- Robert Half Legal (Sacramento, CA)
- … Tax Return - Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms experience - Strong verbal and ... Study, analyze and review complex legal documents - Assist attorney with a variety of case tasks Requirements -...5+ years of experience working as a paralegal within estate planning and trust administration - Strong… more
- JPMorgan Chase (Chicago, IL)
- …families. Job Responsibilities : + Work with the Account Opening Group to open estate or trust accounts. + Interpret the governing instrument and applicable law to ... of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline… more
- Fairfax County Sheriff's Office (Fairfax, VA)
- …projects. + Experience performing the following duties: Physical inspection of real estate to identify and/or evaluate property features; Planning and ... professional and technical staff; + Researches legal records to determine real estate ownership; + Interprets and determines the applicability of various federal,… more
- Wells Fargo (Austin, TX)
- …grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret ... including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and… more
- Robert Half Legal (Chesterfield, MO)
- …Estates Paralegal with Gift Tax Experience to support its expanding estate planning practice. This is a full-time, permanent opportunity offering stability, ... Description Estate Planning Paralegal role in Chesterfield,...You'll Do: + Draft and prepare estate planning documents (wills, trusts, powers of attorney ,… more
- Robert Half Legal (Mountain View, CA)
- …while aligning with their financial objectives. This position requires exceptional expertise in estate planning , tax strategies, and wealth management to ... a skilled and knowledgeable team. * Maintain expertise in tax implications, estate planning , and...attorney with a strong background in trust and estate law. * Comprehensive understanding of tax … more
- Robert Half Legal (Shelby Township, MI)
- …to applicable laws. * Handle tax -related legal matters, including trust and estate tax planning and compliance. * Collaborate with internal stakeholders ... possess a strong background in commercial contracts, corporate law, and trust and estate tax work. Responsibilities: * Draft, review, and revise various types… more
- Shinda Management Corporation (Queens Village, NY)
- …three decades, SMC has been in the forefront of proven, quality real estate property management services in the New York/New Jersey metropolitan area. Our property ... family and senior residents, developments funded by the low-income housing tax credit program, government assisted rental housing and rent stabilized properties.We… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …technical resource to manage the complexities of ultra-high net worth families needs, including estate and legacy planning ; tax strategies and charitable ... Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise....the client's legal and tax professionals (eg attorney or CPA). + Leverages planning software… more