Description: Larson Financial Group, LLC, is seeking an experienced tax expert to serve as a designated Tax Strategist at our St. Louis Headquarters. In this role, you will provide forward-looking federal and state tax planning for our clients and financial advisors across the country. At Larson Financial Group LLC , we are a goal-oriented organization driven by a warrior spirit mindset. We set ambitious goals, execute with discipline, and lead with resilience, ownership, and determination. The Tax Strategist will embody this spirit - providing clear direction to clients, tax expertise, and confidence in our service. Job Responsibilities Provide expert tax advice to high-net-worth individuals and their related corporations, partnerships, and trusts. Develop and implement tax planning strategies for clients to optimize their financial situation. Run current and future year tax projections to help financial advisors and clients make better decisions. Maintain current knowledge of ever-changing tax rules and regulations and analyze implications for clients. Build and maintain relationships with clients, their CPAs, and their other advisors. Review complex tax returns to discover opportunities for improvement in tax planning. Collaborate with other senior leaders and departments to optimize firm tax strategies. Provide thought leadership by speaking to groups, contributing to publications, or engaging in professional organizations. Ensure the utilization of technology and software to enhance efficiency and client services in relation to tax planning. Requirements: Bachelor's degree in Accounting, Finance, Business Administration, or a related field. Active CPA license or ability to activate one. Minimum of 10 years of tax experience in a public accounting firm. Familiarity with a variety of investments is critical, as you will work alongside experienced certified financial planners. Extensive knowledge of federal taxes and ability to research tax laws in multiple states. Experience with tax planning and strategy for both individuals and businesses. Ability to do complex tax research and analysis. Ability to communicate with high-net worth individuals. Experience with tax software and technology platforms. Proficient in Microsoft Office Suite with advanced Excel skills Commitment to continuing education and professional development Ability to work extended hours occasionally, however, overall hours of overtime will be much less than required in a public accounting position. Willingness to participate in community and professional organizations to enhance the firm's image and expansion. Larson Financial Group LLC, offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% ER PD - other plans available with shared cost) Dental Insurance Vision Insurance ER PD Long Term Disability Insurance ER PD Life Insurance ER PD EAP Voluntary Life & STD available Supplemental Insurance available Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI8e74869dda7e-2888
04/19/2026
Full time
Description: Larson Financial Group, LLC, is seeking an experienced tax expert to serve as a designated Tax Strategist at our St. Louis Headquarters. In this role, you will provide forward-looking federal and state tax planning for our clients and financial advisors across the country. At Larson Financial Group LLC , we are a goal-oriented organization driven by a warrior spirit mindset. We set ambitious goals, execute with discipline, and lead with resilience, ownership, and determination. The Tax Strategist will embody this spirit - providing clear direction to clients, tax expertise, and confidence in our service. Job Responsibilities Provide expert tax advice to high-net-worth individuals and their related corporations, partnerships, and trusts. Develop and implement tax planning strategies for clients to optimize their financial situation. Run current and future year tax projections to help financial advisors and clients make better decisions. Maintain current knowledge of ever-changing tax rules and regulations and analyze implications for clients. Build and maintain relationships with clients, their CPAs, and their other advisors. Review complex tax returns to discover opportunities for improvement in tax planning. Collaborate with other senior leaders and departments to optimize firm tax strategies. Provide thought leadership by speaking to groups, contributing to publications, or engaging in professional organizations. Ensure the utilization of technology and software to enhance efficiency and client services in relation to tax planning. Requirements: Bachelor's degree in Accounting, Finance, Business Administration, or a related field. Active CPA license or ability to activate one. Minimum of 10 years of tax experience in a public accounting firm. Familiarity with a variety of investments is critical, as you will work alongside experienced certified financial planners. Extensive knowledge of federal taxes and ability to research tax laws in multiple states. Experience with tax planning and strategy for both individuals and businesses. Ability to do complex tax research and analysis. Ability to communicate with high-net worth individuals. Experience with tax software and technology platforms. Proficient in Microsoft Office Suite with advanced Excel skills Commitment to continuing education and professional development Ability to work extended hours occasionally, however, overall hours of overtime will be much less than required in a public accounting position. Willingness to participate in community and professional organizations to enhance the firm's image and expansion. Larson Financial Group LLC, offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% ER PD - other plans available with shared cost) Dental Insurance Vision Insurance ER PD Long Term Disability Insurance ER PD Life Insurance ER PD EAP Voluntary Life & STD available Supplemental Insurance available Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI8e74869dda7e-2888
Join one of the largest trusts and estates practices in the United States! This Jobot Job is hosted by: Colleen Gormley Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $200,000 - $300,000 per year A bit about us: Our client seeks a Charitable Planning Attorney to join their CT or FL offices. This is an exceptional opportunity to join a collegial, team-oriented group and office. If you have a passion for charitable planning law and are looking for a challenging and rewarding career, we would love to hear from you. Why join us? 401K Medical, Dental, Vision and Life Insurance Flexible Spending Account Employee Assistance Program Parental Leave Paid Time Off Eleven Holidays and 2 Floating Holidays Referral Bonus Program Job Details Responsibilities: As a Permanent Charitable Planning Attorney, your responsibilities will include, but not be limited to: 1. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts. 2. Drafting, reviewing, and negotiating complex charitable giving agreements. 3. Advising clients on the legal and tax implications of their charitable giving strategies. 4. Collaborating with other attorneys, tax advisors, and financial planners to develop comprehensive charitable planning strategies for clients. 5. Keeping up-to-date with the latest developments in charitable planning law and tax regulations. 6. Representing clients before regulatory bodies and in legal proceedings as necessary. 7. Promoting the firm's charitable planning services through various marketing and business development activities. Qualifications: To be considered for the role of Permanent Charitable Planning Attorney, you must have: 1. A Juris Doctor (JD) degree from an accredited law school. 2. Admission to the Florida Bar, New York Bar, or Connecticut Bar. 3. A minimum of 5 years of legal experience, with a strong focus on charitable planning. 4. A proven track record of successfully advising clients on charitable planning matters. 5. Excellent legal research, drafting, and negotiation skills. 6. A deep understanding of the legal and tax issues related to charitable giving. 7. Strong interpersonal skills, with the ability to build relationships with clients and colleagues. 8. The ability to work independently, manage multiple projects simultaneously, and meet tight deadlines. 9. A commitment to maintaining the highest standards of professional ethics and integrity. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/15/2026
Full time
Join one of the largest trusts and estates practices in the United States! This Jobot Job is hosted by: Colleen Gormley Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $200,000 - $300,000 per year A bit about us: Our client seeks a Charitable Planning Attorney to join their CT or FL offices. This is an exceptional opportunity to join a collegial, team-oriented group and office. If you have a passion for charitable planning law and are looking for a challenging and rewarding career, we would love to hear from you. Why join us? 401K Medical, Dental, Vision and Life Insurance Flexible Spending Account Employee Assistance Program Parental Leave Paid Time Off Eleven Holidays and 2 Floating Holidays Referral Bonus Program Job Details Responsibilities: As a Permanent Charitable Planning Attorney, your responsibilities will include, but not be limited to: 1. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts. 2. Drafting, reviewing, and negotiating complex charitable giving agreements. 3. Advising clients on the legal and tax implications of their charitable giving strategies. 4. Collaborating with other attorneys, tax advisors, and financial planners to develop comprehensive charitable planning strategies for clients. 5. Keeping up-to-date with the latest developments in charitable planning law and tax regulations. 6. Representing clients before regulatory bodies and in legal proceedings as necessary. 7. Promoting the firm's charitable planning services through various marketing and business development activities. Qualifications: To be considered for the role of Permanent Charitable Planning Attorney, you must have: 1. A Juris Doctor (JD) degree from an accredited law school. 2. Admission to the Florida Bar, New York Bar, or Connecticut Bar. 3. A minimum of 5 years of legal experience, with a strong focus on charitable planning. 4. A proven track record of successfully advising clients on charitable planning matters. 5. Excellent legal research, drafting, and negotiation skills. 6. A deep understanding of the legal and tax issues related to charitable giving. 7. Strong interpersonal skills, with the ability to build relationships with clients and colleagues. 8. The ability to work independently, manage multiple projects simultaneously, and meet tight deadlines. 9. A commitment to maintaining the highest standards of professional ethics and integrity. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Location:Columbus Market, OH About Redwood At Redwood Living, Inc. ("Redwood"), we believe our success is driven by the people who power us. We are proud to be a multi-state employer with a growing team of over 650 employees committed to building neighborhoods and careers that thrive. Our employees are passionate, talented, and empowered to make decisions that positively impact the lives of our residents. From on-site teams to corporate leadership, every Redwood team member plays a vital role in delivering exceptional experiences. We foster a culture rooted in integrity, open communication, and a commitment to exceeding expectations. As we continue to expand our footprint and grow our team, we seek individuals who share our values and are excited to contribute to a dynamic, forward-thinking organization. At Redwood, you'll find more than a job - you'll find a place to grow, lead, and make a difference. We live by eight core values that guide everything we do: Do One Thing Really WellBe EntrepreneurialServe Those You LeadDeliver More Than ExpectedCommunicate Openly and HonestlyInstill Family and Team SpiritDemonstrate Integrity and AuthenticityBe Nice and Have Fun Position Overview:Under the general direction of the National VP of Land Acquisitions and Development, the Vice President of Land Acquisitions will be responsible for providing executive leadership and strategic direction for land acquisition activities in their assigned region. This role supports acquisition directors, managers, and coordinators while remaining actively involved in market strategy, deal structuring, contract negotiations, and municipal approval processes. Serving as a key liaison between the Acquisitions team and senior leadership, this position drives performance, mitigates risk, and ensures successful execution of the company's land acquisition strategy. As such, you will be expected to act as a Redwood brand ambassador, promote our brand and provide the best resident experience possible. All Redwood employees are expected to conduct all organizational business and practices in accordance with Redwood company policies. Duties & Responsibilities Provide hands-on support to Acquisitions directors, managers, and coordinators in all aspects of land acquisition.Provide training and strategic support to Acquisitions directors, managers, and coordinators including guidance on land mapping, land contract negotiation, and municipality approval strategy.Act as a liaison between Acquisitions managers and senior leadership, facilitating coordination, sharing progress updates, and ensuring alignment on acquisitions priorities.Directly manage several Acquisitions team members providing regular feedback, conducting performance reviews, and offering day-to-day support.Identify target areas in specific markets that align with demographic and neighborhood criteriaNegotiate Letters of Intent (LOIs) and Purchase Agreements (PAs) with brokers and property sellersMaintain and update land contract records in the internal D365 Acquisitions Hub databaseRequest proposals for engineering services, landscaping, environmental studies (e.g., tree surveys, bat studies), and project renderingsManage deals through a comprehensive Site Review process, including Stage 1 (SR1) and Stage 2 (SR2), to secure necessary approvals and conduct budget planning for acquisition opportunitiesReview costs and maintain budget requirements using Business Intelligence (BI) tools to support data-driven financial planningEvaluate rezoning and site plan requirements of municipalitiesPrepare rezoning applications and submit documentation to municipalities as neededDesign site plans and determine product mix in collaboration with OperationsReview due diligence materials and identify potential risks or red flags with DevelopmentDevelop and manage entitlement and approval schedulesPrepare and submit site plan approval packages to municipalitiesHost neighborhood meetings before public hearings to inform and gather community feedbackIdentify required easements, performance guarantees, and impact fees; implement as neededResearch tap fees for water and sanitary servicesInvestigate property tax obligations for potential sitesOversee engineering process while collaborating with Development, obtain necessary permits, and attend pre-construction meetingsEnsure compliance with City, County, and Township development and maintenance agreementsAttend municipal meetings throughout the entitlement and approval processSubmit acquisition-related financial documentation to the Finance teamCollaborate with architects on building elevations and municipal design requirementsReview and approve project-related invoicesParticipate in internal meetings and cross-functional coordinationPerform other related duties as assigned Required Skills: Demonstrates leadership responsibilities, including guiding and developing team members as the organization grows.Integrity (respectfulness, trustworthiness), empathy, and leadershipResilience under pressureExceptional time management and organizational skillsStrong communication and business acumenProficiency in business software and ability to manage multiple platformsAbility to collaborate across all organizational levelsProven success managing multiple projects simultaneouslyDeadline-driven executionStrategic thinking aligned with desired outcomes Required Qualifications: Bachelor's degree, or equivalent professional experience in land development or acquisitionsMinimum 10 years of experience in acquisitionsCertified Planner designation (e.g., AICP) - preferredLegal or financial background - preferred Physical Requirements: Must be able to use standard office equipment such as computers, desk phones, cell phones, photocopiers, etc.Must be able to navigate stairs occasionally, particularly in the event of elevator outages or during emergency situations.Must be able to sit for extended periods of time, stand, bend, and walk with the ability to lift 30 pounds occasionally. Attendance and Scheduling: Punctuality and consistent attendance are essential for success in this role, and employees must adhere to set start times and assigned schedules.This position requires at least 20% travel. Work Environment: Job is performed in a professional office environment.Exposure to varying indoor temperatures depending on location in the building and season.Combination of natural daylight and standard office lighting throughout the workspace.Movement across multiple flooring types, including tile, carpet, and other transitions.An open workspace layout, defined by a shared space without traditional enclosed offices or high-walled cubicles, may introduce distractions or reduce privacy.Possibility of shared desk spaces. Discover the amazing benefits and perks that Redwood Apartment Neighborhoods offers! Visit our website today to learn more and see why Redwood is a great place to work: Redwood Apartment Neighborhoods Employee Benefits & Perks Redwood Living, Inc. is an equal opportunity employer. Redwood strictly prohibits and does not tolerate illegal discrimination, and Redwood provides equal employment opportunities to employees and applicants without regard to race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable federal, state, or local PI28696cf07b77-0977
04/15/2026
Full time
Location:Columbus Market, OH About Redwood At Redwood Living, Inc. ("Redwood"), we believe our success is driven by the people who power us. We are proud to be a multi-state employer with a growing team of over 650 employees committed to building neighborhoods and careers that thrive. Our employees are passionate, talented, and empowered to make decisions that positively impact the lives of our residents. From on-site teams to corporate leadership, every Redwood team member plays a vital role in delivering exceptional experiences. We foster a culture rooted in integrity, open communication, and a commitment to exceeding expectations. As we continue to expand our footprint and grow our team, we seek individuals who share our values and are excited to contribute to a dynamic, forward-thinking organization. At Redwood, you'll find more than a job - you'll find a place to grow, lead, and make a difference. We live by eight core values that guide everything we do: Do One Thing Really WellBe EntrepreneurialServe Those You LeadDeliver More Than ExpectedCommunicate Openly and HonestlyInstill Family and Team SpiritDemonstrate Integrity and AuthenticityBe Nice and Have Fun Position Overview:Under the general direction of the National VP of Land Acquisitions and Development, the Vice President of Land Acquisitions will be responsible for providing executive leadership and strategic direction for land acquisition activities in their assigned region. This role supports acquisition directors, managers, and coordinators while remaining actively involved in market strategy, deal structuring, contract negotiations, and municipal approval processes. Serving as a key liaison between the Acquisitions team and senior leadership, this position drives performance, mitigates risk, and ensures successful execution of the company's land acquisition strategy. As such, you will be expected to act as a Redwood brand ambassador, promote our brand and provide the best resident experience possible. All Redwood employees are expected to conduct all organizational business and practices in accordance with Redwood company policies. Duties & Responsibilities Provide hands-on support to Acquisitions directors, managers, and coordinators in all aspects of land acquisition.Provide training and strategic support to Acquisitions directors, managers, and coordinators including guidance on land mapping, land contract negotiation, and municipality approval strategy.Act as a liaison between Acquisitions managers and senior leadership, facilitating coordination, sharing progress updates, and ensuring alignment on acquisitions priorities.Directly manage several Acquisitions team members providing regular feedback, conducting performance reviews, and offering day-to-day support.Identify target areas in specific markets that align with demographic and neighborhood criteriaNegotiate Letters of Intent (LOIs) and Purchase Agreements (PAs) with brokers and property sellersMaintain and update land contract records in the internal D365 Acquisitions Hub databaseRequest proposals for engineering services, landscaping, environmental studies (e.g., tree surveys, bat studies), and project renderingsManage deals through a comprehensive Site Review process, including Stage 1 (SR1) and Stage 2 (SR2), to secure necessary approvals and conduct budget planning for acquisition opportunitiesReview costs and maintain budget requirements using Business Intelligence (BI) tools to support data-driven financial planningEvaluate rezoning and site plan requirements of municipalitiesPrepare rezoning applications and submit documentation to municipalities as neededDesign site plans and determine product mix in collaboration with OperationsReview due diligence materials and identify potential risks or red flags with DevelopmentDevelop and manage entitlement and approval schedulesPrepare and submit site plan approval packages to municipalitiesHost neighborhood meetings before public hearings to inform and gather community feedbackIdentify required easements, performance guarantees, and impact fees; implement as neededResearch tap fees for water and sanitary servicesInvestigate property tax obligations for potential sitesOversee engineering process while collaborating with Development, obtain necessary permits, and attend pre-construction meetingsEnsure compliance with City, County, and Township development and maintenance agreementsAttend municipal meetings throughout the entitlement and approval processSubmit acquisition-related financial documentation to the Finance teamCollaborate with architects on building elevations and municipal design requirementsReview and approve project-related invoicesParticipate in internal meetings and cross-functional coordinationPerform other related duties as assigned Required Skills: Demonstrates leadership responsibilities, including guiding and developing team members as the organization grows.Integrity (respectfulness, trustworthiness), empathy, and leadershipResilience under pressureExceptional time management and organizational skillsStrong communication and business acumenProficiency in business software and ability to manage multiple platformsAbility to collaborate across all organizational levelsProven success managing multiple projects simultaneouslyDeadline-driven executionStrategic thinking aligned with desired outcomes Required Qualifications: Bachelor's degree, or equivalent professional experience in land development or acquisitionsMinimum 10 years of experience in acquisitionsCertified Planner designation (e.g., AICP) - preferredLegal or financial background - preferred Physical Requirements: Must be able to use standard office equipment such as computers, desk phones, cell phones, photocopiers, etc.Must be able to navigate stairs occasionally, particularly in the event of elevator outages or during emergency situations.Must be able to sit for extended periods of time, stand, bend, and walk with the ability to lift 30 pounds occasionally. Attendance and Scheduling: Punctuality and consistent attendance are essential for success in this role, and employees must adhere to set start times and assigned schedules.This position requires at least 20% travel. Work Environment: Job is performed in a professional office environment.Exposure to varying indoor temperatures depending on location in the building and season.Combination of natural daylight and standard office lighting throughout the workspace.Movement across multiple flooring types, including tile, carpet, and other transitions.An open workspace layout, defined by a shared space without traditional enclosed offices or high-walled cubicles, may introduce distractions or reduce privacy.Possibility of shared desk spaces. Discover the amazing benefits and perks that Redwood Apartment Neighborhoods offers! Visit our website today to learn more and see why Redwood is a great place to work: Redwood Apartment Neighborhoods Employee Benefits & Perks Redwood Living, Inc. is an equal opportunity employer. Redwood strictly prohibits and does not tolerate illegal discrimination, and Redwood provides equal employment opportunities to employees and applicants without regard to race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable federal, state, or local PI28696cf07b77-0977
Location:Columbus Market, OH About Redwood At Redwood Living, Inc. ("Redwood"), we believe our success is driven by the people who power us. We are proud to be a multi-state employer with a growing team of over 650 employees committed to building neighborhoods and careers that thrive. Our employees are passionate, talented, and empowered to make decisions that positively impact the lives of our residents. From on-site teams to corporate leadership, every Redwood team member plays a vital role in delivering exceptional experiences. We foster a culture rooted in integrity, open communication, and a commitment to exceeding expectations. As we continue to expand our footprint and grow our team, we seek individuals who share our values and are excited to contribute to a dynamic, forward-thinking organization. At Redwood, you'll find more than a job - you'll find a place to grow, lead, and make a difference. We live by eight core values that guide everything we do: Do One Thing Really WellBe EntrepreneurialServe Those You LeadDeliver More Than ExpectedCommunicate Openly and HonestlyInstill Family and Team SpiritDemonstrate Integrity and AuthenticityBe Nice and Have Fun Position Overview:Under the general direction of the National VP of Land Acquisitions and Development, the Vice President of Land Acquisitions will be responsible for providing executive leadership and strategic direction for land acquisition activities in their assigned region. This role supports acquisition directors, managers, and coordinators while remaining actively involved in market strategy, deal structuring, contract negotiations, and municipal approval processes. Serving as a key liaison between the Acquisitions team and senior leadership, this position drives performance, mitigates risk, and ensures successful execution of the company's land acquisition strategy. As such, you will be expected to act as a Redwood brand ambassador, promote our brand and provide the best resident experience possible. All Redwood employees are expected to conduct all organizational business and practices in accordance with Redwood company policies. Duties & Responsibilities Provide hands-on support to Acquisitions directors, managers, and coordinators in all aspects of land acquisition.Provide training and strategic support to Acquisitions directors, managers, and coordinators including guidance on land mapping, land contract negotiation, and municipality approval strategy.Act as a liaison between Acquisitions managers and senior leadership, facilitating coordination, sharing progress updates, and ensuring alignment on acquisitions priorities.Directly manage several Acquisitions team members providing regular feedback, conducting performance reviews, and offering day-to-day support.Identify target areas in specific markets that align with demographic and neighborhood criteriaNegotiate Letters of Intent (LOIs) and Purchase Agreements (PAs) with brokers and property sellersMaintain and update land contract records in the internal D365 Acquisitions Hub databaseRequest proposals for engineering services, landscaping, environmental studies (e.g., tree surveys, bat studies), and project renderingsManage deals through a comprehensive Site Review process, including Stage 1 (SR1) and Stage 2 (SR2), to secure necessary approvals and conduct budget planning for acquisition opportunitiesReview costs and maintain budget requirements using Business Intelligence (BI) tools to support data-driven financial planningEvaluate rezoning and site plan requirements of municipalitiesPrepare rezoning applications and submit documentation to municipalities as neededDesign site plans and determine product mix in collaboration with OperationsReview due diligence materials and identify potential risks or red flags with DevelopmentDevelop and manage entitlement and approval schedulesPrepare and submit site plan approval packages to municipalitiesHost neighborhood meetings before public hearings to inform and gather community feedbackIdentify required easements, performance guarantees, and impact fees; implement as neededResearch tap fees for water and sanitary servicesInvestigate property tax obligations for potential sitesOversee engineering process while collaborating with Development, obtain necessary permits, and attend pre-construction meetingsEnsure compliance with City, County, and Township development and maintenance agreementsAttend municipal meetings throughout the entitlement and approval processSubmit acquisition-related financial documentation to the Finance teamCollaborate with architects on building elevations and municipal design requirementsReview and approve project-related invoicesParticipate in internal meetings and cross-functional coordinationPerform other related duties as assigned Required Skills: Demonstrates leadership responsibilities, including guiding and developing team members as the organization grows.Integrity (respectfulness, trustworthiness), empathy, and leadershipResilience under pressureExceptional time management and organizational skillsStrong communication and business acumenProficiency in business software and ability to manage multiple platformsAbility to collaborate across all organizational levelsProven success managing multiple projects simultaneouslyDeadline-driven executionStrategic thinking aligned with desired outcomes Required Qualifications: Bachelor's degree, or equivalent professional experience in land development or acquisitionsMinimum 10 years of experience in acquisitionsCertified Planner designation (e.g., AICP) - preferredLegal or financial background - preferred Physical Requirements: Must be able to use standard office equipment such as computers, desk phones, cell phones, photocopiers, etc.Must be able to navigate stairs occasionally, particularly in the event of elevator outages or during emergency situations.Must be able to sit for extended periods of time, stand, bend, and walk with the ability to lift 30 pounds occasionally. Attendance and Scheduling: Punctuality and consistent attendance are essential for success in this role, and employees must adhere to set start times and assigned schedules.This position requires at least 20% travel. Work Environment: Job is performed in a professional office environment.Exposure to varying indoor temperatures depending on location in the building and season.Combination of natural daylight and standard office lighting throughout the workspace.Movement across multiple flooring types, including tile, carpet, and other transitions.An open workspace layout, defined by a shared space without traditional enclosed offices or high-walled cubicles, may introduce distractions or reduce privacy.Possibility of shared desk spaces. Discover the amazing benefits and perks that Redwood Apartment Neighborhoods offers! Visit our website today to learn more and see why Redwood is a great place to work: Redwood Apartment Neighborhoods Employee Benefits & Perks Redwood Living, Inc. is an equal opportunity employer. Redwood strictly prohibits and does not tolerate illegal discrimination, and Redwood provides equal employment opportunities to employees and applicants without regard to race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable federal, state, or local PI3bb76a9c5e31-0976
04/08/2026
Full time
Location:Columbus Market, OH About Redwood At Redwood Living, Inc. ("Redwood"), we believe our success is driven by the people who power us. We are proud to be a multi-state employer with a growing team of over 650 employees committed to building neighborhoods and careers that thrive. Our employees are passionate, talented, and empowered to make decisions that positively impact the lives of our residents. From on-site teams to corporate leadership, every Redwood team member plays a vital role in delivering exceptional experiences. We foster a culture rooted in integrity, open communication, and a commitment to exceeding expectations. As we continue to expand our footprint and grow our team, we seek individuals who share our values and are excited to contribute to a dynamic, forward-thinking organization. At Redwood, you'll find more than a job - you'll find a place to grow, lead, and make a difference. We live by eight core values that guide everything we do: Do One Thing Really WellBe EntrepreneurialServe Those You LeadDeliver More Than ExpectedCommunicate Openly and HonestlyInstill Family and Team SpiritDemonstrate Integrity and AuthenticityBe Nice and Have Fun Position Overview:Under the general direction of the National VP of Land Acquisitions and Development, the Vice President of Land Acquisitions will be responsible for providing executive leadership and strategic direction for land acquisition activities in their assigned region. This role supports acquisition directors, managers, and coordinators while remaining actively involved in market strategy, deal structuring, contract negotiations, and municipal approval processes. Serving as a key liaison between the Acquisitions team and senior leadership, this position drives performance, mitigates risk, and ensures successful execution of the company's land acquisition strategy. As such, you will be expected to act as a Redwood brand ambassador, promote our brand and provide the best resident experience possible. All Redwood employees are expected to conduct all organizational business and practices in accordance with Redwood company policies. Duties & Responsibilities Provide hands-on support to Acquisitions directors, managers, and coordinators in all aspects of land acquisition.Provide training and strategic support to Acquisitions directors, managers, and coordinators including guidance on land mapping, land contract negotiation, and municipality approval strategy.Act as a liaison between Acquisitions managers and senior leadership, facilitating coordination, sharing progress updates, and ensuring alignment on acquisitions priorities.Directly manage several Acquisitions team members providing regular feedback, conducting performance reviews, and offering day-to-day support.Identify target areas in specific markets that align with demographic and neighborhood criteriaNegotiate Letters of Intent (LOIs) and Purchase Agreements (PAs) with brokers and property sellersMaintain and update land contract records in the internal D365 Acquisitions Hub databaseRequest proposals for engineering services, landscaping, environmental studies (e.g., tree surveys, bat studies), and project renderingsManage deals through a comprehensive Site Review process, including Stage 1 (SR1) and Stage 2 (SR2), to secure necessary approvals and conduct budget planning for acquisition opportunitiesReview costs and maintain budget requirements using Business Intelligence (BI) tools to support data-driven financial planningEvaluate rezoning and site plan requirements of municipalitiesPrepare rezoning applications and submit documentation to municipalities as neededDesign site plans and determine product mix in collaboration with OperationsReview due diligence materials and identify potential risks or red flags with DevelopmentDevelop and manage entitlement and approval schedulesPrepare and submit site plan approval packages to municipalitiesHost neighborhood meetings before public hearings to inform and gather community feedbackIdentify required easements, performance guarantees, and impact fees; implement as neededResearch tap fees for water and sanitary servicesInvestigate property tax obligations for potential sitesOversee engineering process while collaborating with Development, obtain necessary permits, and attend pre-construction meetingsEnsure compliance with City, County, and Township development and maintenance agreementsAttend municipal meetings throughout the entitlement and approval processSubmit acquisition-related financial documentation to the Finance teamCollaborate with architects on building elevations and municipal design requirementsReview and approve project-related invoicesParticipate in internal meetings and cross-functional coordinationPerform other related duties as assigned Required Skills: Demonstrates leadership responsibilities, including guiding and developing team members as the organization grows.Integrity (respectfulness, trustworthiness), empathy, and leadershipResilience under pressureExceptional time management and organizational skillsStrong communication and business acumenProficiency in business software and ability to manage multiple platformsAbility to collaborate across all organizational levelsProven success managing multiple projects simultaneouslyDeadline-driven executionStrategic thinking aligned with desired outcomes Required Qualifications: Bachelor's degree, or equivalent professional experience in land development or acquisitionsMinimum 10 years of experience in acquisitionsCertified Planner designation (e.g., AICP) - preferredLegal or financial background - preferred Physical Requirements: Must be able to use standard office equipment such as computers, desk phones, cell phones, photocopiers, etc.Must be able to navigate stairs occasionally, particularly in the event of elevator outages or during emergency situations.Must be able to sit for extended periods of time, stand, bend, and walk with the ability to lift 30 pounds occasionally. Attendance and Scheduling: Punctuality and consistent attendance are essential for success in this role, and employees must adhere to set start times and assigned schedules.This position requires at least 20% travel. Work Environment: Job is performed in a professional office environment.Exposure to varying indoor temperatures depending on location in the building and season.Combination of natural daylight and standard office lighting throughout the workspace.Movement across multiple flooring types, including tile, carpet, and other transitions.An open workspace layout, defined by a shared space without traditional enclosed offices or high-walled cubicles, may introduce distractions or reduce privacy.Possibility of shared desk spaces. Discover the amazing benefits and perks that Redwood Apartment Neighborhoods offers! Visit our website today to learn more and see why Redwood is a great place to work: Redwood Apartment Neighborhoods Employee Benefits & Perks Redwood Living, Inc. is an equal opportunity employer. Redwood strictly prohibits and does not tolerate illegal discrimination, and Redwood provides equal employment opportunities to employees and applicants without regard to race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable federal, state, or local PI3bb76a9c5e31-0976
Position Title: Trust Officer Locations: Tarrytown_NY Time Type: Full time Req ID: JR1154-Tarrytown_NY At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Trust Officer Salary Range: $87,800 - $117,000 - $146,300 annually Position Summary The Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence. The Trust Officer is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations. This position is an individual contributor role. Primary Accountabilities Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers. Conducts comprehensive needs assessment with current and potential customers and provides on-going advice and counsel tailored to clients' financial goals. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Meets with clients to ascertain their needs; also works with clients' families, beneficiaries, accountants, and/or attorneys. Proactively reaches out to high-value prospects and clients to market trust and investment management services. Cultivates business relationships with centers of influence to expand clientele. Manages documentation of all sales activities to establish a record for performance tracking, facilitating targeted analysis for future sales initiatives. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Maintains contact with existing clients, beneficiaries, and referral sources to identify and pursue additional sales opportunities. Identifies and refers business to other areas within the Bank as appropriate. Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities. Strictly adheres to compliance and operational risk controls in accordance with Bank and regulatory standards. Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts. Represents the Bank in community organizations and activities to enhance the Bank's image. Provides quality service in meeting customer needs, inquiries and problems. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree, with advanced degree JD or MBA preferred. CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD. 3-5 years experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and colleagues. High degree of accuracy with attention to detail required. Strong oral, written, and interpersonal communication skills. Strong organization and time management skills. Ability to work independently and as part of a team. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 00 Yearly Salary PIcf0-3152
04/02/2026
Full time
Position Title: Trust Officer Locations: Tarrytown_NY Time Type: Full time Req ID: JR1154-Tarrytown_NY At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Trust Officer Salary Range: $87,800 - $117,000 - $146,300 annually Position Summary The Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence. The Trust Officer is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations. This position is an individual contributor role. Primary Accountabilities Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers. Conducts comprehensive needs assessment with current and potential customers and provides on-going advice and counsel tailored to clients' financial goals. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Meets with clients to ascertain their needs; also works with clients' families, beneficiaries, accountants, and/or attorneys. Proactively reaches out to high-value prospects and clients to market trust and investment management services. Cultivates business relationships with centers of influence to expand clientele. Manages documentation of all sales activities to establish a record for performance tracking, facilitating targeted analysis for future sales initiatives. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Maintains contact with existing clients, beneficiaries, and referral sources to identify and pursue additional sales opportunities. Identifies and refers business to other areas within the Bank as appropriate. Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities. Strictly adheres to compliance and operational risk controls in accordance with Bank and regulatory standards. Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts. Represents the Bank in community organizations and activities to enhance the Bank's image. Provides quality service in meeting customer needs, inquiries and problems. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree, with advanced degree JD or MBA preferred. CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD. 3-5 years experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and colleagues. High degree of accuracy with attention to detail required. Strong oral, written, and interpersonal communication skills. Strong organization and time management skills. Ability to work independently and as part of a team. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 00 Yearly Salary PIcf0-3152
