• Estate Planning Paralegal

    Robert Half Legal (Chicago, IL)
    …and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust /estate financial records For immediate consideration, please ... planning for moderate to high net-worth clients. Experience with gift and estate tax filings is preferred. This position is paying between $75-100K plus bonus and… more
    Robert Half Legal (11/21/25)
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  • PWM Wealth Strategist

    US Bank (Nashville, TN)
    …business development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset ... (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance,… more
    US Bank (11/05/25)
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  • Compliance Officer

    Robert Half Finance & Accounting (Norfolk, VA)
    …and indirect tax returns, including extensions and quarterly estimates; FBAR; and trust returns. Prepare the annual tonnage tax calculation. Gather data for ... Description The Tax Compliance Specialist is responsible for the federal...responsible for the federal and state direct and indirect tax compliance activities of the organization, including supporting examinations.… more
    Robert Half Finance & Accounting (10/30/25)
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  • Banker (Multiple Positions Available)

    JPMorgan Chase (Miami, FL)
    …position requires knowledge of the following skills: banking products, credit facilities, trust services, estate planning, and tax planning; Latin America ... (LATAM) markets, economic trends, cultural nuances, regulatory frameworks, and client preferences; and US and LATAM banking regulations. This position requires oral, auditory, and written fluency in the Spanish language. This position requires the following… more
    JPMorgan Chase (12/11/25)
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  • Sustainability Program Manager

    State of New York Mortgage Agency (New York, NY)
    …under various Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME. Position Summary Provide programmatic ... support for various decarbonization and energy efficiency programs within NYS Homes and Community Renewal's Office of Housing Preservation. This position will work in the Sustainability Unit's Decarbonization Team, reporting to the Director of Sustainability… more
    State of New York Mortgage Agency (12/06/25)
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  • Restructuring and Due Diligence Associate

    State of New York Mortgage Agency (New York, NY)
    …subsidy programs under Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME, RAD, Mitchell-Lama, and various ... other State housing programs New York State Homes and Community Renewal (HCR) is the States's affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New York State. JOB SUMMARY: The… more
    State of New York Mortgage Agency (11/14/25)
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  • Partnership Taxation Senior Associate

    Grant Thornton (Tampa, FL)
    …Associate, you'll perform compliance for complex tax returns and provide tax consulting services for your individual, trust , partnership, and S corporation ... technical, and tax accounting/technology skills with proficiency in US GAAP, tax compliance, partnership, S corporation, individual and trust returns; proven… more
    Grant Thornton (12/14/25)
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  • Wealth Strategy Planning Associate

    Huntington National Bank (Birmingham, MI)
    …financial planning, with knowledge in basic concepts regarding estate and gift tax , estate planning, and trust administration Preferred Qualifications: + ... using excel and various planning software packages + Ability to research specific tax and planning issues for client projects and external presentations + Building… more
    Huntington National Bank (12/12/25)
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  • Fiduciary Officer

    Neuberger Berman (New York, NY)
    **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The ... individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without error and the desire to… more
    Neuberger Berman (11/05/25)
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  • Accountant

    Robert Half Finance & Accounting (Chicago, IL)
    …(Individual x1, Trust x1, and a Private Foundation x1). Review tax returns prepared by external service providers (Corporations x2, Partnership x8, Individuals ... with the quarterly reporting package for the individual or trust clients which you manage. + Manage the annual...private foundation. This includes preparation of federal and state tax filings and calculation of the required minimum charitable… more
    Robert Half Finance & Accounting (10/18/25)
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