- Wipfli LLP (Detroit, MI)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private… more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax ... and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with… more
- TEKsystems (Southfield, MI)
- …Job Description Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In ... office days will be 3 per week averaging 12 days per month in one of the following locations: St Petersburg, FL or Southfield, MI. Responsibilities: Processes financial transactions accurately. Answers and responds to email inquiries. Assist with requests for… more
- Robert Half Legal (Stockton, CA)
- …* Probate & Estate Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - Trust & Estate * Trusts and Estates Requirements ... one year of experience in the legal field, specifically in estate planning, probate, and trust and estate administration * Proficient in probate litigation… more
- JPMorgan Chase (Fort Worth, TX)
- …in a dynamic role overseeing Real Estate and Oil & Gas insurance for Trust & Estate clients. Join a team where your technical expertise and analytical skills ... Estate /Oil and Gas Insurance Officer within our Asset Wealth Management Trust & Estate team, you will oversee and manage insurance operations for Real … more
- Neuberger Berman (New York, NY)
- … Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. ... and expanding client connectivity are core responsibilities. A background in trust and estate planning is required. **Primary Responsibilities:** +… more
- Robert Half Legal (Worcester, MA)
- …We are looking for a dedicated Estate Planning Attorney to join a dynamic Trust & Estate firm based in the Greater Worcester area. In this role, you ... with financial advisors and other professionals to create integrated estate plans. * Help clients navigate complex trust... estate plans. * Help clients navigate complex trust and estate tax issues with precision… more
- Robert Half Legal (Chicago, IL)
- …asset schedules and spreadsheets + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust / estate financial ... Paralegal certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent communication and… more
- Robert Half Legal (San Jose, CA)
- …California. In this role, you will focus on providing legal counsel and support in estate planning, probate, trust administration, and estate and gift tax ... while fostering long-term client relationships. Responsibilities * Provide legal guidance on estate planning, trust administration, and probate matters. * Draft… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …policies and procedures governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting system, the Workflow ... preferred. + Demonstrate basic knowledge and skills in the areas of trust administration, estate planning strategies and income, gift and estate tax matters.… more