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The Private Client Tax Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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Oversee the preparation of funding proposals, talking points and scripts, assessments of potential support, donor briefings, gift agreements, endowment agreements, and stewardship reports for assigned prospects.
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Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Paid Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development.
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What You’ll Do As a stock associate you’ll delight shoppers with everything for extraordinary gift giving, entertaining and decorating. Who We Are For over 60 years, we have curated a unique marketplace filled with inspiring finds for the home decorator, entertainer, and gifter.
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Oversee the development and maintenance of a top-tier donor management system that offers comprehensive insights and management capabilities, covering everything from prospect development to donor communications and gift processing.
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Follow established policies and procedures for post office, money orders, licenses, utility payments, gift cards, gift certificates, lottery tickets, money transfers, data tix, Smith tix, bus passes, store mail, ski passes, Western Union, hunting licenses and keys.
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As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development.
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Operating POS system, including the proper handling of and responsibility for accuracy of cash drawer, credit cards, travelers' checks, gift cards and redeemed coupons as well as concession stock inventory.
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Value and understand the importance of diversity, equity, and inclusion among all IMA associates. IMA's National Real Estate group is seeking an Account Specialist to join our growing team! Utilize the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.
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Tracks donor activities and interactions, working closely with Advancement staff to manage qualification, cultivation, solicitation, documentation, and stewardship of major gift donors. As the Director of Major Gifts, you will build and manage a portfolio of major gift prospects and donors at the $25,000+ level.
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The gift a surrogate provides to those in need is both remarkable and generous. The gift a surrogate provides to those in need is both remarkable and generous. Our purpose is to match the perfect gestational carrier (surrogate) with compatible intended parents to participate in the life-changing journey of bringing a child into a loving family.
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Managing a variety of tax returns, including corporate, partnership, estate, gift, individual, not-for-profit, and employee benefit tax returns. The services we offer include temporary, temporary-to-hire, permanent placement, executive search, consulting, interim management transitions, on-site solutions, outsourcing, talent development and human resources.
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Experience applying applicable laws, regulations, rules, practices, procedures and techniques sufficient to provide oversight into the planning, development and implementation of the technical aspects of the estate and gift tax program.
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Description:We specialize in conducting business valuations for various purposes, including mergers and acquisitions, ownership succession, wealth transfers, gift and estate taxes, charitable contributions, and litigation support.
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gift job in Salt Lake City, UT
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