• Tax Senior Staff Accountant

    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
    Robert Half Finance & Accounting (08/14/25)
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  • Investment Oversight Manager

    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
    Neuberger Berman (08/26/25)
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  • Trust Advisor

    City National Bank (Irvine, 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
    City National Bank (08/07/25)
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  • PWM Wealth Strategist

    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
    US Bank (09/05/25)
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  • Tax and Wealth Planning Paralegal

    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
    Fox Rothschild LLP (08/30/25)
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  • Wealth Management Solutions, Trusts & Estates…

    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
    JPMorgan Chase (07/25/25)
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  • Fiduciary Support Specialist II (Location- McLean,…

    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
    Truist (09/24/25)
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  • Trust & Estates Legal Assistant

    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
    Robert Half Legal (09/03/25)
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  • Tax Staff - Public

    Robert Half Finance & Accounting (Raleigh, NC)
    …knowledge of preparation of corporate, partnership and personal income tax returns. Knowledge of trust , estate and non-profit returns is a plus. Any exposure to ... Public Accounting Tax, Individual Tax Return, Partnership Tax Returns, Federal Tax Return, Estate Tax Return, CPA Robert Half is the world's first and largest… more
    Robert Half Finance & Accounting (09/06/25)
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  • Commercial Litigation Attorney (Mid-Level)

    Robert Half Legal (Seattle, WA)
    …will work on a wide-ranging variety of matters including Business, IP, Employment, Trust / Estate , and Real Estate Litigation. Responsibilities: * Conduct ... thorough legal research and draft high-quality briefs, pleadings, and motions. * Manage all aspects of fact discovery, including written discovery and deposition processes. * Develop and implement litigation strategies to achieve favorable outcomes for… more
    Robert Half Legal (08/16/25)
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