- Price Benowitz LLP (Washington, DC)
- …powers of attorney, and other related documents.Managing and overseeing estate administration processes, including probate and trust administration.Advising ... SummaryPrice Benowitz LLP is seeking a skilled Trusts & Estates attorney to join our established Trusts & ...and staying updated on relevant laws and regulations in estate planning and administration.Collaborating with clients to understand their… more
- 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
- JPMorgan Chase (New York, NY)
- Job Summary: As a Wealth Management Solutions. Trust & Estates - Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible ... in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, charitable trusts, and… more
- JPMorgan Chase (New York, NY)
- …bank. **Job Summary:** As an Estate Professional within our Wealth Management Solutions, Trust & Estates team, you will have the opportunity to support and ... in managing fiduciary accounts, assisting in the daily operations of the estate , and terminating trust accounts. This role will allow you to showcase your skills… more
- JPMorgan Chase (New York, NY)
- As a Trust Administrator within the Global Trusts & Estates Practice, you will play a crucial role in delivering our Trusts and Estates services. You will ... provides an opportunity to develop your skills in the trust and estates industry, work with a...with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust… 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 his lifetime… more
- JPMorgan Chase (Houston, TX)
- …of experience serving as a corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most capable people, with ... The Global Trusts & Estates Practice is an integral part of the...The Regional Team Lead is responsible for managing the Trust platform for clients within their region of the… more
- JPMorgan Chase (Columbus, OH)
- …experience in serving as a corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most capable people, with ... The **Global Trusts & Estates Practice** is an integral part of the...management, audit, closely held, real property or trusts & estates experience + Knowledge and understanding of closely held,… 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
- 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 (Fort Worth, TX)
- …degree such as JD or MBA + Demonstrated understanding of wealth management, trust and estate administration, and/or vendor management JPMorgan Chase & Co., ... ("Oil & Gas") is a specialized team within JP Morgan's Global Trusts & Estates practice that manages clients' mineral interests as fiduciary for Trust , Agency… more
- Price Benowitz LLP (Washington, DC)
- …powers of attorney, and other related documents. + Managing and overseeing estate administration processes, including probate and trust administration. + ... Price Benowitz LLP is seeking a skilled Trusts & Estates attorney to join our established Trusts & ...and staying updated on relevant laws and regulations in estate planning and administration. + Collaborating with clients to… more
- Internal Revenue Service (Washington, DC)
- …Chief Counsel, the Associate Chief Counsel (Partnerships, S corporations, Trusts, and Estates ) is responsible for coordinating and directing all activities of the ... Associate Office for Partnerships, S corporations, Trusts, and Estates , within the Office of Chief Counsel, Internal Revenue Service (IRS). The Associate Office of… more
- JPMorgan Chase (Rochester, NY)
- Come join a great team at a leading financial firm. As a Trust Officer VP in Wealth Management Solutions, you will be responsible for overseeing the administration ... developing relationships with beneficiaries and advisors, and ensuring the trust 's investment objectives align with the needs of the...'s investment objectives align with the needs of the trust and applicable fiduciary law. You will also work… more
- M&T Bank (Stuart, FL)
- …team, and (iii) training and developing less experienced Estate and Trust Settlement Administrative Assistants. Ensures profitability of estates worked on by ... estates touched, and elevates issues identified to Estate and Trust Settlement Officer. Consistently makes...for the estates assigned to the supervising Estate and Trust Settlement Officer. Demonstrates consistent… more
- Treasury Wine Estates (CA)
- About Us Treasury Wine Estates (TWE) is one of the world's leading wine companies. We know that it's the thinkers, makers and doers who have the most impact as we ... initiatives and local sales programs that deliver immediate sales. You will build trust between our organizations by focusing on value and enabling alignment across… more
- US Bank (Hoffman Estates, IL)
- …adapting a digital first mindset. Strong client relationships are based on trust , assessing and attending to customers' banking needs, obtaining and processing ... customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through… 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
- KPMG (Boise, ID)
- **Business Title:** Tax Senior Associate, Estate and Administrative Trust **Requisition Number:** 115137 - 31 **Function:** Tax Services **Area of Interest:** ... 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
- Robert Half Legal (Portland, OR)
- …please send to Sam(dot)Sheehan(at)RobertHalf(dot)(com) Requirements 5+ YOE in Estate Planning/ Trust Law Experience handling high net worth Estates and ... an exciting opportunity for a Senior Paralegal with a focus on Estate Planning/ Trust matters in our Portland, Oregon office. The ideal candidate will have… more
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