- PNC (PA)
- …prior years returns. The following qualifications are needed for this role: - Trust and Estate Tax experience - Generation Skipping Tax review experience - ... Tax Liaison, you will work within the Fiduciary liaison team (trust tax ) and the Estate Liaison team ( estate settlement). You will work and communicate… more
- JPMorgan Chase (Chicago, IL)
- …or trustee of a trust includable in the gross estate of the decedent for estate tax purposes, it is the Estate Officer's role to oversee the ... summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts &...trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax… more
- Robert Half Legal (Seattle, WA)
- … tax research and provide support for the preparation and filing of federal and state estate tax returns. * Advise clients on estate and gift tax ... with the Internal Revenue Code and Treasury Regulations related to estate and gift tax planning. * Exceptional research and analytical skills, with the ability… more
- Robert Half Legal (Worcester, MA)
- …wills, trusts, and powers of attorney. * Provide legal advice to clients regarding estate tax strategies and asset protection. * Oversee probate and estate ... estate plans. * Help clients navigate complex trust and estate tax issues with precision and clarity. Requirements * Active Massachusetts bar license… more
- Robert Half Legal (Orinda, CA)
- …as irrevocable and revocable trusts, wills, and powers of attorney. * Advise clients on estate tax implications and assist in the preparation of necessary tax ... planning documents such as revocable and irrevocable trusts. * Familiarity with estate tax return preparation and associated regulations. * Excellent… more
- Robert Half Legal (Owings Mills, MD)
- …and analyze tax -related issues, including the preparation and filing of federal and state estate tax returns. * Advise clients on estate and gift tax ... with the Internal Revenue Code and Treasury Regulations related to estate and gift tax planning. * Ability to collaborate effectively with financial and legal… more
- JPMorgan Chase (New York, NY)
- …or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a leading global financial services ... services. **Job Responsibilities:** * Analyze Wills and trust documents for legal, tax , administrative and investment issues and coordinate delivery of services. *… more
- Robert Half Legal (Chicago, IL)
- …succession planning for moderate to high net-worth clients. Experience with gift and estate tax filings is preferred. This position is paying between $75-90K ... distribution and asset schedules and spreadsheets + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust/… more
- Mount Sinai Health System (New York, NY)
- …Audit:** Perform periodic (monthly/annual) landlord statements' reconciliation of rent, real estate tax calculations, CAM and OPEX charges and communicate, ... **FINANCIAL DUE DILIGENCE** + Assists in reviewing financial data, real estate tax liabilities, utilities and penalties for possible violations whenever there… more
- Duke Energy (Raleigh, NC)
- …Legal and Tax Departments, State Boards, etc. on changes to various real estate , tax , safety, and environmental laws and codes and ensures compliance by ... This is an expert level position within the Real Estate land rights/acquisition job family. The Lead Real ...Estate land rights/acquisition job family. The Lead Real Estate Representative is responsible for negotiating and acquiring the… more
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