- Fox Rothschild LLP (Blue Bell, 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
- Charles Schwab (Bellevue, WA)
- …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
- 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 (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
- JPMorgan Chase (Miami, FL)
- 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
- 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
- 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
- Cushman & Wakefield (Arlington, TX)
- **Job Title** Trust Real Estate Assistant **Job Description Summary** The Real Estate Assistant (Administrator) will be responsible for assisting property ... Prior experience working in the facilities/property management, commercial real estate or professional services industries preferred ADDITIONAL ELIGIBILITY QUALIFICATIONS… 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
- Aston Carter (Phoenix, AZ)
- …Description We are seeking a knowledgeable and dedicated Tax accountant specializing in estate and trust taxation. This role involves preparing various tax ... Charitable Remainder and Split Interest Trusts. + Assist with estate and trust administration by gathering financial data, tracking distributions, and finalizing… 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
- Aston Carter (Phoenix, AZ)
- …Senior Tax Preparer to join our dynamic and growing team! If you're experienced in estate and trust tax prep and enjoy working with high-net-worth clients, this ... Us? You'll work with a diverse client base, expand your expertise in estate and trust taxation, and be part of a team that values collaboration, development, and… more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY? This position is responsible for the administration and distribution of estate / trust assets held within an administrative trust or probate. ... services organization *Additional Qualifications* * Minimum of 6-8 years personal trust / estate settlement/investment related experience * Completion of Trust… more
- Robert Half Legal (Stockton, CA)
- …* Probate & Estate Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - Trust & Estate * Trusts and Estates Requirements ... one year of experience in the legal field, specifically in estate planning, probate, and trust and estate administration * Proficient in probate litigation… 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
- Bank of America (Chicago, IL)
- …considered highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax experience preferred + Strong communication and ... Estate Settlement Officer II (ESO II), Estate...Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary… more
- Wells Fargo (San Francisco, CA)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read,… more
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