- 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 ... in the Blue Bell, PA or Philadelphia, PA offices for a Trust & Estate Planning associate in our Taxation & Wealth Planning Department. The ideal… more
- Fox Rothschild LLP (San Francisco, CA)
- Trust & Estate Associate - San Francisco,...office for a Trust & Estate Associate to join our Taxation & Wealth Planning Department. ... The ideal candidate will have three to five years of experience with estate planning and trust administration. Our Trust & Estate Practice is… more
- 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. * Strong drafting skills for legal… 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 (Boca Raton, FL)
- …and 401k and pension plan. Responsibilities: + Draft, review, and revise estate planning documents, including wills, revocable and irrevocable trusts, powers ... with a global law firm to recruit an experienced Trust & Estate Paralegal for its Boca...hybrid role supports a busy Private Client / Wealth Planning practice and requires 7+ years of Trusts &… more
- Robert Half Legal (Oak Brook, IL)
- …'s preferred; Paralegal certificate preferred + 5+ years of experience handling estate planning and estate & trust administration + Experience preparing ... located in Oak Brook that's seeking to hire an Estate Planning Paralegal with at least 5+...Planning Paralegal Responsibilities: + Oversee all aspects of estate and trust administration, including preparing and… 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 (Lakewood Ranch, 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 (San Francisco, CA)
- 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
- Robert Half Office Team (Cedar Rapids, IA)
- Description Tax, Probate & Estate Planning Paralegal Are you ready to take on a role where precision meets purpose? As a Tax, Probate, and Estate Planning ... What You'll Do + Create impact through detail: Draft and organize estate planning documents-wills, trusts, powers of attorney, and advance directives.… more
- Johns Hopkins University (Baltimore, MD)
- …(ADEU) and supports the ADEU in representing the Office of Mechanical and Real Estate in planning efforts for major and minor design and renovation projects ... seeking a **_Mechanical Engineer_** who will be responsible for assisting the Associate Director for Engineering and Utilities (ADEU) with engineering design efforts… more
- JPMorgan Chase (Newark, DE)
- …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
- 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
- Regions Bank (Little Rock, AR)
- …business, finance, economics, accounting or related field + Three (3) 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
- 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 (TX)
- …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
- Huntington National Bank (Birmingham, MI)
- …, with knowledge in basic concepts regarding estate and gift tax, estate planning , and trust administration Preferred Qualifications: + Excellent ... to anywhere within the Huntington Bank footprint. Summary: The Wealth Strategy Planning Associate is an integral part of the Wealth Strategy team, working… more
- Children's Hospital Los Angeles (Los Angeles, CA)
- …CHLA Foundation is seeking a strategic, relationship‑driven fundraising professional to serve as Associate Vice President, Gift Planning (AVP). This is a unique ... fundraising areas/mechanisms. This non-supervisor role will report to the Associate Senior Vice President (ASVP), Gift Planning ,...educational setting or 7+ years experience practicing law or estate /tax planning may be considered and /or… more
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