- Wells Fargo (San Francisco, CA)
- …(IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) ... tax strategies + Ability to read, interpret and explain will and trust documents, probate laws and tax provisions + JD, LLM, CFP or CTFA designations + Experience… more
- Providence (Mission Hills, CA)
- …gifts and requests. + **Estate Tracking:** Track estate gifts from probate to completion. + **Cross-Department Collaboration:** Work closely with Foundation staff ... financial planning preferred, with strong knowledge in taxation, trust and estates, probate , corporations, contracts, and real estate. + **Experience:** 8 years of… more
- The County of Los Angeles (Los Angeles, CA)
- …adjustments and closing entries and preparing reports. When needed, serve as technical specialist in a central accounting agency with a narrow range of highly ... final accounting reports of estate financial condition for use as a basis in probate proceedings and the distribution of estate assets pursuant to probate … more