- Robert Half Finance & Accounting (Menlo Park, CA)
- …a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust , estate tax -Strong supervisor experience (will manage 3 staff) ... relationship skills Requirements Experience with high net worth individual tax, partnership, trust , estate tax Strong supervisor experience (will manage 3 staff)… more
- Robert Half Finance & Accounting (Lewes, DE)
- …+ Utilize Thomson Reuters ONESOURCE software to streamline tax processes. + Handle trust and estate tax returns, providing specialized expertise in these areas. ... are not limited to: + 5+ years of strong tax experience + Trust / estate experience + Experience with Thomson Reuters + Excellent interpersonal, verbal, and… more
- Neuberger Berman (New York, NY)
- …asset allocation, asset location, and portfolio construction + A solid understanding of trust and estate planning is highly desirable + Exceptional written and ... **Summary** Neuberger Berman Trust Company NA and Neuberger Berman Trust Company of Delaware NA (collectively referred to as the " Trust Companies") are… more
- City National Bank (San Diego County, CA)
- …current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves trusts), ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is...Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Governance, ESG (Environmental, Social and Governance), Record Keeping, Incorporation - Dissolution, Corporate Trust , Tax - Trust & Estate , Trust ... and correspondence with directors, officers, and outside counsel. Oversee trust and escrow account activity, including reconciliations, reporting, and coordination… more
- US Bank (Nashville, TN)
- …business development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset ... planning, insurance products, (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession… more
- Fox Rothschild LLP (Philadelphia, PA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +... Tax Returns and Federal Gift Tax Returns. + Estate administration, including prepare and file probate documents, advise… more
- Truist (Mclean, VA)
- …Demonstrate an understanding of the operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and ... job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients.… more
- JPMorgan Chase (Dallas, TX)
- …on staff full teams of professionals experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and ... in class" client service + Demonstrated understanding of wealth management, trust and estate administration, and/or vendor management preferred JPMorganChase,… more
- Robert Half Legal (Chicago, IL)
- …@ robert half com Requirements + 5-8+ years of experience supporting attorneys in estate planning and trust administration in a law firm setting + Proficiency ... with an international, AM100 law firm that's hiring a Trust & Estates Legal Assistant with at least 5-8+...experience to join their Private Wealth practice group. This Trust & Estates Legal Assistant is responsible for providing… more