- Fifth Third Bank, NA (Cincinnati, OH)
- …areas of trust administration, estate planning strategies and income, gift and estate tax matters. + Demonstrate a basic understanding of financial markets ... to fiduciary matters (eg estate planning, probate, estate , gift and income tax planning, guardianships,... planning, probate, estate , gift and income tax planning, guardianships, special needs trusts, state-specific law). MINIMUM… more
- Lamar Advertising Company (Topeka, KS)
- …+ Responsible for ensuring receipt, verification, and the timely processing of real estate tax invoices for company-owned real and personal property. + ... communication and negotiation?** Do you have experience in real estate or land acquisition? If so, Lamar Advertising of...amazing opportunity for you! The purpose of the Real Estate Manager in Topeka, KS is to oversee all… more
- Fox Rothschild LLP (Philadelphia, PA)
- …preparation and/or review of tax returns (including the preparation of Federal estate tax returns) and other documents related to planning structures. + ... Trust & Estate Planning Associate - Multiple Offices **Blue Bell,...Bell and Philadelphia, PA offices for a Trust & Estate Planning associate in our Taxation & Wealth Planning… more
- Commerce Bank (St. Louis, MO)
- …has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... Bank. About This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients...acquired through work-related experience + Understanding of fundamental legal, tax , and financial concepts + Ability to work in… more
- Robert Half Legal (San Ramon, CA)
- …roles within the firm. Requirements * Minimum of 5 years of experience in estate planning or tax law. * Proven expertise in business succession planning, ... Description We are looking for an experienced Trust and Estate Of Counsel to join our team in San...will provide expert guidance to high-net-worth clients, focusing on estate planning, trust administration, and business succession strategies. The… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …and competing demands, and adapt to frequent and unexpected changes. + Knowledge of current estate and tax law and estate planning NOTE: This role will ... Center (http://www.cartercenter.org/) . **SUMMARY:** The Senior Associate Director, Lead, Estate & Gift Planning identifies, cultivates, and solicits planned gifts… more
- Robert Half Finance & Accounting (Green Bay, WI)
- …tax filings, including Forms 1041, 709, and 706. * Provide expert guidance on estate tax matters and strategies to minimize tax liabilities. * Collaborate ... certification or equivalent qualification. * Extensive experience in trust and estate tax planning and compliance. * Proficiency in preparing and reviewing… more
- JPMorgan Chase (Chicago, IL)
- …and will be experienced in sub-specialty areas including state taxation of trusts, GST, estate tax , tax -exempt trusts, foreign tax reporting obligations ... tax matters + Support global trust teams on all tax matters including but not limited to estate and gift tax , generation-skipping transfer tax ,… more
- JPMorgan Chase (Chicago, IL)
- …experienced in a variety of sub-specialty areas including state taxation of trusts, GST, estate tax , tax -exempt trusts, foreign tax reporting obligations ... tax matters + Support global trust teams on all tax matters including but not limited to estate and gift tax , generation-skipping transfer tax ,… more
- Robert Half Finance & Accounting (Timonium, MD)
- …Fiduciary, and Non-Profit Organizations. + Prepare complex US and state individual income, gift tax , and estate tax returns. + Conduct complex tax ... Fx, Lacerte, and Drake. * Strong knowledge of individual, partnership, estate , trust, and corporate tax returns. * Familiarity with multi-state tax filings… more