- 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
- New York State Civil Service (New York, NY)
- NY HELP No Agency Attorney General, Office of the Title Attorney: Trusts & Estates , Civil Litigation Matters (CHA/T&E_NYC_AAG_3717) Occupational Category Legal ... experience in civil litigation matters. Candidates with trial experience and knowledge of trusts and estates are preferred. Candidates should have a solid… more
- Williams Parker (Sarasota, FL)
- Williams Parker, the region's oldest law firm - with the area's largest Trusts & Estates practice group - is actively seeking experienced Trusts & Estates ... team in Sarasota, Florida. Our robust practice is welcoming Trusts & Estates attorneys with 3-10 years...You will also represent clients, or their fiduciaries, in estate and trust administration and, when necessary,… more
- Robert Half Legal (Los Angeles, CA)
- Description The LA office of a national firm is seeking a new trusts and estates paralegal. The attorneys in this practice group have a great reputation for ... and treating them with respect. This is a new trusts and estates paralegal position they are...+ 5+ years of transactional law experience + Tax, estate planning, wealth transfer, and/or probate administration experience +… more
- Suffolk University (Boston, MA)
- Adjunct Faculty- Trusts and Estates Adjunct Boston, Massachusetts Apply Description Suffolk University Law School in Boston seeks applicants for an upper-level ... course, Trusts and Estates . We seek candidates with teaching experience and/or a minimum of five years of practice in this field. We have some flexibility for… more
- Robert Half Legal (Baltimore, MD)
- …least 2 years of experience in a law firm - preferably some exposure to Estates & Trusts Highly organized with exceptional attention to detail Patient and client ... provision of legal support to attorneys, primarily within the realms of estate planning and administration. This position involves a diverse range of… more
- Robert Half Legal (Minneapolis, MN)
- …and estate planning. + Develop comprehensive plans including wills, trusts , powers of attorney, beneficiary designations etc. + Collaborate closely with clients, ... for high net worth individuals. + Extensive knowledge of estate tax laws, trust , and probate administration....+ Extensive knowledge of estate tax laws, trust , and probate administration. + Excellent analytical, negotiation, and… more
- Robert Half Legal (St. Louis, MO)
- …in Estate Planning and Private Wealth Management * Experienced in handling Estate Tax Return and Trust Tax Returns * Demonstrated skills in Reconciling ... Description Job Title: Estate Planning Tax Senior Paralegal Location: St. Louis,...currently have an exciting opportunity available for an experienced Estate Planning Senior Paralegal, with proven expertise in handling… more
- JPMorgan Chase (Rochester, NY)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... 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)
- …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 (Columbus, OH)
- …business also provides retirement products and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. The Global ... Trusts & Estates Practice is an integral part of the services...corporate fiduciary for families, it is important that our Trust and Estate services are delivered by… 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 ... an in-depth knowledge of the preparation and management of estate planning documents, trusts , wills, powers of...estate planning documents. Responsibilities: + Draft and review estate planning documents: trust documents, wills, living… more
- JPMorgan Chase (Newark, DE)
- The Global Trusts & Estates Practice is an...Estates Practice. You will oversee the administration of trusts , analyze trust documents for legal, tax, ... corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by... Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an… more
- JPMorgan Chase (Houston, TX)
- The Global Trusts & Estates Practice is an...corporate fiduciary for families, it is important that our Trust and Estate services are delivered by ... for trustee. The role requires technical expertise in the trusts and estates space, management expertise and...vast knowledge of fiduciary products and services including Wills, Estate Planning, directed trusts , GRATS, etc. +… 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... Officer's role to oversee the administration of the trusts . Job Responsibilities: + Analyze trust documents… more
- JPMorgan Chase (Fort Worth, TX)
- …Asset Management** ("Oil & Gas") is a specialized team within JP Morgan's Global Trusts & Estates practice that manages clients' mineral interests as fiduciary ... degree such as JD or MBA + Demonstrated understanding of wealth management, trust and estate administration, and/or vendor management JPMorgan Chase & Co.,… 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 ... of trusts , developing relationships with beneficiaries and advisors, and ensuring the trust 's investment objectives align with the needs of the trust and… more
- M&T Bank (Stuart, FL)
- …in the area of estates and trusts , or post death estate and trust administration. Self-motivated with good administrative skills. Demonstrates ability to ... estates touched, and elevates issues identified to Estate and Trust Settlement Officer or more...estates and trusts , or post death estate and trust administration. Bachelor's degree Ability… more
- Southern Glazer's Wine and Spirits (Pittsburgh, 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
- 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
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