- Dorsey & Whitney LLP (Minneapolis, MN)
- … (#995) - Minneapolis Dorsey seeks a Tax associate to join the Tax , Trusts & Estates group in our Minneapolis office. This associate will work on ... and forming business and investment entities and advising on tax issues in mergers, acquisitions, reorganizations, restructurings, and securities offerings.… more
- Robert Half Accountemps (Santa Barbara, CA)
- Description We are looking for a detail-oriented Tax Associate to join our team in Santa Barbara, California. This contract position offers an excellent ... ensure accurate and timely filings. Responsibilities: * Prepare federal and state tax returns for individuals, corporations, partnerships, and trusts , ensuring… more
- Grant Thornton (Boston, MA)
- …Services Tax Senior Associate , you'll perform compliance services for complex tax returns and provide income, estate , and gift tax planning ... consulting to our firm's high net worth clients for estate , wills and trusts taxation, and individual...and year-end reviews + Research and consult on various tax matters, primarily in the federal estate ,… more
- Dorsey & Whitney LLP (Chicago, IL)
- Tax , Trusts , and Estates Associate (#1009) -...of experience in estate planning to join the Tax , Trusts , and Estates Practice Group ... role. You will be one of the very first trusts and estates associates in an office...family offices, and family-owned businesses in all areas of estate and tax planning-all while helping build… more
- Dorsey & Whitney LLP (Seattle, WA)
- Trusts & Estates Associate ...corporate fiduciaries, and charitable organizations in all areas of estate and tax planning. Qualified candidates will ... - Seattle Dorsey & Whitney LLP is seeking a Trusts & Estates Associate with...paid holidays; adoption assistance; healthcare, dependent care, and transportation pre- tax reimbursement accounts; back-up child and elder care program;… more
- Robert Half Legal (Schaumburg, IL)
- …Planning, Asset Protection, Business Entity Structuring and Transactions, IRS Defense, Complex Estate Plans and Business Planning. This Associate Attorney will ... Associate Attorney Responsibilities: + Prepare and review income tax returns + Represent clients in court or before...including entity formations, dissolutions, and more + Draft Wills, Trusts , and Estate Plans For immediate consideration,… more
- Commerce Bank (Kansas City, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... of the Trust Company including Operations, Audit, Compliance, Legal and Tax . The IRA Associate plays a key role in how new customers form their first… more
- Wipfli LLP (Denver, CO)
- … estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, ... Experience and knowledge of income tax and estate value impact of various trust vehicles...trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts +… more
- Wipfli LLP (Southfield, MI)
- … estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, ... Experience and knowledge of income tax and estate value impact of various trust vehicles...trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts +… more
- Fox Rothschild LLP (San Francisco, CA)
- Trust & Estate Associate - San...+ Foundational knowledge and ability to review federal gift and estate tax returns; foundational knowledge of gift, ... opening in the San Francisco, California office for a Trust & Estate Associate to...recognized for advising high-net-worth individuals and families on complex estate planning, tax strategies, and wealth preservation.… more
- Fox Rothschild LLP (Philadelphia, PA)
- Trust & Estate Planning Associate -...of tax returns (including the preparation of Federal estate tax returns) and other documents related to ... Blue Bell, PA or Philadelphia, PA offices for a Trust & Estate Planning associate ...research, writing skills, and academic record. + Experience in trusts and estate planning, administration, and taxation… more
- Wells Fargo (Charlotte, NC)
- …Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary ... on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax , specialty assets,… more
- Robert Half Legal (Seattle, WA)
- … tax research and provide support for the preparation and filing of federal and state estate tax returns. * Advise clients on estate and gift tax ... A long-standing Seattle law firm is looking to an Associate Attorney to their Estate Planning group....healthcare directives. * Assist clients in the administration of trusts and probate estates , ensuring compliance with… more
- Wipfli LLP (Lincolnshire, IL)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... drafting) associated with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family… 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 ... What You'll Do + Create impact through detail: Draft and organize estate planning documents-wills, trusts , powers of attorney, and advance directives.… more
- Robert Half Legal (Chicago, IL)
- …and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust / estate financial records For immediate consideration, ... moderate to high net-worth clients. Experience with gift and estate tax filings is preferred. This position...Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of… more
- Robert Half Legal (Oak Brook, IL)
- …planning and estate & trust administration + Experience preparing estate and gift tax filings highly preferred + Excellent communication and ... moderate to high net-worth clients. Experience with gift and estate tax filings is highly preferred. This... Planning Paralegal Responsibilities: + Oversee all aspects of estate and trust administration, including preparing and… 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...that are reliant on federal funding and/or pertinent to tax credit incentives + Assisting in matters involving fraud,… 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 ... estate planning and advice, legal, insurance, real estate , asset management, trusts , estates ,...retirement plans, or custody services). + Solid knowledge of trust principles and regulatory and tax matters… more
- Regions Bank (Little Rock, AR)
- … Specialist to oversee the set-up, implementation and administration of trusts , estates , IRAs, IMAs, and custody accounts. The Trust Support Administrator is ... accounting or related field + Three (3) years of Trust Administration, Estate / Tax Law, Financial... estate planning and advice, legal, insurance, real estate , asset management, trusts , estates ,… more