- Fox Rothschild LLP (Philadelphia, PA)
- Trust & Estate Planning Associate - Multiple Offices **Blue Bell, PA; Philadelphia, PA** **Description:** With bold growth in recent years, Fox Rothschild ... have an opening in the Blue Bell and Philadelphia, PA offices for a Trust & Estate Planning associate in our Taxation & Wealth Planning Department. The ideal… more
- TEKsystems (Southfield, MI)
- …Job Description Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In ... office days will be 3 per week averaging 12 days per month in one of the following locations: St Petersburg, FL or Southfield, MI. Responsibilities: Processes financial transactions accurately. Answers and responds to email inquiries. Assist with requests for… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... + Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Detroit, MI)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... + Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Chicago, IL)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... associated with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …policies and procedures governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting system, the Workflow ... Demonstrate basic knowledge and skills in the areas of trust administration, estate planning strategies and income,...Normal office environment. + Extending viewing of computer screens. Estate Settlement Associate At Fifth Third, we… more
- Robert Half Legal (Seattle, WA)
- Description A long-standing Seattle law firm is looking to an Associate Attorney to their Estate Planning group. The ideal candidate will have two to three years ... of experience in estate and trust matters, including the preparation of legal documents and tax-related filings. This role offers an opportunity to work in a… more
- Williams Parker (Lakewood Ranch, FL)
- …region's largest and oldest law firm founded in 1925, is seeking a 1-5-year Real Estate Associate to join our growing team in Sarasota, Florida. As Sarasota's ... for their businesses and families through a variety of specialties. Our Real Estate practice group is looking for a motivated attorney with relevant experience.… more
- Robert Half Legal (Encino, CA)
- Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate Planning Attorney will drafting estate planning ... retained annuity trusts, as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! 6 months+ in the… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- Trust Associate Canandaigua National Bank & Trust Location: 1150 Basin Park, Pittsford, NY What does a Trust Associate at CNB do? A Trust ... to client inquiries and must have preliminary knowledge of trust , investment, and estate planning concepts. Anticipates...needed to be successful in this role? + As associate or bachelor's degree in a related field or… more