- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. Your role will also involve training and personal development, as… more
- Wipfli LLP (Chicago, 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 (Chicago, 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
- Bank of America (Chicago, IL)
- …considered highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax experience preferred + Strong communication and ... Estate Settlement Officer II (ESO II), Estate...Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary… more
- TIAA (Chicago, IL)
- … Administration Manager manages a team of experienced professionals that work on trust and estate accounts. This job focuses on ensuring customer requests ... are consistent with trust laws and regulations. In addition, the ...to, asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, executive planning and… more
- Deloitte (Chicago, IL)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...while using the latest tax technologies in the real estate industry to serve clients? If you answered yes… more
- Bank of America (Chicago, IL)
- …and prospects **Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning ... business experience, preferably a minimum of 5 years of trust administration and estate planning experience **Desired Qualifications:** + 10-15 years of … more
- Bank of America (Chicago, IL)
- …managing risk. **Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning ... business experience, preferably a minimum of 5 years of trust administration and estate planning experience **Desired Qualifications and skills:** + 10+ years… more
- Robert Half Legal (Chicago, IL)
- …and corporate matters. The ideal candidate will have a strong foundation in estate and gift tax planning, trust administration, and corporate governance, and ... estate tax planning services for high-net-worth individuals and families. * Manage trust and estate administration processes with precision and attention to… more