- Trust Counsel PL (Coral Gables, FL)
- …the level of skill and knowledge in this area of law. Analyze sophisticated trust and estate planning matters to develop effective strategies and solutions for ... and Form 709, ensuring compliance and accuracy. Provide expert advice on trust and estate planning documents, trustee responsibilities, beneficiary rights, and… more
- HOUSEMAX FUNDING LLC (Austin, TX)
- …Funding is a leading hard money lender focused on empowering real estate investors with fast, flexible financing solutions. Headquartered in Austin, Texas, weve ... most trusted names in the industry. Our team combines deep expertise in real estate and lending with a passion for innovation and growth. Joining HouseMax means… more
- Robert Half Legal (Worcester, MA)
- Description We are partnering with a law firm that's looking for a skilled Trust & Estate Tax Attorney to join a law firm in the Greater Worcester area. This ... an exciting opportunity to apply your expertise in tax law within the trust and estate practice area. The ideal candidate will bring strong analytical skills and… more
- Fox Rothschild LLP (Los Angeles, CA)
- Trust & Estate Associate - Los Angeles, CA; San Francisco, CA **Description:** Fox Rothschild LLP has an opening in multiple offices for a Trust & Estate ... The ideal candidate will have three to five years of experience with estate planning and trust administration. Our Trust & Estate Practice is nationally… more
- Fox Rothschild LLP (Philadelphia, PA)
- Trust & Estate Planning Associate - Multiple Offices **Blue Bell, PA; Philadelphia, PA** **Description:** With bold growth in recent years, Fox Rothschild brings ... opening in the Blue Bell, PA or Philadelphia, PA offices for a Trust & Estate Planning associate in our Taxation & Wealth Planning Department. The ideal… more
- Robert Half Legal (Doylestown, PA)
- Description A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in ... and efficiency. Requirements * Minimum of 5 years' experience specializing in trust and estate law. * Proven expertise in legal research and document preparation… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... agreement language + Experience and knowledge of income tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts +… more
- Wipfli LLP (Southfield, MI)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... agreement language + Experience and knowledge of income tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts +… more
- PNC (Troy, MI)
- …retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to ... improvements are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee.… more
- Robert Half Legal (Doylestown, PA)
- Description We are looking for a dedicated and client-focused Trust and Estate Assistant to join our team in Doylestown, Pennsylvania. This Contract to permanent ... closely with high-net-worth clients, supporting attorneys and wealth advisors in complex trust and estate planning matters. The role emphasizes professionalism,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income ... Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a voting member of… more
- City National Bank (Nashville, TN)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a team… more
- City National Bank (Los Angeles, CA)
- …Officer position, responsible for supporting the asset management and administration of Trust Real Estate , Closely Held Businesses, and Mineral/Oil/Gas interests ... account openings and closings. * Provide customer service to trust clients, businesses and professionals, as well as, administrative...* Minimum 5 years of experience in a real estate industry Or * Minimum 5 years of experience… more
- Wells Fargo (Austin, TX)
- … services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Estate Trust Officer - Fiduciary Specialist focused on estate services ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Wells Fargo (Charlotte, NC)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Wipfli LLP (Lincolnshire, IL)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private… more
- Wipfli LLP (Southfield, MI)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private… more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax ... and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with… more
- Neuberger Berman (New York, NY)
- … Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. ... and expanding client connectivity are core responsibilities. A background in trust and estate planning is required. **Primary Responsibilities:** +… more
- Robert Half Legal (Worcester, MA)
- …We are looking for a dedicated Estate Planning Attorney to join a dynamic Trust & Estate firm based in the Greater Worcester area. In this role, you ... with financial advisors and other professionals to create integrated estate plans. * Help clients navigate complex trust... estate plans. * Help clients navigate complex trust and estate tax issues with precision… more
