- Fox Rothschild LLP (Atlanta, GA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +... Tax Returns and Federal Gift Tax Returns. + Estate administration, including prepare and file probate documents, advise… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER* *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Governance, ESG (Environmental, Social and Governance), Record Keeping, Incorporation - Dissolution, Corporate Trust , Tax - Trust & Estate , Trust ... and correspondence with directors, officers, and outside counsel. + Manage trust and escrow account activity, including reconciliations, reporting, and coordination… more
- Truist (Atlanta, GA)
- …Demonstrate an understanding of the operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and ... job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients.… more
- Robert Half Finance & Accounting (Grand Rapids, MI)
- …tax preparation and a proven ability to handle complex tax scenarios, including business, trust , estate , and nonprofit returns. You will play a key role in ... and meet deadlines in a fast-paced environment. * Experience with multi-state, estate , and corporate tax compliance is highly desirable. Robert Half is the… more
- Robert Half Legal (Minneapolis, MN)
- …a team of seasoned attorneys and professionals. Key Responsibilities + Prepare individual, trust , estate , and gift tax returns. + Advise clients on strategies ... with attorneys on matters involving both tax and legal considerations, such as estate planning and business transactions. Requirements + Juris Doctor (JD) from an… more
- Robert Half Legal (Boston, MA)
- …Private Clients Practice Group in Boston, Massachusetts. This role focuses on estate and trust administration for high-net-worth clients, combining legal ... offers an opportunity to make a meaningful impact. Responsibilities: * Manage estate and trust administration processes for high-net-worth clients, ensuring… more
- Vanguard (Charlotte, NC)
- …client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also ... book of business management and relationship management. + Experience applying trust and estate planning knowledge to help preserve client's wealth + In-depth… more
- Robert Half Finance & Accounting (Reno, NV)
- …an active CPA plus a minimum of 7 years of tax experience in individual, trust , estate and gift tax areas. Candidates must also have excellent interpersonal and ... other members of department staff on various transactions and trust accounting issues. To be considered for this role,...tax. * Proven expertise in corporate, individual, partnership, and trust tax returns. * Strong knowledge of tax laws… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance. This is a ... environment. Responsibilities + Serve as a trusted advisor across tax, estate , trust , insurance, and investment matters + Lead and develop accounting and… more
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