- KeyBank (Portland, ME)
- …all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the client and ... clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current… more
- Robert Half Legal (North Barrington, IL)
- …an opportunity to work closely with high-net-worth clients, advising them on intricate estate planning strategies and overseeing trust and estate ... and powers of attorney tailored to client needs. + Oversee trust and estate administration, managing tasks like asset valuation, collection, and distribution. +… 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
- Wells Fargo (New York, NY)
- …provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely ... **In this role, you will:** + Lead complex initiatives in trust and estate matters, investment management, wealth transition, and financial planning + Meet… more
- KeyBank (Seattle, WA)
- …all relationships regardless of whether Key serves as trustee. + Identifies any potential trust and estate tax-related issues and works with the client and ... clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current… 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
- Robert Half Legal (Napa, CA)
- …a collaborative, client-focused environment. Key Responsibilities: + Advise clients on estate planning and trust administration matters, including drafting ... + Active bar membership and in good standing. + 4+ years of estate planning and trust administration experience in a law firm. + Experience with preparing … more