- Robert Half Legal (Natick, MA)
- …This Contract to permanent position offers an exciting opportunity to support estate planning and administration processes, working closely with attorneys and ... law, we encourage you to apply. Responsibilities: * Draft estate planning documents with precision and accuracy...written and verbal. * Prior experience in probate and trust administration is highly desirable. Robert Half is the… more
- Commerce Bank (Kansas City, MO)
- …management services including financial planning , estate and tax planning , investment management, private banking and trust administration services. Our ... resources to ensure integrated delivery of investment, fiduciary, tax, estate planning , insurance, lending, credit and banking...high level client service in a similar role with trust , wealth management and financial planning required… more
- Amazon (Seattle, WA)
- …- that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses. *Diverse ... of owned sites, compliance to S&TP and contractual requirements for all real estate and lease payments, and management of critical lease and contract dates. We… more
- CoStar Realty Information, Inc. (Richmond, VA)
- …Comps Job Description **THE ROLE** CoStar delivers real-time, verified commercial real estate data that helps clients confidently spot great opportunities and make ... with confidence. CoStar captures critical information that enables our commercial real estate clients to make informed, high impact business decisions daily. CoStar… 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
- Realtor (Austin, TX)
- …teams. This is a unique experience to learn multiple disciplines for the #1 brand real estate professionals trust in online Real Estate . As a part of our ... Recognized as the No. 1 site trusted by real estate professionals, Realtor.com(R) has been at the forefront of...where you will focus on driving strategy, partner management, planning and budgeting. Additionally, you will be responsible for… 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
- Commerce Bank (Wichita, KS)
- …management services including financial planning , estate and tax planning , investment management, private banking and trust administration services. Our ... Principal and Income Act, Gifting strategies, Income, Gift and Estate Taxes and their impact on administration of client...in a similar role required + Primary focus on trust , wealth management or financial planning preferred… more
- Truist (Asheville, NC)
- …including, but not limited to, strategic asset allocation recommendations, multi-generational estate and tax planning , cash flow analysis and budgeting, ... portfolios * Builds multi-generational relationships with client families, providing estate and financial planning advice, next-generation education, legacy… more
- PenFed Credit Union (Alexandria, VA)
- …tasks associated with actions taken on Truist Bank website. + Assist with planning and implementing workflow process changes as PFR's business evolves and to ... combination of job experience in the areas of real estate , accounting and or finance as well as the...storied Berkshire Hathaway name, a name representing strength, integrity, trust and universal respect. PenFed's products, pricing, and financial… more