- Fox Rothschild LLP (Blue Bell, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA ... knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of Federal and… more
- Robert Half Legal (Atlanta, GA)
- …of client data, including estate planning documents, financial statements, and tax returns * Prepare Wealth Transfer Advisory Service deliverables such as ... We are inviting applications for the role of a Paralegal , based in Atlanta, Georgia. The successful candidate will...The successful candidate will primarily be involved in estate planning and wealth transfer services, working closely… 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 ... agent to high- wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with financial institutions to collect estate… more
- JPMorgan Chase (Newark, DE)
- 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
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …+ Collaborate with third-party advisors, including attorneys and accountants to assure proper wealth and tax planning ; + Provide effective customer service ... and computer skills + Excellent written and verbal communication skills + Paralegal , trust, estate planning , or financial/investment background not required, but… more
- DHS Headquarters (Washington, DC)
- …that labor and employment law issues are properly considered in Departmental planning and policy development. Leveraging a wide range of available resources, ... including paralegal support and e-discovery software, to effectively manage employment-...Corps, VISTA volunteers, and persons with disabilities possess a wealth of unique talents, experiences, and competencies that can… more