- US Tech Solutions (St. Louis, MO)
- **Job Description:** The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key ... concierge for daily email requests and inbound client calls, processing trust account onboarding, money movement, account maintenance and servicing, and… more
- Aston Carter (Phoenix, AZ)
- …forms and schedules, including Form 5227 for Charitable Remainder and Split Interest Trusts . + Assist with estate and trust administration by gathering financial ... knowledgeable and dedicated Tax accountant specializing in estate and trust taxation. This role involves preparing various tax returns,...Skills + 3-5 years of experience in estate and trust tax preparation. + Experience with Forms 1041, 5227,… more
- US Bank (Gresham, OR)
- …Bachelor's degree, or equivalent work experience + 10 or more years of experience in Trust administration or 4+ years in trust and estates legal practice. + ... not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience** + Considerable knowledge of estate settlement,… more
- Fox Rothschild LLP (Philadelphia, PA)
- Trust & Estate Planning Associate - Multiple Offices **Blue Bell, PA; Philadelphia, PA** **Description:** With bold growth in recent years, Fox Rothschild brings ... the Blue Bell and Philadelphia, PA offices for a Trust & Estate Planning associate in our Taxation &...research, writing skills, and academic record. + Experience in trusts and estate planning, administration, and taxation (including for… more
- Aston Carter (Phoenix, AZ)
- …to join our dynamic and growing team! If you're experienced in estate and trust tax prep and enjoy working with high-net-worth clients, this is your opportunity to ... 709, 5227 + Work with high-net-worth individuals, estates, and trusts + Collaborate with a supportive team of tax...diverse client base, expand your expertise in estate and trust taxation, and be part of a team that… more
- Robert Half Legal (Doylestown, PA)
- Description A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in ... and financial objectives. * Conduct thorough legal research on trusts , estates, and related topics to support client strategies....Requirements * Minimum of 5 years' experience specializing in trust and estate law. * Proven expertise in legal… more
- Robert Half Legal (San Francisco, CA)
- …advising clients on wealth transfer strategies. You will also assist in trust administration, probate matters, and resolving disputes within the estate planning ... * Develop and implement comprehensive estate plans, including drafting revocable trusts and wills. * Advise clients on multi-generational planning and succession… more
- Robert Half Legal (Los Angeles, CA)
- Description International Law Firm seeks Trusts & Probate Paralegal Am Law firm in Century City is adding to their team! Responsibilities: * Serve as the primary ... [com] Requirements + 5+ years of estate planning, probate administration or trust administration experience + bachelor's degree OR paralegal certificate TO APPLY,… more
- First Horizon Bank (Dallas, TX)
- …posting. **Summary** : Manages a portfolio of moderately complex to complex trusts , estate accounts and sales efforts while generating income through effective ... subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage… more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax ... Essential Functions: 1. Performs technical tax review and approval of individual, trusts , estates, and related entities tax returns to ensure accuracy and compliance… more
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