- Robert Half Finance & Accounting (Timonium, MD)
- …tax planning projections, preparing complex federal and state, as well as individual income, estate and trust returns. You will also communicate with the IRS on ... Fx, Lacerte, and Drake. * Strong knowledge of individual, partnership, estate , trust , and corporate tax returns. * Familiarity with multi-state tax filings… more
- Robert Half Legal (Coral Gables, FL)
- …in Coral Gables, Florida. This role requires someone with expertise in probate and trust administration, along with some knowledge of estate planning. The ideal ... experience as a probate paralegal. * Proficiency in probate law, trust administration, and estate planning. * Bilingual in Spanish, with strong written and… more
- Robert Half Legal (Castle Rock, CO)
- …This position is ideal for a proactive individual with expertise in estate planning, probate, guardianships, trust administration, conservatorships, real ... immediate consideration to amy.thomas@roberthalf[dot][com]. Responsibilities: * Draft and manage estate plans independently, ensuring accuracy and compliance with legal… more
- Mayo Clinic (Rochester, MN)
- …most work requiring limited attorney revision. Duties include review of probate, estate / trust and tax matters and related court documents, correspondence from ... calculations, gift agreements and deeds, drafting letters to attorneys, trustees, estate contacts and benefactors; completing documents, filings and forms as needed;… more
- JPMorgan Chase (New York, NY)
- …work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve ... to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized financial strategies for… more
- JPMorgan Chase (Chicago, IL)
- …work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve ... to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized financial strategies for… more
- BlackRock (New York, NY)
- …the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning + Charitable giving and philanthropy + ... expertise, both internally and externally, around the intersection of investing, taxes and estate planning + Framing of choices and solution set + Provide internal… more
- Robert Half Legal (Northbrook, IL)
- …long-term growth potential in a collaborative environment. Responsibilities + Support estate and trust administration, including coordination of asset transfers ... Requirements Qualifications + At least 1 year of experience in estate planning, probate, or trust administration + JD from an accredited law school and active… more
- Regions Bank (Jacksonville, FL)
- …of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, ... years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED… more
- Regions Bank (Indianapolis, IN)
- …of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, ... years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or nine (9) years of financial… more