- Fox Rothschild LLP (Seattle, WA)
- **Description** Fox Rothschild LLP is seeking a Temporary Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our ... knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of Federal and… 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 (Newark, DE)
- 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
- Plante Moran (Southfield, MI)
- …your mark. Having roots in one of the nation's largest and most well-respected audit, tax , and advisory firms, Plante Moran Wealth Management proudly serves as a ... administration, trust administration, financial planning , or estate planning experience + Paralegal experience preferred but...the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …+ Collaborate with third-party advisors, including attorneys and accountants to assure proper wealth and tax planning ; + Provide effective customer service ... and computer skills + Excellent written and verbal communication skills + Paralegal , trust, estate planning , or financial/investment background not required, but… more