- Plante Moran (Southfield, MI)
- …2+ years of estate settlement, probate administration, trust administration, financial planning , or estate planning experience Paralegal experience ... us different? On the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But dig a little deeper, and you'll see what… more
- Fox Rothschild LLP (Atlanta, GA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience. We are a ... knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of Federal and… more
- Robert Half Legal (Los Angeles, CA)
- Description International Law Firm seeks Trusts & Probate Paralegal Am Law firm in Century City is adding to their team! Responsibilities: * Serve as the primary ... agent to high- wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with financial institutions to collect estate… more
- Regions Bank (Nashville, TN)
- …understanding of accounting principles, financial planning concepts, including trust/estate planning , tax planning , and investment concepts (cost basis) ... large balances are discovered + May perform research for tax compliance and asset transfer issues + Adheres to...retirement accounting (RMD distributions). + A background as a paralegal , in a bank trust department, bookkeeper, broker-dealer back… more
- Commerce Bank (St. Louis, MO)
- …has been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking ... knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning...years of relevant trust and estates settlement experience as paralegal or similar role within the wealth … more
