- Robert Half Legal (Chicago, IL)
- …potential exploitation. + Prepare detailed accountings for guardianships, estates , and trusts . + Coordinate asset transfers and trust funding in accordance ... with a highly respected law firm to find a Trust & Estates Paralegal. This role is...The successful candidate will play a vital role in estate and trust planning, administration, probate, and… more
- Bank of America (Chicago, IL)
- …+ 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly… more
- City National Bank (Chicago, IL)
- …the development of HNW and UHNW client facing materials in the areas of Estates and Trusts , Income Taxation, Philanthropy, and Asset Protection, and Investments, ... * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and… more
- Deloitte (Chicago, IL)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (Chicago, IL)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Robert Half Finance & Accounting (Chicago, IL)
- …accounting for a variety of the company's clients, both individuals and trusts . This includes preparing journal entries and finalizing personal financial statements ... with the quarterly reporting package for the individual or trust clients which you manage. + Manage the annual...+ Calculate quarterly estimated tax payments for individuals and trusts . + Prepare annual extension estimates of taxable income… 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 ... legal practice in a collegial environment. Responsibilities: * Draft comprehensive estate planning documents, including wills, trusts , and powers of… more
- Robert Half Legal (Buffalo Grove, IL)
- …and care, we encourage you to apply. Responsibilities: * Draft and customize estate planning documents, including special needs trusts and wills, to meet ... team in Buffalo Grove, Illinois. This role focuses on estate planning, probate processes, and providing legal counsel on...probate processes, and providing legal counsel on special needs trusts and related areas. If you are passionate about… more
- Robert Half Legal (Chicago, IL)
- …for a detail-oriented individual with a strong background in gift tax returns, trust administration, and estate planning processes. The successful candidate will ... administrative assistance. * Ensure compliance with legal standards and best practices in estate planning and trust administration. * Utilize legal software and… more
- Robert Half Legal (Wheaton, IL)
- …providing high-level administrative support in the legal industry, specifically related to Trusts , Estates , and Probate. The employment opportunity presents a ... long-term contract engagement, offering a chance to engage with various aspects of administrative tasks, client relations, and communication. Responsibilities: * Facilitate administrative assistance to law firm partners, ensuring smooth operations * Manage all… more