- Fox Rothschild LLP (Blue Bell, PA)
- …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. +...authority, provide written or verbal summary to the supervising attorney . **Skills and Abilities** + Excellent written and verbal… more
- UMB Bank (Kansas City, MO)
- With UMB Loan Administration; the REG (Real Estate Group) Commercial Loan Closing Coordinator associates focus their work toward non-owner occupied commercial real ... estate loans to ensure all closing requirements are gathered,...review of loan documentation for both internal documentation and attorney prepared documentation and work with loan accounting teams… more
- UGI Corporation (King Of Prussia, PA)
- …docket and review filings as necessary, state of emergency research and anti- trust compliance. Assist with Attorney General complaint response letters and ... The ideal candidate will have a background in corporate governance, real estate and litigation support, with exceptional organizational skills and a proactive… more
- Deloitte (Houston, TX)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- State of Colorado (Denver, CO)
- …Additionally, the position supports the creation of a Legacy Donor Program, including estate negotiations in collaboration with the Attorney General's Office and ... programs and services statewide, and to manage land use through real estate acquisition and conservation internally and with partnering landowners. Description of… more
- Deloitte (Princeton, NJ)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- The Salvation Army (Hartford, CT)
- …a thorough knowledge of federal and state tax law related to present and estate giving. + Liquidate stock according to THQ guidelines and alert local officers of ... federal and state tax law related to present and estate giving. + Ability to learn and understand various...to learn and understand various gift plans, including life-income, trust , and deferred giving vehicles. + Strong project management… more
- Williams Parker (Sarasota, FL)
- …significant trial experience and portable books of business in areas such as trust & estate litigation, commercial litigation (with or without bankruptcy ... quite complex. When the need for litigation arises, our clients want an experienced attorney at their side. Our litigation team includes a niche focus on trusts and… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and ... to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One… more
- Grant Thornton (Appleton, WI)
- …you will be exposed to a variety of industries including real estate , consumer industrial products, financial services, and healthcare. Procedures vary depending on ... hours to be eligible for CPA licensure or licensed attorney status + Excellent analytical, communication (written and verbal),...we believe in making business more personal and building trust into every result - for our clients and… more