- Robert Half Legal (San Francisco, CA)
- …probate law, and estate administration. * Proficient in preparing and reviewing estate tax returns and fiduciary income tax returns. * In-depth knowledge of ... returns. * Administer trusts and estates, ensuring compliance with fiduciary responsibilities and relevant tax laws. * Represent clients...disputes. * Experience advising clients on tax strategies for trust and estate matters. * Solid grasp… more
- Robert Half Legal (Stockton, CA)
- …Planning * Probate * Probate Litigation * Probate & Estate Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - Trust & Estate ... protect clients from undue influence * Advise trustees on trust administration matters and accounting * Prepare...and probate law * Experience in tax law, specifically fiduciary , trust and estate *… more
- Robert Half Legal (San Jose, CA)
- …and estate administration processes. * Strong understanding of tax laws related to fiduciary , trust , and estate matters. * Ability to prepare and review ... California. In this role, you will focus on providing legal counsel and support in estate planning, probate, trust administration, and estate and gift tax… more
- Umpqua Bank (San Diego, CA)
- …deliver persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise,...return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book… more
- Robert Half Legal (San Francisco, CA)
- …San Francisco law firm with more than 20 years of dedicated service in estate planning, trust administration, and probate law is seeking an experienced ... Trust & Estates Paralegal to join their close-knit and...agencies + Conduct legal research and assist in preparing estate and fiduciary accountings Requirements Qualifications: +… more
- City National Bank (Irvine, CA)
- …is crucial in this position * Must be PC literate and be familiar with trust accounting systems * Microsoft Office (Word, Excel & PowerPoint) *WHAT'S IN IT ... and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …impact in clients' lives. The firm is built on a foundation of trust , simplicity, and excellence. Advisors work closely with clients to deliver holistic financial ... Lead client relationship management, including financial planning, investment strategy, and estate coordination. + Prepare and review financial documents such as… more
- Robert Half Legal (Walnut Creek, CA)
- …in the East Bay. The ideal candidate will excel in handling complex estate -related disputes, including trust and probate litigation, conservatorship matters, and ... legal counsel, and contribute to achieving favorable outcomes in inheritance and fiduciary conflicts. Responsibilities: * Represent clients in trust and probate… more
- Robert Half Legal (Los Altos, CA)
- Description We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This ... thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients,… more
- Deloitte (Los Angeles, CA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate , and gift work papers and ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more