• Accountant

    Robert Half Finance & Accounting (Chicago, IL)
    …(eg, estate planning, charitable tax planning, etc.) + Coordinate real estate tax payments, required annual state filings for LLCs, and draft responses ... private foundation. This includes preparation of federal and state tax filings and calculation of the required minimum charitable...to individual clients. + Gather and organize all annual tax information necessary for the preparation of income … more
    Robert Half Finance & Accounting (08/08/25)
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  • Trust Officer

    Columbia Bank (Scottsdale, AZ)
    …trust data processing system, as well as general principles of trust accounting and estate tax law. + Strong interpersonal skills in order to effectively ... + Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns. + Ability to use personal computers, Windows,… more
    Columbia Bank (09/04/25)
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  • Private Wealth Management Trust Advisor - JD

    Regions Bank (Atlanta, GA)
    …accounting or related field + Eight (8) years of Trust Administration, Estate / Tax Law, Financial Planning or relevant experience including direct client ... interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and advice, legal, insurance, real estate , asset management,… more
    Regions Bank (08/09/25)
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  • Estates & Trusts Paralegal

    Robert Half Legal (Baltimore, MD)
    …and interim or final accountings. * Assist in the preparation and submission of estate tax returns. * Serve as a liaison between clients, attorneys, courts, ... offers an excellent opportunity to develop your expertise in probate and estate administration while collaborating with a talented group of professionals. The ideal… more
    Robert Half Legal (09/04/25)
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  • Business Resource Center, Advanced Planning…

    Guardian Life (Oklahoma City, OK)
    …mutual funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as ... 1120/1120S/1065 business tax returns + Analyzing balance sheet and income statements...sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable… more
    Guardian Life (08/08/25)
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  • Financial Advisor

    Insight Global (Portland, OR)
    …and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a ... a professional financial services company or wealth management firm Expertise in estate , tax , retirement, insurance, investment, and cash flow/capital needs… more
    Insight Global (09/09/25)
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  • VAS - Institutional Funds Manager

    CBRE (Dallas, TX)
    …the project, such as, mortgage financing, insurance replacement cost calculation, estate valuation, tax appeals, equitable distribution, corporate employee ... you will independently prepare market value appraisals on real estate assets with review by a Director (one of...(one of whom must be MAI). You'll prepare real estate appraisal reports from start to finish on simple… more
    CBRE (09/05/25)
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  • VAS - Institutional Funds Manager

    CBRE (Dallas, TX)
    …the project, such as, mortgage financing, insurance replacement cost calculation, estate valuation, tax appeals, equitable distribution, corporate employee ... you will independently prepare market value appraisals on real estate assets with review by a Director (one of...(one of whom must be MAI). You'll prepare real estate appraisal reports from start to finish on simple… more
    CBRE (06/27/25)
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  • VAS - Vice President

    CBRE (Chicago, IL)
    …of the project, such as, mortgage financing, insurance replacement cost calculation, estate valuation, tax appeals, corporate employee relocation, investment, or ... you will independently prepare market value appraisals on real estate with review by a Managing Director (one of...[MAI] Member of the Appraisal Institute). You'll prepare real estate appraisal reports from start to finish on properties,… more
    CBRE (06/19/25)
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  • Paralegal

    Robert Half Legal (Chicago, IL)
    …is ideal for a detail-oriented individual with a strong background in gift tax returns, trust administration, and estate planning processes. The successful ... and workflows efficiently Requirements * At least 5 years of experience in estate planning or tax -related legal work. * Strong knowledge of gift tax laws,… more
    Robert Half Legal (09/04/25)
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