- Robert Half Legal (Philadelphia, PA)
- Description Job Title: Tax & Fiduciary Paralegal Overview: A large, multi-practice law firm seeks a highly driven, organized, and detail-oriented Tax & ... clear communication and effective case management Requirements: 2-5 years of experience in fiduciary tax management and trusts and estates law Proficiency in… more
- Robert Half Legal (Atlanta, GA)
- …estate & trust administration + Strong knowledge of Georgia probate rules and fiduciary tax compliance + Experience with IRS/state forms and estate/trust ... Description Tax & Wealth Paralegal | Atlanta,...Description Tax & Wealth Paralegal | Atlanta, GA | Up to $120K...trust administration + Prepare 706s, 709s, 1041s, and other fiduciary income and gift tax returns +… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …candidate will have relevant experience with the preparation of complex estate, gift, and fiduciary tax returns, as well as aspects of probate estate and trust ... Tax , Trusts, and Estates Paralegal (Minneapolis,...projections. - Prepare complex estate planning projections. - Prepare tax returns ( fiduciary , estate, gift and GST,… more
- Tompkins Community Bank (Ithaca, NY)
- …this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws. This ... Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration with internal...Qualifications + Bachelor's Degree in a related field or Paralegal Certificate preferred + A minimum of three (3)… more
- Robert Half Legal (Blue Bell, PA)
- …or tax law as a paralegal . * Expertise in estate tax preparation and fiduciary accounting. * Proficiency in legal software, including EstateWorks, ... Description We are looking for an experienced Estate and Tax Paralegal to join our team in...file Federal Estate Tax Returns, Pennsylvania Inheritance Tax Returns, and other fiduciary accounting documents.… more
- Robert Half Legal (Minneapolis, MN)
- …and file Estate Tax Return * Experience in Fiduciary Income Tax Return preparation * Bachelor's degree and/or paralegal certificate Benefits Overview: * ... on the lookout for a diligent Trusts & Estates Paralegal to be a part of a detail-oriented services...future scenarios. * Carry out the preparation of various tax returns, including fiduciary , estate, gift, and… more
- Robert Half Legal (Philadelphia, PA)
- …inheritance tax returns. Coordinate with accountants for income and fiduciary return preparation, facilitate tax payments and beneficiary distributions, and ... A well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts, and Estates group on a hybrid… more
- Robert Half Legal (St. Louis, MO)
- …cases. Responsibilities: * Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring accuracy and ... Description We are seeking a Paralegal to join our team. This role will...Management * Excellent Communication skills * Knowledge of Gift Tax and Estate Tax * Ability to… more
- Robert Half Legal (Los Altos, CA)
- Description We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This ... transfers, including grant deeds and quitclaim deeds. * Create fiduciary reports and accountings to ensure compliance and accuracy....and accuracy. * Review and prepare Estate and Gift Tax returns with attention to detail. * Maintain organized… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …documents + Assist clients with retitling assets and organizing financial records + Prepare estate tax and fiduciary income tax returns + Assemble and review ... working with a well-established law firm that is seeking a detail-oriented Paralegal to support attorneys with estate administration, managing both taxable and… more
- JPMorgan Chase (Chicago, IL)
- …administration and support of trust and estates including general understanding of fiduciary products and concepts, including legal, tax and investments ... to a team with a long history of excellence in serving as a corporate fiduciary for families. Job Responsibilities : + Work with the Account Opening Group to open… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. ... and services acquired through work-related experience + Understanding of fundamental legal, tax , and financial concepts + Ability to work in a team-based… more
- PNC (Cleveland, OH)
- …distribution, and use of client management, workflow, trust accounting and tax systems. Frequent communication with clients, internal team members, attorneys, and ... and Bank policy and procedures. Candidates with experience in client and fiduciary services, accounting and client management systems, and Banking is preferred.… more