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You have expertise in transfer tax and estate planning. Assisting clients who may have varied levels of estate planning knowledge. Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
$150,000 - $190,000Full-timeRemoteExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Payments, Mortgages & Lending, and Capital Markets, including Hedge Funds, Private Equity, Real Estate, Wealth & Asset Management etc. Demonstrated expertise in financial planning and analysis, budgeting, and forecasting.
$200,000 - $350,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Principles of real estate development, land use planning, and zoning. Assist new and expanding businesses in site selection, acquisition, and facility construction, and shepherding projects through the City's planning and building processes.
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Financial Planning and Analysis: Collaborate with the CFO to develop annual budgets, long-term financial forecasts, and strategic plans for real estate investment projects and funds. -Investment Due Diligence: Conduct comprehensive financial due diligence on potential real estate investment opportunities, including reviewing financial statements, market research, and risk assessments, to support investment decisions.
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You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services, estate planning strategies and business solutions.
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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
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Your primary responsibilities will encompass:Overseeing all facets of tax planning, compliance, and reporting for the corporation and real estate portfolios. This is a remarkable opportunity for a Certified Public Accountant (CPA) with a robust background in corporate and real estate tax, aiming to make a substantial impact within a high-performing organization.
$100,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Expectation is that the candidate is familiar with FCC Small Cell Legislation, 6409, planning, zoning, real estate leases, shot clock, etc., and experienced with PROW and jurisdictional permitting.
$50 - $55 an hourExpandUpdated Yesterday - UpvoteDownvoteShare Job
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Estate Planning with our legal team. The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. Producer, Agency Bonus, Yearly Renewal, Stock Options, Profit Sharing, etc.
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Free Training provided. Most agents work part-time and remotely and start generating some great side income which eventually grows into a six-figure income. Own your book of business, agency ownership, equity, and beneficiary to your business and agency.
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Technical research on estate planning and compliance matters for internal clients. Assisting clients which may have varied levels of estate planning knowledge. Interpreting and reviewing various legal documents in relation to estate and business succession planning.
$125,000 - $210,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Irvine Company is respected for its master planning and environmental stewardship of the Irvine Ranch in Orange County, including diversified operations throughout coastal California. About Us: Irvine Company is a privately held real estate investment company and master-planner committed to creating and sustaining communities that thrive for generations.
$137,400 - $178,800 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our esteemed estate planning law firm client is in search of a Trust & Estates Paralegal with at least 3 years of professional experience to join their new office in Newport Beach, CA. As their firm expands, they're are actively seeking a dedicated full-time paralegal to thrive in a collaborative setting, presenting opportunities for career advancement and engaging challenges.
$65,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Minimum 1-3 years of experience in real estate, financial planning & analysis, and BI reporting is preferred. BS/BA with emphasis on real estate, finance, accounting and/or economics required.
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Keep current with tax law changes and provide updates and training to the firm’s tax practice members, write articles for firm publications on emerging tax topics including legislative changes and planning opportunities.
$140,000 - $300,000 a yearFull-timeExpandApply NowActive JobUpdated Today
estate planning jobs in Tustin, CA
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