- 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
- 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
- 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
- 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 Finance & Accounting (Green Bay, WI)
- Description We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, ... and ensure compliance with regulatory standards. * Support clients with trust and estate administration, ensuring accurate tax reporting. * Mentor team members… more
- Robert Half Legal (Garden City, NY)
- …opportunity for a detail-oriented individual to support a dynamic legal practice specializing in trust and estates, real estate , and litigation. If you thrive in ... role may be ideal for you. Responsibilities: * Assist attorneys with trust and estate matters, including estate planning and litigation. * Provide support… more
- JPMorgan Chase (Chicago, IL)
- …+ BA/BS or equivalent; Licensed JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041 and 706 + Expertise in charitable ... in sub-specialty areas including state taxation of trusts, GST, estate tax, tax-exempt trusts, foreign tax reporting obligations (UK,...and Advisory team, you will support global teams of trust professionals from our locations in Chicago, IL, and… more
- JPMorgan Chase (Chicago, IL)
- …4 public accounting firm, or law firm. + BA/BS or equivalent. + Expertise in trust and estate taxation, including Forms 1041 and 706. + Expertise in charitable ... of sub-specialty areas including state taxation of trusts, GST, estate tax, tax-exempt trusts, foreign tax reporting obligations (UK,...IL and Newark, DE that supports global teams of trust professionals. You will partner closely with internal and… more