- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts ... Estates practice and WM Banking teams. The Trusts & Estates and Tax Operations team...JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041… more
- JPMorgan Chase (Chicago, IL)
- The Trusts & Estates and Tax Operations team...law firm. + BA/BS or equivalent. + Expertise in trust and estate taxation, including Forms 1041 and ... within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking...a variety of sub-specialty areas including state taxation of trusts , GST, estate tax, tax-exempt trusts… more
- 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 ... and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , and specialized… more
- JPMorgan Chase (Chicago, IL)
- …Lead with us and make a significant contribution to our success. As a Wealth Management Trusts & Estates Tax Operations, Vice President within the Trusts & ... Estates and Tax Operations team within Wealth Management (WM), you will be crucial in supporting the US Private Bank by ensuring the timely and accurate completion of CRS and FATCA reporting. You will lead the CRS Indicia Cure Process, enhance tax… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years of experience to join ... their team. This Trust & Estates Paralegal is responsible for...to attorneys in the administration of all aspects of trusts and estates in probate within established… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Legal Assistant with at least 5-8+ years of experience to ... join their Private Wealth practice group. This Trust & Estates Legal Assistant is responsible...to attorneys in the administration of all aspects of trusts and estates in probate within established… more
- Wipfli LLP (Lincolnshire, 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 ... language + Experience and knowledge of income tax and estate value impact of various trust vehicles...trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts +… more
- Robert Half Legal (Chicago, IL)
- …are below. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of Attorney (Health Care and ... Living Will, Insurance Trusts , Grantor Retained Annuity Trusts , etc. + Draft flowcharts of client's estate...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… 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
- 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 ... accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts , Real Estate Private Equity Funds, and real estate… more