- JPMorgan Chase (New York, NY)
- …of families and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate ... and we have been specifically recognized for our succession planning , advice and trust services. **Job Responsibilities:**...with its investment guidelines (Mandate). * Comprehensive knowledge of trust and estate law, income, transfer, and… more
- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... Investors, and Trust Officers to grow the trust and estate business. Your role will...taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration Preferred Qualifications, Skills and… more
- Commerce Bank (St. Louis, 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. About This...knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning , and… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... planning vehicles + Experience and knowledge of comprehending trust agreement language + Experience and knowledge of income...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Detroit, MI)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... planning vehicles + Experience and knowledge of comprehending trust agreement language + Experience and knowledge of income...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Vanguard (Malvern, PA)
- …a book of business with a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + ... disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized investment strategies and deliver… more
- Charles Schwab (Bellevue, WA)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team ... Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. **What you have** As a High Net Worth Trust & … more
- Aston Carter (Phoenix, AZ)
- …Description We are seeking a knowledgeable and dedicated Tax accountant specializing in estate and trust taxation. This role involves preparing various tax ... returns, offering tax planning advice, and collaborating with clients and legal professionals...Charitable Remainder and Split Interest Trusts. + Assist with estate and trust administration by gathering financial… more
- Raymond James Financial, Inc. (New York, NY)
- …applications including computer based trust accounting systems and other common estate planning software programs. **Ability to** + Proven ability to sell ... Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial...client's professional legal and tax advisors. + Supplies technical estate tax and estate planning … more
- Wipfli LLP (Chicago, IL)
- … trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) ... + Lead tax engagements from start to finish, including planning , budgeting and monitoring fees, execution, and delivery +... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles… more