- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate , Estate and Administrative Trusts ( Trust Tax) - Remote **Requisition Number:** 119548 - 8 **Function:** Tax Services ... a firm. KPMG is currently seeking a Tax Senior Associate , Estate and Administrative Trust ...and estates including Form 1041 for Administrative Trusts and Estate , Form 706 United States… more
- JPMorgan Chase (Newark, DE)
- …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
- Robert Half Legal (King Of Prussia, PA)
- Description Trusts and Estates Associate - King of Prussia, PA Our client, a reputable boutique law firm near King of Prussia, PA, is seeking a Trusts ... complex tax issues related to trusts and estates . + Prepare federal gift and estate ...Utilize skills in estate and tax planning, estate administration, trust administration, closely-held business planning,… more
- City of New York (New York, NY)
- Job Description APPLICANTS MUST BE PERMANENT IN THE PRINCIPAL ADMINISTRATIVE ASSOCIATE CIVIL SERVICE TITLE. The Accountability Office (AO) is responsible for ... City Human Resources Administration (HRA).Within AO, the Liens and Trusts is responsible for the settlement of liens and...of money expended in Medicaid and Public Assistance. The Estates Unit also provides administrative support to the Office… 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
- Robert Half Legal (Philadelphia, PA)
- Description Trust & Estate Associate Attorney -...law school. + At least 1-2+ years of experience in Trusts and Estates law, with a preference for ... City, Philadelphia, to find a Trust & Estate / Private Client Associate Attorney. This...take your career to the next level in the Trusts and Estates field. Robert Half is… more
- Robert Half Legal (Encino, CA)
- …and grantor retained annuity trusts , as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate...plans for high-net-worth clients and designing and drafting irrevocable trusts such as Crummey trusts , intentionally defective… more
- Robert Half Legal (Minneapolis, MN)
- …practice. In this role, you will be managing estate planning processes, handling trusts and wills, and providing Estates & Trusts counselling services to ... position is a great opportunity for a 5+ year Associate /Counsel who feels confident running lead on Estate...Responsibilities * Draft, review, and provide legal advice on estate planning documents, including wills and trusts .… more
- Robert Half Legal (Atlanta, GA)
- Description Associate Attorney - Estate Planning Our client is looking for an Estate Planning Attorney to accommodate the growth of the firm. The ideal ... estate planning matters, including the preparation of wills, trusts , and powers of attorney, while advising clients on...well. Key Responsibilities: - Draft, review, and revise key estate planning documents such as wills, trusts ,… more
- Bank of America (Dallas, TX)
- …us! **Job Description:** Accountable for managing and settling the larger, more complex estate and/or terminating trusts that require a higher level of technical ... + Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require...a higher level of technical expertise and knowledge in estate and trust administration. + Responsible for… more
- Bank of America (Chicago, IL)
- …us! **Job Description:** Accountable for managing and settling the larger, more complex estate and/or terminating trusts that require a higher level of technical ... * Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require...a higher level of technical expertise and knowledge in estate and trust administration. * Responsible for… more
- Robert Half Legal (Cinnaminson, NJ)
- …* Demonstrated expertise in Estate Planning and Estate Law * Familiarity with Trusts and Estates , Tax - Trust & Estate , Wills, Probate, and ... Description We are in search of an Associate Attorney to join our client's legal team...* Draft and prepare various legal documents including Wills, Estates , Power of Attorney, Living Wills, Trust ,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …In some cases, may be assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during the development process. **Essential Duties ... through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the...and acts in accordance herewith. * Handles Settlement of Estates and Trusts . * Knows and utilizes… more
- Robert Half Legal (Chicago, IL)
- …are below. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of Attorney (Health Care and ... Living Will, Insurance Trusts , Grantor Retained Annuity Trusts , etc. + Draft flowcharts of client's estate...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… more
- JPMorgan Chase (San Francisco, CA)
- …sector, including developers, investors, owners, operating companies, investment funds, real estate investment trusts , and non-profit organizations. Working here ... investors, Real Estate Operating Companies (REOCs), Real Estate Investment Trusts (REITs) and opportunity and...year REB Analyst Program, you may be promoted to Associate . **Key responsibilities of a Full Time Analyst include:**… more
- Quality Technology Services, LLC (Overland Park, KS)
- …with key stakeholders across the business. **The Impact You Will Have:** As ** Associate ** **General Counsel** **(Real Estate ),** you are a member of the ... things. **Who You Are:** You enjoy driving commercial real estate deals and are hungry to work with some...built around the Core Values of Integrity, Character, and Trust . We prioritize family, faith and community involvement while… more
- Regions Bank (Mobile, AL)
- …tax, philanthropic and estate planning and advice, legal, insurance, real estate , asset management, trusts , estates , wills, IRAs, qualified retirement ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...Administrator to oversee the set-up, implementation and administration of trusts , estates , IRAs, IMAs and custody accounts… more
- Cushman & Wakefield (East Rutherford, NJ)
- **Job Title** Associate (Commercial Real Estate ) **Job Description Summary** This position will be responsible for supporting an executive level commercial real ... estate brokerage team by overseeing our customer relationship management...execute in an expedited time frame and to establish trust and maintain a collaborative spirit working cross-functionally in… more
- Robert Half Legal (Morristown, NJ)
- …transferring, and structuring the ownership and management of substantial assets. Role: Trusts & Estates Associate Attorney Location: Morristown, NJ ... for an associate attorney to join the tax/ trusts and estates department. They are recognized...in disputes related to wills, trusts , or estates , including will contests and trust litigation.… more
- KPMG (Tempe, AZ)
- **Business Title:** Fiduciary Tax Senior Associate , Trust Tax **Requisition Number:** 117367 - 5 **Function:** Tax Services **Area of Interest:** **State:** AZ ... are, join our team. KPMG is currently seeking a Trust Tax Senior Associate or Associate...of the Internal Revenue Code as it relates to trusts and estates + team player; and… more