- Robert Half Legal (Napa, CA)
- …powers of attorney, and related documents. + Conduct legal research and analysis pertaining to estate planning, gift and estate tax , and related areas. + ... comprehensive estate planning strategies. + Stay current on developments in estate and tax law to ensure best practices and client service. + Participate in… more
- KeyBank (Hartford, CT)
- …regardless of whether Key serves as trustee + Identifies a potential trust and estate tax -related issues and works with the client and external advisors to ... determine duties and responsibilities of bank and to provide well-coordinated estate , tax and financial planning alternatives to meet client's needs + Facilitate… more
- 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
- ManpowerGroup (Garden City, NY)
- …including preparing and filing probate and administration petitions, preparing and filing estate tax returns, managing estate accounts, estate ... in connections with estate and trust administration. * Research complex estate and gift tax issues. Qualifications: * Admitted In New York * 3 to 5 years… more
- Truist (Mount Pleasant, SC)
- …+ Compile tax documents and information for the preparation of estate , fiduciary and final income tax returns. QUALIFICATIONS Required Qualifications: The ... the following job description:** Responsible for supporting the coordinated delivery of estate and trust administration. Provide support to Estate Advisors in… more
- Aston Carter (Pikesville, MD)
- …this role, you will be responsible for preparing and reviewing individual, business, nonprofit, estate , trust, and gift tax returns. You will also assist with ... regulations. Responsibilities + Prepare and review individual, business, nonprofit, estate , trust, and gift tax returns. +...individual, business, nonprofit, estate , trust, and gift tax returns. + Assist with financial planning and regular… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …documents + Assist clients with retitling assets and organizing financial records + Prepare estate tax and fiduciary income tax returns + Assemble and ... firm that is seeking a detail-oriented Paralegal to support attorneys with estate administration, managing both taxable and non-taxable estates. This role involves… more
- Robert Half Legal (Philadelphia, PA)
- …compliance with regulations and internal standards. * Administer estates, including preparing inheritance tax returns, estate tax returns, and income tax ... Practice Group. The ideal candidate will manage a variety of estate -related legal processes while ensuring accuracy, compliance, and excellent client service.… more
- Huntington National Bank (Columbus, OH)
- …disputes. + Responsible for performing desktop audits of Landlord billings and real estate tax billings and CAM reconciliations + Responsible for obtaining, ... reviewing for accuracy and paying all real estate tax bills . + Assist as needed with preparation and analysis of 3rd party common area reconciliations. + Assist… more
- Edward Jones (Tempe, AZ)
- …our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan ... support. **What You Will Do:** Lead a team of tax subject matter experts holding advanced designations who are...Private Client Services experience. This team serves as a tax planning expert in partnership with the senior planner… more