- Williams Parker (Sarasota, FL)
- Williams Parker, the region's oldest law firm - with the area's largest Trusts & Estates practice group - is actively seeking experienced Trusts & Estates ... team in Sarasota, Florida. Our robust practice is welcoming Trusts & Estates attorneys ideally with 3-10...You will also represent clients, or their fiduciaries, in estate and trust administration and, when necessary,… more
- Dorsey & Whitney LLP (Seattle, WA)
- Tax, Trusts , and Estates Paralegal (Seattle, WA)...gift tax returns, as well as aspects of probate estate and trust administration. This position will ... is seeking an experienced paralegal to join our Tax, Trusts & Estates practice group. The ideal... paralegal. - Thorough understanding and knowledge of the estate and trust administration process from the… more
- JPMorgan Chase (Chicago, IL)
- …opportunity to become a specialist in focused areas impacting the trusts and estates business, while interacting daily with JPMorgan's Trust & Estate ... you a highly motivated lawyer with a passion for trusts and estates law? At JPMorgan Chase...law, and state-specific variations of uniform laws. + Interpret estate and trust account documentation and draft… more
- Robert Half Legal (Los Angeles, CA)
- Description The LA office of a national firm is seeking a new trusts and estates paralegal. The attorneys in this practice group have a great reputation for ... and treating them with respect. This is a new trusts and estates paralegal position they are...+ 5+ years of transactional law experience + Tax, estate planning, wealth transfer, and/or probate administration experience +… more
- Robert Half Legal (Minneapolis, MN)
- Description We are on the lookout for a diligent Trusts & Estates Paralegal to be a part of our detail-oriented services team in Minneapolis, Minnesota. In this ... will be teaming up with attorneys to handle complex estates and trusts , engaging directly with clients,...in drafting Wills * Extensive experience in handling Revocable Trusts * Ability to prepare and file Estate… more
- BMO Financial Group (Chicago, IL)
- The Associate General Counsel (AGC), Trust & Estate Administration, manages the legal team that delivers legal and regulatory advice on trust and estate ... administration products, initiatives, strategies, policies and developments for and on behalf of BMO Financial Group's US Wealth Management business, which consists of several interrelated companies that offer banking, investment, and fiduciary services to… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years of experience to join ... their team. This Trust & Estates Paralegal is responsible for...to attorneys in the administration of all aspects of trusts and estates in probate within established… more
- Robert Half Legal (Boston, MA)
- Description Robert Half Legal Permanent Placement is seeking a highly skilled Trusts & Estates Paralegal or Attorney with expertise in taxation to serve as an ... Estate Administrator supports Trustees and clients by facilitating the settlement of estates and administration of trusts . This position demands an in-depth… more
- JPMorgan Chase (New York, NY)
- …specifically recognized for our succession planning, advice and trust services. The Global Trusts & Estates Practice is an integral part of the services we ... comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. For over 7… more
- Robert Half Legal (Minneapolis, MN)
- …large law firm client is seeking a detail-oriented Legal Assistant for their team Trust & Estates practice based in Downtown Minneapolis, Minnesota. As a Legal ... * Proactive support to attorneys and paralegals in the trusts and estates practice group. * Preparation...a Legal Assistant or a similar legal support role, Trust & Estate Planning preferred * Strong… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Legal Assistant with at least 5-8+ years of experience to ... join their Private Wealth practice group. This Trust & Estates Legal Assistant is responsible...to attorneys in the administration of all aspects of trusts and estates in probate within established… more
- JPMorgan Chase (New York, NY)
- …and Trust & Estates management. **Job Responsibilities** + Own the Trust and Estate Risk framework for Global Wealth Management business in accordance ... best-in-class. As a Risk Management - Investment Risk & Analytics - Trust and Estates Fiduciary Risk Executive Director within the IR&A's Client Risk team, you… more
- Robert Half Legal (Chesterfield, MO)
- … Estate Planning Paralegal to assist in the preparation and execution of trust documents, estate planning, and case management. The ideal candidate should ... an in-depth knowledge of the preparation and management of estate planning documents, trusts , wills, powers of...estate planning documents. Responsibilities: + Draft and review estate planning documents: trust documents, wills, living… more
- City of New York (New York, NY)
- …by the New York City Human Resources Administration (HRA).Within AO, the Liens and Trusts is responsible for the settlement of liens and claims for recoupment of ... money expended in Medicaid and Public Assistance. The Estates Unit also provides administrative support to the Office...Recovery, Executive Director of the Office of Liens and Trusts , and the Office of Legal Affairs as required… more
- Charles Schwab (Omaha, NE)
- …Proactively assess and demonstrate ownership to resolve client issues that relate to trust , estates , and other complex issues by effectively using decision ... us "challenge the status quo" and transform the finance industry together. Estate Services is a specialized organization within the broader Schwab Operational… more
- RD Barnett PLLC (Seattle, WA)
- …are seeking a dedicated and detail-oriented Tax Senior with a strong individual and trusts / estates background to become an integral part of our dynamic tax team. ... are met efficiently and accurately, all while fostering strong relationships built on trust and transparency. In this position, you will quickly take on client… more
- Southern Glazer's Wine and Spirits (Allentown, PA)
- …Responsibilities** + Build positive, credible, lasting customer relationships based on trust + Discover and identify customer business growth needs + Develop ... a customer business growth plan for each account and build a pipeline of selling opportunities to drive incremental sales above base business + Analyze data and insights to increase sales, grow customer business, and better achieve objectives + Regularly and… more
- Robert Half Legal (King Of Prussia, PA)
- …of Gift tax laws and regulations * Familiarity with Trusts and Estates management * Competence in handling Trust tax matters * Specialization in ... Description We are looking for an experienced Trust and Estate / Estate...collaboratively with the team on high-profile matters within the trusts , estates , and tax fields. * Utilize… more
- Robert Half Finance & Accounting (Portland, ME)
- …will have the following skills & experience: + 2+ years experience in trust / estate and personal tax returns. + Relationship building and communication skills ... Accounting - Permanent Placement Requirements Trust Tax Returns, Tax - Trust & Estate , Tax - Personal Robert Half is the world's first and largest… more
- Robert Half Legal (San Francisco, CA)
- …the estate planning framework. Responsibilities * Develop and implement comprehensive estate plans, including drafting revocable trusts and wills. * Advise ... lead trusts , private foundations, and donor-advised funds. * Handle estate and gift tax planning, including preparation and audit representation for related… more
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