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Are you a results-driven individual with an entrepreneurial itch? If you're more about building a business than just having a job, we want you on our team! At New Western , our clients are investors looking to find the next great property for their portfolio. To deliver on your goals as a Sales Agent , you’ll need to enthusiastically embrace cold calling, networking, and engaging in virtual or face-to-face meetings to deliver results. Fueling Your Success at New Western Accelerated Growth: Outpace your peers with unparalleled growth in your first year. Exclusive Inventory: Benefit from inventory selling 31% below new builds post-rehab. Achieve More, Together: Enjoy faster closing times, quicker commission payouts, and increased volume, backed by our proactive in-house marketing team and an unparalleled infrastructure. Learn and Grow: Access a robust library of on-demand and live learning sessions via New Western University. We believe in nurturing talent and fostering your professional growth. Flexible Autonomy: Work as an independent contractor with the freedom to work your way and define your path to success. What You Need To Excel Grit: Competitive, resilient and driven with a closer mentality (even if you lack real estate experience). Negotiation Prowess: Natural dealmaking and strong negotiation skills. Accountability: Willingness to take ownership of your work and results. Skilled Communication: Polished communicator with a knack for interpersonal connections. Key Considerations Licensure : Requires an active real estate license based on your work location. If you don’t have one yet, don’t worry! We’ll guide you on obtaining yours once we start our conversation. Compensation Plan: Similar to most licensed real estate agents, this position is an independent contractor (1099) role, with 100% commission-based earnings. On average, agents earn $93,000 in commission, with high-performing agents making over $160,000 in their first year and well over $450,000 annually in subsequent years. About New Western We're not just any real estate company. We’re on a mission to redefine real estate investing, making it more accessible for everyone. With a presence in many major cities, we connect over 200,000 investors with sellers, leading to the rehabilitation of homes. Our track record speaks for itself — we buy a home every 13 minutes. We provide fresh starts for sellers, exclusive options for investors, and affordable housing solutions for buyers. Award-Winning Team & Culture Thanks to our thriving culture and dedicated team, we’re a Glassdoor Best Place to Work for 2023 and 2024 . Take a peek behind the scenes and see what it’s like working with us at www.lifeatnewwestern.com . Ready to take your career to the next level? Apply today! #LI-LS1

Are you a motivated professional with 2+ years in residential real estate? Can you spot potential in homes needing a little TLC? Are you familiar with or eager to learn ARV, BRRRR, and Wholesaling? New Western is seeking dedicated Acquisition Agents to join our award-winning team. Leverage your expertise to identify lucrative opportunities in today's competitive investment real estate market, where rising interest rates aren’t a limiting factor, and the demand continues to grow. Watch More About What A New Western Acquisition Agent Does. How New Western Delivers Opportunity Leverage Our Resources: Benefit from our powerful purchasing capabilities and gain access to valuable leads, time-tested wholesale relationships, and proprietary software. It’s all geared towards helping you stand out and acquire valuable properties. Achieve More, Together: Averaging over 29 transactions annually, our agents are always on the move. Enjoy faster closing times, quicker commission payouts, and increased volume, backed by our proactive in-house marketing team, a robust network of sales agents, and an unparalleled infrastructure. Learn and Grow: Access a robust library of on-demand and live learning sessions via New Western University. We believe in nurturing talent and fostering your professional growth. Flexible Autonomy: Work as an independent contractor with the freedom to work your way and define your path to success. What You Need to Excel Strategic Mindset: Ability to analyze market data and trends. Negotiation Prowess: Natural dealmaking and strong negotiation skills. Accountability: Willingness to take ownership of your work and results. Skilled Communication: Polished communicator with a knack for interpersonal connections. Key Considerations Licensure : Requires an active real estate license based on your work location. Compensation Plan: Similar to most licensed real estate agents, this position is an independent contractor (1099) role, with 100% commission-based earnings. On average, agents earn $93,000 in commission, with high-performing agents making over $160,000 in their first year and well over $450,000 annually in subsequent years. About New Western We're not just any real estate company. We’re on a mission to redefine real estate investing, making it more accessible for everyone. With a presence in many major cities, we connect over 200,000 investors with sellers, leading to the rehabilitation of homes. Our track record speaks for itself — we buy a home every 13 minutes. We provide fresh starts for sellers, exclusive options for investors, and affordable housing solutions for buyers. Award-Winning Team & Culture Thanks to our thriving culture and dedicated team, we’re a Glassdoor Best Place to Work for 2023 and 2024 . Take a peek behind the scenes and see what it’s like working with us at www.lifeatnewwestern.com . Ready to elevate your career? Apply today! #cb PM20 #LI-AB1

Are you a go-getter with a can-do attitude? Do you think there's more to life than a traditional 9 to 5? Are you excited by the prospect of earning high 6 to 7 figures within the next few years? Then keep reading! NAI Northern California is a technology-enabled commercial real estate brokerage with offices located in San Francisco, Oakland, and San Jose. Our aggressive growth strategy has continued to bear fruit as we are one of the fastest growing commercial brokerages in the Bay Area in terms of both revenue and headcount. To help us keep pace with our rapid growth, we're looking for Commercial Real Estate Investment Advisors to join our team! If that's you - we want to hear from you. A recent hire told us “...just sitting in front waiting to interview, hearing the energy and collaboration, and seeing the technology and resources made me certain this would be a fantastic place to grow my career and myself.” NAI Northern California has created an innovative culture and we pride ourselves on having disrupted traditional brokerage organizations. We foster the success of our newer Investment Advisors with a structured training program, mentorship, and coaching. Advisors love it here for that very reason - our collaboration, transparency, and tech stack are simply without parallel. Who Are You? Licensed as a California Real Estate Salesperson or Broker (or willing to become licensed) You have had success in business or sales (ideally entrepreneurial endeavors) Experience with business development - especially cold-calling or door-to-door sales - is preferred An elementary understanding of business finance and investments in real estate is a big plus Compensation: 100% commission-only First year commission goal is $50,000 - $100,000 + Second year commissions should range between $125,000 and $250,000+ Fifth year commissions should exceed $500,000 and will ideally be $1,000,000+ How Do We Help You? Collaboration: We take this seriously. We believe that the scarcity mentality and sales do not mix. We also believe that competition can inspire us to do great things, but collaborating with others elevates everyone. Therefore management trains advisors to realize their highest potential quickly to create a revenue source. Platform: We’ve implemented a world-class CRM so all outreach is transparent. We have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go - so no need to build your own database. Support: We spend time and money to support our agents at NAI. We know this is what’s necessary to get everyone successful. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist in seeking more leads for calls, in marketing listings, and in helping complete the escrow / contract process. A Little More About Us: NAI Northern California is the local representation of NAI Global - the largest Commercial Real Estate Brokerage Network in the world with 400+ offices worldwide and over 7,000 professionals. NAI is a global “Top 5” Commercial Real Estate Company dedicated to having the most successful, productive, and happy teams in the industry. The collaborative, tech-forward culture we have grown in Northern California is a major competitive advantage that will expedite your success. We have fun often and laugh easily, and yet we are at the top of our game and deliver the highest quality to our customers and clients. Take us seriously when we say our sights are focused upon gaining market share and doing what it takes to be really successful - and carving a name for ourselves in the San Francisco Bay Area. What Are Our People Doing & Saying? "Working at NAI Northern California gives you the benefit of working for a global brand, combined with the feel and culture of a Bay Area startup. Our open, transparent platform and our strong collaboration lend to one of the most unique work environments in the industry. Ultimately, I opted for NAI over the competing firms because I felt that it gave me the best chance to grow and fulfill my potential." – Anonymous, Senior Vice President – NAI Northern California Top Performer BRE License # 01870488

Are you interested in the commercial real estate industry? Would you like to learn more about brokerage, development, and investment? Recognized as a "Top 25" Brokerage Firm by the Business Times, NAI Northern California provides comprehensive brokerage services, such as Apartment Building Sales, Industrial and Office Sales & Leasing and Property Management to help our clients strategically optimize their real estate assets. As an intern you will have an excellent opportunity to gain valuable hands on experience in a fast paced real estate brokerage firm. Full-time placement upon completion of program is available. We are on the leading technological edge of the industry, and have numerous competitive advantages including local and national relationships. We pride ourselves on our track record, culture, and growth. We deliver the best and expect the most of our talented and motivated professionals and staff. Our superior technology, global platform and local and national relationships, add to our competitive advantage. This is a full-time opportunity to comply with DOD Skillbridge Internship qualifications. Interested in attending a DoD Skillbridge Informational Webinar? Learn more about NAI NorCal and the DoD Skillbridge opportunities we offer. Sign up here POSITION SUMMARY: These roles are unique opportunities for Active Duty US Armed Forces members with authorization to participate in the DoD Skillbridge program as directed by their respective command. NAI NorCal is a DoD Skillbridge authorized participant. This internship would allow the qualified candidate to participate in a learning program designed around training into a potential full-time role similar to the one in the description listed below. To help us keep pace with our rapid growth, we're looking for Commercial Real Estate Interns to join our team! So if that's you - we want to hear from you. Are you? DISCIPLINED – dedicated to following rigorous schedules where time management is key. RESILIENT – respond from set-backs. They take failures & learn from experience. MOTIVATOR – bring an infectious energy and ‘can do’ attitude in order to overcome challenges. ADAPTABLE – adjust your focus to ensure your skills help the team in the best possible way. COMMUNICATOR – effectively interact with others to work together better, forming a stronger overall team. TEAM PLAYER – know the value of team work and can get the best from others in challenging times. LEADER – understand what it takes to be a leader and help others achieve their goals. COMPOSED – deliver under pressure, due to working in high-pressure environments on a daily basis. NAI Northern California has created an innovative culture, and we pride ourselves on having disrupted traditional brokerage organizations. We foster the success of our newer Investment Advisors with a structured training program, mentorship, and coaching. Advisors love it here for that very reason - our collaboration, transparency, and tech stack are simply without parallel. How Do We Help You? Collaboration: We take this seriously. We believe that the scarcity mentality and sales do not mix. We also believe that competition can inspire us to do great things, but collaborating with others elevates everyone. Therefore management trains interns to realize their highest potential quickly. Platform: We've implemented a world-class CRM, so all outreach is transparent. We have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go - so no need to build your own database. Support: We spend time and money to support our agents at NAI. We know this is what's necessary to get everyone successful. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist in seeking more leads for calls, in marketing listings, and in helping complete the escrow/contract process. QUALIFICATIONS AND ESSENTIAL JOB FUNCTIONS: Love the thrill of winning because 2nd isn't an option Enjoy building networks of people Are happiest around high-energy, motivated people Regularly achieve the goals you set for yourself You find ways to make things happen and your friends describe you as resourceful Customer Service Focused Organizational skills Time Management skills Communication Proficiency (oral and written) Multi-Tasker High school diploma/GED equivalent; Bachelor's Degree preferred Additional Eligibility Qualifications Proficiency in Microsoft Office Suite Demonstrates initiative and reflects a sense of urgency in daily duties by meeting or improving upon deadlines Are willing to obtain a CA Real Estate Salesperson (or broker) license Are approaching your last 6 months to a year in the military Other Duties This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. We are not for everybody: It takes a unique person to be an NAI Advisor. Success is reserved for those who deserve it. This is sales! You are going to lose sometimes, so you are resilient and bounce back from failures easily. You are paid based on your own performance, so you have to kick your own butt. The idea of breaking out of your comfort zone and trying new things is enticing to you. Ours is a competitive, fast paced business that demands continuous learning and personal development. It’s not always easy but it is highly rewarding when you are able to create strategies that help our clients meet their investment goals faster than they ever thought possible. We are highly driven, yet see the value of working collaboratively. Our leadership has coached teams at the highest levels of business and eagerly share their knowledge and expertise with our team members. We are fueled by a competitive spirit to achieve results and provide our clients with the best investment solutions. We learn from our success and dissect every failure to find ways that make our clients and ourselves better. A Little More About Us: NAI Northern California is a technology-enabled commercial real estate brokerage with offices located in San Francisco, Oakland, and San Jose. Our aggressive growth strategy has continued to bear fruit as we are one of the fastest growing commercial brokerages in the Bay Area in terms of both revenue and headcount. We have ambitious plans to expand, and we are increasing our talent pool dramatically! NAI Northern California is the local representation of NAI Global - the largest Commercial Real Estate Brokerage Network in the world with 400+ offices worldwide and over 7,000 professionals. NAI is a global “Top 5” Commercial Real Estate Company dedicated to having the most successful, productive, and happy teams in the industry. BRE License # 01870488

Are you interested in the commercial real estate industry? Would you like to learn more about brokerage, development, and investment? Recognized as a "Top 25" Brokerage Firm by the Business Times, NAI Northern California provides comprehensive brokerage services, such as Apartment Building Sales, Industrial and Office Sales & Leasing and Property Management to help our clients strategically optimize their real estate assets. As an intern you will have an excellent opportunity to gain valuable hands on experience in a fast paced real estate brokerage firm. Full-time placement upon completion of program is available. We are on the leading technological edge of the industry, and have numerous competitive advantages including local and national relationships. We pride ourselves on our track record, culture, and growth. We deliver the best and expect the most of our talented and motivated professionals and staff. Our superior technology, global platform and local and national relationships, add to our competitive advantage. This is a full-time opportunity to comply with DOD Skillbridge Internship qualifications. Interested in attending a DoD Skillbridge Informational Webinar? Learn more about NAI NorCal and the DoD Skillbridge opportunities we offer. Sign up here POSITION SUMMARY: These roles are unique opportunities for Active Duty US Armed Forces members with authorization to participate in the DoD Skillbridge program as directed by their respective command. NAI NorCal is a DoD Skillbridge authorized participant. This internship would allow the qualified candidate to participate in a learning program designed around training into a potential full-time role similar to the one in the description listed below. To help us keep pace with our rapid growth, we're looking for Commercial Real Estate Interns to join our team! So if that's you - we want to hear from you. Are you? DISCIPLINED – dedicated to following rigorous schedules where time management is key. RESILIENT – respond from set-backs. They take failures & learn from experience. MOTIVATOR – bring an infectious energy and ‘can do’ attitude in order to overcome challenges. ADAPTABLE – adjust your focus to ensure your skills help the team in the best possible way. COMMUNICATOR – effectively interact with others to work together better, forming a stronger overall team. TEAM PLAYER – know the value of team work and can get the best from others in challenging times. LEADER – understand what it takes to be a leader and help others achieve their goals. COMPOSED – deliver under pressure, due to working in high-pressure environments on a daily basis. NAI Northern California has created an innovative culture, and we pride ourselves on having disrupted traditional brokerage organizations. We foster the success of our newer Investment Advisors with a structured training program, mentorship, and coaching. Advisors love it here for that very reason - our collaboration, transparency, and tech stack are simply without parallel. How Do We Help You? Collaboration: We take this seriously. We believe that the scarcity mentality and sales do not mix. We also believe that competition can inspire us to do great things, but collaborating with others elevates everyone. Therefore management trains interns to realize their highest potential quickly. Platform: We've implemented a world-class CRM, so all outreach is transparent. We have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go - so no need to build your own database. Support: We spend time and money to support our agents at NAI. We know this is what's necessary to get everyone successful. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist in seeking more leads for calls, in marketing listings, and in helping complete the escrow/contract process. QUALIFICATIONS AND ESSENTIAL JOB FUNCTIONS: Love the thrill of winning because 2nd isn't an option Enjoy building networks of people Are happiest around high-energy, motivated people Regularly achieve the goals you set for yourself You find ways to make things happen and your friends describe you as resourceful Customer Service Focused Organizational skills Time Management skills Communication Proficiency (oral and written) Multi-Tasker High school diploma/GED equivalent; Bachelor's Degree preferred Additional Eligibility Qualifications Proficiency in Microsoft Office Suite Demonstrates initiative and reflects a sense of urgency in daily duties by meeting or improving upon deadlines Are willing to obtain a CA Real Estate Salesperson (or broker) license Are approaching your last 6 months to a year in the military Other Duties This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. We are not for everybody: It takes a unique person to be an NAI Advisor. Success is reserved for those who deserve it. This is sales! You are going to lose sometimes, so you are resilient and bounce back from failures easily. You are paid based on your own performance, so you have to kick your own butt. The idea of breaking out of your comfort zone and trying new things is enticing to you. Ours is a competitive, fast paced business that demands continuous learning and personal development. It’s not always easy but it is highly rewarding when you are able to create strategies that help our clients meet their investment goals faster than they ever thought possible. We are highly driven, yet see the value of working collaboratively. Our leadership has coached teams at the highest levels of business and eagerly share their knowledge and expertise with our team members. We are fueled by a competitive spirit to achieve results and provide our clients with the best investment solutions. We learn from our success and dissect every failure to find ways that make our clients and ourselves better. A Little More About Us: NAI Northern California is a technology-enabled commercial real estate brokerage with offices located in San Francisco, Oakland, and San Jose. Our aggressive growth strategy has continued to bear fruit as we are one of the fastest growing commercial brokerages in the Bay Area in terms of both revenue and headcount. We have ambitious plans to expand, and we are increasing our talent pool dramatically! NAI Northern California is the local representation of NAI Global - the largest Commercial Real Estate Brokerage Network in the world with 400+ offices worldwide and over 7,000 professionals. NAI is a global “Top 5” Commercial Real Estate Company dedicated to having the most successful, productive, and happy teams in the industry. BRE License # 01870488

Our SelectLeaders client, based in the vibrant heart of Los Angeles, is a dynamic real estate development and investment company with a passion for shaping the future of urban living through ground-up multifamily and build-to-rent residential projects. They are seeking a highly analytical and detail-oriented Senior Associate - Real Estate Investment to join their team. This role will be responsible for conducting in-depth financial analyses, building/updating/managing deal proformas, structuring capital stacks, and optimizing investment strategies to support the company’s growth. The ideal candidate will have strong financial modeling skills, a deep understanding of real estate capital markets, and the ability to evaluate various funding sources to enhance investment returns while mitigating risk. Key Responsibilities: Develop comprehensive pro forma financial models to evaluate the feasibility, returns, and risks of potential real estate investments. Conduct sensitivity analyses and stress tests to assess investment performance under varying market conditions. Structure and optimize capital stacks for real estate projects, effectively layering debt and equity sources to maximize returns and minimize risk. Evaluate financing structures, including senior debt, mezzanine financing, and preferred/common equity. Work closely with leadership to position the company for raising capital from outside equity investors by ensuring financial transparency and strategic financial planning. Analyze and assess various funding sources, including private equity, institutional capital, and joint ventures, to support company expansion. Conduct thorough market research to identify trends, risks, and opportunities for real estate investments. Perform due diligence on potential acquisitions, partnerships, and financing opportunities. Identify and implement innovative financing solutions to support growth and new development opportunities. Develop strategies for structuring investments that align with company goals and investor expectations. Qualifications & Skills: Bachelor's degree in Finance, Real Estate, Economics, or a related field (Master’s degree preferred). 7+ years of experience in real estate investment, finance, or private equity. Advanced proficiency in financial modeling, Excel, and real estate underwriting. Strong understanding of capital markets, debt, and equity financing structures. Experience with private equity, institutional capital, and joint venture investments. Excellent analytical, problem-solving, and communication skills. Ability to work collaboratively with leadership and cross-functional teams. Why Join Us? Opportunity to work on high-impact real estate investments and contribute to company growth. Collaborative and dynamic work environment with exposure to senior leadership. Competitive compensation package, including performance-based incentives. Salary Range: Pay: $120, 000.00 - $200, 000.00 per year

Stoel Rives LLP has an immediate opening for an Estate Planning and Estate Administration Paralegal in our Portland office. The ideal candidate is extremely empathetic and capable of offering the highest level of service to our clientele. Professionalism and teamwork are prized, so the best candidate works well with attorneys, co-workers, clients and their allied advisors, such as accountants and financial planners, and the court. Responsibilities include all facets of estate planning and trust and probate administration, with a particular focus on planning. The paralegal will be responsible for reviewing files and asset information, drafting estate planning documents, including wills, trust agreements, deeds, funding documents, and charts of estate plans, communicating with clients to gather information and schedule signings, and meeting with clients to execute documents. The paralegal will also provide trust administration back up support, including meet with clients, trustees and family members; communicating with clients, beneficiaries, and their allied advisors; drafting probate pleadings; preparing federal estate tax returns and gift tax returns; reviewing bank statements; notarizing documents; and organizing and maintaining client files. ESSENTIAL FUNCTIONS/RESPONSIBILITIES Legal Document Preparation Data input, document generation via a document automation program, and custom edits of estate planning documents depending on client need and tax planning goals; coordinate the scanning of original documents into document management system, retention of originals in the office “vault,” and preparation of hard copy estate planning notebooks and/or PDFs for client records. Special Projects Electronic filing/recording of probate court documents and real estate deeds, accounting and administrative tasks for ongoing trust administration projects; and prepare charts, diagrams and summaries encompassing all aspects of a client’s estate plan by reading, understanding and depicting trust provisions, including trusts that may not have been prepared at our firm. Process Improvement Identify process improvement and workflow efficiency opportunities; work with the members of the Private Client group and other Firm administrative departments on process improvement efforts; and assist Private Client attorneys and paralegals with creating, documenting and implementing standard processes and procedures. Template/Forms Assist Private Client attorneys with creation, implementation, and maintenance of standard document templates/forms for estate planning, and act as a liaison between Private Client group and various IT personnel to make the templates/forms assessable to all group members via our document assembly program. Timekeeping Enter time daily in adherence with timekeeping rules. Other duties as assigned. ESSENTIAL CAPABILITIES Must possess strong written and verbal communication skills; high tolerance for stress, rush, and/or last-minute deadlines; the initiative to problem-solve and be resourceful in seeking out solutions and information; good judgment; the ability to learn quickly; excellent organizational skills and the ability to handle multiple priorities in a changing environment; attention to detail and the ability to produce high-quality work product; flexibility and the ability to adapt to change and learn new programs and procedures; and the ability to share responsibility, to work as part of a team on a variety of tasks, both complex and routine, and to work without direct supervision in a fast paced setting in which there are rapid changes in daily work schedules. Technical Knowledge Must be able to type a minimum of 40 wpm with minimal errors. Must be proficient with Microsoft software; experience with Excel and Visio is beneficial. Knowledge of estate and gift tax return preparation (GEMS) and estate valuation (EVP) software preferred. Must be capable of learning document assembly programs such as Contract Express. Physical and Mental Capabilities Must be capable of sitting for extended periods of time to enter data at computer terminal. Must be able to bend and reach for, lift, place, and carry pouches containing multiple files or large reference books several times per day. Must possess the ability to bend and reach for, lift, place, and carry boxes containing files, reams of paper, computer equipment, or supplies on a daily basis and to move boxes of heavy files or file cabinets using a hand truck. Must be capable of reading information in printed, handwritten, or computer form many times daily; interpreting and understanding instructions; and interpreting and understanding legal correspondence, memoranda, forms, documents, and reference materials. EDUCATION & EXPERIENCE College degree or equivalent work experience required, and at least 3 years’ law firm experience. Prior experience in complex, high net-worth estates and trusts matters a plus. NORMAL WORK HOURS This is a hybrid position, is non-exempt, and eligible for overtime compensation. Regular office hours are 8:30 - 5 p.m., Monday through Friday. The ability to work longer hours is essential during peak workload periods. How You Will Live Life Well at Stoel Rives: Compensation, Benefits, and More! The pay range for this position is $58,000 - $97,000; however, the base compensation presented to a candidate may vary based on skills and overall experience. This salary range is based on market location. In addition to base compensation, Stoel Rives has a total rewards program that includes an annual discretionary bonus and rich benefits offerings. For example, our benefits offerings include paid family & medical leave, competitive PTO, and remote work options. We offer competitive and robust medical, dental, vision, life long-term disability, AD&D, EAP, FSA and Voluntary Life, ADD, and LTC options. We also provide a generous firm-contributed health savings account, a pre-tax transportation/parking plan including an employer monthly subsidy of $100 for individuals who work 3+ days/week in the office, and an annual contribution into the employee’s retirement plan. No recruiters please.

Offit Kurman, a dynamic and expanding firm, is seeking an Estate Planning and Administration Associate to join one of our Maryland offices.  This is an excellent opportunity for a motivated attorney looking to grow their practice in a collaborative and supportive environment. Requirements: Minimum of three (3) years of experience drafting estate planning documents and administering estates in Maryland Proficiency in drafting basic and intermediate estate planning documents Experience administering probate estates in Maryland Ability to prepare estate accountings and estate tax returns Strong client relationship and communication skills Must be licensed to practice law in Maryland Offit Kurman offers a collegial culture, competitive compensation, and a strong platform for professional growth. Interested candidates should send their resume to Leigh Novack.    *Recruiters should also reach out to Leigh for inquiries

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts What Work You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Take on the primary review of complex tax returns and maintain regular communication with clients. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. Provide training and supervision to staff members, including reviewing and evaluating their work. Occasional local travel to clients' locations may be required. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. Hold self and direct reports responsible for achieving developmental goals Basic Qualifications: Bachelor's Degree in Accounting or equivalent field is required 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation Recent Public Accounting experience CPA or IRS Enrolled Agent Certification required Preferred/Desired Qualifications: Master's Degree in Taxation or relevant field Experience using GoSystems or CCH Axcess tax software We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about but pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. #LI-AC1 #LI-Hybrid Preferred Location: New York For NYC and California, the expected salary range for this position is between 120000 and 200000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Administer death settlement accounts, including estates and certain interim trusts and other accounts that are includible in a decedent's gross estate for federal estate tax purposes. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility. Conduct due diligence for new death settlement matters, considering risk and profitability among other factors. Administer death settlement accounts efficiently and accurately in coordination with teammates. Facilitate the preparation of applicable tax returns, including by way of example and not limitation final individual income tax returns, fiduciary income tax returns, and estate tax returns. Adhere to local, state, and federal laws related to death settlement as well as the governing instrument. Support teammates' sales efforts with respect to reserve-level future fee appointments and current estate/interim trust opportunities. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. College degree or equivalent education, training, and work-related experience. Experience in estate/trust administration or a related field. Ability to interpret and adhere to legal documents and collaborate and problem solve within the applicable legal and regularly framework. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Preferred Qualifications: 5 years fiduciary experience Obtained or working toward an advanced degree or license/certification (e.g. JD, LLM, MBA, CPA, CTFA or CFP). General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Take on the primary review of complex tax returns and maintain regular communication with clients. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. Provide training and supervision to staff members, including reviewing and evaluating their work. Occasional local travel to clients' locations may be required. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. Hold self and direct reports responsible for achieving developmental goals Basic Qualifications: Bachelor's Degree in Accounting or equivalent field is required 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation Recent Public Accounting experience CPA, JD, or IRS Enrolled Agent Certification Preferred/Desired Qualifications: Master's Degree in Taxation or relevant field Experience using GoSystems or CCH Axcess tax software EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. Preferred Location: Philadelphia

Job Description: The Job/What You'll Do: The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial planning services & estate advice to advisors & clients, helping them achieve their financial goals. You will develop comprehensive financial plans and advise on investment, retirement, estate, and estate planning strategies. This is a full-time position in our Charlotte, NC office with a hybrid work schedule. Responsibilities: Prepare High Net Worth (HNW) financial plans for prospective and existing clients. This includes Retirement Projections, Business Transitions, Social Security analysis, education funding, stock options, estate planning, estate planning, asset protection, and risk management needs Highly skilled with financial planning tools (eMoney, MoneyGuide, Holistiplan, SS Analyzer, etc.) Partner with advisor to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs Utilize knowledge to integrate estate-efficient strategies into financial plans and educate advisors on strategies Collaborate with other groups within Wealth Solutions to develop client strategies that incorporate relevant and specific recommendations to each client Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Business Transitions, Social Security, and estate planning Co-present financial planning concepts and analysis with advisors Develop educational resources to help advisors & clients understand financial decisions and their implications Other duties as assigned Knowledge, Skills, Abilities: Strong analytical and problem-solving abilities Detail-oriented, organized, and able to manage multiple tasks Exceptional communication and interpersonal skills Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis) Ability to work independently, managing and prioritizing deliverables Ability to present both virtually and in person Ethical conduct and commitment to client interests. Education & Experience: Bachelor's degree required or equivalent experience Minimum 10+ years of financial planning experience with HNW individuals Active CFP (Certified Financial Planner) certification preferred JD, CTFA, or AEP required Compensation: The Base Salary range for this position is between $135,000-$160,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Position Summary The Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the management of postmortem trust and estate settlement accounts across the organization. This position will report to the Director of Estate Settlement. Duties & Responsibilities Effectively oversee, manage and support postmortem trust and estate settlement account administration within wealth management in accordance with the terms of the governing instruments, trust and estate laws, local law, tax law and sound fiduciary principles. Participate in all facets of administration, including collection of assets, investment management decisions and coordination with tax partners. Maintain contact and communicate regularly with Advisors, beneficiaries, attorneys, accountants and other interested parties on all aspects of administration, including maintaining client files, preparing materials for client meetings, managing deadlines, collecting information necessary to complete reporting and filing requirements and attending to clients concerns and needs. Stay informed of all Bank and Wealth Management policies and applicable state and federal regulations. Collaborate with Fiduciary Advisors to effectively manage client expectations, create a good client experience and participate in relationship retention efforts. Responsible for outreach to the Wealth, Commercial and Retail team for internal educational opportunities and sales opportunities by active promotion of Trust and Estate Settlement services. Participate in development and implementation of Trust and Estate Settlement Services policies and procedures. Education & Experience Knowledge of: Probate or post-death settlement of trusts and/or estates Technical expertise on federal and state estate tax, and postmortem administration of trusts and estates Familiar with fiduciary, legal, accounting and tax concepts Strong verbal and written communication skills Excellent time management skills Strong relationship management and team building skills Strong sales, presentation and client service skills Knowledge of standard business systems, including but not limited to trust accounting systems, Microsoft Office and Outlook Ability to: Travel as needed Analyze and interpret governing trust or estate documents, professional journals, technical procedures, governmental regulations and federal and state statutes Make independent decisions and provide timely client follow-up Promote teamwork and collaboration across all areas of Wealth Management Leverage expertise within Busey Wealth Management Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required Education and Training: Requires a four-year college degree and preferably completion or enrollment in desirable wealth management designations, including MBA, CFP , JD CFA, and/or CPA. Requires experience or demonstrated understanding of wealth management solutions including investments, banking and trust concepts including, but not limited to asset allocation, advanced estate planning, retirement plans, insurance, and identification/implementation of additional wealth planning opportunities. On-going development and broadening of appropriate knowledge and skills. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $80,000.00 - $110,000.00 /year) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

This position has the potential to be full-time* The tasks listed below are those that represent the majority of the time spent working in this class. Management may assign additional tasks related to the type of work of the class as necessary. Works closely with department management and staff on assigned projects and daily tasks. Collects required information and formats into appropriate media. Answers the telephone; provides accurate information to callers and/or forwards calls to appropriate personnel; takes messages as needed; greets and assists office visitors. Receives and responds to requests for records and information; provides information in accordance with department policies and procedures. Provides professional and courteous customer service at all times. Performs general clerical work as required, including but not limited to typing reports and correspondence, copying and filing documents, entering and retrieving computer data, sending and receiving faxes, maintaining logs and lists, etc. Performs all other related duties as required.

Job Description and Requirements RBFCU in partnership with Members Trust Company is seeking a dynamic and experienced Business Development Officer to join our Trust and Estate Services team. The successful candidate will be responsible for driving growth and expanding our trust and estate services book of business. This role requires a sales professional with a deep understanding of trust and estate planning, exceptional relationship-building skills, and a proven track record in business development. This position is for our ASC location, (main campus) located at: 1 Ikea-RBFCU Pkwy, Live Oak, TX 78233 Essential Functions & Responsibilities: Business Development Results: Drive sales of trust and estate solutions through networking with regional centers of influence, internal channels of the credit union and personal networks. Client Acquisition: Identify and pursue new business opportunities, including high-net-worth individuals, families, and businesses in need of trust and estate services. Relationship Management: Build and maintain strong relationships with clients, attorneys, accountants and other key stakeholders including CU team members. Sales Goals: Achieve and exceed annual sales targets for new trust accounts, assets under management (AUM), and related services. Product Knowledge: Maintain a deep understanding of trust and estate products and services offered by Members Trust Company. Client Presentations: Deliver compelling presentations to prospective clients and partners. Collaboration: Work closely with internal partners and the Trust and Estate Services team to ensure seamless service delivery and client satisfaction. Compliance: Ensure all business development activities comply with regulatory requirements and company policies with ethics at the forefront. Reporting: Provide regular reports on business development activities, pipeline status, and sales performance to senior management at RBFCU/MTC while maintaining current opportunities in the CRM. Seminars/Webinars: attend and follow-up on potential leads. Requirements: Bachelors Degree, preferably in Business, Finance, Law or related field. Advanced degree or professional certification (e.g., CFP, CTFA, JD) is a plus Minimum of five years experience in business development, sales, or relationship management within the trust and estate services industry. Must be able/willing to commute to the work location at: 1 Ikea-RBFCU Pkwy, Live Oak, TX 78233 Strong understanding of trust and estate planning principles and products Excellent communication, negotiation, and presentation skills Proven ability to build and maintain relationships with high-net-worth clients and professional advisors Strategic thinker with the ability to develop and execute business development plans Self-motivated, positive attitude, with a results-driven approach Proficiency in CRM software and Microsoft Office Suite Integrity: Demonstrates high ethical standards and integrity in all dealings Client-Focused: Committed to providing exceptional service and building long-term client relationships Team Player: Works collaboratively with colleagues and contributes to a positive team environment Adaptable: Able to adapt to changing market conditions and client needs All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Business Development Manager - DoD 4th Estate Xcelerate Solutions is seeking a dynamic and results-driven Business Development Manager (BDM) to lead growth efforts within the Department of Defense (DoD) Fourth Estate. This is a high-impact, individual contributor role with significant opportunity for career growth with the Xcelerate Solutions organization. The ideal candidate will have a strong understanding of Fourth Estate agencies such as DHA, DLA, DTRA, DCMA, OSD, DOJ, DARPA, DIA, and NGA, with a proven track record of driving business across this network. As a BDM, you will shape and execute strategic sales initiatives, develop key client relationships, and manage the full business development lifecycle-from opportunity identification through capture support and contract winning. This role is instrumental in helping Xcelerate achieve its growth objectives and expand its footprint within the federal market. Come join our award-winning organization and work with some of the most talented and brightest minds in the GovCon industry. Location: DC Metro/Hybrid (2x /week in-office) Clearance: No Responsibilities Drive the development and execution of strategic growth plans focused on DoD Fourth Estate agencies supports. Identify and qualify new business opportunities aligned with Xcelerate's capabilities and long-term goals. Build and sustain trusted relationships with senior leaders, decision-makers, and partners across targeted agencies. Develop compelling client presentations and tailored messaging that align with mission needs and agency objectives. Collaborate with internal teams-including Capture, Proposal, and Executive Leadership-to lead winning BD efforts. Maintain and manage a qualified pipeline, monitor forecast accuracy, and contribute to proposal development and pricing strategies. Represent Xcelerate at key industry and government events to enhance visibility and support lead generation. Play a key role in marketing strategy, teaming, and solution positioning across the 4th Estate landscape. Minimum Requirements: Minimum of 5 years of relevant experience supporting or engaging with DoD Fourth Estate organizations or equivalent government service agencies. Demonstrated success in a business development or capture role within the federal contracting space. Deep familiarity with the DoD acquisition lifecycle, contracting vehicles, and procurement strategy. Proven ability to build and execute account and call plans, capture strategies, and long-range growth roadmaps (6-48 months). Strong interpersonal, written, and verbal communication skills with the ability to engage C-level executives and agency stakeholders. Track record of closing business, meeting or exceeding targets, and contributing to proposal wins. Experience with CRM tools (Salesforce) and pipeline management processes. Preferred Qualifications: Existing relationships within two or more Fourth Estate agencies. Experience in solutions-oriented business development (e.g., IT services, cybersecurity, analytics, mission support). Knowledge of Xcelerate's service offerings or adjacent GovCon domains. About Xcelerate Solutions: Founded in 2009 and headquartered in McLean, VA, Xcelerate Solutions (www.xceleratesolutions.com) is one of America's fastest-growing companies. Xcelerate's culture is defined by our diversified workforce of dynamic and versatile professionals, supported with growth and development opportunities that contribute to individual and company growth. This strong commitment to our employees has been recognized by our inclusion on the Washington Business Journal's "50 Best Places to Work" list as well as being a "Great Place to Work" certified company with a 4.6 star, and a 99% CEO approval Glassdoor rating. Come find out why Xcelerate Solutions is one of the top DC Metro employers! Xcelerate Solutions is an Equal Employment Opportunity/Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, age, equal pay, disability, veteran status, sex, sexual orientation, gender identity, genetic information, or expression of another protected characteristic. As part of this commitment to the full inclusion of all qualified individuals, Xcelerate provides reasonable accommodations if needed because of an applicant's or an employee's disability. Pay Transparency Notice: Xcelerate Solutions will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing. We Live Our Core Values Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team. Discover How Far You Can Go. Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on—the kind of work that helps you develop and refine your skills to advance in the profession. Hybrid Work At HCVT, we embrace a hybrid work model that offers a balance between in-office collaboration and remote convenience. Our teams work a minimum two days a week in the office, unless noted otherwise in the job description, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections. These trainings and events may take place outside of your home office location. Apply today and find out why so many come for the challenge—and stay for the experience. We look forward to meeting you! The Estate/Gift/Trust tax group is seeking a Manager or Sr. Manager with a strong background in working with high net worth individuals and family offices, who can handle multiple client relationships and advise on various individual income, trust, estate and gift tax consulting and compliance matters. HCVT’s Estate/Gift/Trust tax group is unique because we often work with clients (and their attorneys as needed) to advise and structure estate plans, including both charitable and non-charitable gifting, establishing trusts, and income and transfer tax strategies. In addition to consulting, we prepare relevant tax returns resulting from the implementation of their plans. Our people become very well versed in the Estate/Gift/Trust specialty from their exposure to both the consulting and compliance for these High Net Worth individuals. As a Manager in our Tax service line, you will be responsible for the following: Providing tax compliance and advisory services to High Net Worth Individuals, including their closely related businesses, trusts, and exempt organizations Work closely with clients and their other advisors to advise on income tax issues and related tax planning Develop and maintain strong client relationships with client personnel and prospective clients Ability to identify and propose resolutions to complex income tax issues. Experience with individual income tax, gift tax, estate tax and trust taxation; estate planning experience a plus Excellent research skills and ability to research complex tax issues Ensure quality of work product Oversee planning and scheduling of engagements Monitor work-flow Coach/mentor individual team members Provide formal and informal feedback To be successful, these are the skills and experience you will need: Has proven experience in leading and supervising a team of seniors and staff accountants Can learn, teach, and supervise in a fast paced environment and is receptive to feedback and coaching Demonstrated advanced project management skills. Communicate progress to partners Strong technical aptitude and communication skills Ability to work independently Ability to multi-task, prioritize responsibilities, and take initiative on projects Has high attention to detail Has a positive attitude and a team player mentality with a can-do spirit Microsoft Office skills must all be strong Ability to utilize firm technology to enhance client service Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent is required 5+ years of experience depending on relevant work experience. Bachelor's degree in accounting or related major; Master's Degree, J.D. or LLM is a plus Licensed CPA You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment. Visit the Benefits section to learn more This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $140,000 to $180,000. Connect with us: LinkedIn , Instagram , Facebook , HCVT Website #LI-NC1 #LI-Hybrid The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

Job Description and Requirements RBFCU in partnership with Members Trust Company is seeking a dynamic and experienced Business Development Officer to join our Trust and Estate Services team. The successful candidate will be responsible for driving growth and expanding our trust and estate services book of business. This role requires a sales professional with a deep understanding of trust and estate planning, exceptional relationship-building skills, and a proven track record in business development. This position is for our ASC location , (main campus) located at: 1 Ikea-RBFCU Pkwy, Live Oak, TX 78233 Essential Functions & Responsibilities: Business Development Results: Drive sales of trust and estate solutions through networking with regional centers of influence, internal channels of the credit union and personal networks. Client Acquisition: Identify and pursue new business opportunities, including high-net-worth individuals, families, and businesses in need of trust and estate services. Relationship Management: Build and maintain strong relationships with clients, attorneys, accountants and other key stakeholders including CU team members. Sales Goals: Achieve and exceed annual sales targets for new trust accounts, assets under management (AUM), and related services. Product Knowledge: Maintain a deep understanding of trust and estate products and services offered by Members Trust Company. Client Presentations: Deliver compelling presentations to prospective clients and partners. Collaboration: Work closely with internal partners and the Trust and Estate Services team to ensure seamless service delivery and client satisfaction. Compliance: Ensure all business development activities comply with regulatory requirements and company policies with ethics at the forefront. Reporting: Provide regular reports on business development activities, pipeline status, and sales performance to senior management at RBFCU/MTC while maintaining current opportunities in the CRM. Seminars/Webinars: attend and follow-up on potential leads. Requirements: Bachelors Degree, preferably in Business, Finance, Law or related field. Advanced degree or professional certification (e.g., CFP, CTFA, JD) is a plus Minimum of five years experience in business development, sales, or relationship management within the trust and estate services industry. Must be able/willing to commute to the work location at: 1 Ikea-RBFCU Pkwy, Live Oak, TX 78233 Strong understanding of trust and estate planning principles and products Excellent communication, negotiation, and presentation skills Proven ability to build and maintain relationships with high-net-worth clients and professional advisors Strategic thinker with the ability to develop and execute business development plans Self-motivated, positive attitude, with a results-driven approach Proficiency in CRM software and Microsoft Office Suite Integrity: Demonstrates high ethical standards and integrity in all dealings Client-Focused: Committed to providing exceptional service and building long-term client relationships Team Player: Works collaboratively with colleagues and contributes to a positive team environment Adaptable: Able to adapt to changing market conditions and client needs All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

At the American Cancer Society, we're working to end cancer as we know it, for everyone. Our employees and1.3 million volunteers are raising the bar every single day. We are a culture comprised of diverse backgrounds and experience, to better serve our communities. The people who work at the American Cancer Society focus their diverse talents on our lifesaving mission. It is a calling. And the people who answer it are fulfilled. The Director, Estate and Gift Planning is a part of a team that generates one of the largest revenue sources for the American Cancer Society, Inc. (Society). The Director, Estate and Gift Planning builds, cultivates, and stewards relationships with planned giving prospects and donors as well as estate and financial planning professionals to secure and retain planned gifts that support the life-saving work of the organization. This is a permanently remote position in Seattle, WA MAJOR RESPONSIBILITIES Meet personally with prospects, donors, and professional advisors to share information and materials about the Society’s planned giving program as well as our life-saving program of work. Grow and manage a portfolio of qualified, active prospects through various stages of moves management (identification, cultivation, solicitation, and stewardship). Attain annual targets for: personal visits with prospects, donors, and/or financial advisors; planned gift proposals delivered; and new planned gift commitments closed in support of the Society’s mission. Utilize Salesforce to track, qualify and report prospect, donor and advisor contacts and progression through stages of moves management. Actively collaborate with major gift (and other) colleagues to leverage opportunities to expand blended gift proposals and cultivate additional planned giving prospects. Remain current on various estate and gifting techniques/vehicles, applicable tax law, and charitable giving trends. Remain knowledgeable about the Society’s life-saving work in the areas of cancer research, patient support, prevention information/education, and detection and treatment. Model behavior that encourages collaboration with Society colleagues throughout the organization and is also consistent with the cultural beliefs and values of the Society. ​ FORMAL KNOWLEDGE: Bachelor’s degree and 3+ years' experience in nonprofit fundraising, or equivalent experience in nonprofit networking/relationship building. Planned giving and/or major gift experience preferred. SPECIALIZED TRAINING OR KNOWLEDGE: ​ Experience with planned giving software is preferred. COMPETENCIES/SKILLS: Customer focus - Builds strong customer relationships and delivering customer-centric solutions. Strategic mindset - Sees ahead to future possibilities and translates them into breakthrough strategies. Action oriented - Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm Drives results - Consistently achieves results, even under tough circumstances. Interpersonal savvy - Relates openly and comfortably with diverse groups of people. Builds networks - Effectively builds formal and informal relationship networks inside and outside the organization. Persuades - Uses compelling arguments to gain the support and commitment of others. Being resilient - Rebounds from setbacks and adversity when facing difficult situations. ​ OTHER SKILLS: Candidate must exhibit strong judgment and the ability to maintain confidentiality Impeccable organizational skills and ability to manage multiple projects simultaneously Excellent oral and written communication skills as well as computer proficiency. SPECIAL MENTAL OR PHSYCAL DEMANDS: Travel is required ​ The salary range is between $90,000 - $105,000. The final candidate's relevant experience/skills will be considered before an offer is extended. Actual starting pay will vary based on non-discriminatory factors including, but not limited to, geographic location, experience, skills, specialty, and education. ACS provides staff a generous paid time off policy; medical, dental, retirement benefits, wellness programs, and professional development programs to enhance staff skills. Further details on our benefits can be found on our careers site at: jobs.cancer.org/benefits. We are a proud equal opportunity employer.