- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts ... Estates practice and WM Banking teams. The Trusts & Estates and Tax Operations team...JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041… more
- JPMorgan Chase (Chicago, IL)
- The Trusts & Estates and Tax Operations team...law firm. + BA/BS or equivalent. + Expertise in trust and estate taxation, including Forms 1041 and ... within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking...a variety of sub-specialty areas including state taxation of trusts , GST, estate tax, tax-exempt trusts… more
- Williams Parker (Sarasota, FL)
- …Parker, the region's oldest law firm founded in 1925 and home to the area's largest Trusts & Estates practice group, is actively seeking experienced Trusts & ... The scope of work includes wills, revocable and irrevocable trust planning, estate and gift tax strategies,...near future, we encourage you to apply. As a Trusts and Estates attorney with Williams Parker,… more
- Robert Half Legal (Minneapolis, MN)
- Description We are on the lookout for a diligent Trusts & Estates Paralegal to be a part of a detail-oriented services team in Minneapolis, Minnesota. In this ... will be teaming up with attorneys to handle complex estates and trusts , engaging directly with clients,...in drafting Wills * Extensive experience in handling Revocable Trusts * Ability to prepare and file Estate… more
- Dorsey & Whitney LLP (Chicago, IL)
- Tax, Trusts , and Estates Associate (#1009) - Chicago...in estate planning to join the Tax, Trusts , and Estates Practice Group in our brand-new ... role. You will be one of the very first trusts and estates associates in an office...family offices, and family-owned businesses in all areas of estate and tax planning-all while helping build the culture… more
- Dorsey & Whitney LLP (Seattle, WA)
- Trusts & Estates Associate (#964) - Seattle Dorsey & Whitney LLP is seeking a Trusts & Estates Associate with 3-6 years of experience to join the Seattle ... - JD degree from an ABA-accredited law school - Strong academic performance - Trusts and estates experience - Excellent communication and writing skills -… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- Legal Assistant - Tax, Trusts and Estates (Minneapolis, MN) (#4003) We are seeking aLegal Assistantin the Tax, Trusts and Estates Department in our ... Minneapolis office. As a valued team member, you will provide legal administrative support in a fast-paced environment to attorneys, paralegals, and business professionals. Are you a good communicator with a focus on excellent client service? Do you thrive in… more
- Robert Half Legal (Minneapolis, MN)
- Description We are seeking a Legal Assistant to join a Tax, Trusts & Estates team in Minneapolis. This is an excellent opportunity to provide high-level ... administrative support in a dynamic, client-focused environment. If you thrive in a fast-paced setting, have strong organizational skills, and enjoy delivering exceptional service, we'd love to hear from you. Key Responsibilities + Provide comprehensive… 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...to attorneys in the administration of all aspects of trusts and estates in probate within established… more
- JPMorgan Chase (Summit, NJ)
- The Global Trusts & Estates Practice is an...with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust ... corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by...+ A minimum of 3-5 years' experience in the trust and estates industry + Experience in… 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
- Tompkins Community Bank (Ithaca, NY)
- …+ Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy, legal compliance, and timely ... Preparation + I ndependently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy and compliance...Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred +… more
- City National Bank (Nashville, TN)
- …managing and directing all trust activities (eg conservatorships, testamentary/intervivos trust , estates , revocable and irrevocable trusts , guardianships ... *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS...trusts , charitable trusts and special needs trusts . * Trust Certification (CTFA) is required… more
- Commerce Bank (St. Louis, MO)
- …or Successor Corporate Trustee, including deaths of Grantors of Revocable and Irrevocable Trusts with Commerce Trust as Trustee, or where CT has been ... or equivalent combination of education and experience required + 3+ years of relevant trust and estates settlement experience as paralegal or similar role within… more
- Robert Half Legal (Philadelphia, PA)
- … Trust and Estate Administration Paralegal to support its Private Client, Trusts , and Estates group on a hybrid schedule in Philadelphia. The team ... represents executors, trustees, and beneficiaries in all areas of trust and estate administration - including estate settlement, tax return preparation and… more
- PNC (Baltimore, MD)
- …basis. Some responsibilities may be performed remotely, at the manager's discretion. Estate and Trust administrations are faced with intricate and complicated ... settlement officers offer a skillset to professionally administer estates and trusts , while collaborating with internal...in which PNC serves as executor or trustee, including estate settlement trusts and other estate… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... language + Experience and knowledge of income tax and estate value impact of various trust vehicles...trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts +… more
- Wipfli LLP (Southfield, MI)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... language + Experience and knowledge of income tax and estate value impact of various trust vehicles...trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts +… more
- Robert Half Legal (Doylestown, PA)
- Description A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in ... and financial objectives. * Conduct thorough legal research on trusts , estates , and related topics to support...Requirements * Minimum of 5 years' experience specializing in trust and estate law. * Proven expertise… more
- Fox Rothschild LLP (San Francisco, CA)
- Trust & Estate Associate - San...restatements of existing clients' plans and funding of revocable trusts . + Handle trust administration cases, including ... opening in the San Francisco, California office for a Trust & Estate Associate to join our...division of existing irrevocable trusts into sub- trusts and drafting pleadings and managing trust … more
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