- Robert Half Legal (San Francisco, CA)
- Description Our client is looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California, 94105, United States. In ... this role, you will focus on developing tailored estate plans, providing tax planning expertise, and advising clients on wealth transfer strategies. You will… more
- Robert Half Legal (San Jose, CA)
- Description Our client is looking for a highly organized and detail-oriented Estate Planning + Tax Attorney to join our team in San Jose, California. In this ... estate planning , probate, trust administration, and estate and gift tax matters. You will...liabilities. * Exceptional analytical and problem-solving skills in handling estate planning and tax matters.… more
- Boston University (Boston, MA)
- **Part-time Lecturer, Advanced Estate Planning , Graduate Tax Program, Boston University School of Law** **Job Description** **Part-time Lecturer, Advanced ... Estate Planning , Graduate Tax Program, Boston University School of Law** **Category** Charles River Campus --> Faculty **Job Location** BOSTON, Massachusetts… more
- Edward Jones (St. Louis, MO)
- …clients' needs and deliver an excellent client experience. + Discussing and explaining complex tax and estate planning concepts and trust terms with ... laws to unique circumstances. + Formulating plans for the execution of estate plans, using tax planning analysis and wealth transfer strategies. At Edward… more
- Robert Half Finance & Accounting (New York, NY)
- …estate partnership, K1, HNW, C Corp, Trust and Individual tax returns + Individual tax and estate planning + Support the month end close + Working ... NYC. Their portfolio is an impressive collection of Real Estate entities in the NYC area. The CFO and...Controller are looking to bring on a blended General Ledger/ Tax and some finance (budgets/forecasting) role. Title is fluid… more
- Robert Half Legal (Walnut Creek, CA)
- …skills (written and verbal) - Demonstrated knowledge of Trust Account - Command of estate planning - Tax law experience - Conservatorships experience - ... Adeptness in Revocable Trusts - Probate Law experience - Estate planning experience - Excellent attention to detail - Must possess analytical, legal research and… more
- Robert Half Legal (Vienna, VA)
- Description We are looking for an experienced Attorney with a strong background in tax and estate planning to support high-net-worth families. This role ... and family offices. Responsibilities: * Develop and implement comprehensive tax and estate planning strategies tailored to high-net-worth clients. *… more
- Cherry Bekaert (Boston, MA)
- …individual and partnership returns + Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs + ... and related matters + Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are a plus **What… more
- Cherry Bekaert (Tysons Corner, VA)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... and related matters + Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are a plus **What… more
- Robert Half Legal (Las Vegas, NV)
- …including trusts, wills, and powers of attorney. * Advise clients on legal strategies for estate planning and tax implications. * Handle contested matters in ... documentation using document management tools. * Stay updated on changes in estate planning , probate, and tax laws. Requirements * Juris Doctor (JD)… more
- Kestra Financial (Avon, CT)
- … planning recommendations. + Prepare and present detailed financial plans, including retirement, tax , and estate planning strategies. + Stay updated on ... Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role,...+ Minimum of 3-5 years of experience in financial planning or a related advisory role. + CFP certification… more
- Robert Half Legal (Chesterfield, MO)
- … estate administration, and probate law is required * Comprehensive knowledge of estate law, estate planning , estate tax , and estate tax ... Description Job Title: Estate Planning Paralegal About Us: We are an outstanding, prestigious law firm with a superior reputation across Missouri. Our firm's… more
- Robert Half Legal (Vienna, VA)
- Description We are looking for a highly skilled Attorney with a strong background in tax and estate planning to join our team in Virginia. This role is ideal ... strategic guidance on wealth transfer and tax planning . Responsibilities: * Analyze and manage estate ...maintain compliance and effectiveness. * Offer internal training on estate and income tax planning … more
- Robert Half Finance & Accounting (Oakland, CA)
- …+ Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws. Estate Planning Responsibilities: + Manage owner's ... financial reporting according to GAAP and other standards, and tax planning . + Work with attorneys and... planning activities, ensuring regulation compliance and effective estate /gift planning . + Implement strategies for charitable… more
- Robert Half Finance & Accounting (Houston, TX)
- …and attorneys to assist clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently ... We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental...targets. + Plan for retirement income strategies and minimizing tax liabilities in retirement. + Collaborate with tax… more
- Zions Bancorporation (Salt Lake City, UT)
- …+ Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and ... planning software and tools. + In-depth knowledge of investment products, tax laws, and estate planning strategies. Benefits: + Medical, Dental and Vision… more
- Commerce Bank (Wichita, KS)
- …internal partners and expert resources to ensure integrated delivery of investment, fiduciary, tax , estate planning , insurance, lending, credit and banking ... partners and expert resources to ensure integrated delivery of investment, fiduciary, tax , estate settlement, insurance, planning , credit and banking… more
- Commerce Bank (Kansas City, MO)
- …been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking and ... and expert resources to ensure integrated delivery of investment, fiduciary, tax , estate planning , insurance, lending, credit and banking services to… more
- HSBC (San Francisco, CA)
- …also have very strong client and business acumen. Deep technical expertise in trust, tax and estate planning , business succession planning , ... matters + Passionate. The Senior Wealth Planning is passionate about tax and estate planning and finds working with clients invigorating and exciting.… more
- Robert Half Legal (Seattle, WA)
- … tax information; identify issues and resolutions; and prepare tax planning models and projections. * Prepare complex estate planning projections. ... tax returns. * Working knowledge of the estate planning process. * Ability to assist... tax compliance requirements. If you're a talented Estate Planning and Trusts paralegal, looking to… more
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