- Insight Global (Carefree, AZ)
- …will be supporting one attorney . Key Responsibilities -Draft and review estate planning documents, including wills, trusts, powers of attorney , ... documents with courts and government agencies. -Conduct legal research on estate planning , probate, and trust laws and regulations. -Gather and… more
- Robert Half Legal (Rochester, NY)
- …in ensuring the smooth operation of legal processes and client services within business law, estate planning , Medicaid planning , and real estate practice ... + Draft, proofread, and format legal documents (wills, trusts, powers of attorney , business formation docs, real estate contracts, deeds, etc.) +… more
- CHARLESGATE (Boston, MA)
- CHARLESGATE is seeking a motivated, resourceful, and proactive real estate salesperson to work on our New Development Sales Team. The primary responsibility is to ... construction condominium development project. Are you a successful real estate sales or leasing agent with a minimum of...webinars, office "roadshows", and the like. + Assist in planning & conducting special sales events and marketing projects… 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… more
- Columbia Bank (Santa Barbara, CA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and ... to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with... and taxation. + Extensive knowledge of Columbia Banking, Trust Services, Taxation planning , Asset Allocation concepts… more
- Robert Half Finance & Accounting (Spartanburg, SC)
- …family with complex: ✅ High-level tax review, strategy and structuring ✅ Flow-through entities ✅ Trust & estate planning ✅ Individual Tax Why people love ... + Strong tax review experience with individual, flow-through, and trust / estate returns + 5-12+ years in public...office or private client experience + Exposure to multi-generational estate and wealth planning Robert Half is… more
- Robert Half Legal (Shelby Township, MI)
- …projects to ensure adherence to applicable laws. * Handle tax-related legal matters, including trust and estate tax planning and compliance. * Collaborate ... candidate will possess a strong background in commercial contracts, corporate law, and trust and estate tax work. Responsibilities: * Draft, review, and revise… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise. + Responsible for ... the complexities of ultra-high net worth families needs, including estate and legacy planning ; tax strategies and...client and the client's legal and tax professionals (eg attorney or CPA). + Leverages planning software… more
- Deloitte (San Juan, PR)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- EYA (Bethesda, MD)
- …office owners, lenders, brokers, and special servicers. + Bachelor's degree in Real Estate , Finance, Business, Urban Planning , or related field. Advanced degree ... zoning and entitlement pathways; and leveraging deep local broker, land use attorney , land owner, municipal and related relationships to secure off market… more