- Charles Schwab (Boston, MA)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team ... Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. **What you have** As a High Net Worth Trust & … more
- Fox Rothschild LLP (Philadelphia, PA)
- Trust & Estate Planning Associate - Multiple Offices **Blue Bell, PA; Philadelphia, PA** **Description:** With bold growth in recent years, Fox Rothschild brings ... an opening in the Blue Bell and Philadelphia, PA offices for a Trust & Estate Planning associate in our Taxation & Wealth Planning Department. The ideal… more
- Robert Half Legal (Doylestown, PA)
- Description A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in ... and efficiency. Requirements * Minimum of 5 years' experience specializing in trust and estate law. * Proven expertise in legal research and document preparation… more
- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. Your role will also involve training and personal development, as… more
- JPMorgan Chase (New York, NY)
- …of families and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate ... with its investment guidelines (Mandate). * Comprehensive knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... agreement language + Experience and knowledge of income tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts +… more
- Wipfli LLP (Detroit, MI)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... agreement language + Experience and knowledge of income tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts +… more
- PNC (Pittsburgh, PA)
- …retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to ... improvements are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee.… more
- Robert Half Legal (Orinda, CA)
- Description We are looking for a skilled Trust and Estate Paralegal to join our team in Orinda, California. In this role, you will play a vital part in assisting ... attorneys with estate planning, trust administration, and litigation matters. This position requires a high level of attention to detail, excellent… more
- Robert Half Legal (San Ramon, CA)
- Description We are looking for an experienced Trust and Estate Of Counsel to join our team in San Ramon, California. In this role, you will provide expert ... guidance to high-net-worth clients, focusing on estate planning, trust administration, and business succession strategies. The ideal candidate will be passionate… more
- City National Bank (Las Vegas, NV)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a team… more
- Wipfli LLP (Chicago, IL)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private… more
- Wipfli LLP (Detroit, MI)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private… more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax ... and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with… more
- JPMorgan Chase (Fort Worth, TX)
- …and manage our Real Estate and Oil & Gas insurance industry operations within Trust & Estate client accounts. The ideal candidate will have 3-5 years of ... Insurance background is needed in support of Asset Wealth Management Trust & Estate Fiduciary client accounts. **Key Responsibilities:** + Manage and oversee… more
- Robert Half Legal (Worcester, MA)
- …We are looking for a dedicated Estate Planning Attorney to join a dynamic Trust & Estate firm based in the Greater Worcester area. In this role, you ... with financial advisors and other professionals to create integrated estate plans. * Help clients navigate complex trust... estate plans. * Help clients navigate complex trust and estate tax issues with precision… more
- Robert Half Legal (Chicago, IL)
- …asset schedules and spreadsheets + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust / estate financial ... Paralegal certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent communication and… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …policies and procedures governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting system, the Workflow ... preferred. + Demonstrate basic knowledge and skills in the areas of trust administration, estate planning strategies and income, gift and estate tax matters.… more
- Wells Fargo (Irvine, CA)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate... Trust Officer - Fiduciary Specialist focused on estate services within the Banking, Lending, and Trust… more
- Wells Fargo (San Francisco, CA)
- …provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely ... accounts. + Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring… more
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