- Robert Half Legal (Roseville, CA)
- Description Reputable estate planning firm is seeking an experienced trust administration paralegal to join their team. This position is full-time in the office ... * Handle the preparation and drafting of various legal documents related to estate planning * Coordinate and manage the probate and estate administration… more
- Robert Half Legal (Garden City, NY)
- …Proven expertise in preparing estate tax returns and handling matters related to estate planning and administration. * Strong knowledge of estate and ... merit based. Billables: 1800 Experience needed: has worked on " estate tax returns" Job Summary: * Draft estate..." estate tax returns" Job Summary: * Draft estate plan documents such as Wills, Grantor Trusts, revocable… more
- Philips (Cambridge, MA)
- …and Analysis or equivalent. + Your skills include experience in corporate real estate with financial modeling, financial planning and analysis, forecasting, and ... improvements in financial processes and systems for our Corporate Real Estate team. The role prepares high-level financial presentations for executives, evaluating… more
- Robert Half Legal (Rochester, NY)
- Description Our client, a successful full-service law firm, is seeking a junior Estate Planning Attorney to join their well-established law firm in Rochester, ... and client-focused Trusts & Estates practice group. If you are passionate about estate planning and eager to build a long-term career, this role could be an… more
- Auburn University (Auburn, AL)
- … team!** In this pivotal role, you will use your financial, tax, and estate planning skills to secure transformative philanthropic gifts of $1 million and ... yours to complete our team! **What You'll Do:** + **Provide charitable estate planning , and tax related expertise:** Work with alumni and constituent development… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …resolutions; and prepare tax planning models and projections. - Prepare complex estate planning projections. - Prepare tax returns (fiduciary, estate , ... fiduciary income and individual income tax returns. - Working knowledge of the estate planning process. - Ability to assist clients to meet probate and trust… more
- Robert Half Legal (Castle Rock, CO)
- …This position is ideal for a proactive individual with expertise in estate planning , probate, guardianships, trust administration, conservatorships, real ... with active credentials. * Minimum of 3 years of experience in estate planning , probate, or related legal areas. * Proven ability to independently manage… more
- Zions Bancorporation (Las Vegas, NV)
- …Family Office offering. The ideal candidate will have a strong background in financial planning , estate planning , wealth transfer planning , family office ... **Financial Planning :** Develop comprehensive financial plans, including retirement planning , estate planning , risk management/insurance analysis,… more
- Truist (Philadelphia, PA)
- …to clients and prospects. Completes complex diagnostic review of financial and estate planning documents, along with client objectives and priorities, leading ... debt management, retirement planning , employee benefits, stock options, insurance, estate planning , and business planning . 2. Proven ability to get… more
- Providence (Mission Hills, CA)
- …at the forefront of managing, planning , coordinating, and implementing a comprehensive estate planning and gift program. You will interpret and apply laws ... management required. + **Success Record:** Demonstrated experience and success with estate planning and major gift solicitation required. + **Leadership… more