- Robert Half Legal (Sacramento, CA)
- …legal guidance on business and real estate transactions, corporate governance, tax planning , and estate planning . * Draft and review contracts, ... We are looking for an experienced and versatile Corporate Attorney to join our team in Sacramento, California. This...in business and real estate transactions, tax planning , estate planning , and intellectual… more
- Wells Fargo (Austin, TX)
- …grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and ... asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset...Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and… more
- JPMorgan Chase (Chicago, IL)
- …families. Job Responsibilities : + Work with the Account Opening Group to open estate or trust accounts. + Interpret the governing instrument and applicable law to ... + Assist Trust Officer to partner with client's other advisors ( attorney , accountant); highly respected by external professional advisor community. + Develop,… more
- Shinda Management Corporation (Queens Village, NY)
- …three decades, SMC has been in the forefront of proven, quality real estate property management services in the New York/New Jersey metropolitan area. Our property ... clients and residents. We pledge our commitment to providing quality Real Estate Property Management and Consulting Services.Our Vision: Investing in our people, our… more
- State of Connecticut, Department of Administrative Services (Hartford, CT)
- …+ Experience adhering to professional office protocol; + Experience in environmental science, planning , policy, law, real estate /land use or a related field. + ... ) , Office of the Commissioner, Office of Legal, Planning & Regulatory Affairs is looking for Environmental Protection...writing will be required under the supervision of an attorney in addition to performing administrative tasks to assist… more
- Robert Half Legal (Mountain View, CA)
- …aligning with their financial objectives. This position requires exceptional expertise in estate planning , tax strategies, and wealth management to deliver ... and knowledgeable team. * Maintain expertise in tax implications, estate planning , and succession strategies to inform...attorney with a strong background in trust and estate law. * Comprehensive understanding of tax implications related… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise. + Responsible for ... the complexities of ultra-high net worth families needs, including estate and legacy planning ; tax strategies and...client and the client's legal and tax professionals (eg attorney or CPA). + Leverages planning software… more
- Columbia Bank (Santa Barbara, CA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and retain ... solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with all bank regulations for… 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 ... software and Excel Preferred + CPA, EA, or Tax Attorney (JD / LLM) + Prior family office or...office or private client experience + Exposure to multi-generational estate and wealth planning Robert Half is… more
- Deloitte (San Juan, PR)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more