• Tax and Wealth Planning…

    Fox Rothschild LLP (Atlanta, GA)
    **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience. We are a ... knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of Federal and… more
    Fox Rothschild LLP (10/04/25)
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  • Probate & Trust Paralegal Hybrid

    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 ... agent to high- wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with financial institutions to collect estate… more
    Robert Half Legal (09/20/25)
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  • Wealth Management Solutions, Trust…

    JPMorgan Chase (Chicago, IL)
    JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline… more
    JPMorgan Chase (10/20/25)
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  • Wealth Management Solutions, Trust…

    JPMorgan Chase (Summit, NJ)
    …by Euromoney , and we have been specifically recognized for our succession planning , advice and trust services. **The responsibilities of this role are as follows:** ... set-up of account records, including payments, fee schedules and tax records + Communicate with beneficiaries and co-trustees to...such as JD, industry certification such as CTFA or paralegal certificate, with paralegal experience in trust… more
    JPMorgan Chase (10/09/25)
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  • Estate Settlement Advisor - Commerce Trust

    Commerce Bank (St. Louis, MO)
    …has been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking ... knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning...years of relevant trust and estates settlement experience as paralegal or similar role within the wealth … more
    Commerce Bank (09/23/25)
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