- MassNAELA (Millbury, MA)
- …years of employment Company Overview This practice specializes in Estate and Trust Administration, Estate Planning , and Real Estate Conveyancing. ... reflect the diversity of the communities we serve. Job Summary The Estate and Trust Administration paralegal supports our busy team working on multiple probate… more
- Goldman Sachs, Inc. (Dallas, TX)
- …office. QUALIFICATIONS EXPERIENCE & SKILLS WE'RE LOOKING FOR 5+ years of experience in estate and trust planning and administration Law Degree required ... and trusts written in all 50 states Be able to articulate complex estate planning and administration concepts in an understandable way to colleagues Lead calls… more
- First Horizon (Knoxville, TN)
- …account agreements. Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial ... at location listed in job posting. Summary : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers… more
- Messerli Kramer PA (Minneapolis, MN)
- … experience and a track record of demonstrating the ability to lead sophisticated estate planning and estate / trust administration, along with a ... and estate tax planning (revocable and irrevocable), estate and trust administration, charitable planning and family business succession planning… more
- Shoup Legal, a Professional Law Corporation (La Quinta, CA)
- …high caliber attorneys who positively contribute to our firm culture. We are an Estate Planning , Trust Administration, and Probate firm focused on leveraging ... Job Type Full-time Description Are you passionate about helping estate planning clients protect themselves and their... trust (s) to meet the client's objectives Draft estate planning documents, including wills, distinct types… more
- Gpac (Atlanta, GA)
- …is looking for a skilled attorney with at least 3 years of experience in estate planning , probate, and trust administration to join their collegial, ... They're Looking For: Experience: Minimum 3 years of experience in estate planning , probate, and trust administration-including formal and summary probate… more
- Commerce Bank (St. Louis, MO)
- …management services including financial planning , estate and tax planning , investment management, private banking and trust administration services. Our ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This...knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning , and… more
- Ascend Partner Firms (Los Angeles, CA)
- …As a Tax Leader at Lucas Horsfall, you will lead and manage all phases of estate and trust (706, 709, 1041) tax advisory and compliance engagements. You will ... of their business needs. Communicate staffing and workload issues to Resource Planning . Review and confirm assignment objectives, scope, and work plan with client.… more
- EisnerAmper LLP (New York, NY)
- … planning and advisory services to clients, including wealth transfer strategies, charitable planning , and estate planning . Take on the primary review of ... EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private...You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and… more
- Infosys Limited Digital (Basking Ridge, NJ)
- …Understanding of Advisory Solutions - Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning , trust services etc. Experience working ... Responsibilities Functional analysis / SME for specific journeys in Wealth and Trust industry. Eg: Prospecting, Financial Planning , Portfolio Mgmt., Servicing,… more
- Spartan Placements LLC (West Palm Beach, FL)
- …Understand clients' financial goals, objectives, and family dynamics. Provide expert advice on trust and estate planning strategies tailored to individual ... Client Group . This role focuses on delivering comprehensive tax planning , compliance, and advisory services to high-net-worth individuals, family offices, and… more
- Allworth Financial (Dallas, TX)
- …in 2022. The Financial Services department of Allworth Financial is looking for an Estate Planning Specialist to add to its growing team to provide integrated ... financial services to our clients, including estate planning . The Estate ...or CPA. Experience in a multi-disciplinary wealth management or trust company environment. SKILLS: Client-centric mindset with strong ethical… more
- International Staffing Consultants, Inc. (New Hyde Park, NY)
- Our client is a well-established law firm with a concentration in estate planning , trust and estate administration, elder law, and special needs ... Qualifications: Prior experience as a legal assistant or paralegal in estate planning , trust administration, or elder law preferred. Strong organizational… more
- Gpac (Greenwich, CT)
- …New Haven Seeking a mid-level Trusts & Estates Associate with 5+ years of experience in estate planning , trust administration, and probate to work in our New ... development activities Qualifications and Skills: 5+years of experience in estate planning , trust administration, and probate administration Juris Doctorate… more
- Anduril Industries (Costa Mesa, CA)
- …take ownership of delivering the technical program solution by supporting the strategic planning , development, and execution of real estate acquisitions and new ... construction projects. Through strategic planning , project management, and real estate life cycle management this role will work directly with business leaders… more
- EY (New York, NY)
- …across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate , Hospitality and Construction. Our purpose is to help build a financial ... takes more than just a technical understanding of current tax practices. As a Real Estate Tax Manager, we will look to you to apply your knowledge to a wide… more
- Trust Counsel PL (Coral Gables, FL)
- Description At Trust Counsel, PL., we are seeking an Inside...in Coral Gables, FL, we are a rapidly growing Estate Planning law firm dedicated to offering ... top-tier estate planning , probate, and advanced planning services. We are looking for a dynamic individual with a blend of intelligence, creativity, empathy,… more
- RightWorks (Salem, OR)
- …estate planning documents, including power of attorney, wills, codicils, and trust agreements Participate in estate planning , tax accounting and ... responsible for the accurate, efficient and timely preparation of estate , gift and fiduciary tax returns, as well as...Qualified candidates must have a strong working knowledge of trust taxation theory, trust and fiduciary accounting… more
- Mission (Vacaville, CA)
- …firm or similar legal environment. Strong knowledge of estate planning concepts, probate processes, and trust administration. Exceptional organizational ... A well-established law firm is seeking an experienced Estate Planning Legal Assistant to provide...clear communication and understanding. Assist with asset alignment and trust funding, including the preparation of transfer documents and… more
- Hancock Whitney Corp. (Tampa, FL)
- …owners, beneficiaries and/or remainder men. Coordinates management of accounts with investment officers, trust tax officers, trust real estate officers, ... by visiting and logging into your account. JOB FUNCTION / SUMMARY: Trust Relationship Manager 3's manage and develop complex wealth management client relationships… more
