- Robert Half Legal (Las Vegas, NV)
- …including trusts, wills, and powers of attorney. * Advise clients on legal strategies for estate planning and tax implications. * Handle contested matters in ... documentation using document management tools. * Stay updated on changes in estate planning , probate, and tax laws. Requirements * Juris Doctor (JD)… more
- Kestra Financial (Avon, CT)
- … planning recommendations. + Prepare and present detailed financial plans, including retirement, tax , and estate planning strategies. + Stay updated on ... Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role,...+ Minimum of 3-5 years of experience in financial planning or a related advisory role. + CFP certification… more
- Robert Half Legal (Chesterfield, MO)
- … estate administration, and probate law is required * Comprehensive knowledge of estate law, estate planning , estate tax , and estate tax ... Description Job Title: Estate Planning Paralegal About Us: We are an outstanding, prestigious law firm with a superior reputation across Missouri. Our firm's… more
- Robert Half Legal (Vienna, VA)
- Description We are looking for a highly skilled Attorney with a strong background in tax and estate planning to join our team in Virginia. This role is ideal ... strategic guidance on wealth transfer and tax planning . Responsibilities: * Analyze and manage estate ...maintain compliance and effectiveness. * Offer internal training on estate and income tax planning … more
- Robert Half Finance & Accounting (Oakland, CA)
- …+ Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws. Estate Planning Responsibilities: + Manage owner's ... financial reporting according to GAAP and other standards, and tax planning . + Work with attorneys and... planning activities, ensuring regulation compliance and effective estate /gift planning . + Implement strategies for charitable… more
- Robert Half Finance & Accounting (Houston, TX)
- …and attorneys to assist clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently ... We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental...targets. + Plan for retirement income strategies and minimizing tax liabilities in retirement. + Collaborate with tax… more
- Zions Bancorporation (Las Vegas, NV)
- …+ Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and ... planning software and tools. + In-depth knowledge of investment products, tax laws, and estate planning strategies. This position is eligible to earn a… more
- Commerce Bank (Wichita, KS)
- …internal partners and expert resources to ensure integrated delivery of investment, fiduciary, tax , estate planning , insurance, lending, credit and banking ... partners and expert resources to ensure integrated delivery of investment, fiduciary, tax , estate settlement, insurance, planning , credit and banking… more
- Commerce Bank (Kansas City, MO)
- …been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking and ... and expert resources to ensure integrated delivery of investment, fiduciary, tax , estate planning , insurance, lending, credit and banking services to… more
- Fox Rothschild LLP (West Palm Beach, FL)
- …will work closely with high-net-worth clients and family offices to develop comprehensive estate and tax planning strategies. Experience with creating and/or ... for estate and wealth transfer planning . + Prepare and file estate tax returns and gift tax returns, ensuring compliance with federal and state… more