- JPMorgan Chase (Houston, TX)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust...+ Work with the Account Opening Group to open estate or trust accounts. + Interpret the… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years of experience to join ... their team. This Trust & Estates Paralegal is responsible for...estates + Handle the collection and distribution of estate or decedent's assets + Establish and manage … more
- JPMorgan Chase (New York, NY)
- …and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates , you will oversee the administration of the trust ... counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify and...Bankers and Investors. + Participate on projects relating to Trust & Estates internal practices and procedures.… more
- JPMorgan Chase (Newark, DE)
- …the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an integral part of our Global Trusts & ... The Global Trusts & Estates Practice is an integral part of the...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime… more
- Robert Half Legal (Roseland, NJ)
- …esteemed full-service, mid-sized law firm, is seeking a meticulous, diligent, and experienced Trust & Estates Paralegal to join its growing practice. Candidates ... administration process from beginning to end for multiple estates . Additionally, candidates must be able to work independently,...with attorneys and other paralegals during all states of estate settlement and trust administration. + Preparing… more
- Williams Parker (Sarasota, FL)
- …beneficiaries and owners. You will also represent clients, or their fiduciaries, in estate and trust administration and, when necessary, in probate litigation ... law firm - with the area's largest Trusts & Estates practice group - is actively seeking experienced Trusts...service and developing long-term client relationships. + Experience in estate and trust planning, including excellent tax… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- … estate , gift, and fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust accountings. This position will ... Tax, Trusts, and Estates Paralegal (#3868) The Minneapolis office is seeking... paralegal. - Thorough understanding and knowledge of the estate and trust administration process from the… more
- Needham Bank (Needham, MA)
- Job Descriptions: Provides trust and estates legal guidance to the Bank in connection with reviewing and opening Trust and Estate accounts. Perform all ... ESSENTIAL DUTIES & RESPONSIBILITIES + Reviews and interprets complex estate and trust documents for new and...law in the Commonwealth of Massachusetts. Legal coursework in trust and estates required. WORKING CONDITIONS/PHYSICAL DEMANDS… more
- JPMorgan Chase (Chicago, IL)
- …WM clients. You will collaborate closely with various internal T&E groups, including trust settlements, estate settlements, and regional trust practice ... have found the right team. As a Trusts and Estates Client Tax Manager III within the Trusts &...knowledge of fiduciary income tax, generation-skipping transfer tax, and estate tax + Relevant experience in the Trust… more
- The Salvation Army (West Nyack, NY)
- …Document Management and archives when necessary. + Update information in 3rd Party Trust tab in Estates Database when necessary. + Assist Document Specialist ... in West Nyack, NY has an opening for an Estates Specialist. This position functions as an integral component...the Legal Secretary, Assistant Legal Secretary, and Supervisor of Estate Processing. + Establish all new legacy cases through… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …School seeks to hire a tenure-track assistant professor who will specialize in decedents' estate administration and estate proceedings, trust and trust ... assistant clerks who act as the judicial official presiding in estate , trust , and special proceedings. Teaching. The selected candidate will have… more
- Southern Glazer's Wine and Spirits (Allentown, PA)
- …Responsibilities** + Build positive, credible, lasting customer relationships based on trust + Discover and identify customer business growth needs + Develop ... a customer business growth plan for each account and build a pipeline of selling opportunities to drive incremental sales above base business + Analyze data and insights to increase sales, grow customer business, and better achieve objectives + Regularly 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 ... firm. KPMG is currently seeking a Tax Senior Associate, Estate and Administrative Trust to join our...estates including Form 1041 for Administrative Trusts and Estate , Form 706 United States Estate (and… 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 ... is to work through client's sophisticated needs in Tax, Trust , and Estates that among other things...matter authority in all implications of a clients Tax, Trust and Estate needs. **What you have**… 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 ... Functions: 1. Performs technical tax review and approval of individual, trusts, estates , and related entities tax returns to ensure accuracy and compliance with… more
- PNC (Fort Lauderdale, FL)
- …basis. Some responsibilities may be performed remotely, at the manager's discretion. Estate and Trust administrations are faced with intricate and complicated ... valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor, you will work within the PNC Private Bank organization. You… 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...related relationship management services to an assigned book of estates and related trusts; * Oversees discovery and marshaling… 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 (Phoenix, AZ)
- …worth clients. This role is ideal for someone with a strong understanding of estate tax, trusts and estates , trust accounting, and probate administration. ... experience in a Paralegal role, preferably in Trusts and Estates * Demonstrable expertise in Estate Tax...law and procedures * Proven experience in Trusts and Estates management * Proficient in Trust accounting… 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
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