- Robert Half Legal (Atlanta, GA)
- Description Tax & Wealth Paralegal | Atlanta, GA | Up to $120K + Bonus Hybrid Remote Flexibility | High-Net-Worth Clientele | Estate & Trust Focus Are you a ... A highly respected, Atlanta-based boutique firm is seeking a Tax & Wealth Paralegal to...trust accountings + Collaborate with attorneys on entity formation, tax planning , and compliance + Utilize tools… more
- Fox Rothschild LLP (Atlanta, GA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience. We are a ... knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of Federal and… more
- Robert Half Legal (Los Angeles, CA)
- Description International Law Firm seeks Trusts & Probate Paralegal Am Law firm in Century City is adding to their team! Responsibilities: * Serve as the primary ... agent to high- wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with financial institutions to collect estate… more
- JPMorgan Chase (Chicago, IL)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline… more
- Commerce Bank (St. Louis, MO)
- …has been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking ... knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning...years of relevant trust and estates settlement experience as paralegal or similar role within the wealth … more