- Moss Adams LLP (El Segundo, CA)
- …and training experience + Subject matter expert in corporate, partnership, individual or trust and estate taxation required; prior experience working with large, ... Staff in client engagement management and technical expertise in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated… more
- Citigroup (New York, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. The CIO ... of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. CGW delivers solutions to help meet the wealth… more
- JPMorgan Chase (New York, NY)
- …exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- JPMorgan Chase (New York, NY)
- …exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- JPMorgan Chase (New York, NY)
- …exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. Our advisors help clients achieve their ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- JPMorgan Chase (New York, NY)
- …exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- Robert Half Legal (Chicago, IL)
- …complex legal processes. The successful candidate will play a vital role in estate and trust planning, administration, probate, and guardianship matters. Key ... administration processes. + Assist clients in locating and collecting estate and trust assets. + Evaluate asset-related documents for accuracy and potential… more
- US Bank (Minneapolis, MN)
- …include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program + Advanced knowledge of estate settlement, income, estate ... work experience + Eight or more years of experience in Trust administration **Preferred Skills/Experience:** + Professional Designation is highly preferred and… more
- Robert Half Legal (Los Angeles, CA)
- …[dot] Graham [at] RobertHalf [dot] [com] Requirements + 5+ years of estate planning, probate administration or trust administration experience + bachelor's ... to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with...returns * Direct dealings with financial institutions to collect estate assets * Handle administration of decedent's assets with… more
- University of Virginia (Charlottesville, VA)
- …a key role in supporting strategic decision-making related to UPG real estate portfolio, encompassing both owned and leased properties. The incumbent prepares ... to the development of annual budgets for UPG real estate assets and collaborates with Legal Affairs and the...done, with a focus on continuous improvement. + Instills trust : Gains the confidence and trust of… more