- Wipfli LLP (Tinley Park, IL)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... agreement language + Experience and knowledge of income tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts +… more
- Wipfli LLP (Lincolnshire, IL)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private… more
- Robert Half Legal (Chicago, IL)
- …asset schedules and spreadsheets + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust / estate financial ... Paralegal certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent communication and… more
- Robert Half Legal (Oak Brook, IL)
- … Estate Planning Paralegal Responsibilities: + Oversee all aspects of estate and trust administration, including preparing and submitting probate pleadings ... preferred; Paralegal certificate preferred + 5+ years of experience handling estate planning and estate & trust administration + Experience preparing … more
- KeyBank (Chicago, IL)
- …all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the client and ... clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current… more
- Robert Half Legal (North Barrington, IL)
- …an opportunity to work closely with high-net-worth clients, advising them on intricate estate planning strategies and overseeing trust and estate ... and powers of attorney tailored to client needs. + Oversee trust and estate administration, managing tasks like asset valuation, collection, and distribution. +… more
- Robert Half Legal (Northbrook, IL)
- …that values precision, client service, and collaboration. + Provide paralegal support in estate planning, trust administration, and probate matters + Draft and ... effectively. + A focused and collaborative mindset. + Familiarity with trust and estate laws and procedures. + Ability to maintain confidentiality and uphold… more
- JPMorgan Chase (Chicago, IL)
- …+ BA/BS or equivalent; Licensed JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041 and 706 + Expertise in charitable ... in sub-specialty areas including state taxation of trusts, GST, estate tax, tax-exempt trusts, foreign tax reporting obligations (UK,...and Advisory team, you will support global teams of trust professionals from our locations in Chicago, IL, and… more
- JPMorgan Chase (Chicago, IL)
- …4 public accounting firm, or law firm. + BA/BS or equivalent. + Expertise in trust and estate taxation, including Forms 1041 and 706. + Expertise in charitable ... of sub-specialty areas including state taxation of trusts, GST, estate tax, tax-exempt trusts, foreign tax reporting obligations (UK,...IL and Newark, DE that supports global teams of trust professionals. You will partner closely with internal and… more
- Robert Half Legal (Chicago, IL)
- …Bachelor Degree required; paralegal certificate preferred + 5-8+ years of experience handling estate planning and trust administration + Strong trust ... with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years...closing estates + Handle the collection and distribution of estate or decedent's assets + Establish and manage … more