- Fifth Third Bank, NA (Tampa, FL)
- …and company policies. + R esponsible for the review and interpretation of estate planning documents , timely and accurate administration of trust income ... strategies to expand and deepen relationships, such as regular estate plan reviews, client meetings , and best practice...of 8 -10 years of experience in trust and estate administration, with a proven track record of managing… more
- Robert Half Finance & Accounting (Owings Mills, MD)
- …commitments and report quarterly performance; suggest improvements. + Manage charitable giving, estate planning gifts, and related tax reporting. + Coordinate ... is preferred. * Strong expertise in partnership tax, commercial real estate investments, and investment account management. * Exceptional analytical and… more
- Robert Half Legal (Denver, CO)
- …bar membership. * Minimum of 3 years of experience in transactional law, preferably in estate planning . * In-depth knowledge of estate law, including probate ... and estate administration. * Familiarity with trusts, estate tax, and related legal frameworks. * Strong organizational skills and the ability to manage multiple… more
- Community Legal Services, Inc. (Philadelphia, PA)
- …Meet with clients to help prepare wills, powers of attorneys, and other estate planning documents. + Help families negotiate emotionally fraught discussions ... member, but the family never formally deals with the estate , and a new deed is never prepared. Tangled...obtain record ownership of clients' homes. + Assist with estate administration, including matters concerning inheritance taxes and Medicaid… more
- Robert Half Legal (Salinas, CA)
- …fantastic opportunity for a recent law school graduate to gain hands-on experience in estate planning , real estate litigation, and construction law. The ... career. Responsibilities: * Conduct client consultations and assist in creating comprehensive estate plans tailored to individual needs. * Handle various aspects of… more
- New York State Civil Service (New York, NY)
- …Grants and other departments as needed. The VP will participate in the design, planning and environmental review of ESD real estate projects, oversee development ... each.. Perform regular onsite visits during design and construction.. Track Real Estate Development & Planning 's projects during construction, ensure overall… more
- Robert Half Finance & Accounting (Spartanburg, SC)
- …✅ High-level tax review, strategy and structuring ✅ Flow-through entities ✅ Trust & estate planning ✅ Individual Tax Why people love this team: Excellent boss ... family office or private client experience + Exposure to multi-generational estate and wealth planning Robert Half is the world's first and largest specialized… more
- Robert Half Finance & Accounting (Albany, NY)
- …plans tailored to client needs, including retirement strategies, tax optimization, and estate planning . * Conduct thorough financial analyses and prepare ... New York. This role involves assisting clients with comprehensive financial planning , including retirement strategies, tax considerations, and estate management.… more
- Truist (Atlanta, GA)
- …may change from time to time. 1. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and ... and external advisors to define and meet clients' tax, financial, estate planning , and banking goals and objectives. 4. Ensures trust administrative duties… more
- Kestra Financial (Tampa, FL)
- …of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an ... understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This is your chance to join a… more