- Robert Half Office Team (Cedar Rapids, IA)
- Description Tax , Probate & Estate Planning Paralegal Are you ready to take on a role where precision meets purpose? As a Tax , Probate, and Estate ... Legal Studies, or related field. + Experience matters: 2+ years in probate, estate planning , or tax law preferred. + Proficiency with Microsoft Office and… more
- Robert Half Legal (Worcester, MA)
- …you will provide expert guidance and legal support to clients, helping them navigate estate planning , tax matters, and probate processes. This position is ... planning solutions. * Conduct legal research to stay updated on changes in estate planning and tax laws. * Represent clients in probate court proceedings… more
- Edward Jones (Dallas, TX)
- …our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd parties, plan ... meet our High Net Worth client's wealth management and tax planning needs. + Serve as a...High Net Worth clients + Ability to review client tax returns, gift/ estate tax returns,… more
- Fox Rothschild LLP (San Francisco, CA)
- …is nationally recognized for advising high-net-worth individuals and families on complex estate planning , tax strategies, and wealth preservation. This ... foundational knowledge of gift, estate , income, and California property tax planning concepts. + Strong academic record and analytical skills are required. +… more
- Neuberger Berman (New York, NY)
- …Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning , tax strategy, pre-liquidity events, and charitable giving. ... is required. **Primary Responsibilities:** + Advise clients on trust and estate planning , tax strategy, pre-liquidity planning , and philanthropy in… more
- Commerce Bank (St. Louis, MO)
- …been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking and ... knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning , and...acquired through work-related experience + Understanding of fundamental legal, tax , and financial concepts + Ability to work in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …multigenerational wealth needs through a holistic service model spanning investment advisory, tax and estate planning , risk management, family governance, ... experience. Key Responsibilities + Act as a trusted advisor across tax , estate , trust, insurance, and investment matters to deliver integrated solutions. +… more
- Huntington National Bank (Birmingham, MI)
- …planning , with knowledge in basic concepts regarding estate and gift tax , estate planning , and trust administration Preferred Qualifications: + ... planning software packages + Ability to research specific tax and planning issues for client projects and external presentations + Building relationships… more
- Robert Half Finance & Accounting (Lufkin, TX)
- …for clients while driving strategic financial planning . This role focuses on tax planning , compliance, estate planning , financial statement ... Provide actionable insights to clients, with a focus on estate planning and wealth management. + Oversee...junior staff. What You Bring: + 7+ years in tax planning , compliance, and financial analysis. +… more
- Connecticut College (New London, CT)
- …regarding planned gift commitments from individuals as well as charitable issues associated with tax and estate planning . The Director of Planned Giving is ... Director of Gift Planning Bookmark this Posting Print Preview | Apply...expertise possible with regard to planned giving techniques, vehicles, tax laws, charitable giving procedures and professional ethics and… more