- JPMorgan Chase (New York, NY)
- …gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning . No client has identical goals, so ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- Wells Fargo (Chicago, IL)
- …accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income ... Fiduciary Advisory Specialist (LO) to join the Special Needs Trust Services team as part of Wealth and Investment...be responsible for the review and implementation of complex estate planning documents, identifying problems and issues… more
- GRF CPAs & Advisors (Bethesda, MD)
- …in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the Audit and Client ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.… more
- Truist (Atlanta, GA)
- …industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning , fiduciary and tax laws. 3. Strong analytical skills including, issue ... time. 1. Understands and is conversant with financial and estate planning strategies and is able to...planning , and banking goals and objectives. 4. Ensures trust administrative duties are completed in an effective and… more
- Robert Half Legal (San Francisco, CA)
- Description Our client is looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California, 94105, United States. In ... administration, probate matters, and resolving disputes within the estate planning framework. Responsibilities * Develop and...disputes. * Experience advising clients on tax strategies for trust and estate matters. * Solid grasp… more
- Robert Half Legal (Las Vegas, NV)
- Description We are looking for a dedicated Estate Planning and/or Probate Attorney with 2+ years of experience to join our boutique law firm client's team in Las ... The ideal candidate will handle a mix of transactional estate planning matters and litigation related to...planning matters and litigation related to probate and trust administration. This role offers an exciting opportunity to… more
- Robert Half Legal (Seattle, WA)
- Description A prestigious national law firm in Seattle, WA is seeking a skilled Estate Planning and Trusts Paralegal to support multiple attorneys. The salary ... planning models and projections. * Prepare complex estate planning projections. * Prepare tax returns...estates paralegal. * Thorough understanding and knowledge of the estate and trust administration process from the… more
- Robert Half Legal (Los Angeles, CA)
- … firm in Century City seeks an Attorney with 5+ years of California estate planning experience. This firm works exclusively with high-net-worth clients. This ... Estate Planning Attorney will work onsite 3 days a week and 2 days from home. This Estate Planning Attorney will have direct client contact and review,… more
- Citigroup (Queens, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning , investment finance and banking. ... By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their… more
- Robert Half Legal (Los Angeles, CA)
- …at Samantha [dot] Graham [at] RobertHalf [dot] [com] Requirements + 5+ years of estate planning , probate administration or trust administration experience + ... to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with...returns * Direct dealings with financial institutions to collect estate assets * Handle administration of decedent's assets with… more