- JPMorgan Chase (Palo Alto, CA)
- …Wealth Planner within JP Morgan Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be able to communicate that ... JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate… more
- Edward Jones (St. Louis, MO)
- …High Net Worth clients and prospects by providing guidance on HNW issues (ie, estate and tax planning). + Where appropriate, cultivate and maintain relationships ... to represent the partnership of our firm's resources in the clients' estate , income tax and financial plans. + Enhance branch and client experience by serving… more
- Williams Parker (Sarasota, FL)
- …matters. The scope of work includes wills, revocable and irrevocable trust planning, estate and gift tax strategies, ongoing trust administration, and the ... legal framework to carefully address and answer all questions pertaining to estate planning, transfer tax planning, business succession, charitable giving, and… more
- Robert Half Legal (Sacramento, CA)
- …the opportunity to handle diverse legal matters, including business transactions, real estate , corporate law, tax planning, and intellectual property. The ideal ... decision-making. * Provide legal guidance on business and real estate transactions, corporate governance, tax planning, and estate planning. * Draft and… more
- Robert Half Legal (Sacramento, CA)
- …organizing - Command of Probate & Estate Administration - Experience with Estate Tax Return - Strong familiarity with Probate Law - Comprehensive knowledge ... 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving...of estate planning - Power of attorney forms experience -… more
- Cushman & Wakefield (St. Louis, MO)
- …desktop audits of Year-End Common Area Maintenance (CAM), Insurance, and Real Estate Tax reconciliations, interpret, and analyze all charges for accuracy, ... frequently with internal and external partners. Notify client of critical dates, real estate policies and procedures, and assist with general inquiries . Request and… more
- Cushman & Wakefield (St. Louis, MO)
- …desktop audits of Year-End Common Area Maintenance (CAM), Insurance, and Real Estate Tax reconciliations, interpret, and analyze all charges for accuracy, ... frequently with internal and external partners. Notify client of critical dates, real estate policies and procedures, and assist with general inquiries + Request and… more
- CBRE (Boston, MA)
- …projects, leasing trends and marketing strategy and other business matters. + Monitor real estate tax appeal process with third party consultant and provide data ... + Develop a foundational understanding of the underlying economic, market and real estate trends. + Extract metrics from various data sources to support the… more
- Robert Half Legal (Denver, CO)
- … law, including probate and estate administration. * Familiarity with trusts, estate tax , and related legal frameworks. * Strong organizational skills and ... the ability to manage multiple cases simultaneously. * Excellent communication and interpersonal skills for client interaction. * Willingness to travel to satellite offices as needed. * Commitment to providing exceptional legal service and maintaining client… more
- NorthPoint Development (Kansas City, MO)
- …Assist with filing and payment of annual business licenses + Assist with real estate tax bill processing + Provide supporting documentation for audit requests + ... about a career with NorthPoint?** NorthPoint is a real estate developer that has grown through combining an entrepreneurial...Generate report files for tax preparer + Miscellaneous filing and scanning **Are you… more