- LC Staffing (Missoula, MT)
- …federal and state income tax returns; includes Individual, Partnership, Corporation, Non-Profit, Trust and Estate .Prepare and review work papers, trial balances, ... adjusting journal entries, depreciation schedules, book to tax differencesPrepare and review tax estimatesProvide QuickBooks servicesPrepare and review year end 1099'sRequirements:Bachelor's degree in Accounting or Master's degree in Accounting and CPA; or… more
- JPMorgan Chase (New York, NY)
- …bank. **Job Summary:** As an Estate Professional within our Wealth Management Solutions, Trust & Estates team, you will have the opportunity to support and ... in managing fiduciary accounts, assisting in the daily operations of the estate , and terminating trust accounts. This role will allow you to showcase your skills… more
- JPMorgan Chase (Rochester, NY)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust...+ Work with the Account Opening Group to open estate or trust accounts. + Interpret the… more
- JPMorgan Chase (Columbus, OH)
- …experience in serving as a corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most capable people, with ... retirement products and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. The Global Trusts & Estates … more
- JPMorgan Chase (Newark, DE)
- …the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an integral part of our Global Trusts & ... The Global Trusts & Estates Practice is an integral part of the...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during his lifetime… more
- JPMorgan Chase (Houston, TX)
- …of experience serving as a corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most capable people, with ... The Global Trusts & Estates Practice is an integral part of the...The Regional Team Lead is responsible for managing the Trust platform for clients within their region of the… more
- JPMorgan Chase (Miami, FL)
- The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary ... for families, it is important that our Trusts and Estates services are delivered by the most capable people,...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime… more
- Williams Parker (Sarasota, FL)
- …beneficiaries and owners. You will also represent clients, or their fiduciaries, in estate and trust administration and, when necessary, in probate litigation ... law firm - with the area's largest Trusts & Estates practice group - is actively seeking experienced Trusts...service and developing long-term client relationships. + Experience in estate and trust planning, including excellent tax… more
- New York State Civil Service (New York, NY)
- …wills and trust instruments. The Charities Bureau also appears in estate proceedings involving unknown heirs or beneficiaries and represents the interests of the ... Agency Attorney General, Office of the Title Attorney: Trusts & Estates , Civil Litigation Matters (CHA/T&E_NYC_AAG_3717) Occupational Category Legal Salary Grade NS… more
- JPMorgan Chase (Fort Worth, TX)
- …degree such as JD or MBA + Demonstrated understanding of wealth management, trust and estate administration, and/or vendor management JPMorgan Chase & Co., ... ("Oil & Gas") is a specialized team within JP Morgan's Global Trusts & Estates practice that manages clients' mineral interests as fiduciary for Trust , Agency… more
- JPMorgan Chase (Rochester, NY)
- Come join a great team at a leading financial firm. As a Trust Officer VP in Wealth Management Solutions, you will be responsible for overseeing the administration ... developing relationships with beneficiaries and advisors, and ensuring the trust 's investment objectives align with the needs of the...'s investment objectives align with the needs of the trust and applicable fiduciary law. You will also work… more
- Robert Half Legal (St. Louis, MO)
- …in Estate Planning and Private Wealth Management * Experienced in handling Estate Tax Return and Trust Tax Returns * Demonstrated skills in Reconciling ... Description Job Title: Estate Planning Tax Senior Paralegal Location: St. Louis,...currently have an exciting opportunity available for an experienced Estate Planning Senior Paralegal, with proven expertise in handling… more
- Robert Half Legal (Minneapolis, MN)
- …estate planning for high net worth individuals. + Extensive knowledge of estate tax laws, trust , and probate administration. + Excellent analytical, ... high net worth clients in the full range of wealth preservation and estate planning. + Develop comprehensive plans including wills, trusts, powers of attorney,… more
- Southern Glazer's Wine and Spirits (Pittsburgh, PA)
- …Responsibilities** + Build positive, credible, lasting customer relationships based on trust + Discover and identify customer business growth needs + Develop ... a customer business growth plan for each account and build a pipeline of selling opportunities to drive incremental sales above base business + Analyze data and insights to increase sales, grow customer business, and better achieve objectives + Regularly and… more
- US Bank (Hoffman Estates, IL)
- …adapting a digital first mindset. Strong client relationships are based on trust , assessing and attending to customers' banking needs, obtaining and processing ... customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through… more
- M&T Bank (Stuart, FL)
- …management are followed in all estates touched, and elevates issues identified to Estate and Trust Settlement Officer or more experienced Estate and ... for the estates assigned to the supervising Estate and Trust Settlement Officer or more...of estates and trusts, or post death estate and trust administration. Self-motivated with good… more
- Charles Schwab (Bellevue, WA)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team ... is to work through client's sophisticated needs in Tax, Trust , and Estates that among other things...matter authority in all implications of a clients Tax, Trust and Estate needs. **What you have**… more
- PNC (Louisville, KY)
- …PNC Bank serves as the executor of an estate or trustee of a related estate settlement trust , a PNC estate settlement officer manages all aspects of the ... administration of the estate and trust assets-whatever they may be-in...related relationship management services to an assigned book of estates and related trusts; * Oversees discovery and marshaling… more
- Morgan Stanley (New York, NY)
- …process. The candidate will serve as a thought leader in the areas of tax, trust & estate planning broadly, and in order to promote business development efforts ... trust companies, etc. * JD with at least 10 years' experience in trust and estate planning for high net worth individuals; other advanced degrees a plus *… more
- Robert Half Legal (Winston Salem, NC)
- …and timely producing a high volume of complex, detailed work involving estate administration, trust administration and fiduciary accounting. The paralegal must ... with drafting, revisions, and finalizing trusts, wills, and other estate planning documents; + Trust & ...gathering, and valuing assets; + Preparing accountings for both estates and trusts; + Draft and organize estate… more
