• Gpac (Garden City, NY)
    Job Description About : Our client is a boutique law firm specializing in trust and estate planning and litigation. The firm is known for providing personalized, ... an ambitious Associate Attorney with at least 2 years of experience in trust and estate planning and litigation to join their growing team. The ideal candidate… more
    Upward (07/01/25)
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  • PKF O'Connor Davies (Newburgh, NY)
    We are currently seeking a Tax Manager to join our Trust and Estate Practice which provides Estate Planning and Tax Compliance Services. Essential Duties: ... Review individual, fiduciary, estate and gift tax returns. Review estate and trust fiduciary accountings. Handle Federal and State tax notices and audits.… more
    Upward (07/02/25)
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  • Viper Staffing Services LLC (Madison, WI)
    (Hiring) Trust & Estate Planning Associate $200,000 - $260,000 + Benefits (Pay may varies depending on experience) (3-5 years of experience) We are seeking a ... Trust & Estate Planning Associate to become a part of our team! You will represent clients in legal proceedings, draw up legal documents and advise clients on… more
    Upward (07/03/25)
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  • 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
    Upward (07/23/25)
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  • Synectics Inc (Scottsdale, AZ)
    Job Description We are seeking an experienced Estate and Trust Tax Preparer with 3-5 years of relevant experience to join our team. The ideal candidate will have ... including Forms 1041 and 706, and a solid understanding of estate and trust accounting and administration. You will work closely with clients, attorneys,… more
    Upward (07/18/25)
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  • Gpac (Los Angeles, CA)
    …for 60+ years is seeking to add an experienced attorney to their Trust & Estate Administration team. This position will manage non-litigation assignments ... and focus completely on trust administration. If you are someone that is interested in 100% trust administration with 5+ years of experience, this could be a… more
    Upward (07/20/25)
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  • Gpac (Baltimore, MD)
    …Washington, DC. This individual will work closely with attorneys and clients on complex estate and trust administration matters. Reach out today to learn more. ... Background: 3+ years' of experience as a trust and estate paralegal Prepare probate fililngs including petitions for probate, inventories and tax returns … more
    Upward (07/10/25)
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  • KBRA (New York, NY)
    …York, NY Summary/Overview: Kroll Bond Rating Agency (KBRA) is seeking an experienced real estate investment trust ( REIT ) credit analyst to join its REIT/Real ... Position Title: REIT and Real Estate Fund Ratings Analyst - Senior Director (NY) Department: REIT... Estate Funds group in New York . Analysts in the group… more
    Upward (07/02/25)
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  • Ledbetter Cowan Law Group (Venice, FL)
    …contribute to ongoing process improvements Qualifications *3-5 years of experience in Estate Planning, Trust administration, Probate, or related legal fields ... Certificate from an ABA-approved program (preferred) *Strong knowledge of Florida Estate Planning, Probate, and Trust administration laws *Proficiency in… more
    Upward (07/20/25)
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  • Welltower, Inc. (Toledo, OH)
    …improve people's wellness and overall health care experience. Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in ... team as we deal with a variety of real estate transactions, such as acquisitions, dispositions, and restructures. This...at all levels across the organization Familiarity with real estate and international experience is a plus Applicants must… more
    Upward (07/07/25)
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  • Fawkes IDM (New York, NY)
    …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
    Upward (07/11/25)
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  • We Recruit Well (Cleveland, OH)
    …request. Record deeds with county recorder or using Simplifile or other related software. Trust and Estate Administration Tasks: Obtain original estate and ... behalf of our client. This role offers an exciting opportunity to support trust administration and legal operations within a dynamic team. (This job description is… more
    Upward (07/17/25)
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  • Infosys Limited Digital (Bridgewater, NJ)
    …Understanding of Advisory Solutions - Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning, trust services etc. Experience working on industry ... ITL USA Requisition ID 136194BR Job description Business Analyst - Wealth Management & Trust , Infosys Consulting The Role - What You'll Do You will be part of… more
    Upward (07/18/25)
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  • Healthcare Realty Trust (Dallas, TX)
    Healthcare Realty Trust (NYSE:HR) is a real estate investment trust that owns, manages and develops medical real estate throughout the country. We are ... recruiting for an experienced on-site Maintenance Engineer for medical office buildings in downtown Dallas. Licensure or trade certification a plus. We offer excellent benefits including health, dental, 401(k). Send resume to ###@healthcarerealty.com. Equal… more
    Upward (07/07/25)
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  • OHNWARD BANCSHARES (Marion, IA)
    …communication skills to include oral and written communication skills. Knowledge of Trust & Estate Planning, Tax Planning and Investment Management Principles. ... EXPERIENCE Bachelor's Degree and minimum 10 years' experience in money management, estate planning, trust administration, and client service, or equivalent… more
    Upward (07/11/25)
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  • Crescent City Recruitment Group (Boca Raton, FL)
    …administrative needs of a high-net-worth family. Their work involves sophisticated estate planning, trust administration, and corporate governance, handled with ... high level of professionalism. Job Description Support attorneys and executives with estate planning, trust administration, and related legal matters Prepare and… more
    Upward (06/30/25)
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  • Topel Forman (Denver, CO)
    …lead and manage a book of clients including a combination of individuals, entities, trust , estate , and gift tax returns while delivering quality tax services ... variety of tax returns, including individual, partnerships, S corporation, C corporations, trust , gift, estate and/or not-for-profit tax returns Research tax… more
    Upward (07/14/25)
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  • Stratos Wealth Partners (Salt Lake City, UT)
    … planning regulations, and financial planning best practices. *Assist clients with trust and estate structuring to ensure wealth transfer efficiency. *Educate ... candidate will have expertise in financial planning, tax strategies, and estate planning, ensuring our clients receive comprehensive, strategic, and legally sound… more
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  • Compass Business Solutions, Inc. (Pittsburgh, PA)
    …Essential Functions: Prepare and review complex tax returns with a primary focus on Trust & Estate tax returns Prepare and manage individual, partnership, and ... experience in tax accounting within public accounting, with significant exposure to Trust & Estate taxation Candidates with experience in law firms or bank … more
    Upward (07/01/25)
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  • SourcePro Search, LLC (New York, NY)
    …for the preparation of estate , gift, and income tax returns and estate and trust accountings. This position includes handling both new and recurring ... assist attorneys when needed. Specific Skills Desired: 5+ years as a trust and estate fiduciary accountant or experience in a closely related field OR… more
    Upward (07/02/25)
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