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Senior Director of Planned Giving Duties: Responsibility for the solicitation of individual gifts for Case Western Reserve University from its natural constituency and beyond ($500K-$5,000K). Will be charged to identify, cultivate, ..
Director, Gift Planning The candidate: Plans and executes all planned giving programs for Cleveland State University and the CSU Foundation. Identifies, cultivates, and solicits donors for planned giving bequests, trusts, annuities ..
... legal affairs, and policy and tax issues concerning university’s fundraising program. ... at least 15 years of estate, tax, and legal experience working closely ... with clients to manage..
... seeking a Trusts and Estates Attorney to work in our Estate Planning and Probate practice group. ... matters in the areas of estate tax and estate planning for high..
... and reviews and monitors all estate planning documents periodically to ensure ... bank and to provide well-coordinated estate, tax and financial planning alternatives to ... client’s needs. Identifies a..
Gift And Estate Tax Manager Responsibilities: Review a variety ... Responsibilities: Review a variety of tax returns for multiple clients including ... returns for multiple clients including estate, trust, gift..
Global Compliance and Reporting Real Estate Manager The candidate will analyze an evolving portfolio of complex tax operations to provide meaningful business insights. Will identify potential opportunities and risks and communicating ..
Tax Services Senior Analyst –EDGE – ... Senior Analyst –EDGE – Fiduciary Trust Tax Services Responsibilities: Performing tax research and preparing written tax advice . Preparing tax information statements and..
Tax Associate - Fall 2024 The ... candidate will be responsible for tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of ... supporting..
... to Senior-level Private Wealth Associate Attorney with 5 or more years ... The position involves complex drafting, tax analysis, project management, client interaction, ... complex trusts, wills, and other..
... beneficiary distributions. Reviewing wills and trust instruments to prepare and file ... and accounting petitions. Preparing income, estate, and gift tax returns at the federal and ... meeting necessary..
Estate Planner The candidate will create ... most important and complex client estate planning situations. Will participate directly ... research information to answer specific estate planning questions and to create..
Indirect Tax Credits and Incentives Manager - ... approaches to improve our clients’ tax activities. Researching our clients’ business ... data gathering and analysis, real estate and capital investment planning,..
Cleveland office of a BCG Attorney Search Top Ranked Law Firm seeks a probate and estate planning attorney with some experience. The candidate will be responsible for succession planning, personal and ..
... highly qualified Probate, Wills, and Estate Planning Attorney to join their team. The ... profound understanding of probate and estate planning laws, possess an active ... emphasizing expertise in..
... Paralegal The candidate will prepare estate planning documents, including flowcharts, revocable ... irrevocable trusts, wills, powers of attorney, advance directives, IRA beneficiary designations, ... controlling the workflow of the..
Tax Manager - Trust Duties: Reviews a variety of ... Duties: Reviews a variety of trust tax returns for multiple clients and ... returns for multiple clients and tax returns..
Estate Planning Partner The candidate will ... providing excellent client service. Significant estate planning experience with high-net-worth individuals, ... required. Strength in income, gift, estate, and generation-skipping tax planning and..
Global Compliance and Reporting Real Estate Senior The candidate will work ... candidate will work on multiple tax engagements and will contribute to ... to the delivery of quality tax..
Gift And Estate Tax Manager Responsibilities: Review a variety ... Responsibilities: Review a variety of tax returns for multiple clients including: ... returns for multiple clients including: estate, trust, gift..