- 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
- State of Georgia (Fulton County, GA)
- …of process, consent to service, trademark/service mark, development authority, trust estate , cable/video franchise authority, structured settlement purchase ... company, private child support collection agency, itinerant entertainer, other special services filings, and other Division related filings, including but not limited to, business formation filings, amendments, name reservations, and annual registrations.… more
- JPMorgan Chase (Wilmington, DE)
- …of what's possible. As a Lead Software Engineer-AWS/Java/Spring/React at JPMorgan Chase within the Trust Estate Technology Team, you are an integral part of an ... agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical… more
- Robert Half Finance & Accounting (Parsippany, NJ)
- …for candidates with 10+ years of tax compliance/research experience covering corporate/HNW/ trust - estate returns, desire to have client facing conversations and ... manage clients as well as internal staff to complete the work. Candidates should have 10+ years of tax experience, CPA or MST, any exposure to audit is a big plus. Requirements Qualifications: + CPA required + 15+ years of progressive public accounting… more
- Eastern Bank (Boston, MA)
- …and tactical plans to meet client objectives. + Works with Relationship Managers on trust , estate , and financial planning issues for assigned clients. + Assists ... in new business development process by giving investment presentations to individuals and institutional prospects. Readily and easily explains and promotes investment philosophy, value proposition, and CT bond and equity strategies. Acts as an internal and… more
- Robert Half Finance & Accounting (The Woodlands, TX)
- …met. * Display proficiency in tax returns, including Federal business and individual, Trust , Estate , and all individual State returns. * Utilize QuickBooks ... Desktop and Online, and show proficiency in Microsoft products, especially Excel and Outlook. * Show interest in tax law and possess strong research skills. For immediate consideration, please email Mark, mark.loiacano@roberthalf Requirements * Minimum of 7… more
- Brookfield Properties (Charleston, SC)
- …acquisition and disposition of single-family rental homes for a private equity Real Estate Investment Trust (REIT). This role manages contracts, coordinates with ... issues proactively. + Familiarity with electronic signing platforms. + Real estate agent/broker license (preferred). + Fair Housing certification (preferred). +… more
- Robert Half Legal (Baltimore, MD)
- …and financial institutions. * Conduct research and maintain accurate documentation related to estate and trust matters. * Coordinate with team members to ensure ... offers an excellent opportunity to develop your expertise in probate and estate administration while collaborating with a talented group of professionals. The ideal… more
- Robert Half Legal (Denver, CO)
- …with accuracy. * Outstanding organizational and communication skills. * Knowledge of trust administration and estate -related legal procedures. Robert Half is the ... filing systems and document management. * Strong knowledge of estate planning, elder law, and fiduciary tax processes. *...law, and fiduciary tax processes. * Familiarity with preparing estate tax returns and other related tax documents. *… more
- American Red Cross (Dallas, TX)
- …A Bachelor's degree in philanthropy studies, nonprofit management, law, finance, insurance, trust services, real estate , or other related field required. ... gifts. + Cooperates with various local financial planning and estate planning associations to plan meetings that maximize the...+ Supports the reporting by the Regions of all estate documents to the Office of General Counsel. +… more