- KeyBank (Toledo, OH)
- …to determine duties and responsibilities of bank. + Identifies and resolves potential trust and estate tax- related issues. + Applies sound fiduciary judgment ... to retain and expand existing client relationships. + Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes.… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …non-taxable estates. This role involves direct client interaction, document preparation, and estate / trust accounting. In addition to their many other company ... estate tax and fiduciary income tax returns + Assemble and review estate and trust accountings + Support attorneys in estate settlements and audits +… more
- Citigroup (New York, NY)
- …Education: JD degree required Knowledge/Abilities: A minimum of eight years of trust and estate industry experience required. Strong knowledge and proven ... proficiency in the legal, and tax issues relative to the trust and estate field. Proven strong communication skills to interact effectively with current… more
- Robert Half Legal (Napa, CA)
- …As a Trust Litigation Attorney, you will be handling a wide range of trust and estate litigation matters such as disputes over trust and ... accredited law school + Minimum of 5 years of experience in trust and estate litigation + Familiarity with litigation procedures and legal terminology + Strong… more
- HSBC (New York, NY)
- …to identify opportunities to maximize client impact and wealth. Inclusive of investment advice, trust and estate planning, as well as giving and social impact ... knowledge of tax and investment strategies, securities, insurance, pension plans and real estate . As our Head of Wealth Planning and Advisory you will: + Lead… more
- JPMorgan Chase (New York, NY)
- …the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers **Required Qualifications, Capabilities, and Skills** ... Private Bank, you will help ensure that our clients' estate , income, tax, philanthropic, and other planning needs are...US and local transfer tax law and local substantive trust law, with the ability to apply that knowledge… more
- Robert Half Legal (Chicago, IL)
- …for a detail-oriented individual with a strong background in gift tax returns, trust administration, and estate planning processes. The successful candidate will ... * Ensure compliance with legal standards and best practices in estate planning and trust administration. * Utilize legal software and systems to manage case… more
- Robert Half Legal (Shelby Township, MI)
- …candidate will possess a strong background in commercial contracts, corporate law, and trust and estate tax work. Responsibilities: * Draft, review, and revise ... to applicable laws. * Handle tax-related legal matters, including trust and estate tax planning and compliance. * Collaborate with internal stakeholders… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …regularly. + **Account Management:** Manage a diverse range of accounts, including trust , estate , and entity accounts. + **Ethics & Compliance:** Maintain ... Types:** including but not limited to standard individual and joint accounts, trust accounts, estate accounts, qualified accounts, beneficiary IRAs, entity… more
- Robert Half Finance & Accounting (Worcester, MA)
- …quarterly taxes, corporate tax, Form 990, individual tax, partnership tax, sales & use tax, and trust & estate tax * Apply your knowledge of tax law to interpret ... understanding of corporate tax, individual tax, partnership tax, sales & use tax, trust & estate tax * Familiarity with tax forms such as Form 990 * Solid… more