- Fox Rothschild LLP (Atlanta, GA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... Paralegal with a minimum of eight (8) years of experience . We are a well-established trusts and estates team...and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +… more
- EYA (Bethesda, MD)
- …across residential and mixed-use opportunities. Qualifications: + 5+ years of experience in real estate acquisitions, brokerage, development, or investment. ... zoning and entitlement pathways; and leveraging deep local broker, land use attorney , land owner, municipal and related relationships to secure off market… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to manage the complexities of ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition ... Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise. + Responsible for proactively building and maintaining… more
- Deloitte (St. Louis, MO)
- …(CFP) + Bachelor's degree in accounting, finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...may be available + 5+ years of public accounting experience (at least 3 years in investment management) +… more
- Deloitte (San Juan, PR)
- …+ Bachelor's degree in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...2 - 3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Amcor (Evansville, IN)
- …rely on us for safe access to food, medicine and other goods. We value their trust by making safety our guiding principle. It's our core value and integral to how we ... and preparation of customer supply agreements, procurement agreements, real estate leases and other real estate contracts,...Amcor offices in Evansville, Indiana. + 2-5 years of experience , with experience in a corporate in-house… more
- Fifth Third Bank, NA (Nashville, TN)
- …to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience ... ensures that actions and behaviors drive a positive customer experience . While operating within the Bank's risk appetite, achieves...spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the… more
- Middlesex Savings (Maynard, MA)
- …proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney , basic IRAs, foreign wires, safe deposit ... values and mission. They accomplish this by focusing on the customer experience , operational excellence, achievement of performance goals, solid decision making, and… more
- ERCOT (Taylor, TX)
- …It is the cornerstone of our corporate values of accountability, leadership, innovation, trust , and expertise. We know that individuals with a wide variety of ... today and in the future. The ERCOT Legal Department is seeking an experienced attorney to join its team as a Corporate Counsel. The ideal candidate will have… more
- Maersk (Charlotte, NC)
- …in these areas. **Skills and Education:** + JD required. + Minimum 5 years of experience as an attorney . + Transactional/Contract draft and review experience ... a culture of honesty and integrity, and value the trust it allows us to build with customers and...lead time and goals despite unexpected conditions. Our extensive experience , connections, and deep expertise across different sectors, industries,… more