- Commerce Bank (St. Louis, MO)
- …Required + Working knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning , and wealth management products and ... has been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking and… more
- Pedernales Electric Cooperative (Johnson City, TX)
- …site acquisition, disposal and revenue enhancement opportunities. + Facilitates real estate planning by coordinating requirements with others throughout the ... Utility Real Estate Coordinator - JC Johnson City, TX, US,...analyzing and resolving conflict and problems. + Skilled in planning and organizing. + Skilled in data analysis and… more
- Robert Half Legal (Philadelphia, PA)
- …the ability to handle confidential matters with discretion. experience in candidates with estate planning law firm experience should reach out directly to Kevin ... well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts,...trustees, and beneficiaries in all areas of trust and estate administration - including estate settlement, tax… more
- Robert Half Legal (Blue Bell, PA)
- …processes and client communications. * Draft and organize legal documentation related to estate planning and tax filings. * Collaborate with attorneys to ensure ... Description We are looking for an experienced Estate and Tax Paralegal to join our team...be integral to providing exceptional client service, managing complex estate matters, and ensuring compliance with tax regulations. Initially,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning , trust services, estate taxes and other relevant ... applications including computer based trust accounting systems and other common estate planning software programs. **Ability to** + Function in a professional… more
- Lowe's (Mooresville, NC)
- …Lowe's mission to provide a best-in-class store experience by contributing to real estate planning and property operations across our national store portfolio. ... Working within the Store Operations Real Estate team, you'll assist in evaluating store site performance,...a hands-on look into the life cycle of real estate in large-scale retail. **Summer Internship Program** Whether you're… more
- Robert Half Legal (St. Louis, MO)
- …opportunity to work in a collaborative and meticulous environment, supporting attorneys with estate planning , tax, and probate matters. The position features a ... Assist with trust funding, administration, and related notices. * Draft essential estate planning documents while coordinating trust funding activities. *… more
- Wipfli LLP (Lincolnshire, IL)
- …gift, and trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) ... + Lead tax engagements from start to finish, including planning , budgeting and monitoring fees, execution, and delivery +...associated with estate plans + Expertise in IRC Sections 671-679 (Grantor… more
- Wipfli LLP (Southfield, MI)
- …gift, and trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) ... + Lead tax engagements from start to finish, including planning , budgeting and monitoring fees, execution, and delivery +...associated with estate plans + Expertise in IRC Sections 671-679 (Grantor… more
- GRF CPAs & Advisors (Bethesda, MD)
- …in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the Audit and Client ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible...in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.… more