- Fifth Third Bank, NA (Evansville, IN)
- …+ Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling ... JD, or CPA, or LLM required. + 10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company… more
- JPMorgan Chase (Palo Alto, CA)
- …field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate ... + Ability to drive business results with broad background in trust and estate planning issues + A strong self-motivated individual who can work closely with… more
- Robert Half Legal (Plano, TX)
- …legal guidance to clients navigating the Texas Probate System while also contributing to estate planning matters. Based in Plano, Texas, this position offers the ... cases from initial application to final distribution. * Draft essential estate planning documents such as wills, trusts, powers of attorney, and healthcare… more
- Robert Half Legal (Atlanta, GA)
- Description We are looking for an experienced Attorney with expertise in estate planning and probate administration to join our team on a contract basis. This ... along with the ability to work independently. Responsibilities: * Draft and review estate planning documents with precision and accuracy. * Provide legal… more
- Wells Fargo (New York, NY)
- …training, military experience, education **Desired Qualifications:** + In depth trust and estate planning experience focused on the HNW/UNHW space in a ... client-facing capacity + Extensive knowledge and understanding of financial and estate planning , fiduciary/trust, wealth transfer, leverage, multiple asset class… more
- Robert Half Legal (Sacramento, CA)
- Description We are looking for an experienced Estate Planning Attorney located in Sacramento or Auburn! Key Responsibilities: + Consult with potential and ... fees to the clients. + Efficiently manage client engagement process while preparing estate planning documents. + Complete and induce client's signature on the… more
- Robert Half Legal (Sacramento, CA)
- …legal guidance on business and real estate transactions, corporate governance, tax planning , and estate planning . * Draft and review contracts, ... * Proven expertise in business and real estate transactions, tax planning , estate planning , and intellectual property. * Strong academic background from… more
- Robert Half Legal (Chesterfield, MO)
- Description Estate Planning Paralegal role in Chesterfield, with a highly respected law firm. Job Title: Estate Planning Paralegal Location: ... Estates Paralegal with Gift Tax Experience to support its expanding estate planning practice. This is a full-time, permanent opportunity offering stability,… more
- Pacific Program Management (Los Angeles, CA)
- …, Design, or related field * 7+ years in related field (ie, Occupancy Planning , Corporate Real Estate , Facilities Planning , Architecture, Interior Design ... and employees. We are built to champion our clients' aspirations through real estate . When considering partnership, we strive to connect with those who share our… more
- Robert Half Finance & Accounting (Oakland, CA)
- …payroll processes ensuring timely compensation and conforming with regulations and tax laws. Estate Planning Responsibilities: + Manage owner's estate ... planning activities, ensuring regulation compliance and effective estate /gift planning . + Implement strategies for charitable and philanthropic initiatives.… more