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This is a unique opportunity to work with a multi-generational family and their advisors regarding accounting, investment, planning, asset allocation, cash management, insurance, real estate, trust, and other family matters.
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Axley Brynelson, LLP, a leading Wisconsin law firm with offices in Madison, Waukesha and Janesville, is seeking a lawyer with 4-6 years of experience in the areas of corporate and partnership taxation, estate planning, real estate acquisition, and general business transactional matters.
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Or CPA, Estate Planning, Commercial Banking, Financial Wholesaler, Trust Officer, etc.) - To help FAs develop sales training tactics, they will complete a full week of sales training that will take place in person in Milwaukee, WI. The objective of this training will focus primarily on: New Business Development, Strategic Business Planning, and Effectively Conducting Meetings.
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The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
$86,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
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Bachelor’s degree in Real Estate, Finance, Engineering, Urban Planning, Economics or related field. Real Estate Valuation & Advisory Services. Baker Tilly is looking for a Manager to join our Site Selection and Location Advisory Team in our Real Estate Advisory ServicesGroup.
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Prior experience with Governmental audits, Housing Authority audits, Real Estate audits, Not for Profit audits, Single Audit, Uniform Guidance Audit, GASB GAAP, FASB GAAP, and/or HUD programs strongly preferred.
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International, SALT, Estate Planning) for issue identification and resolution Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation.
$190,000 - $335,000Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The McShane Companies (McShane Construction Company, Cadence McShane Construction Company, and Conor Commercial Real Estate) do not accept unsolicited resumes, candidates' names or summaries from staffing agencies, search firms, or third-party recruiters.
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They are looking for an Architect/Drafter to perform all phases of architectural work including designing, planning, as well as overseeing the construction process. An outstanding opportunity with an industry leading real estate development company.
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Development of relationships with influencers (Commercial Real Estate, A&D firms, Construction and Facilities Management) to identify opportunities. Space Planning/Design Support. Efficient planning for effective time utilization.
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Cost Management: Manage all or part of the cost of a planning, design, and construction process to remain within the owner's budget, including cost estimating, cost reporting, cost breakouts, pay requests, cash flow analysis, change orders, and forecasts.
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The Law Center specializes in legal issues concerning families, children, adoption, surrogacy, estate planning, probate, real estate and business, and the LGBTQ community. The Law Center specializes in legal issues concerning families, children, adoption, surrogacy, estate planning, probate, real estate and business, and the LGBTQ community.
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A bachelor’s degree preferred in Real Estate, Economics, Marketing, City Planning or related field. Real Estate Broker’s License or Certified Property Manager (CPM) status is a plus.
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