• Part-time Lecturer, Advanced Estate

    Boston University (Boston, MA)
    **Part-time Lecturer, Advanced Estate Planning , Graduate Tax Program, Boston University School of Law** **Job Description** **Part-time Lecturer, Advanced ... more
    Boston University (03/04/25)
    - Save Job - Related Jobs - Block Source
  • Asst. Controller / Tax Manager

    Robert Half Finance & Accounting (New York, NY)
    estate partnership, K1, HNW, C Corp, Trust and Individual tax returns + Individual tax and estate planning + Support the month end close + Working ... more
    Robert Half Finance & Accounting (04/12/25)
    - Save Job - Related Jobs - Block Source
  • Estate Planning Attorney

    Robert Half Legal (Walnut Creek, CA)
    …skills (written and verbal) - Demonstrated knowledge of Trust Account - Command of estate planning - Tax law experience - Conservatorships experience - ... more
    Robert Half Legal (03/17/25)
    - Save Job - Related Jobs - Block Source
  • Wealth Planning Strategist

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …and/or training approved by Human Resources. **Licenses/Certifications** * JD with estate planning background required. LL.M. in tax or estate ... more
    Raymond James Financial, Inc. (04/05/25)
    - Save Job - Related Jobs - Block Source
  • Associate Director of Gift Planning

    Hamilton College (Clinton, NY)
    …preferred. *Individuals with relevant experience in financial planning , wealth management, tax advising, estate planning or legal background will be ... more
    Hamilton College (02/11/25)
    - Save Job - Related Jobs - Block Source
  • Lead Advisor - Holistic Financial Planning

    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 ... more
    Robert Half Finance & Accounting (04/05/25)
    - Save Job - Related Jobs - Block Source
  • JP Morgan Wealth Management, Executive Director,…

    JPMorgan Chase (Houston, TX)
    …Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated ... more
    JPMorgan Chase (02/23/25)
    - Save Job - Related Jobs - Block Source
  • Tax Manager - Greater Chicago, IL Area

    Cherry Bekaert (Elgin, IL)
    …and partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... more
    Cherry Bekaert (04/09/25)
    - Save Job - Related Jobs - Block Source
  • Tax Senior Manager

    Cherry Bekaert (Louisville, KY)
    …individual and partnership returns + Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs + ... more
    Cherry Bekaert (03/20/25)
    - Save Job - Related Jobs - Block Source
  • Regional Director of Strategic Advice…

    US Bank (Minneapolis, MN)
    …possesses deep and broad planning knowledge; understands the intricacies of Estate , Tax and Financial Planning ; utilizes an entrepreneurial approach ... more
    US Bank (03/15/25)
    - Save Job - Related Jobs - Block Source
  • Senior Editor (Hybrid - Flexible Options)

    Broadridge Financial Solutions (Andover, MA)
    …join the Broadridge team. Broadridge is Growing! Were seeking a Senior Editor who is a tax / estate planning specialist to join our editorial team. In this job ... more
    Broadridge Financial Solutions (04/12/25)
    - Save Job - Related Jobs - Block Source
  • Vice President, Advanced Sales

    HUB International (Rockville, MD)
    …have strong expertise in ** estate planning , business succession planning , annuities, long-term care, life settlements, and tax -efficient wealth transfer ... more
    HUB International (02/24/25)
    - Save Job - Related Jobs - Block Source
  • Legal Secretary

    Robert Half Legal (Mclean, VA)
    …attorneys in our law firm, focusing on residential and commercial real estate , tax law, estate planning , and business law. Responsibilities: * Coordinate ... more
    Robert Half Legal (03/14/25)
    - Save Job - Related Jobs - Block Source
  • Financial Planning Analyst

    Robert Half Finance & Accounting (Houston, TX)
    …and attorneys to assist clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently ... more
    Robert Half Finance & Accounting (03/23/25)
    - Save Job - Related Jobs - Block Source
  • CFO

    Robert Half Finance & Accounting (Oakland, CA)
    …+ Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws. Estate Planning Responsibilities: + Manage owner's ... more
    Robert Half Finance & Accounting (03/21/25)
    - Save Job - Related Jobs - Block Source
  • Financial Planning & Coaching Internal…

    Vanguard (Malvern, PA)
    …and resource advisors across four financial planning domains (Retirement Planning , Tax Planning , Legacy & Estate Planning , and Behavioral ... more
    Vanguard (02/15/25)
    - Save Job - Related Jobs - Block Source
  • Wealth Strategist

    Zions Bancorporation (Salt Lake City, UT)
    …+ Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and ... more
    Zions Bancorporation (03/04/25)
    - Save Job - Related Jobs - Block Source
  • Private Client Advisor

    Commerce Bank (Leawood, KS)
    …internal partners and expert resources to ensure integrated delivery of investment, fiduciary, tax , estate planning , insurance, lending, credit and banking ... more
    Commerce Bank (03/18/25)
    - Save Job - Related Jobs - Block Source
  • Taxation & Wealth Planning Associate

    Fox Rothschild LLP (West Palm Beach, FL)
    …will work closely with high-net-worth clients and family offices to develop comprehensive estate and tax planning strategies. Experience with creating and/or ... more
    Fox Rothschild LLP (04/09/25)
    - Save Job - Related Jobs - Block Source
  • Trusts and Estates Paralegal

    Robert Half Legal (Los Angeles, CA)
    …and estates paralegal will have: + 5+ years of transactional law experience + Tax , estate planning , wealth transfer, and/or probate administration experience ... more
    Robert Half Legal (04/06/25)
    - Save Job - Related Jobs - Block Source