- Banc of California (Denver, CO)
- …external information. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; ... commercial lending environment experience **Education & Certifications:** Required: + Associate 's degree required or equivalent experience Preferred: + Bachelor's… more
- Grant Thornton (Appleton, WI)
- Tax Associate As a Tax ...work with a variety of entities such as corporations, partnerships, estates , trusts , and non-profits. In addition, you will ... Associate at Grant Thornton, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, … more
- Robert Half Finance & Accounting (Atlanta, GA)
- … preparation for high net worth individuals, partnerships, corporations, as well as gift, estate , and trust tax returns. We offer competitive compensation, ... Description Senior Tax Associate - Public Accounting My client, a well-established public accounting firm, is seeking a Senior Associate to join our Tax … 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 ...family offices, and family-owned businesses in all areas of estate and tax planning-all while helping build ... (#988) - Chicago Dorsey & Whitney LLP is seeking an associate with at least two years of experience to join the Tax , Trusts , and Estates Practice Group… more
- Robert Half Finance & Accounting (Santa Barbara, CA)
- …* Familiarity with CCH Axcess Suite is a plus. * Solid understanding of trust , corporate, and real estate tax preparation processes. Robert Half ... We are looking for an experienced and detail-oriented Senior Tax Associate to become a key member...this role, you will manage the preparation of various tax returns for individuals, corporations, partnerships, and trusts… 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 (Chesterfield, MO)
- …firm is seeking a skilled Trusts and Estates Paralegal with Gift Tax Experience to support its expanding estate planning practice. This is a full-time, ... work environment. What You'll Do: + Draft and prepare estate planning documents (wills, trusts , powers of... planning or probate law + Paralegal certificate or associate 's degree required; bachelor's preferred + Strong attention to… more
- JPMorgan Chase (Chicago, IL)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust...+ Work with the Account Opening Group to open estate or trust accounts. + Interpret the… 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
- 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 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
- Wells Fargo (Austin, TX)
- …Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate in Estate Services as part of Wealth and ... on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax , specialty assets,… 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 (Palo Alto, CA)
- …* Provide comprehensive legal counsel on estate planning, elder law, special needs trusts , and estate tax matters. * Draft, review, and finalize legal ... Description We are looking for a skilled Associate Attorney to join our team in the... estate planning, elder law, special needs, and estate tax planning needs. This position offers… 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
- 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...that are reliant on federal funding and/or pertinent to tax credit incentives + Assisting in matters involving fraud,… more
- Fox Rothschild LLP (Atlanta, GA)
- …including tax -related deadlines and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. + ... eight (8) years of experience. We are a well-established trusts and estates team with a deep...right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple… more
- Sacramento County (Sacramento, CA)
- …Administration, Real Estate , Communications, or other field closely related to Real Estate Specialist. + An Associate 's Degree, or at least 60 semester (90 ... Real Estate Specialist Print (https://www.governmentjobs.com/careers/sacramento/jobs/newprint/5092073) Apply Real ...Office Specialist in Sacramento County service; Or: 2. An Associate of Arts/Science Degree or higher from an accredited… more
