- Tompkins Community Bank (Rochester, NY)
- …Wealth Management Services-Ensure clients receive full-spectrum services: investment management, trust and estate planning, and financial planning. + ... assigned market. + Ensure delivery of complete wealth management services (investments, trust , estate , and financial planning). + Coordinate with other Tompkins… more
- Robert Half Legal (Los Altos, CA)
- …organize case files and client records + Conduct legal research relevant to probate, trust , and estate law + Assist attorneys with the preparation of ... and legal staff in all aspects of probate and estate administration and have the chance to grow their...and more) + Prepare and file documents related to estate administration, guardianships, and conservatorships + Manage deadlines and… more
- Robert Half Accountemps (Geneseo, IL)
- …hours-no evenings or weekends + Full training provided-build a specialized skill set in trust & estate work + Small-town commute-work close to home in the ... What You'll Do + Organize financial and asset information to help create estate inventories + Verify and document account values; maintain accurate spreadsheets +… more
- KeyBank (Brooklyn, OH)
- …certificate of deposits, liabilities, life insurance, loans, mortgages, promissory notes, real estate , liabilities, trust real estate , rentals, savings ... desks due to absence or high volumes + Annual testing of Trust Real Estate Management system and Global Plus Releases **REQUIRED QUALIFICATIONS** + Strong verbal… more
- JPMorgan Chase (New York, NY)
- …the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers **Required Qualifications, Capabilities, and Skills** ... Private Bank, you will help ensure that our clients' estate , income, tax, philanthropic, and other planning needs are...US and local transfer tax law and local substantive trust law, with the ability to apply that knowledge… more
- Robert Half Legal (Atlanta, GA)
- …Atlanta, GA | Up to $120K + Bonus Hybrid Remote Flexibility | High-Net-Worth Clientele | Estate & Trust Focus Are you a seasoned Trusts & Estates Paralegal with ... professional environment. What You'll Do: + Independently manage full-cycle estate and trust administration + Prepare 706s, 709s, 1041s, and other fiduciary… more
- Robert Half Finance & Accounting (San Jose, CA)
- …clients + Manage a book of clients with complex tax needs + Prepare individual, trust , and estate returns using SurePrep + Stay current on tax regulations and ... advising high-net-worth clients on tax matters + Strong experience with trust , estate , and tax planning + Highly organized, detail-oriented, and deadline-driven… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust , estate tax -Strong supervisor experience (will manage 3 staff) ... relationship skills Requirements Experience with high net worth individual tax, partnership, trust , estate tax Strong supervisor experience (will manage 3 staff)… more
- Robert Half Finance & Accounting (Lewes, DE)
- …+ Utilize Thomson Reuters ONESOURCE software to streamline tax processes. + Handle trust and estate tax returns, providing specialized expertise in these areas. ... are not limited to: + 5+ years of strong tax experience + Trust / estate experience + Experience with Thomson Reuters + Excellent interpersonal, verbal, and… more
- Insight Global (San Francisco, CA)
- …advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include onboarding new clients, ... businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive… more