- Fox Rothschild LLP (Exton, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA ... knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of Federal and… more
- Fox Rothschild LLP (Atlanta, GA)
- …with a minimum of two (2) years of professional work experience, to support the Tax and Wealth Planning Department. **SUMMARY:** The Practice Assistant is a ... special projects. **ESSENTIAL FUNCTIONS:** + Manage and process all tax and wealth planning related...BA or BS degree, preferred or Associate's degree or paralegal certificate with a minimum of 2 years of… more
- Robert Half Legal (Los Angeles, CA)
- Description International Law Firm seeks Trusts & Probate Paralegal Am Law firm in Century City is adding to their team! Responsibilities: * Serve as the primary ... agent to high- wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with financial institutions to collect estate… more
- Regions Bank (Nashville, TN)
- …understanding of accounting principles, financial planning concepts, including trust/estate planning , tax planning , and investment concepts (cost basis) ... large balances are discovered + May perform research for tax compliance and asset transfer issues + Adheres to...retirement accounting (RMD distributions). + A background as a paralegal , in a bank trust department, bookkeeper, broker-dealer back… more
- Commerce Bank (St. Louis, MO)
- …has been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking ... knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning...years of relevant trust and estates settlement experience as paralegal or similar role within the wealth … more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …+ Collaborate with third-party advisors, including attorneys and accountants to assure proper wealth and tax planning ; + Provide effective customer service ... and computer skills + Excellent written and verbal communication skills + Paralegal , trust, estate planning , or financial/investment background not required, but… more