- Robert Half Legal (Englewood, CO)
- … Estate Oversight: Review and negotiate a wide range of contracts including real estate , construction, and vendor agreements. + Trust & Estate Planning: ... Familiarity with private equity transactions and investment processes. * Experience in trust and estate planning, including tax-related strategies. * Knowledge… more
- US Bank (Minneapolis, MN)
- …change projects. Required: Exhibit knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, etc. 6+ years ... IV Approvers oversee and support the sound operation of US Bank's Personal Trust (PT) business, including Ascent, Private Wealth Management, Select and TAS segments.… more
- Williams Parker (Sarasota, FL)
- …estate planning matters. The scope of work includes wills, revocable and irrevocable trust planning, estate and gift tax strategies, ongoing trust ... You will also represent clients, or their fiduciaries, in estate and trust administration settlement and, when necessary, in tax controversies involving… more
- Robert Half Legal (St. Louis, MO)
- … Estate Tax Return * Experience in managing Revocable Trusts * Expertise in Tax - Trust & Estate * Familiarity with Form 1099 and K-1 * Experience in Probate ... * Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring...efficiency. * Oversee the financial records of trusts, conduct trust accounting, and audit accounts. * Handle General Ledger… more
- Robert Half Legal (Los Altos, CA)
- Description We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This ... collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries,… more
- Robert Half Legal (Chicago, IL)
- …involve preparing and reviewing various legal documents and correspondence, managing estate planning documents, maintaining trust / estate financial records, ... high quality, accuracy, and comprehensiveness. * Prepare and review estate planning documents. * Maintain trust / estate...and review estate planning documents. * Maintain trust / estate financial records. * Create and maintain… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Supports the Regional Trust Real Estate Manager in every aspect of servicing the client base ... real estate related bills. + Provides necessary maintenance/interfaces for trust and real estate accounting systems. + Pro-active with a sense of urgency for… more
- JPMorgan Chase (San Francisco, CA)
- …JP Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, ... field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate… more
- JPMorgan Chase (Palo Alto, CA)
- …Planner within JP Morgan Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be able to communicate that knowledge in a ... field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate… more
- Robert Half Legal (Northbrook, IL)
- …that values precision, client service, and collaboration. + Provide paralegal support in estate planning, trust administration, and probate matters + Draft and ... effectively. + A focused and collaborative mindset. + Familiarity with trust and estate laws and procedures. + Ability to maintain confidentiality and uphold… more