- Robert Half Legal (Philadelphia, PA)
- …and trusts and estates law Proficiency in preparing fiduciary income tax and estate tax returns Strong knowledge and experience with GOSystems ... Key Responsibilities: Prepare legal documents and manage financial and tax aspects of estates and trusts...Discovery, Civil Litigation, Trial Preparation, Case Management Software, Litigation, Estate Tax , Estate Tax… more
- Robert Half Legal (Atlanta, GA)
- …| High-Net-Worth Clientele | Estate & Trust Focus Are you a seasoned Trusts & Estates Paralegal with a passion for precision, client service, and ... returns + Handle federal and state estate tax filings, probate documents, and trust accountings...next step in your legal career? Apply to the Trusts & Estates Paralegal now… more
- Fox Rothschild LLP (Exton, PA)
- …including tax -related deadlines and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. + ... eight (8) years of experience. We are a well-established trusts and estates team with a deep...right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple… more
- Robert Half Legal (Minneapolis, MN)
- Description We are on the lookout for a diligent Trusts & Estates Paralegal to be a part of a detail-oriented services team in Minneapolis, Minnesota. In ... will be teaming up with attorneys to handle complex estates and trusts , engaging directly with clients,... Trusts * Ability to prepare and file Estate Tax Return * Experience in Fiduciary… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …that is seeking a detail-oriented Paralegal to support attorneys with estate administration, managing both taxable and non-taxable estates . This role ... income tax returns + Assemble and review estate and trust accountings + Support attorneys...and non-taxable estates + Hands-on experience preparing estate and trust accountings + Strong initiative… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years of experience ... to join their team. This Trust & Estates Paralegal is...trust administration background and proficiency in West's Federal Estate Tax program, and fiduciary income … more
- Robert Half Legal (Philadelphia, PA)
- Description We are looking for a skilled Trust and Estates Paralegal ... estate tax returns, and income tax returns for trusts and estates ... days per week and involves supporting attorneys in the Trusts and Estates Practice Group. The ideal...Draft and prepare legal documents and correspondence related to trust and estate administration. * Manage financial… more
- Robert Half Legal (St. Louis, MO)
- …Requirements * At least 3 years of experience in probate, trust , and tax matters. * Solid understanding of estate planning principles and trust ... in a collaborative and meticulous environment, supporting attorneys with estate planning, tax , and probate matters. The...requires a highly organized individual with strong expertise in trust and estate law. Responsibilities: * Prepare… more
- Robert Half Legal (Philadelphia, PA)
- …law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts , and Estates group on ... trust and estate administration - including estate settlement, tax return preparation and audits,...legal environment, preferably focused on trust and estate administration. Bachelor's degree and/or paralegal certificate… more
- JPMorgan Chase (Chicago, IL)
- …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...Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate… more
- Robert Half Legal (Chicago, IL)
- …below. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of Attorney (Health Care and ... law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+...identification numbers + Draft Estate and Gift tax returns + Maintain trust / estate … more
- Robert Half Legal (Oak Brook, IL)
- …Estate Planning Paralegal Responsibilities: + Oversee all aspects of estate and trust administration, including preparing and submitting probate pleadings ... located in Oak Brook that's seeking to hire an Estate Planning Paralegal with at least 5+... & trust administration + Experience preparing estate and gift tax filings highly preferred… more
- Tompkins Community Bank (Ithaca, NY)
- …tax software applications, including Wall Street Concepts software and ONESOURCE (TM) Trust Tax , and ONESOURCE (TM) Fiduciary Accounting Software + Good ... the individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant… more
- Robert Half Legal (Hunt Valley, MD)
- …analyses for complex estate cases. Requirements * Proven experience as a paralegal specializing in estates and trusts administration. * Proficiency in ... looking for an experienced paralegal specializing in estates and trusts to join our team...related software tools. Responsibilities: * Prepare federal and Maryland estate tax returns, fiduciary income tax… more
- Robert Half Legal (Los Angeles, CA)
- …Requirements + 5+ years of estate planning, probate administration or trust administration experience + bachelor's degree OR paralegal certificate TO APPLY, ... Description International Law Firm seeks Trusts & Probate Paralegal Am Law...to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct… more
- Robert Half Legal (Chicago, IL)
- Description Robert Half is partnering with a highly respected law firm to find a Trust & Estates Paralegal . This role is ideal for a experienced professional ... The successful candidate will play a vital role in estate and trust planning, administration, probate, and...Prepare detailed accountings for guardianships, estates , and trusts . Coordinate asset transfers and trust funding… more
- Robert Half Legal (Sacramento, CA)
- Description Innovative candidates with an interest in the legal field might thrive in this Trusts and Estates Paralegal position. If you are highly organized ... Requirements - 5+ years of experience working as a paralegal within estate planning and trust...Probate & Estate Administration - Experience with Estate Tax Return - Strong familiarity with… more
- Robert Half Legal (Los Altos, CA)
- …We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position ... collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work...to ensure compliance and accuracy. * Review and prepare Estate and Gift Tax returns with attention… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... Trustee, including deaths of Grantors of Revocable and Irrevocable Trusts with Commerce Trust as Trustee, or...+ 3+ years of relevant trust and estates settlement experience as paralegal or similar… more
- TEKsystems (Houston, TX)
- …work in a legal, financial services, or investment management environment. + Knowledge of trust and estate documentation is a plus. Job Type & Location This ... Professional Summary We are seeking a highly detail-oriented Temporary Paralegal to join the Commercial Mortgage Loans group within the Investment Management… more
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