- Aequor (Waltham, MA)
- …staff, lab champions, functional heads, and support services to foster trust , facilitate solutions, on all assigned operations. They would employ excellent ... and operations. Collaborate with support functions such as HSE, Real Estate , Workspace Experience, Scientific services, etc. to support lab operations. Facilitate… more
- UMB Bank (Kansas City, MO)
- UMB is seeking a motivated and detail-oriented Trust , Estate & Private Wealth Intern to join our team. This internship provides a unique opportunity to gain ... an intern, you will assist in a variety of tasks related to trust and estate administration, and supporting our wealth management services. This is an excellent… 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 (Philadelphia, PA)
- Description Trust & Estate Associate Attorney - Center City, Philadelphia, PA | Full-Time, Direct Hire We are partnering with a respected boutique law firm in ... the heart of Center City, Philadelphia, to find a Trust & Estate / Private Client Associate Attorney. This well-established boutique law firm offers a dynamic… more
- Charles Schwab (Boston, MA)
- …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
- PNC (Ringling, OK)
- …retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to ... improvements are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee.… more
- Robert Half Legal (Cinnaminson, NJ)
- Description We are seeking a Trust and Estate Attorney/Lawyer in the Legal industry, based in Cinnaminson, New Jersey. This role offers a short term contract ... employment opportunity. The primary function of this role is to handle trust and estate law cases, civil litigation, and use various skills such as case… more
- Edward Jones (St. Louis, MO)
- …Overview** **Position Schedule:** Full-Time **Team Overview:** Do you have a strong background in trust and estate management? Do you have a desire to work on ... to deliver an excellent client experience + Discussing and explaining complex estate planning concepts, trust terms and legal concerns/requirements with… more
- Regions Bank (Little Rock, AR)
- …the Natural Resources / Real Estate (NRRE) group to manage a portfolio of real estate properties either held in trust , agency, IRA, or estate accounts or ... relationships, working within one of the following specialty asset teams: **Real Estate ** Trust Property Managers on the Real Estate team manage real… 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
- Robert Half Legal (Chicago, IL)
- …asset schedules and spreadsheets + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust / estate financial ... Paralegal certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent communication and… 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 5+ 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
- Robert Half Legal (Cinnaminson, NJ)
- … Planning and Estate Law * Familiarity with Trusts and Estates, Tax - Trust & Estate , Wills, Probate, and Probate & Estate Administration * Ability ... heavily involved in representing clients in legal proceedings, managing Elder Law and Estate Planning cases, and leading a team. Responsibilities: * Act as a… more
- Regions Bank (Birmingham, AL)
- …Certified Public Accountant, other advanced degree + Six (6) years of Trust Administration, Estate /Tax Law, Financial Planning, or related experience + ... of the system. **Job Description:** At Regions, the Private Wealth Management Estate Settlement Administrator is accountable for the administration of a book of… more
- 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 should ... estate planning documents. Responsibilities: + Draft and review estate planning documents: trust documents, wills, living wills, etc. + Case management and… more
- Robert Half Legal (Baltimore, MD)
- …is a hybrid opportunity requiring 3 days in office per week once trained. Estate Administration Duties: + Handle all aspects of the probate process + Prepare federal ... and state estate tax returns + Run various tax projections +...all appraisals and income tax returns (individual and fiduciary) Trust Administration Duties: + Handle all aspects of … more
- Moss Adams LLP (Sacramento, CA)
- …and training experience + Subject matter expert in corporate, partnership, individual or trust and estate taxation required; prior experience working with large, ... **Tax Managing Director - 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 (San Diego, CA)
- …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....Bar License required + Proven industry experience in real estate + Minimum of 2 years of supervising and… more
- Robert Half Legal (Hunt Valley, MD)
- …In this role, you'll work closely with various teams and clients, focusing on estate planning and trust administration. This role offers an exciting opportunity ... and power of attorney * Conduct thorough reviews and summaries of trust and key estate planning documents * Implement strategies to minimize estate tax… more
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