- Plante Moran (Southfield, MI)
- … settlement, probate administration, trust administration, financial planning, or estate planning experience Paralegal experience preferred but not required ... journey and help you achieve your professional goals. Join us. As an Estate Settlement Specialist, you'll dive in with hands-on experience and substantial depth to… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- Tax , Trusts , and Estates Paralegal ...tax returns, as well as aspects of probate estate and trust administration, including trust ... working in tax compliance or as a trusts and estates paralegal . -...paralegal . - Thorough understanding and knowledge of the estate and trust administration process from the… more
- Fox Rothschild LLP (Atlanta, GA)
- …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 (Chesterfield, MO)
- …A well-established, client-focused law firm is seeking a skilled Trusts and Estates Paralegal with Gift Tax Experience to support its expanding ... Description Estate Planning Paralegal role in Chesterfield,...work environment. What You'll Do: + Draft and prepare estate planning documents (wills, trusts , powers of… 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 Legal (Baltimore, MD)
- Description We are looking for an experienced Paralegal to join our Estates and Trusts team in Baltimore, Maryland. This position offers an excellent ... accountings. * Assist in the preparation and submission of estate tax returns. * Serve as a...* Conduct research and maintain accurate documentation related to estate and trust matters. * Coordinate with… 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 (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
- JPMorgan Chase (Columbus, OH)
- …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
- 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 (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
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …The Estates Administrator is responsible for managing the settlement of all trusts and probate estates in which the University and affiliated foundations ... Estates Administrator is the primary contact person for estate gifts made to all schools, units, programs, and...planning, charitable giving or related fields such as personal trust management or paralegal experience. Will consider… more
- Robert Half Legal (St. Louis, MO)
- … Estate Tax Return * Experience in managing Revocable Trusts * Expertise in Tax - Trust & Estate * Familiarity with Form 1099 and K-1 * Experience ... join our team. This role will primarily focus on Trusts & Estates , requiring the individual to...cases. Responsibilities: * Assist in the preparation of Gift Tax Returns, Estate Tax Returns,… 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 seasoned 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 … more
- Mayo Clinic (Rochester, MN)
- …with most work requiring limited attorney revision. Duties include review of probate, estate / trust and tax matters and related court documents, ... coverage. + Vision: Affordable plan with national network. + Pre- Tax Savings: HSA and FSAs for eligible expenses. +...and hosting in-person meetings and or tours with benefactors, estate representatives, and their advisors. The Paralegal … more
- Robert Half Legal (Chicago, IL)
- …role is ideal for a detail-oriented individual with a strong background in gift tax returns, trust administration, and estate planning processes. The ... Half is looking for an experienced and highly organized Paralegal to join a client's Estate Planning...tax -related legal work. * Strong knowledge of gift tax laws, trust funding procedures, and ILIT… more
- Robert Half Legal (Oakland, CA)
- Description We are offering an exciting opportunity for a Trust and Estate Paralegal based in Oakland, California, United States. The primary function of ... Take responsibility for the preparation and assembly of federal estate tax returns. * Ensure critical deadlines...trust . * Proven experience in handling charitable remainder trusts is essential. * Demonstrable skills in estate… more
- Robert Half Legal (St. Louis, MO)
- …Requirements * Minimum of 3 years of experience in probate, trust , and tax -related work. * Solid understanding of estate planning principles and trust ... This role is ideal for professionals with expertise in estate planning, probate law, and trust administration...excellent communication with clients and advisors. Responsibilities: * Prepare estate , gift, and income tax returns, including… more
