- Robert Half Legal (Chicago, IL)
- …are below. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts, Powers of Attorney (Health Care and ... + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust... Estate and Gift tax returns + Maintain trust / estate financial records For immediate consideration, please… more
- Williams Parker (Sarasota, FL)
- …specialties. Our Real Estate practice group is looking for a motivated attorney with relevant experience. Whether you are already licensed to practice law in ... largest and oldest law firm founded in 1925, is seeking a 1-5-year Real Estate Associate to join our growing team in Sarasota, Florida. As Sarasota's largest and… more
- Middlesex Savings (Maynard, MA)
- …proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney , basic IRAs, foreign wires, safe deposit ... box opening and basic consumer and real estate lending products, among other technical and people skills. + Operational Excellence - Ensures quality and accuracy of… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …areas or units, General Law, Litigation, Hearings, and Transactions. Job Summary: Senior attorney will be a team member in a fast-paced transactional and program ... state's housing goals include experience with public policy, administration, real estate , finance, procurement, and/or ligation and appeals would be beneficial. This… more
- Robert Half Legal (Sacramento, CA)
- …case tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and analytical ... the legal field might thrive in this Trusts and Estates Paralegal position. If you are highly organized and...Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms… more
- Fox Rothschild LLP (Atlanta, GA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... years of experience. We are a well-established trusts and estates team with a deep client base. Our work...and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +… more
- Robert Half Legal (Napa, CA)
- Description A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a ... a collaborative, client-focused environment. Key Responsibilities: + Advise clients on estate planning and trust administration matters, including drafting… more
- Deloitte (San Juan, PR)
- …and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business ... 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
- Deloitte (St. Louis, MO)
- …and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Grant Thornton (Appleton, WI)
- …You will work with a variety of entities such as corporations, partnerships, estates , trusts, and non-profits. In addition, you will be exposed to a variety ... of industries including real estate , consumer industrial products, financial services, and healthcare. Procedures...hours to be eligible for CPA licensure or licensed attorney status + Excellent analytical, communication (written and verbal),… more