- Fox Rothschild LLP (Blue Bell, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA ... knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of Federal and… more
- Fox Rothschild LLP (Atlanta, GA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of three (3) years' professional experience for our ... in high demand. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Estate administration, including… more
- Robert Half Legal (Los Angeles, CA)
- … paralegal will have: + 5+ years of transactional law experience + Tax , estate planning , wealth transfer, and/or probate administration experience + ... national firm is seeking a new trusts and estates paralegal . The attorneys in this practice group have a...tax returns + Experience with GEMS, Lacerte, Lackner, Wealth Counsel, or similar programs is strongly preferred +… more
- JPMorgan Chase (New York, NY)
- …trustee of a trust includable in the gross estate of the decedent for estate tax purposes, it is the Estate Administrator's role to support the Estate Officer and ... partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow...and we have been specifically recognized for our succession planning , advice and trust services Job Responsibilities: + You… more
- Bank OZK (Dallas, TX)
- … tax and legal partners. + Provides ongoing support of Trust and Wealth tax reporting requirements including tracking and account maintenance, and interaction ... Job Purpose & Scope Provides direct Trust and Wealth client service as well as administrative support to...with third party tax preparation services. + Provides… more
- JPMorgan Chase (Columbus, OH)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline… more
- Bank OZK (Little Rock, AR)
- … tax and legal partners. + Provides ongoing support of Trust & Wealth tax reporting requirements including tracking and account maintenance, and interaction ... Purpose & Scope Responsible for providing direct Trust & Wealth client service as well as general administrative support...with third party fiduciary tax preparation services; performs tasks related to annual fiduciary… more