- Edward Jones (St. Louis, MO)
- …and leading a team of 8 experienced and specialized professionals that support the delivery of tax and estate planning that is part of the comprehensive and ... We provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd parties, plan implementation… more
- Edward Jones (St. Louis, MO)
- …our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd parties, plan ... subject matter expert for complex cases requiring deep technical knowledge and extensive estate planning expertise. Need to demonstrate ability to understand how… more
- Plante Moran (Grand Rapids, MI)
- …or equivalent experience + CPA or JD preferred + Moderate understanding of fiduciary and estate tax planning and compliance + Experience with high net worth ... planning documents + Prepare and manage client gift tax returns + Coordinate estate planning illustrations and deliverables documenting a client's … more
- Morgan Stanley (New York, NY)
- …* Cash flow modeling and liquidity management * Estate , gift, and generation skipping tax planning * Income tax planning * Retirement and educational ... 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… more
- Robert Half Legal (Palo Alto, CA)
- …of responsibilities, including estate planning , elder law, special needs, and estate tax planning . This role also involves probate, estate ... needs planning , guiding clients through complex legal processes. * Manage estate tax planning activities, developing strategies to minimize tax … more
- American Heart Association (Orlando, FL)
- …make the best use of time and efforts + Provides consultation and information regarding estate and tax planning , estate administration and charitable ... planning , solid understanding of intestacy laws, federal estate tax , federal income tax ...income tax and state inheritance taxes, and estate planning strategies + Successful proven record… more
- Robert Half Legal (Phoenix, AZ)
- …clients. This role is ideal for someone with a strong understanding of estate tax , trusts and estates, trust accounting, and probate administration. ... Responsibilities: * Prepare Estate Tax Returns and Fiduciary Income Tax Returns. * Maintain and audit financial records of trusts. * Handle trust accounting… more
- Robert Half Legal (Minneapolis, MN)
- …or audit processes. * Draft basic wills and revocable trusts. * Prepare complex estate planning tax projections. * Maintain accurate records of all ... and executing Wills * Minimum of 3 years of experience in similar employment, ie estate planning , trusts or tax work * Able to manage and organize large… more
- Edward Jones (St. Louis, MO)
- …our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd parties, plan ... meet our High Net Worth client's wealth management and tax planning needs. + Serve as a...High Net Worth clients + Ability to review client tax returns, gift/ estate tax returns,… more
- Edward Jones (St. Louis, MO)
- …**What Could Set You Apart:** + Mastery of financial planning , investment strategies, tax planning , and estate planning . + Extensive experience ... advisors in serving their clients with complex needs, particularly related to tax planning . This position is critical in serving as the primary contact between… more
- Regions Bank (Birmingham, AL)
- …Public Accountant, other advanced degree + Six (6) years of Trust Administration, Estate / Tax Law, Financial Planning , or related experience + Strong ... administration, in-depth knowledge of regulatory and compliance requirements, and estate and tax requirements. This position is...consider all tax elections and provide post-mortem tax planning + Facilitates the preparation and… more
- Robert Half Legal (Walnut Creek, CA)
- …skills (written and verbal) - Demonstrated knowledge of Trust Account - Command of estate planning - Tax law experience - Conservatorships experience - ... Adeptness in Revocable Trusts - Probate Law experience - Estate planning experience - Excellent attention to detail - Must possess analytical, legal research and… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …external resources to meet client objectives in areas such as Investment Management, Estate Planning , Tax Strategy, Risk Mitigation, and General Financial ... implications of their financial situation. Conducts research on investments, tax strategies, estate planning , and relevant regulations. . Provides expert… more
- Robert Half Legal (Atlanta, GA)
- …trusts, and powers of attorney. - Provide clients with expert advice on estate planning strategies, tax considerations, and asset protection solutions. ... Description Associate Attorney - Estate Planning Our client is looking...The partners will train someone in more complex business planning and tax planning as… more
- Truist (Charlotte, NC)
- …and systems. Will assist the wealth team members on the most complex financial, tax , legacy and estate planning matters including summarizing and evaluating ... diagram of existing estate plan and modeling of advanced estate , legacy and tax planning options/strategies. Creation of complex personal balance sheets,… more
- Edward Jones (St. Louis, MO)
- …our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd parties, plan ... thinker and strong collaborator? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a… more
- Edward Jones (St. Louis, MO)
- …of these laws to unique circumstances. + Formulating plans for the execution of estate plans, using tax planning analysis and wealth transfer strategies ... Reviewing, understanding, and interpreting language in trusts and other estate planning documents in order to formulate...**What Could Set You Apart:** + Strong IRA and tax planning experience + Experience working with… more
- Robert Half Legal (Philadelphia, PA)
- …preparing and filing estate tax returns. + Draft and review estate planning documents such as wills, revocable and irrevocable trusts, and other related ... relevant jurisdiction (Pennsylvania). + Strong knowledge of estate planning , trust administration, and estate tax laws. + Ability to draft legal… more
- Robert Half Legal (Chesterfield, MO)
- … estate administration, and probate law is required * Comprehensive knowledge of estate law, estate planning , estate tax , and estate tax ... Description Job Title: Estate Planning Paralegal About Us: We are an outstanding, prestigious law firm with a superior reputation across Missouri. Our firm's… more
- Cherry Bekaert (Orland Park, IL)
- …and partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... and related matters + Experience with complex individual tax compliance and planning ; estate tax compliance and planning are a plus **What you… more
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