- Gpac (Norwalk, CT)
- …worth individuals - New Haven Seeking a mid-level Trusts & Estates Associate with 5+ years of experience in estate planning, trust administration, ... and organizational skills are a must. Duties and Responsibilities: Administration of trusts and estates from inception to completion Billing Reviewing and… more
- JobTracks (Baltimore, MD)
- …with the Maryland Bar 20+ years of legal experience in trusts and estates law Proven ability to manage complex estate matters independently Portable book of ... We are seeking an experienced and driven Trusts & Estates Partner Attorney to... estate , gift, and generation-skipping tax planning Oversee estate and trust administration processes Prepare or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …In some cases may be assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during the development process. Essential Duties ... Job Description Summary Administer basic-level processes for personal trust , estate , and custody accounts. Fulfills...tax law in the administration of revocable and irrevocable trusts and decedent's estates . *Maintains a thorough… more
- International Staffing Consultants, Inc. (Exton, PA)
- …turn over every stone and consider any possibility. Along with preparing estates , associate will file gift and estate tax returns. This role offers a clear ... Estate Planning Associate (HNW) Location: Exton... Estate Planning Associate (HNW) Location: Exton or Blue Bell, PA...to supporting high-net worth clients with a range of estates , trusts , wills and guardianship planning needs.… more
- JobTracks (Seattle, WA)
- Estate Planning & Probate Associate We...administering taxable estates , including the preparation of trust and estate accountings and tax returns. ... to seek an Estate Planning & Probate Associate to support our client in high net worth...support our client in high net worth probate and estate planning matters. The ideal candidate must have experience… more
- Jones Legal PLLC (Houston, TX)
- …is hiring an experienced Associate Attorney with a strong background in probate, estate planning, and estate litigation . This is not an entry-level role but ... cases from intake through resolution *Draft and review wills, trusts , powers of attorney, and other estate ...wills, trusts , powers of attorney, and other estate planning documents *Represent clients in probate court ,… more
- Fawkes IDM (Hackensack, NJ)
- …and paralegals within the areas of Bankruptcy, Corporate, Environmental, Litigation, Real Estate and Tax, Trusts & Estates . Responsibilities: Assist ... skills. Strong working knowledge of Microsoft Word, Excel and 3E required Knowledge of IManage and PowerPoint a plus. Associate Degree or higher preferred. more
- RightWorks (Orlando, FL)
- …income tax returns for individuals, corporations, partnerships, trusts , estates , not-for-profit organizations and retirement plans. Assists associate and ... staff accountants with general tax return problems. Prepare payroll tax and sales tax returns. Prepare and analyze tax planning projections. Quantify and document federal and state income tax liabilities for tax returns, extensions and estimated payments.… more
- RightWorks (Los Angeles, CA)
- …tax returns for C-corps, S-corps, partnerships, High Net Worth individuals, and trusts and estates . *Handle complex accounting and tax issues, including ... a growing national accounting and advisory firm, is currently seeking a Senior Tax Associate for their Los Angeles, California office. In this on-site role, you will… more
- Laird Norton Wetherby (Seattle, WA)
- …care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services. Offering both RIA (Registered Investment Advisor) ... LOCATION: SEATTLE, WA We are seeking a full-time Client Associate to join our team. You will work with...and trust services, LNW is committed to providing clients with… more
- RightWorks (San Diego, CA)
- …clients with complex tax returns. Duties: Individual, partnership, corporate tax returns Estate and trust returns Client engagement, consulting, and scheduled ... meetings Train junior staff as needed Qualifications: Bachelor's Degree CPA required 4+ years in public accounting 4+ years in tax preparation Ability to communicate with and manage high net worth portfolio Lacerte Tax software or similar Full Benefits with… more
- Acrisure (Santa Rosa, CA)
- …for the best interest of their clients and teams. Through collaboration and trust , they revealed the individual strengths and the extraordinary advantage at their ... property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure's massively… more
- Morgan Stanley (San Francisco, CA)
- …and developing advanced PM solutions and strategies for clients Manages clients' estate , trust , retirement, and insurance objectives with the Financial Advisor ... POSITION SUMMARY: The Portfolio Management (PM) Associate Director is a vital part of the...investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private… more
- First Financial Bank (Dayton, OH)
- …Lending Certification: Regulatory, Risk, Legal & Fraud Consumer Deposit Certification: Estates , Trusts & Power of Attorneys Consumer Lending Certification: ... combination of education and experience. Preferred Knowledge and Skills Associate 's or Bachelor's degree and/or equivalent banking work experience preferred.… more
- Direct Counsel (Boston, MA)
- …estate and trust contexts. Drafting and administering sophisticated estate planning structures and trusts . Compensation: $390,000/year. Remote work ... Senior Associate Attorney - Private Wealth Services Location: Boston,...transactions for high-net-worth individuals and closely held businesses. Draft estate planning documents including various trusts (grantor,… more
- TA Builder LLC (New York, NY)
- …in estate planning for high net-worth clients, representing individuals, trusts , partnerships, limited liability companies and corporations with respect to ... Clients Practice Group is seeking to hire a senior associate with approximately five to seven years experience to...income, and gift tax planning matters, as well as trust and estate administration. An LLM degree… more
- Coastal Ridge Real Estate (Columbus, OH)
- …honesty, integrity, and trust . What You'll Get: As a Coastal Ridge Real Estate associate , you'll be eligible to participate in a variety of benefit programs ... how the company can add value to their real estate assets and become a long-term partner. Continually identify...You'll Bring: Bachelor's degree in Business Administration, Marketing, Real Estate , or a related field; MBA or relevant advanced… more
- MassMutual Eastern PA (Philadelphia, PA)
- …and businesses. *Build and maintain long-term client relationships based on trust and expertise. *Leverage MassMutual's robust network of specialists, including tax, ... estate planning, business development, and wealth management teams. *Utilize advanced digital tools to manage your business efficiently and provide enhanced… more
- Kestra Financial Independent Advisor (Hartford, CT)
- …relationships with clients Some knowledge and ability to learn more about trusts , estate planning, tax planning, insurance and complex financial planning ... Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking… more
- Umpqua Bank (Mountlake Terrace, WA)
- …can only achieve this through the dedication of our associates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... responsible for managing the loan closing process for the Commercial Real Estate Division consisting of complex commercial real estate construction, bridge… more
