- Robert Half Legal (Chesterfield, MO)
- …Estate Planning Paralegal to assist in the preparation and execution of trust documents, estate planning , and case management. The ideal candidate ... an in-depth knowledge of the preparation and management of estate planning documents, trusts , wills,... planning documents. Responsibilities: + Draft and review estate planning documents: trust documents,… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …resolutions; and prepare tax planning models and projections. - Prepare complex estate planning projections. - Prepare tax returns (fiduciary, estate , ... fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust...individual income tax returns. - Working knowledge of the estate planning process. - Ability to assist… more
- Edward Jones (St. Louis, MO)
- …beneficiary and branch team relationships + Reviewing, understanding, and interpreting language in trusts and other estate planning documents in order to ... Will Do:** + Daily management of complex probate and estate settlement trusts in accordance with the...an excellent client experience + Discussing and explaining complex estate planning concepts, trust terms… more
- UMB Bank (Kansas City, MO)
- …multiple tasks and work effectively in a team environment. + Interest in trust administration, estate planning , and private wealth management. **Compensation ... UMB is seeking a motivated and detail-oriented Trust , Estate & Private Wealth Intern...hands-on experience in administering trusts and estates, estate plan reviews and planning discussions and… more
- Edward Jones (St. Louis, MO)
- …for High Net Worth clients + Ability to review High Net Worth client estate planning documents (ie trusts , wills, power of attorney, medical/healthcare ... partnering with our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd… more
- PNC (West Palm Beach, FL)
- …basis. Some responsibilities may be performed remotely, at the manager's discretion. Estate and Trust administrations are faced with intricate and complicated ... external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts...in which PNC serves as executor or trustee, including estate settlement trusts and other estate… more
- GRF CPAs & Advisors (Bethesda, MD)
- …in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the Audit and Client ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...1. Performs technical tax review and approval of individual, trusts , estates, and related entities tax returns to ensure… 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 ... advisors, trust companies, etc. * JD with at least 10 years' experience in trust and estate planning for high net worth individuals; other advanced… more
- Deloitte (Columbus, OH)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... taxation to provide compliance and consulting services to Real Estate Investment Trusts , Real Estate ...for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized… more
- Edward Jones (St. Louis, MO)
- …of 8 experienced and specialized professionals that support the delivery of tax and estate planning that is part of the comprehensive and personalized financial ... (APPS). We provide ongoing client services including holistic financial planning , tax and estate planning ...be responsible for engaging with third-party providers (eg tax planning firms, national law firms) to execute… more
- Maryland Department of Transportation (Baltimore City County, MD)
- Deputy Chief Engineer for Planning , Engineering and Real Estate Location Baltimore City Job Type Full Time Job Number 8037-SHA-ES-10-02-TC-10/24 Department ... position serves at the pleasure of the Appointing Authority* Deputy Chief Engineer for Planning , Engineering and Real Estate YOU MUST APPLY ONLINE TO BE… more
- Bank OZK (Dallas, TX)
- … trusts , new procedures and guidance. + Educates counterparts within Division regarding trust , tax and estate planning matters to facilitate promotion of ... petitions, and settlement agreements. + Oversees specialized lines of trust administration, including Directed and Delegated trusts ... estate , gift and GST tax and multi-state estate and tax planning issues. + Conducts… more
- JPMorgan Chase (Newark, DE)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts , charitable trusts , and ... and estates, loans, mortgages and deposits. As a Trust Administrator within the Global Trusts &...+ Work with the Account Opening Group to open estate or trust accounts. + Interpret the… more
- Amazon (Austin, TX)
- …Design Engineering, Legal, Economic Development, Public Policy, Construction and Capacity Planning , to execute on regional real estate development strategies. ... from the most successful startups to Global 500 companies trust our robust suite of products and services to...to completion. Basic Qualifications - Bachelor's Degree in Urban Planning , Architecture, Engineering, Real Estate or related… more
- Amazon (Herndon, VA)
- …Legal, Design Engineering, Economic Development, Public Policy, Construction and Capacity Planning , to inform a regional real estate development strategy ... from the most successful startups to Global 500 companies trust our robust suite of products and services to...for large complex projects. - Bachelor's Degree in Urban Planning , Architecture, Civil Engineering, Real Estate or… more
- Amazon (Austin, TX)
- Description Amazon Web Services (AWS) is seeking an experienced Real Estate Principal to lead the strategy, identification, acquisition, and development of ... ideal candidate brings 15+ years of experience in real estate site selection, acquisition, and development, with 5+ years...from the most successful startups to Global 500 companies trust our robust suite of products and services to… more
- Dana-Farber Cancer Institute (Brookline, MA)
- …Office of General Counsel, the Assistant General Counsel - Real Estate provides legal representation to DFCI, its executives, investigators, physicians, employees ... and the Board of Trustees primarily on real estate and facilities management matters and on other corporate and transactional legal matters as necessary. Position… more
- Amazon (San Francisco, CA)
- …Global Real Estate and Facilities (GREF) team provides real estate transaction expertise, business partnering, occupancy planning , capital investment ... between each business unit and GREF to align real estate strategies in support of business objectives. As a...leader who thrives in entrepreneurial environments and quickly earns trust . They possess a deep understanding of corporate real… more
- Citigroup (Sioux Falls, SD)
- …the preservation and continued growth of trust assets while achieving their specific trust and estate planning objectives and introduces clients to a ... be expected to: + Manage an existing book of trust and estate accounts: types of accounts..., ILITS and IRA accounts, various types of charitable trusts , estate accounts, and agency accounts, both… more
- Amazon (Herndon, VA)
- …Join an dynamic and growing team working at the intersection of real estate and technology to build Amazon's cloud business (data centers). We are seeking ... self-motivated individual to provide support and analysis to the data center real estate team. Amazon Web Services (AWS) is a comprehensive, evolving, and growing… more