- 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 (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
- Comerica (Farmington Hills, MI)
- SR TRUST CLIENT ASSISTANT-7190TREOPS Trust Real Estate Operations- Trust Real Estate Operations Trust Client Assistant Senior is responsible for ... conducting various operational activities within a functional unit ( Trust Real Estate Operations) of the Specialty Asset Management group. Position Competencies… 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
- 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
- Bank of America (Los Angeles, CA)
- …considered highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax experience preferred + Strong communication and ... Estate Settlement Officer II, Private Banking Los Angeles,...Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary… 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
- 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
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate, Estate and Administrative Trusts ( Trust Tax) - Remote **Requisition Number:** 119548 - 8 **Function:** Tax Services **Area ... a firm. KPMG is currently seeking a Tax Senior Associate, Estate and Administrative Trust to join our Tax (https://tax.kpmg.us/ ) practice. Responsibilities: +… more
- PNC (Louisville, KY)
- …PNC Bank serves as the executor of an estate or trustee of a related estate settlement trust , a PNC estate settlement officer manages all aspects of the ... administration of the estate and trust assets-whatever they may be-in accordance with the governing documents and applicable law. These tasks include: hiring… more
- Regions Bank (Mobile, AL)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... accounting or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including direct client… more
- Bank of America (Dallas, TX)
- …to maintain relationships and identify issues / new business opportunities, and provide trust , estate , and wealth transfer planning advice + Proactively engage ... + Bachelor's Degree and a minimum of 5 years of trust administration and estate planning experience, preferred. + Fiduciary professional with CTFA, CFP, AEP,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills obtained through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the duties of Raymond ... **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** * Principles of trust administration and estate planning. **Skill in:** *… more
- Citigroup (DE)
- …preservation and continued growth of trust assets while achieving their specific trust and estate planning objectives and introduces clients to a broad range ... role will be expected to: + Manage an existing book of trust and estate accounts: types of accounts include revocable and irrevocable trusts, testamentary… more
- Bank of America (Fort Worth, TX)
- …to maintain relationships and identify issues / new business opportunities, and provide trust , estate , and wealth transfer planning advice + Proactively engage ... or related degrees preferred + Minimum of 3 years of trust administration and estate planning experience **Key Attributes / Competencies:** + Technical expertise… more
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