- Robert Half Legal (Seattle, WA)
- Description A long-standing Seattle law firm is looking to an Associate Attorney to their Estate Planning group. The ideal candidate will have 3+ years of ... Washington or eligibility to obtain licensure. * 3+ years of experience in estate planning and trust administration. * Familiarity with the Internal Revenue… 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 ... planning vehicles + Experience and knowledge of comprehending trust agreement language + Experience and knowledge of income...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Southfield, 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 ... planning vehicles + Experience and knowledge of comprehending trust agreement language + Experience and knowledge of income...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Lincolnshire, IL)
- … trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) ... + Lead tax engagements from start to finish, including planning , budgeting and monitoring fees, execution, and delivery +... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles… more
- Robert Half Legal (Chicago, IL)
- …Paralegal certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent communication ... law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… more
- Williams Parker (Sarasota, FL)
- …region's largest and oldest law firm founded in 1925, is seeking a 1-5-year Real Estate Associate to join our growing team in Sarasota, Florida. As Sarasota's ... and families through a variety of specialties. Our Real Estate practice group is looking for a motivated attorney...are already licensed to practice law in Florida or planning to relocate and willing to sit for the… more
- Grant Thornton (New York, NY)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...+ Run client engagements from start to finish, including planning , organizing, conducting, directing, and completing projects and services… more
- Columbia Bank (Lake Oswego, OR)
- …, oversees real estate operations to control and maintain the Bank's real estate portfolio. + Conducts new store growth planning , market reviews and new site ... Real Estate Manager Commercial Banking Lake Oswego, Oregon **Description**...this through the dedication of our employees. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,… more
- JPMorgan Chase (Chicago, IL)
- …families. Job Responsibilities : + Work with the Account Opening Group to open estate or trust accounts. + Interpret the governing instrument and applicable law ... Investors, and Trust Officers to grow the trust and estate business. This includes participating...taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration. + Advanced degree such… more
- First Horizon Bank (Memphis, TN)
- …Memphis, TN, Charlotte, NC, or Knoxville, TN **SUMMARY** The Corporate Real Estate Consultant, Program Services coordinates all aspects of facilities and FFE ... DUTIES & RESPONSIBILITIES** **Purchase Order (PO) Management:** + Issue POs per associate need/project. + Research warranty and request vendor quotes. + Obtain… more
- Robert Half Finance & Accounting (Wayzata, MN)
- Description We are looking for a motivated and detail-oriented Trust Associate to manage daily trust operations and ensure compliance with regulatory ... in relationship management and client relations. * Proficiency in financial planning and portfolio administration. * Familiarity with estate administration… more
- US Tech Solutions (Brooklyn, OH)
- …interface with centralized support areas such as Trust Operations, Trust Tax, Trust Revenue and Real Estate to ensure completion. + Monitor accounts on a ... and refer complex inquiries to Trust Officer. + Assist Trust Officer with planning client meetings (in person and telephonically), and record activity in CE… more
- UMB Bank (Kansas City, MO)
- …kept abreast of changing regulations and laws + Manage the workload of trust advisor associates, performing regular capacity planning studies and assigning ... FLP's, LLC's, S-Corps, C-Corps, etc.; Coordination of wealth strategy planning (ie, gift, estate and income tax,...with the Bank's fiduciary duties in the administration of estate , trust , IRA and custody accounts according… more
- Regions Bank (Houston, TX)
- …business, finance, economics, accounting or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real… more
- Columbia Bank (Henderson, NV)
- …communication skills. + Good analytical abilities to recognize and solve clients' estate planning and investment issues. + Effective organizational and time ... data processing system, as well as general principles of trust accounting and estate tax law. +...a team environment to facilitate subject matter expertise on estate planning strategies. + Strong presentation or… more
- Regions Bank (Houston, TX)
- …is incentive eligible. **Requirements** + Bachelor's degree + Twelve (12) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant ... Advisor is responsible for the acquisition of Personal Trust , Estate and Investment Management client relationships....Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may… more
- Columbia Bank (Greenwood Village, CO)
- …years'involvement in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal ... experience in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax… more
- Robert Half Legal (Los Angeles, CA)
- …on probate matters is seeking an attorney with 1+ years of experience in probate, trust administration, or estate planning . This role can be hybrid or ... partner and others have been promoted to more senior associate roles. What You'll Do: You'll advise fiduciaries and...State Bar + 1+ years of experience in probate, trust administration, or estate planning … more
- Commerce Bank (Kansas City, MO)
- …management services including financial planning , estate and tax planning , investment management, private banking and trust administration services. Our ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. As a...fiduciary and Wealth Management expert the Private Client Advisor Associate 's primary responsibility is the support of our Private… more
- Raymond James Financial, Inc. (Land O' Lakes, FL)
- …Business, or related field + Series 7 and 66 licenses + Familiarity with tax, trust and estate planning _Independent Financial Services and its employees ... This position blends financial planning support with client service excellence. You'll assist...Microsoft Office Suite + Proficiency in CRM and financial planning software + Exceptional communication skills + High attention… more
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