- Robert Half Legal (Tyler, TX)
- Description We are looking for a dedicated and experienced Associate Attorney to join our law firm in Tyler, Texas. Our firm specializes in Estate and ... initiative. Responsibilities: * Provide comprehensive legal counsel and representation in estate planning , probate, business law, and real estate matters. *… more
- The Salvation Army (Hartford, CT)
- …visits + $20K Basic Life Insurance including grief counseling services, funeral planning services, and will/power of attorney /legal document preparation (no cost ... Overview Location: Divisional Headquarters, Advancement Department, Gift Planning Office (Hartford, CT) Status: Full-time Hours Per...federal and state tax law related to present and estate giving. + Liquidate stock according to THQ guidelines… more
- Fox Rothschild LLP (Blue Bell, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA office. ... and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +...authority, provide written or verbal summary to the supervising attorney . **Skills and Abilities** + Excellent written and verbal… more
- Grant Thornton (Appleton, WI)
- Tax Associate As a Tax Associate at Grant Thornton, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax ... research, tax planning , and the preparation of supporting digital work papers...be exposed to a variety of industries including real estate , consumer industrial products, financial services, and healthcare. Procedures… more
- Neuberger Berman (San Francisco, CA)
- …solutions to complex issues including portfolio asset allocation and implementation, retirement planning , philanthropy, and estate planning . + Provide ... **Summaries:** The Wealth Advisor Associate will provide support to seasoned four-person Wealth...wealth management industry. + Demonstrated experience handling complex financial planning . + Expertise in managing the financial needs of… more
- Edward Jones (St. Louis, MO)
- …Previous financial services experience preferred + Demonstration of increased knowledge of estate planning concepts, trust tax fundamentals and probate and trust ... close early due to the volume of applicants. The Associate Trust Advisor supports the Client Service Team in...you will + Review trust agreements, wills, powers of attorney and other legal documents for the establishment and… more
- Cypress Creek Renewables (Washington, DC)
- Associate Corporate Counsel at Cypress Creek Renewables (View all jobs) (https://ccrenew.com/careers/) Asheville, NC, Durham, NC, New York, NY, Santa Monica, CA, San ... you will join us. The Role Cypress Creek is currently seeking a corporate attorney to join the Company's Legal team. This individual will be responsible for… more
- Umpqua Bank (South Jordan, UT)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and retain ... relationships with Umpqua Banking partners and external CPA's and Attorney 's. A team of specialists support these efforts by...to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with… more
- Dorsey & Whitney LLP (Phoenix, AZ)
- …recruiting, and hiring support business professionals, as well as assisting with attorney recruiting, financial management, and office operations. Do you have strong ... facilities and security requirements and updates. - Assist with budget planning and monitoring office expenses. - Review and approve expense reimbursements… more
- Carrington (Lansing, MI)
- …procedures, and applicable laws, including hiring and training employees; planning , assigning, and directing work; monitoring performance; rewarding and disciplining ... provide feedback at minimum twice per month with the associate . * Handle escalated bankruptcy cases and work with.... * Handle escalated bankruptcy cases and work with attorney firms on litigated matters. Escalate all recommendations to… more