- 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
- Insight Global (Philadelphia, PA)
- Job Description Insight Global is seeking an experience Trust & Estate Paralegal to join the Philadelphia office of an AM 100 law firm. The ideal candidate will ... have 7 years of experience supporting trust and estate work, including advanced knowledge of the administration of trusts and estates, the ability to manage… more
- Robert Half Legal (Hamilton, NJ)
- Description We are looking for a Trust & Estate Attorney to join our team located in Hamilton, New Jersey. As an Attorney, you will be responsible for working ... in state of New Jersey * Must have 2+ years of recent trust and estate experience * Excellent organizational and time management skills * Ability to work… more
- JPMorgan Chase (New York, NY)
- …supervision, the Estate Professional assists in the daily management of the estate and terminating trust accounts in accordance with the Bank's fiduciary ... estate administration, including approval of transaction processing and preparation of trust , estate and financial specific documents. Understand the … 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 ... Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. **What you have** As a High Net Worth Trust & … more
- ManpowerGroup (New York, NY)
- …all trusts and estates . Responsibilities include handling all aspects of trust and estate administration including: Maintaining checkbook and banking record; ... executor and trustee commissions; preparation of formal and informal estate and trust accountings; Marshalling assets and arranging for valuation as necessary.… more
- Fox Rothschild LLP (New York, NY)
- New York - Trust and Estate Planning Associate **Description:** Fox Rothschild has an opening in New York, NY for a Trust & Estate associate in our ... research, writing skills, and academic record. + Experience in trusts and estate planning, administration and taxation (including for high net-worth individuals and… more
- Robert Half Legal (Portland, OR)
- …are offering an exciting opportunity for a Senior Paralegal with a focus on Estate Planning/ Trust matters in our Portland, Oregon office. The ideal candidate ... proceedings * Represent beneficiaries when necessary * Handle complex estate planning tasks including trust accounting, trust returns, and trust … more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax ... and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with… more
- Insight Global (Los Angeles, CA)
- Job Description Insight Global is seeking an experience Legal Secretary to join the Trust & Estates department of an AM 200 law firm on a temporary basis. The role ... Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ . Skills and Requirements - Trust & Estates litigation experience -Bachelors Degree -Trial preparation… more
- BMO Financial Group (West Palm Beach, FL)
- Manages corporate estate administration for trust terminations and smaller core estate matters by preparation of estate administration records including ... Works with the market Client Service Team to provide exceptional service to Trust & Estate clients. Provides technical expertise for all aspects of Trust &… 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 & Estate administration (ie, prepare accountings, manage… more
- Robert Half Legal (Los Angeles, CA)
- Description A well-known midsized trust & estate firm in Century City seeks an Attorney with 3+ years of California estate planning experience. This firm ... works exclusively with high-net-worth clients. This Estate Planning Attorney will work onsite 3 days a...days a week and 2 days from home. This Estate Planning Attorney will have direct client contact and… more
- Randstad US (Marlton, NJ)
- …there is some manual work like receiving packages that they have to file away/log Skills + Real Estate Law + Trust & Estate + Deeds + Foreclosure + Power of ... real estate paralegal. + marlton , new jersey +...in the legal field with a focus on real estate ? We have an exciting opportunity for an entry-level… more
- Robert Half Legal (Worcester, MA)
- Description Robert Half is partnering with a successful Trust & Estate firm in the Greater Worcester area that's actively looking to hire an Estate Planning ... Paralegal. Ideal candidates will have experience with Estate Planning, Elder Law Planning, and Tax Planning. This Direct hire role is located in the Greater… more
- JPMorgan Chase (New York, NY)
- …of families and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate ... Estate Officer's role to oversee the administration of the estate or terminating includable trust . Job Responsibilities: * You will Analyze Wills and trust… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …policies and procedures governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting system, the Workflow ... preferred. + Demonstrate basic knowledge and skills in the areas of trust administration, estate planning strategies and income, gift and estate tax matters.… more
- Commerce Bank (Kansas City, MO)
- …institutional trust administration. Position will provide support to advisors and trust professionals on estate planning, tax and wealth management issues. ... of private trusts, institutional trusts, and estates + Review estate plan documents in which Commerce Trust is appointed as a trustee or executor, evaluate the… more
- Moss Adams LLP (Seattle, WA)
- …and training experience + Subject matter expert in corporate, partnership, individual or trust and estate taxation required; prior experience working with large, ... **Tax Senior Manager - Real Estate ** **Description** At Moss Adams, we champion authenticity....in client engagement management and technical expertise in individual, trust , partnership, corporate, federal, state, local and foreign tax… more
- Moss Adams LLP (Denver, CO)
- …Results Focus. **Responsibilities** : + Advise clients on corporate, partnership, individual and trust and estate tax services + Oversee the calculation and ... **Tax Manager - Real Estate ** **Description** At Moss Adams, we champion authenticity....public accounting firm preferred + Proven experience in Real Estate preferred + CPA or Bar License required +… more
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