- Deloitte (New York, NY)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... 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
- Williams Parker (Sarasota, FL)
- …significant trial experience and portable books of business in areas such as trust & estate litigation, commercial litigation (with or without bankruptcy ... need for litigation arises, our clients want an experienced attorney at their side. Our litigation team includes a...side. Our litigation team includes a niche focus on trusts and estates litigation, while also handling… more
- Deloitte (Houston, TX)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... 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
- Fox Rothschild LLP (Atlanta, GA)
- …the highest level of service to internal and external clients. We are a well-established trusts and estates team with a deep client base. The work is varied, ... high standards for our work product and client service. **ESSENTIAL FUNCTIONS:** ** Attorney Support** + Provide superior client service by answering and screening… more
- Grant Thornton (Appleton, WI)
- …projects. 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 vary depending on the type of engagement… more
- Robert Half Legal (Westhampton, NY)
- …standing, of the California State Bar + 5+ years of experience as a practicing trusts and estates attorney + Substantive experience drafting family law ... Description Robert Half is seeking California barred attorney with Family Law experience to assist our...Our client is looking for a California family law attorney with at least 5 years' experience to help… 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
- Bank of America (Dallas, TX)
- …to fiduciaries. **Desired Qualifications** : + 5+ years' experience as a practicing Trusts & Estates lawyer in private practice and/or time employed by ... of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state...or BS (four-year undergraduate degree) and JD degree. + Attorney licensed to practice law in at least one… more
- United States Senate Federal Credit Union (Staunton, VA)
- …Complex Accounts: Power of Attorney (POA), Payable on Death, IRA's, Trusts , Representative Payee, Guardianship, Conservator Ship, Youth, Estates + Opens and ... financial solution. Culture Competencies: STRIVE + Maintains our members' and employees' trust by safeguarding their financial data and information. + Values and… more
- University of Iowa Community Credit Union (North Liberty, IA)
- …claims, and responses, independently. + Review member provided documents regarding trust , estates and corporations for account opening and ownership ... Position Summary Directly assists and collaborates with Attorney to provide legal and administrative support for...and review front line request for legal documents, contracts, estate , real estate and trust … more
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