- EisnerAmper (Melville, NY)
- … planning and advisory services to clients, including wealth transfer strategies, charitable planning , and estate planning . Take on the primary review of ... Join to apply for the Tax Senior Manager, Trust & Estate - Private Client...$115,000 2 weeks ago Director of Pillar Initiatives - Estate & Tax Planning Westport, CT $200,000… more
- Freddie Mac (Mclean, VA)
- Associate General Counsel - Single Family Mortgage Servicing Transactions 4 days ago Be among the first 25 applicants. At Freddie Mac, our mission of Making Home ... challenges and serves as a positive role model? Freddie Mac's Single‑Family Real Estate Department is seeking an experienced attorney to advise on legal matters,… more
- JPMorganChase (Miami, FL)
- …portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities Required Qualifications, ... career to the next level. As a Private Banker Associate in the US Private Bank, you are responsible...and retention through a broad knowledge of investments, banking, trust services and financial planning . Your primary… more
- ABGi USA (Boston, MA)
- …clients, providing guidance on tax implications of wealth transfers, charitable giving, estate planning , and closely held business structures. Oversee staff ... experience in private client services, with deep knowledge of individual, trust , estate , and partnership taxation. Strong interpersonal and leadership… more
- BDO USA, LLP (Boston, MA)
- …services experience, required. Specifically, experience with working on individual, estate , trust , partnership, S-corporation, and private foundation ... through entities and to their business owners. Job Duties Performs tax planning , preparation and research for pass through entities (S-corps, LLCs, Partnerships) and… more
- JPMorganChase (San Francisco, CA)
- …and managing their wealth. You will use your knowledge of investments, financial planning , credit and banking to both advise current clients on all aspects of ... Responsibilities Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing… more
- Grant Thornton (US) (Melville, NY)
- …Manager Stamford, CT $124,000.00-$335,000.00 2 weeks ago Director of Pillar Initiatives - Estate & Tax Planning Westport, CT $200,000.00-$275,000.00 2 weeks ago ... About Us At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your… more
- Fox Rothschild LLP (Philadelphia, PA)
- Trust & Estate Planning Associate - Multiple Offices **Blue Bell, PA; Philadelphia, PA** **Description:** With bold growth in recent years, Fox ... in the Blue Bell, PA or Philadelphia, PA offices for a Trust & Estate Planning associate in our Taxation & Wealth Planning Department. The ideal… more
- Fox Rothschild LLP (San Francisco, CA)
- Trust & Estate Associate - San Francisco,...office for a Trust & Estate Associate to join our Taxation & Wealth Planning Department. ... The ideal candidate will have three to five years of experience with estate planning and trust administration. Our Trust & Estate Practice is… more
- Robert Half Legal (Seattle, WA)
- Description A long-standing Seattle law firm is looking to an Associate Attorney to their Estate Planning group. The ideal candidate will have 3+ years of ... Washington or eligibility to obtain licensure. * 3+ years of experience in estate planning and trust administration. * Strong drafting skills for legal… 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 ... planning vehicles + Experience and knowledge of comprehending trust agreement language + Experience and knowledge of income...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… 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 ... planning vehicles + Experience and knowledge of comprehending trust agreement language + Experience and knowledge of income...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Lincolnshire, IL)
- … trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) ... + Lead tax engagements from start to finish, including planning , budgeting and monitoring fees, execution, and delivery +... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles… more
- Robert Half Legal (Boca Raton, FL)
- …and 401k and pension plan. Responsibilities: + Draft, review, and revise estate planning documents, including wills, revocable and irrevocable trusts, powers ... with a global law firm to recruit an experienced Trust & Estate Paralegal for its Boca...hybrid role supports a busy Private Client / Wealth Planning practice and requires 7+ years of Trusts &… more
- Robert Half Legal (Oak Brook, IL)
- …'s preferred; Paralegal certificate preferred + 5+ years of experience handling estate planning and estate & trust administration + Experience preparing ... located in Oak Brook that's seeking to hire an Estate Planning Paralegal with at least 5+...Planning Paralegal Responsibilities: + Oversee all aspects of estate and trust administration, including preparing and… more
- Robert Half Legal (Chicago, IL)
- …Paralegal certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent communication ... law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… more
- Williams Parker (Lakewood Ranch, FL)
- …region's largest and oldest law firm founded in 1925, is seeking a 1-5-year Real Estate Associate to join our growing team in Sarasota, Florida. As Sarasota's ... and families through a variety of specialties. Our Real Estate practice group is looking for a motivated attorney...are already licensed to practice law in Florida or planning to relocate and willing to sit for the… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...+ Run client engagements from start to finish, including planning , organizing, conducting, directing, and completing projects and services… more
- Robert Half Office Team (Cedar Rapids, IA)
- Description Tax, Probate & Estate Planning Paralegal Are you ready to take on a role where precision meets purpose? As a Tax, Probate, and Estate Planning ... What You'll Do + Create impact through detail: Draft and organize estate planning documents-wills, trusts, powers of attorney, and advance directives.… more
- Johns Hopkins University (Baltimore, MD)
- …(ADEU) and supports the ADEU in representing the Office of Mechanical and Real Estate in planning efforts for major and minor design and renovation projects ... seeking a **_Mechanical Engineer_** who will be responsible for assisting the Associate Director for Engineering and Utilities (ADEU) with engineering design efforts… more
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