- Neuberger Berman (New York, NY)
- …+ Implement asset allocation decisions. + Work with our Investment Team, Financial Planning and Tax Specialists, Estate Planning , and Portfolio Management ... **Qualifications:** + Undergraduate degree required. + 5 plus years of hands-on trust and estate administration experience preferably at a bank or trust … 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 ... IL and Newark, DE that supports global teams of trust professionals. You will partner closely with internal and...tax or other advanced degree or professional certification + Estate or financial planning experience + Experience… more
- Robert Half Finance & Accounting (Stamford, CT)
- …financial outcomes. * Advise clients on tax implications related to investments, estate planning , charitable contributions, and other financial decisions. * Stay ... Connecticut. In this role, you will provide specialized tax planning and compliance services to individuals, focusing on complex...focusing on complex tax situations such as individual income, trust , estate , gift, and partnership taxation. The… more
- Edward Jones (Tempe, AZ)
- …Apart:** + CPA or Masters of Taxation preferred + Experience or education in estate planning concepts *Candidates that live within in a commutable distance from ... services experience including 3 years in preparation and review of trust income and estate tax returns required + Advanced knowledge of fiduciary principals, … more
- Auburn University (Auburn, AL)
- … team!** In this pivotal role, you will use your financial, tax, and estate planning skills to secure transformative philanthropic gifts of $1 million and ... complete our team! **What You'll Do:** + **Provide charitable estate planning , and tax related expertise:** Work...and steward relationships with donors, alumni, and advisors, foster trust and alignment with university priorities. + Mentor and… more
- Citigroup (New York, NY)
- …deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual ... technical expertise and ability to provide guidance on wealth structuring matters, including: * Estate , gift and income tax planning *Transition event planning… more
- Providence (Mission Hills, CA)
- …at the forefront of managing, planning , coordinating, and implementing a comprehensive estate planning and gift program. You will interpret and apply laws ... management required. + **Success Record:** Demonstrated experience and success with estate planning and major gift solicitation required. + **Leadership… more
- JPMorgan Chase (Charlotte, NC)
- …+ Professional designations required: JD + Recognized expertise in managing the estate planning needs of high-net-worth individuals + Sales experience, ... Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate , income, tax, philanthropic, and other planning needs are identified and met… more
- Robert Half Legal (St. Louis, MO)
- … Estate Tax Return * Experience in managing Revocable Trusts * Expertise in Tax - Trust & Estate * Familiarity with Form 1099 and K-1 * Experience in Probate ... * Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring...efficiency. * Oversee the financial records of trusts, conduct trust accounting, and audit accounts. * Handle General Ledger… more
- Bank of America (San Francisco, CA)
- …for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private ... for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private … more