- JPMorgan Chase (Columbus, OH)
- …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
- 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 (Chicago, IL)
- Description Robert Half is seeking an ILLINOIS barred attorney with Trust & Estates experience to assist our client with an ongoing legal research initiative. ... Responsibilities include: Our client is looking for an ILLINOIS-barred Trust & Estates attorney with at least...trusts, powers of attorney, health care directives, and other estate planning documents . Excellent writing, editing, and legal… 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
- JPMorgan Chase (Miami, FL)
- The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary ... for families, it is important that our Trusts and Estates services are delivered by the most capable people,...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime… 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
- Robert Half Legal (Baltimore, MD)
- …role involves providing comprehensive administrative and legal support in the field of estate planning, probate, and trust administration. Our client offers a ... of attorney, and probate petitions * Assist in preparing estate and trust accountings, asset inventories, and...and consultations * Conduct basic legal research related to estates , trusts, and probate matters as needed * Prepare… 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
- 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
- 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
- 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 (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...in the execution of various legal papers related to estates and trusts. + Collaborate with attorneys and clients… more
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