- UMB Bank (Dubuque, IA)
- …of client wealth planning goals and objectives. + Deliver wealth, financial planning , insurance, investment, and estate planning advice to clients, ... and operational best practices. + You have knowledge of investment, tax, estate planning and transfer of wealth strategies. + You have proficiency with eMoney… more
- Rush University Medical Center (Chicago, IL)
- …Job Qualifications:** Master's Degree in a related field. Experience in real estate planning , capital budgeting, or alternative project delivery methods. ... stakeholders. This role serves as a bridge between high-level strategic planning and day-to-day project execution, ensuring projects meet operational goals while… more
- Robert Half Finance & Accounting (Albany, NY)
- …growth. Responsibilities include: preparing reports, projections and recommendations for financial planning ; retirement planning ; taxes; estate flowcharts; ... Description A wealth management / financial planning firm in the Albany area is seeking...years of experience in the public accounting or financial planning field. For confidential consideration or more information, contact… more
- Robert Half Legal (Quincy, MA)
- …experience in a legal assistant or paralegal role, with a focus on probate or estate planning considered a plus. * Proficiency in legal case management software ... file legal documents such as wills, trusts, power of attorney instruments, and estate inventories. * Maintain and organize case files, legal records, and databases… more
- Edward Jones (Tempe, AZ)
- …Apart:** + CPA or Masters of Taxation preferred + Experience or education in estate planning concepts *Candidates that live within in a commutable distance from ... years in preparation and review of trust income and estate tax returns required + Advanced knowledge of fiduciary...tax returns required + Advanced knowledge of fiduciary principals, estate and income taxation + Able to use trust… more
- Robert Half Legal (Denver, CO)
- …Proficiency in electronic filing systems and document management. * Strong knowledge of estate planning , elder law, and fiduciary tax processes. * Familiarity ... with preparing estate tax returns and other related tax documents. *...and communication skills. * Knowledge of trust administration and estate -related legal procedures. Robert Half is the world's first… more
- Siege Media (Chicago, IL)
- …Write comprehensive articles on a variety of legal topics including personal injury, estate planning , real estate , business, marriage/divorce, contracts, and ... blogs) + E xtensive knowledge of niche topics including contracts, real estate , consumer legal protections, employee rights, and family law + Experience writing… more
- Robert Half Legal (Los Angeles, CA)
- …[dot] Graham [at] RobertHalf [dot] [com] Requirements + 5+ years of estate planning , probate administration or trust administration experience + bachelor's ... to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with...returns * Direct dealings with financial institutions to collect estate assets * Handle administration of decedent's assets with… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …flow analyses). + Provide objective, comprehensive advice on investment management, estate planning , tax strategies, and philanthropic initiatives. + Prepare ... management and retention of client relationships. + Review and complete financial planning deliverables (balance sheets, strategic plans, estate maps, cash… more
- Robert Half Finance & Accounting (Chicago, IL)
- …CFO and President in any tax planning /modeling on behalf of our clients (eg, estate planning , charitable tax planning , etc.) + Coordinate real estate ... Accounting, Private Equity & Compliance, Payroll, Administration, Debt and Liquidity Planning , or other analyses requested by the company's clients. Requirements Job… more