- EisnerAmper LLP (New York, NY)
- …autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We ... advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Take on the primary review of complex tax returns and… more
- Veracity Solutions (New York, NY)
- Trust and Estate Administration Paralegal New York City, New York They are open to a NYC, northern NJ, or Boca Raton-based person as the role is hybrid. ... an Am 100/200 firm or similar. Solid experience is required. Seeking a Trust and Estate Administration Paralegal with over five years of experience to join their… more
- The Perna Team at Detroit (Detroit, MI)
- …We are looking for a motivated licensed agent who wants to focus on the probate and trust real estate arena. You will learn the initial contact, all the way to ... Fiduciary networking *Pull info from the courts *Close probate real estate sales *Probate and trust listing appointments Qualifications *Must have a valid Real … more
- Ascend Partner Firms (Los Angeles, CA)
- …As a Tax Leader at Lucas Horsfall, you will lead and manage all phases of estate and trust (706, 709, 1041) tax advisory and compliance engagements. You will ... manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will perform technical reviews of business and individual returns, participate in training and supervision of staff,… more
- MassNAELA (Millbury, MA)
- …Vacation time accrues with years of employment Company Overview This practice specializes in Estate and Trust Administration, Estate Planning, and Real ... reflect the diversity of the communities we serve. Job Summary The Estate and Trust Administration paralegal supports our busy team working on multiple probate… more
- Gpac (Atlanta, GA)
- …looking for a skilled attorney with at least 3 years of experience in estate planning, probate, and trust administration to join their collegial, client-first ... What They're Looking For: Experience: Minimum 3 years of experience in estate planning, probate, and trust administration-including formal and summary probate… more
- Blackstone (New York, NY)
- …strategies and strategies tailored for income-focused individual investors including Blackstone Real Estate Income Trust , Inc. (BREIT). Blackstone Real Estate ... structure and risk spectrum, including management of Blackstone Mortgage Trust (NYSE: BXMT). Job Title: Real Estate ...Mortgage Trust (NYSE: BXMT). Job Title: Real Estate Finance - Transactions & Accounting Policy, AVP BREIT… more
- Hancock Whitney Corp. (Tampa, FL)
- …owners, beneficiaries and/or remainder men. Coordinates management of accounts with investment officers, trust tax officers, trust real estate officers, ... by visiting and logging into your account. JOB FUNCTION / SUMMARY: Trust Relationship Manager 3's manage and develop complex wealth management client relationships… more
- Moss Adams LLP (San Francisco, CA)
- …and training experience Subject matter expert in corporate, partnership, individual or trust and estate taxation required; prior experience working with large, ... Staff in client engagement management and technical expertise in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated… more
- Goldman Sachs, Inc. (Dallas, TX)
- …QUALIFICATIONS EXPERIENCE & SKILLS WE'RE LOOKING FOR 5+ years of experience in estate and trust planning and administration Law Degree required Understanding of ... Job Description The Estate Settlement Services ("ESS") team works with advisors...seven key financial disciplines, including employee benefit planning. The Estate Settlement Services ("ESS") team works with advisors who… more
- Messerli Kramer PA (Minneapolis, MN)
- …experience and a track record of demonstrating the ability to lead sophisticated estate planning and estate / trust administration, along with a strong ... aspects of gift and estate tax planning (revocable and irrevocable), estate and trust administration, charitable planning and family business succession… more
- Commerce Bank (St. Louis, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a… more
- Fawkes IDM (Hackensack, NJ)
- …and Estates Paralegal to join their team. Responsibilities: handling all phases of estate and trust administration, including probate (knowledge of New Jersey, ... state estate tax returns and fiduciary accountings Distribution of estate assets and trust funding, etc. Requirements 5+ years of experience in a similar… more
- EverStaff (El Segundo, CA)
- …and litigate meaningful matters from intake through resolution. With a focus on real estate , business, and trust litigation, the firm takes pride in its ... Job Description Position Title: Real Estate Litigation Attorney Location: El Segundo, CA Pay:...El Segundo, CA Pay: $160,000 - $225,000 DOE Real Estate Litigation Attorney | South Bay / El Segundo… more
- Cleary Gottlieb Steen & Hamilton LLP (New York, NY)
- …will provide support to the US private clients lawyers in all aspects of trust and estate administration. Responsibilities Prepare, edit and review probate or ... and state estate tax returns Prepare, edit and review informal estate and trust accountings, administration of ongoing trusts, including distribution… more
- First Horizon (Knoxville, TN)
- …Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset ... at location listed in job posting. Summary : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers… more
- Crescent City Recruitment Group (Northbrook, IL)
- …challenges that expand your knowledge and accelerate your career. High Net-Worth Individuals, Trust , Estate & Gift Tax Manager The primary functions of the ... and firm colleagues. *Function as a specialist resource for addressing in-house trust , estate and income tax questions and issues. *Uncover unstated needs from… more
- Shoup Legal, a Professional Law Corporation (La Quinta, CA)
- …caliber attorneys who positively contribute to our firm culture. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging ... those objectives including advising on the appropriate type of trust (s) to meet the client's objectives Draft estate... trust (s) to meet the client's objectives Draft estate planning documents, including wills, distinct types of trusts,… more
- International Staffing Consultants, Inc. (New Hyde Park, NY)
- Our client is a well-established law firm with a concentration in estate planning, trust and estate administration, elder law, and special needs planning. ... Prior experience as a legal assistant or paralegal in estate planning, trust administration, or elder law preferred. Strong organizational and multitasking… more
- Baker Tilly (Philadelphia, PA)
- …their private businesses and/or investment entities: Perform complex individual, partnership, S-corp, trust , estate , gift and state tax returns Work on multiple ... that deliver proactive tax planning and strategic consulting including federal estate , gift, charitable planning and generation skipping tax Build on technical… more
