Estate Manager Opportunities in Santa Barbara & Los Angeles, $150-200k. We have several high-level Estate Manager roles for UHNWI’s within the Santa Barbara and Los Angeles area. The Estate Manager will be critical to the success of the team and requires a high level of discretion, emotional intelli...
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Tr...
Comprehensive technical skills, including providing full services to real estate owners, developers and investors including publicly traded REITS, institutional real estate funds managed by financial institutions and privately held real estate entities. Intimate knowledge of tax compliance methods, ...
Advise clients on corporate, partnership, individual and trust and estate tax services. Proven industry experience in real estate. ...
Assist clients with meeting their tax and financial planning objectives by using a range of tools (including wealth transfer and estate planning). For the Tax Manager position, a JD may be accepted in lieu of a CPA certification. ...
Responsible for the management of special assets held in trusts, estates, and agency accounts. Assists in the collection of information necessary for the ongoing asset management and completion of Annual Investment Reviews and may review Annual Investment Reviews prepared by Analysts and/or Asset Ma...
Comprehensive technical skills, including providing full services to real estate owners, developers and investors including publicly traded REITS, institutional real estate funds managed by financial institutions and privately held real estate entities. Thorough knowledge of tax compliance methods, ...
Tax Manager/Senior Manager - Gift, Trust, & Estate Tax. A typical day as a Tax Manager/Senior Manager might include the following:. Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow....
Explore the Difference an EPIC Career Can Make in Your Life .There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry.Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every d...
Assist clients with meeting their tax and financial planning objectives by using a range of tools (including wealth transfer and estate planning). For the Tax Manager position, a JD may be accepted in lieu of a CPA certification. ...
Develop internal and external network to understand other service offerings for real estate clients. Minimum 1 year in a managerial role involving clients and team members . ...
Under supervision, responsible for developing and maintaining assigned long-term client relationships.Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units.May participate in pricing and resource discussions and in developing the ...
Responsibilities for Real Estate Project Manager:. Qualifications Real Estate Project Manager:. Preferred Qualifications for Real Estate Project Manager:. Deliver real estate entitlements for Small Cells to support evolving network enhancements. ...
A typical day as a Tax Manager/Senior Manager might include the following:. Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. Interpreting and reviewing various legal documents in r...
To perform the role of a Senior Commercial Lines Client Manager (Real Estate) successfully, an individual must be able to perform each essential duty satisfactorily. Preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages. May...
You have expertise in estate and GST tax (interpretation and advisement on estate tax and GST provisions in estate planning documents). Reviewing United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns. Interpreting and reviewing various lega...
Real Estate Tax Managers possess a strong technical knowledge in partnership taxation and concepts specific to real estate companies. In addition to tax return reviews, Real Estate Tax Managers participate in identifying client issues and communicating with clients and financial managers. Managers m...
As a Trust & Estate Tax Manager, you’ll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Reviewing of fiduciary accountings for estates and trusts. Providing t...
The Regional manager holds responsibility for the operational, financial and managerial performance of multi-family properties. Conducts training sessions, motivates employees, and collaborates with managers to ensure effective operations. Preferred but not mandatory: bachelor’s degree in business a...
Project Manager - Commercial Real Estate/Property. ...
Role: Real Estate Project Manager of Network Real Estate and Regulatory. Network Real estate Project Manager. Must-Have Skills for Network Real Estate Project Manager:. Desired Skills for Network Real Estate Project Manager:. ...
Comprehensive technical skills, including providing full services to real estate owners, developers and investors including publicly traded REITS, institutional real estate funds managed by financial institutions and privately held real estate entities. Thorough knowledge of tax compliance methods, ...
The Trust & Estates Tax Manager will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent's final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate plann...
Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. A typical day as a Wealth Transition Services Manager might include the following:. I...
Treasury Wine Estates (TWE) is one of the world’s leading wine companies. TWE seeks an experienced Sales Manager for our Bold Brands portfolio to manage our Northern California market. Growing Treasury Wine Estates portfolio depletion volume, feature and distribution within top accounts and total te...