- Commerce Bank (Kansas City, MO)
- …also serves as a liaison between the Advisors and other departments of the Trust Company including Operations, Audit, Compliance, Legal and Tax. The IRA ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- Robert Half Accountemps (Geneseo, IL)
- …hours-no evenings or weekends + Full training provided-build a specialized skill set in trust & estate work + Small-town commute-work close to home in the ... + Organize financial and asset information to help create estate inventories + Verify and document account values; maintain...banks to gather details and documents + Prepare simple legal forms and court filings used to transfer assets… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- …strategies, and conducting tax-related research. You will also handle tasks related to trust accounting, estate and gift tax returns, and various bookkeeping and ... a Tax Accountant to join our team in the legal industry, located in Lake Geneva, Wisconsin. The Tax...for quarterly estimated taxes. * Participate in the firm's trust accounting practice when necessary. * Prepare estate… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …analysts supporting the same client relationships + Coordinate with outside advisors-tax, legal , estate -to help implement complex wealth planning strategies + ... analysts supporting the same client relationships + Coordinate with outside advisors-tax, legal , estate -to help implement complex wealth planning strategies +… more
- Banc of California (San Luis Obispo, CA)
- …loans + Handle complex loans, including those involving outside legal documentation and correspondence, as well as, transactions involving ... transaction. Analyze transaction types and determine necessary due diligence items and legal documents required to ensure accurate closings and compliance with bank… more
- Robert Half Legal (San Francisco, CA)
- …Responsibilities: * Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients. * ... California. This role offers an exciting opportunity for a legal expert with a strong background in family law...Prepare and complete legal documents, conduct client meetings, and represent clients in… more
- Dart Container (Mason, MI)
- …records databases and provide oversite to databases currently being used + Provide legal support to private trust companies, their boards of directors, and ... (DFSS) to deliver specialized tax, accounting, financial reporting, treasury, risk management, legal and internal audit services to the Dart family and affiliated… more
- Robert Half Finance & Accounting (St. Paul, MN)
- …and maintain relationships with executives across various family offices * Prepare and review Trust Tax Returns and Estate Tax Returns * Utilize strong trust ... complex partnership K-1s, stock options, and multi-state K-1s * Review Real Estate partnerships and apply tax code to unique circumstances * Read, understand,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …client-focused advisory team delivering sophisticated, integrated financial plans across tax, estate , insurance, and investments. In this role, you'll work closely ... development of complex financial plans (cash flow, tax, insurance, estate ) + Present strategies and recommendations to clients alongside...skills - able to simplify complex strategies and build trust quickly Robert Half is the world's first and… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …advisory team delivering sophisticated, integrated financial plans across tax, estate , insurance, and investments. You'll collaborate closely with advisors and ... + Lead complex plan development (cash flow, tax, insurance, estate ). + Present strategies and recommendations to clients alongside...skills; able to explain advanced strategies clearly and build trust quickly. Robert Half is the world's first and… more