- Robert Half Legal (Worcester, MA)
- … Estate Planning Attorney . * Strong knowledge of estate planning , trust and estate tax , and probate processes. * Exceptional written and ... Description We are looking for a dedicated Estate Planning Attorney to...guidance and legal support to clients, helping them navigate estate planning , tax matters, and… more
- Robert Half Legal (Owings Mills, MD)
- …filing of federal and state estate tax returns. * Advise clients on estate and gift tax planning by applying knowledge of the Internal Revenue Code ... planning documents such as wills, trusts, powers of attorney , and healthcare directives. * Provide strategic advice on...the Internal Revenue Code and Treasury Regulations related to estate and gift tax planning .… more
- Robert Half Legal (Orinda, CA)
- Description We are looking for an experienced Estate Planning Attorney to join our team in Orinda, California. The ideal candidate will have a strong ... powers of attorney . * Advise clients on estate tax implications and assist in the...of estate law, including trusts, wills, and tax planning . * Proficiency in drafting … more
- Robert Half Legal (Seattle, WA)
- …for high performers. Key Responsibilities Include: + Represent families and individuals in estate planning , trust administration, and tax strategy. + Provide ... Description A well-established and growing 15- attorney firm specializing in Trusts and Estates seeking...+ Minimum of 3-5 years of direct experience in estate planning , trusts, and probate matters. +… more
- Williams Parker (Sarasota, FL)
- …care advance directives and durable powers of attorney . Preferred experience includes estate and gift tax planning and return preparation. Candidates ... of health care advance directives and durable powers of attorney . Drafting work will be complex and technically demanding....to carefully address and answer all questions pertaining to estate planning , transfer tax … more
- Robert Half Legal (Los Altos, CA)
- …California. The ideal candidate will specialize in trust and estate planning , probate administration, and estate tax strategies, providing tailored ... Description We are looking for an experienced Trust and Estate Attorney /Lawyer to join our team in...* Advise clients on trust and estate planning , probate administration, estate tax ,… more
- Robert Half Legal (Chicago, IL)
- …including wills, trusts, and powers of attorney . * Provide strategic gift and estate tax planning services for high-net-worth individuals and families. * ... an Attorney with expertise in business and estate planning to join a law firm...The ideal candidate will have a strong foundation in estate and gift tax planning ,… more
- Deloitte (Cleveland, OH)
- …operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance ... relevant for public and private companies and range from tax planning to tax compliance,...finance or related field + Solid understanding of real estate tax technical and transaction skills, including… more
- Deloitte (Costa Mesa, CA)
- …as well as preparing materials and research for consulting projects related to tax planning opportunities. + Coordinating and communicating with client contacts ... an opportunity to help develop and use the latest tax technologies in the real estate industry...3 days per week + 3+ years experience providing tax planning services or preparing client work… more
- Robert Half Legal (Buffalo Grove, IL)
- …needs trusts and wills, to meet client needs. * Provide expert advice on intricate estate and tax planning matters. * Assist clients in navigating the ... Description We are looking for an experienced Attorney /Lawyer to join our team in Buffalo Grove,...team in Buffalo Grove, Illinois. This role focuses on estate planning , probate processes, and providing legal… more
- Robert Half Legal (Sacramento, CA)
- Description We are looking for an experienced Estate Planning Attorney located in Sacramento or Auburn! Key Responsibilities: + Consult with potential and ... law school Must have at least 3 years of estate planning experience Experience with advanced tax planning experience a plus Robert Half is the world's… more
- Robert Half Legal (Seattle, WA)
- Description A long-standing Seattle law firm is looking to an Associate Attorney to their Estate Planning group. The ideal candidate will have two to three ... service. Responsibilities: * Draft and review estate planning documents, including wills, trusts, powers of attorney... tax returns. * Advise clients on estate and gift tax planning ,… more
- Robert Half Legal (San Mateo, CA)
- …focus on trusts and estates or probate litigation preferred. * Proficient in estate planning , probate litigation, and civil litigation practices. * Active member ... sensitive client matters with empathy and professionalism. * Solid understanding of estate law, probate administration, and tax considerations. * Commitment to… more
- Robert Half Legal (Chicago, IL)
- … Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts, Powers of Attorney (Health Care and Property), Living ... law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+...moderate to high net-worth clients. Experience with gift and estate tax filings is preferred. This position… more
- JPMorgan Chase (Chicago, IL)
- …or trustee of a trust includable in the gross estate of the decedent for estate tax purposes, it is the Estate Officer's role to oversee the ... summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts &...trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax… more
- JPMorgan Chase (New York, NY)
- …or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a leading global financial services ... that knowledge to post-mortem planning exercises and account administration. * Work with Tax Officers and trust counsel to resolve tax issues. * Knowledge of… more
- Wells Fargo (San Francisco, CA)
- …grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret ... including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and… more
- Fox Rothschild LLP (Philadelphia, PA)
- …including tax -related deadlines and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. + ... Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years...and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. +… more
- Deloitte (Cleveland, OH)
- …legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax ...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- Deloitte (Denver, CO)
- …legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax ...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
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