- JPMorgan Chase (Charlotte, NC)
- …+ Professional designations required: JD + Recognized expertise in managing the estate planning needs of high-net-worth individuals + Sales experience, ... Private Bank, you will help ensure that our clients' estate , income, tax, philanthropic, and other planning ...clients' estate , income, tax, philanthropic, and other planning needs are identified and met through a comprehensive… more
- Citigroup (New York, NY)
- …deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual ... ability to provide guidance on wealth structuring matters, including: * Estate , gift and income tax planning *Transition...matters, including: * Estate , gift and income tax planning *Transition event planning *Business succession … more
- Robert Half Legal (Los Altos, CA)
- Description We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This ... collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and… more
- Robert Half Legal (Lutherville, MD)
- …for a motivated individual with extensive experience in probate administration and estate planning . Responsibilities: * Coordinate and manage the filing and ... ensure easy accessibility and accuracy. * Support attorneys in drafting and reviewing estate planning documents. * Provide general administrative support for the… more
- New Jersey Institute of Technology (Newark, NJ)
- …to raise awareness of and interest in planned gifts, including informational and estate planning seminars, promotional pieces, targeted mailings and emails, and ... -Working knowledge of charitable tax law and familiarity with financial and estate planning . -Familiarity with software applications such as Crescendo and/or… more
- BRIDGE Housing Corporation (San Francisco, CA)
- …equivalent degree in multi-family home real estate acquisitions, business, real estate , architecture, planning , or finance; advanced degree preferred + 7-10 ... will be responsible for evaluating and assessing potential real estate acquisitions, divestitures and development of multi-family affordable/workforce housing. The… more
- Robert Half Finance & Accounting (Stamford, CT)
- …financial outcomes. * Advise clients on tax implications related to investments, estate planning , charitable contributions, and other financial decisions. * Stay ... in Stamford, Connecticut. In this role, you will provide specialized tax planning and compliance services to individuals, focusing on complex tax situations such… more
- Robert Half Legal (Walnut Creek, CA)
- …trusts, wills, and conservatorships. * Develop and implement case strategies tailored to estate planning conflicts, fiduciary disputes, and elder law matters. * ... to navigate probate and conservatorship processes. * Monitor compliance with relevant estate planning , probate, and conservatorship laws and regulations. *… more
- Edward Jones (Tempe, AZ)
- …partnering with our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd ... team. + Expert understanding of financial planning topics - goals planning , income planning , estate and tax planning , protection, etc. + Proficiency… more
- Hatch (Brooklyn, NY)
- …and the development of innovative analytical approaches to a variety of complex planning , real estate , energy, and infrastructure challenges. We also work ... You Bring + 8+ years of experience in economic consulting, real estate , urban planning , management consulting, or related fields. + Degree in economics, public… more