
Strategic Lead, Illiquid Assets & Charitable Giving
Charles Schwab, Orlando, FL, United States
An esteemed financial services firm in Orlando seeks a Sr. Manager to oversee the review of illiquid and complex noncash asset contributions. The role involves managing inquiries, conducting due diligence, and providing guidance on charitable giving strategies. Candidates should have a strong financial background, preferably with a J.D. or CPA, and extensive experience in tax and philanthropic planning. This position offers a hybrid work model with a competitive benefits package.
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