- Robert Half Legal (St. Louis, MO)
- …documents, and managing client cases. Responsibilities: * Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax ... * Skilled in Calendar Management * Excellent Communication skills * Knowledge of Gift Tax and Estate Tax * Ability to prepare Estate Tax Return *… more
- Robert Half Legal (Woodbury, NY)
- …gain proficiency and build valuable, transferable skills for a long-term career in real estate , tax , or law. We pride ourselves on maintaining a collaborative, ... are also open to training candidates with a demonstrated interest in real estate , tax , or law. Responsibilities: + + Coordinate with the sales team and clients… more
- Robert Half Legal (Chicago, IL)
- … estate checking accounts + Prepare and file Illinois state and federal estate tax returns, including court inventory + Coordinate asset transfers and trust ... administration + Strong trust administration background and proficiency in West's Federal Estate Tax program, and fiduciary income tax forms and extensions +… more
- Robert Half Legal (Boston, MA)
- …documents. + Represent clients in probate and trust-related disputes, as needed. + Prepare estate tax returns and ensure compliance with current tax laws. ... seeking a Trust and Estates Attorney with expertise in estate planning, trust administration, and tax strategies in Boston. The ideal candidate will be skilled… more
- Robert Half Legal (Natick, MA)
- …documents with precision and accuracy to meet client needs. * Prepare and review estate tax returns to ensure compliance with legal requirements. * Manage a ... including estate planning and administration. * Experience preparing estate tax returns and related documentation. * Ability to manage multiple priorities… more
- Robert Half Legal (Minneapolis, MN)
- …Wills * Extensive experience in handling Revocable Trusts * Ability to prepare and file Estate Tax Return * Experience in Fiduciary Income Tax Return ... tax planning models and projections. * Develop intricate estate planning tax projections to assist clients in understanding potential future scenarios. *… more
- Fox Rothschild LLP (West Palm Beach, FL)
- …-efficient strategies for estate and wealth transfer planning. + Prepare and file estate tax returns and gift tax returns, ensuring compliance with ... work closely with high-net-worth clients and family offices to develop comprehensive estate and tax planning strategies. Experience with creating and/or… more
- Truist (Charlotte, NC)
- …handle highly complex situations at all levels of wealth, and keeps current on estate , tax and planning trends and their application to solutions for our ... techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with...at Truist of $10MM and above, including wealth transfer tax planning, income tax planning, capital sufficiency… more
- Truist (Mclean, VA)
- …handle highly complex situations at all levels of wealth, and keeps current on estate , tax and planning trends and their application to solutions for our ... techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with...at Truist of $10MM and above, including wealth transfer tax planning, income tax planning, capital sufficiency… more
- Raymond James Financial, Inc. (MA)
- …Advisor and the client's professional legal and tax advisors. + Supplies technical estate tax and estate planning information in response to Financial ... assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + IRS Gift and Estate Tax Code laws, Uniform Principal and Income Act (UPAIA), and general Trust… more