- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts & ... Estates practice and WM Banking teams. The Trusts & Estates and Tax Operations team within Wealth...and Advisory team, you will support global teams of trust professionals from our locations in Chicago, IL, and… more
- JPMorgan Chase (Chicago, IL)
- The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating and ... a variety of sub-specialty areas including state taxation of trusts , GST, estate tax, tax-exempt trusts , foreign...IL and Newark, DE that supports global teams of trust professionals. You will partner closely with internal and… more
- Williams Parker (Sarasota, FL)
- …the region's oldest law firm founded in 1925 and home to the area's largest Trusts & Estates practice group, is actively seeking experienced Trusts & Estates ... The scope of work includes wills, revocable and irrevocable trust planning, estate and gift tax strategies, ongoing ...near future, we encourage you to apply. As a Trusts and Estates attorney with Williams Parker, you will… 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 this role, ... you will be teaming up with attorneys to handle complex estates and trusts , engaging directly with clients, and handling various tax-related tasks. More more… more
- Dorsey & Whitney LLP (Seattle, WA)
- Trusts & Estates Associate (#964) - Seattle Dorsey & Whitney LLP is seeking a Trusts & Estates Associate with 3-6 years of experience to join the Seattle office. ... JD degree from an ABA-accredited law school - Strong academic performance - Trusts and estates experience - Excellent communication and writing skills - Washington… more
- Dorsey & Whitney LLP (Chicago, IL)
- Tax, Trusts , and Estates Associate (#1009) - Chicago Dorsey & Whitney LLP is seeking an associate with at least three years of experience in estate planning to join ... the Tax, Trusts , and Estates Practice Group in our brand-new Chicago...role. You will be one of the very first trusts and estates associates in an office we officially… more
- KeyBank (Brooklyn, OH)
- …Institutional Advisors Services (IA) in coordinating the Onboarding of KPB and IA Trust Accounts which includes Document Prep, Know Your Client and Global Trust ... well as coordinating maintenance changes to account coding on the Global Plus Trust Accounting system. The team has responsibility to interpret governing trust ,… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- Legal Assistant - Tax, Trusts and Estates (Minneapolis, MN) (#4003) We are seeking aLegal Assistantin the Tax, Trusts and Estates Department in our Minneapolis ... office. As a valued team member, you will provide legal administrative support in a fast-paced environment to attorneys, paralegals, and business professionals. Are you a good communicator with a focus on excellent client service? Do you thrive in a dynamic… more
- Robert Half Legal (Minneapolis, MN)
- Description We are seeking a Legal Assistant to join a Tax, Trusts & Estates team in Minneapolis. This is an excellent opportunity to provide high-level ... administrative support in a dynamic, client-focused environment. If you thrive in a fast-paced setting, have strong organizational skills, and enjoy delivering exceptional service, we'd love to hear from you. Key Responsibilities + Provide comprehensive… more
- Pew Charitable Trusts (Washington, DC)
- …is a critical function within the operations division of The Pew Charitable Trusts and supports the Pew Research Center. Consisting of approximately 30 staff, with ... environment that inspires excellence, values impact, encourages transparency, builds mutual trust and respect, embraces and values diversity, and is collaborative,… more
- Pew Charitable Trusts (Washington, DC)
- The Environment Portfolio at The Pew Charitable Trusts For more than 30 years, Pew has been a major force in engaging the public and policy makers about the causes, ... environment that inspires excellence, values impact, encourages transparency, builds mutual trust , embraces and values diversity, and is collaborative, caring, and… more
- Pew Charitable Trusts (Washington, DC)
- …environment that inspires excellence, values impact, encourages transparency, builds mutual trust and respect, embraces and values diversity, and is collaborative, ... caring and compassionate. . Generally requires a minimum of 8 years of professional experience, including staff, project, and/or consultant management experience; bachelor's degree in HR, Information Systems, Business Administration, or related field or… more
- Pew Charitable Trusts (Washington, DC)
- …environment that inspires excellence, values impact, encourages transparency, builds mutual trust and respect, embraces and values diversity, and is collaborative, ... caring and compassionate. + Maintain accurate and comprehensive program records using relevant software and systems; support improvements to data infrastructure as needed. + Assist in planning and implementing internal convenings, including advisory committee… more
- Pew Charitable Trusts (Washington, DC)
- …environment that inspires excellence, values impact, encourages transparency, builds mutual trust and respect, embraces and values diversity, and is collaborative, ... caring and compassionate. Travel: This position anticipates 1 0% for travel to other Pew offices and conferences. Salary Range $178,100 USD - $199,100 USD The salary range represents a reasonable estimate of the annual salary based on Pew's commitment to… more
- Pew Charitable Trusts (Washington, DC)
- …. Develop and maintain a high level of knowledge about Pew's accounting, finance, budgeting, donor, procurement, and contracting policies, procedures, and practices ... Senior Associate, Program Planning and Budget (Hybrid) Department Pew's Finance department is committed to serving as an excellent steward of financial resources; providing accurate, reliable, timely, and cost-effective finance and accounting related products… more
- Pew Charitable Trusts (Washington, DC)
- …. Serve as the platform owner for Salesforce, ensuring alignment with Pew's business needs through collaboration and effective stakeholder management. . Lead ... Position Overview The Manager, Salesforce, is responsible for the successful operation, strategic direction, and ongoing enhancement of Pew's Salesforce platform. This role ensures the platform aligns with organizational priorities, supports stakeholder… more
- Pew Charitable Trusts (Washington, DC)
- …+ Lead the ongoing building, strengthening, and increased impact of the Prospect Research unit at Pew. + Coordinate the efforts of the Prospect Research unit by ... setting priorities, delegating work, and ensuring that objectives and deadlines are met. + Lead and manage Prospect Research staff including providing guidance on assigned work, helping to develop annual performance goals, mentoring and supporting professional… more
- City National Bank (Nashville, TN)
- …and directing all trust activities (eg conservatorships, testamentary/intervivos trust , estates, revocable and irrevocable trusts , guardianships and ... trusts , charitable trusts and special needs trusts . * Trust Certification (CTFA) is required *Additional Qualifications* * Must possess comprehensive… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Sr. Trust Officer - Team Lead Canandaigua National Trust Company Florida Location: Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida ... a diversified team of highly credentialed representatives, the finest trust officers, and a suite of investment choices tailored...as a subject matter expert for directed and delegated trusts , providing both direct service to complex accounts and… more
- JPMorgan Chase (Summit, NJ)
- The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary ... for families, it is important that our Trusts and Estates services are delivered by the most...When JPMorgan is appointed as corporate trustee of a trust , whether created by a client during his lifetime… more