- Cherry Bekaert (Waltham, MA)
- …individual and partnership returns + Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs + ... partner transactions and related matters + Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are… more
- Cherry Bekaert (Chicago, IL)
- …and partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... partner transactions and related matters + Experience with complex individual tax compliance and planning ; estate tax compliance and planning are a plus… more
- Robert Half Legal (Sacramento, CA)
- …of case tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and ... Tax Return - Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms experience - Strong verbal and written… more
- Wells Fargo (Pasadena, CA)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank...held asset management. * Real estate and loan asset management. * Oil, gas and… more
- Tompkins Community Bank (Ithaca, NY)
- …field or Paralegal Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred + Proficient in computer software ... individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws.… more
- JPMorgan Chase (Dallas, TX)
- …services by Euromoney , and we have been specifically recognized for our succession planning , advice and trust services. **The responsibilities of this role are ... with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust / estate and its beneficiaries + Respond to requests… more
- Columbia Bank (Greenwood Village, CO)
- …years'involvement in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal ... trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate ...of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+… more
- Commerce Bank (Kansas City, MO)
- …management services including financial planning , estate and tax planning , investment management, private banking and trust administration services. Our ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. As a...purpose of this job is to drive the decisioning, planning , execution and communication of the Private Banking Program… more
- Robert Half Legal (Mountain View, CA)
- …aligning with their financial objectives. This position requires exceptional expertise in estate planning , tax strategies, and wealth management to deliver ... and knowledgeable team. * Maintain expertise in tax implications, estate planning , and succession strategies to inform...licensure as an attorney with a strong background in trust and estate law. * Comprehensive understanding… more
- Wells Fargo (Charlotte, NC)
- …excellence, ensuring business accountability, and supporting risk management initiatives across complex trust , estate , tax and fiduciary law issues pertaining to ... businesses, we deliver a full range of personalized wealth management, investment, planning , and retirement products and services to help meet clients' unique needs… more