment management, wealth planning, credit and banking needs. Partner with internal specialists to provide .....
Senior Tax Manager - Real Estate The candidate will review complex ... returns, particularly in the Real Estate, Private Equity, Construction and emerging ... that impact areas of real estate..
Tax Senior The candidate will provide the highest levels of client service excellence while collaborating with other tax professionals and valued clients in the real estate and private equity market space. ..
Director of Development - Gift Planning Duties: Reporting to the executive ... the executive director of gift planning, responsible for securing planned gifts ... the executive director of gift planning,..
Tax Senior - Real Estate Responsibilities: Provide tax compliance and advisory services to partnerships, corporations and S-corporations for a variety of clients in the real estate, private equity and emerging business ..
Job OverviewA law firm seeks a Divorce Attorney in San Antonio, TX. The ideal candidate will be passionate about family law and possess strong litigation skills to represent clients in family ..
... attorneys on the benefits of estate planning products/services. Analyzes property/assets and develops ... to determine appropriate plans for estate taxes. Utilizes knowledge of inheritance, ... of inheritance, gift, income,..
... the work of a senior partner practicing in the estate planning and probate area and related ... timely reminders. Liason between senior partner and partner's clients. Assist in firm..
Estate Planning Partner/Shareholder The candidate must have 10+ ... and be Board Certified in Estate Planning and Probate Law or be ... the exam. Should have significant estate, wealth and..