- Trust Counsel PL (Coral Gables, FL)
- …the next FL bar exam LLM is not required. Demonstrated experience in Estate Planning , Estate Tax Planning , Asset Protection, and Trust Administration ... strategies and solutions for clients. Have experience with sophisticated /HNW domestic estate tax and asset protection planning . Analyze and prepare complex … more
- Usaa (Phoenix, AZ)
- …advice, tax -efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. ... personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other… more
- Midland States Bank (Joliet, IL)
- …or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in ... prospects and clients of the Bank to market financial planning , trust and investment management services, as well as...products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and… more
- Usaa (Plano, TX)
- …needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. ... financial situation. Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services. May conduct… more
- San Diego Housing Commission (San Diego, CA)
- …holidays Employer paid pension contribution of 14% to base salary 457 tax -deferred savings plan Social security exempt Tuition reimbursement up to $5,000 annually ... to creating 50058s. Understanding of basic structure of HCV/PBV/Public Housing/ Tax Credit. Ex. Eligibility Processes Application Waiting List Selection… more
- Usaa (Plano, TX)
- …personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other ... volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For… more
- Reed Smith LLP (Philadelphia, PA)
- …and county) Maintain paper and electronic filings. Maintain paper files for certain Estate Accounts (ie, for purposes of tax filings); Retrieve documents from ... Leveraging the Firm's Travel Department while overseeing all aspects of travel planning , logistics, details and execution, to attorney's preferences, aiming to be… more
- Robert Half Legal (Schaumburg, IL)
- …attorney with over 30 years of experience. The firm concentrates in Strategic Tax Planning , Asset Protection, Business Entity Structuring and Transactions, IRS ... Description Robert Half Legal is partnering with a boutique tax law firm located in Schaumburg, IL who is... returns. This position will also be assisting with estate planning matters and corporate matters including… more
- Robert Half Legal (Worcester, MA)
- …you will provide expert guidance and legal support to clients, helping them navigate estate planning , tax matters, and probate processes. This position is ... planning solutions. * Conduct legal research to stay updated on changes in estate planning and tax laws. * Represent clients in probate court proceedings… more
- Fox Rothschild LLP (Los Angeles, CA)
- …is nationally recognized for advising high-net-worth individuals and families on complex estate planning , tax strategies, and wealth preservation. This ... foundational knowledge of gift, estate , income, and California property tax planning concepts. + Strong academic record and analytical skills are required. +… more
- Neuberger Berman (New York, NY)
- …Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning , tax strategy, pre-liquidity events, and charitable giving. ... is required. **Primary Responsibilities:** + Advise clients on trust and estate planning , tax strategy, pre-liquidity planning , and philanthropy in… more
- Commerce Bank (St. Louis, MO)
- …been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking and ... knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning , and...acquired through work-related experience + Understanding of fundamental legal, tax , and financial concepts + Ability to work in… more
- Edward Jones (St. Louis, MO)
- …our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd parties, plan ... Jones Generations Private Client Services experience. This team serves as a tax planning expert in partnership with the senior planner and financial advisor to… more
- Huntington National Bank (Birmingham, MI)
- …planning , with knowledge in basic concepts regarding estate and gift tax , estate planning , and trust administration Preferred Qualifications: + ... planning software packages + Ability to research specific tax and planning issues for client projects and external presentations + Building relationships… more
- Connecticut College (New London, CT)
- …regarding planned gift commitments from individuals as well as charitable issues associated with tax and estate planning . The Director of Planned Giving is ... Director of Gift Planning Bookmark this Posting Print Preview | Apply...expertise possible with regard to planned giving techniques, vehicles, tax laws, charitable giving procedures and professional ethics and… more
- Robert Half Legal (Worcester, MA)
- …in trust and estate tax matters. * Draft and review estate planning documents, including wills, trusts, and related agreements. * Ensure compliance with ... law firm that's looking for a skilled Trust & Estate Tax Attorney to join a law...bring strong analytical skills and a deep understanding of estate planning and taxation to help our… more
- Robert Half Finance & Accounting (Lufkin, TX)
- …for clients while driving strategic financial planning . This role focuses on tax planning , compliance, estate planning , financial statement ... Provide actionable insights to clients, with a focus on estate planning and wealth management. + Oversee...junior staff. What You Bring: + 7+ years in tax planning , compliance, and financial analysis. +… more
- Robert Half Legal (Seattle, WA)
- …of federal and state estate tax returns. * Advise clients on estate and gift tax planning , leveraging knowledge of relevant Internal Revenue Code ... with the Internal Revenue Code and Treasury Regulations related to estate and gift tax planning . * Exceptional research and analytical skills, with… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …and review/prepare select income tax returns (eg, Form 1040). + Support estate planning strategies and wealth transfer plans for clients. + Manage financial ... Fidelity preferred. + Strong understanding of financial markets, asset allocation, tax , and estate planning basics. + Excellent proficiency in Microsoft… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …family office serving ultra-high-net-worth families through an integrated model spanning investments, tax , trust and estate planning , and family governance. ... high-caliber environment. Responsibilities + Serve as a trusted advisor across tax , estate , trust, insurance, and investment matters + Lead and develop… more
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