Tax Trust Estate Associate Attorney Jobs

35 jobs

Mid-level Trust Associate with 5-8 years of tax oriented exposure to high net wealth planning and administration needed for top law firm. Strong academics are a must. This is a great opportunity to join a global leader. High salary and excellent benefits. www.kjmstaffingsolutions.com...

Grow Your Career at Cherry Bekaert! Cherry Bekaert LLP, located in some of the most desirable locations in the Southeast, offers professional opportunities and resources normally associated with National Firms in an environment that is supportive, flexible, entrepreneurial, and offers personal growth. The Firm selects honest professionals with a passion for excellence, treats them with respect, pr...

IMD, PWM, Trust Services - Assistant Trust Officer, Associate Job id36714LocationNew YorkFull/Part TimeFull-time Job Summary Responsibilities The Goldman Sachs Trust Company, N.A. is a limited-purpose national bank offering world-class, sophisticated, high-touch trust and estate administration and related services to ultra-high-net-worth clients nationally. It is an integrated part of the Goldm...

The Goldman Sachs Trust Company, N.A. is a limited-purpose national bank offering world-class, sophisticated, high-touch trust and estate administration and related services to ultra-high-net-worth clients nationally. It is an integrated part of the Goldman Sachs private client experience. We offer an innovative approach to fiduciary wealth management resulting from the effective integration of GS...

PARALEGAL - TRUST & ESTATES (DIRECT-HIRE)Paralegal, Trust, EstatesSeattle, Washington (WA)ABOUT THE PROBATE & ESTATE PARALEGAL POSITIONA well established law firm in downtown Seattle is seeking an experienced Trust and Estates Paralegal.Here's an opportunity to coordinate the firm's trust and estate matters alongside a team of savvy legal professionals while acting as a client liaison between the ...

Description This is a mid-level administrative support role within a sales team, whose common goal is to provide Financial Advisors (FAs) with appropriate trust solutions in a timely and compliant manner and meanwhile attaining sales goals. Responsibilities include (but are not limited to) the following: Partnering Regularly communicate and partner with assigned Trust Specialist, Internal Trus...

This is a mid-level administrative support role within a sales team, whose common goal is to provide Financial Advisors (FAs) with appropriate trust solutions in a timely and compliant manner and meanwhile attaining sales goals. Responsibilities include (but are not limited to) the following: Partnering Regularly communicate and partner with assigned Trust Specialist, Internal Trust Specialist,...

Job Purpose: Helps taxpayers by identifying taxable events; determining the tax consequences of those events, and minimizing the tax consequences through tax planning; representing taxpayers involved in audits or tax disputes in both administrative proceedings and court cases. Duties: * Obtains and retains taxation clients by following-up on referrals; understanding the clients' tax issues; pre...

Description: Job Purpose: Identifying taxable events; determining the tax consequences of those events, and minimizing the tax consequences through tax planning; representing in audits or tax disputes in both administrative proceedings and court cases. Duties: * Obtains and retains taxation clients by following-up on referrals; understanding the clients' tax issues; presenting taxation options...

.P. Morgan Private Bank Trust Administrator - Associate/Vice President J.P. Morgan is a global leader in asset and wealth management services. We serve four distinct client groups through two businesses: institutions and retail clients through J.P. Morgan Asset Management; and high and ultra high net worth clients through the Private Bank. With assets under supervision of $1.7 trillion and asset...

Asset Management - Private Bank - Trust Administrator - Associate / Vice President - Dallas, Texas-150051643 Job Description .P. Morgan Private Bank Trust Administrator - Associate/Vice President J.P. Morgan is a global leader in asset and wealth management services. We serve four distinct client groups through two businesses: institutions and retail clients through J.P. Morgan Asset Managemen...

Overview: BOK Financial (BOKF), based in Tulsa, Oklahoma, is one of the top 25 bank holding companies in the U.S. The company's stock is publicly traded on NASDAQ under the ticker BOKF. BOK Financial's holdings include BOKF, NA, BOSC, Inc., Cavanal Hill Investment Management, Inc. and The Milestone Group, Inc. BOKF, NA operates the TransFund electronic funds network and seven banking divisions: B...

Overview: BOK Financial (BOKF), based in Tulsa, Oklahoma, is one of the top 25 bank holding companies in the U.S. The company's stock is publicly traded on NASDAQ under the ticker BOKF. BOK Financial's holdings include BOKF, NA, BOSC, Inc., Cavanal Hill Investment Management, Inc. and The Milestone Group, Inc. BOKF, NA operates the TransFund electronic funds network and seven banking divisions: B...

Grant Thornton is collaborative, entrepreneurial and on the move. As part of a dynamic global organization of 30,000 people serving clients in more than 100 countries, we have the agility and focus it takes to be a leader. Founded in Chicago in 1924, Grant Thornton LLP (Grant Thornton) is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading organizations of indepen...

Beacon Hill Legal is looking for temporary estate planning State Specialist contractors, with substantial experience in estate planning law in Texas. Remote work from 30-40 hours per week. (Requires Windows-based computer and high speed internet) Responsibilities: Beacon Hill is looking for temporary estate planning State Specialist contractors to work on resources for our client's online servi...

Description Accountable for managing and settling terminating trusts requiring some technical expertise and knowledge of trust, estate and tax planning and fiduciary obligations. Assigns tasks to the Trust Settlement Assistants, monitors progress and approves completed work. Responsible for coordinating information and activities with external business partners (Attorneys, CPAs, and Fiduciary Acc...

Associate Attorney Trust & Estate Planning Job #A20150403 – Chicago, Illinois The Chicago office of Perkins Coie LLP is seeking a senior associate or counsel-level attorney to join our national Personal Planning Group. Candidates must have excellent academic credentials, and a minimum of six years of experience in trust and estate planning, preferably at a national law firm. Candidates with an...

32305BR Wealth Personal Trust Specialist Special Accounts Servicing Group IV BB&T Wealth Group Charleston, WV - 300 Summers Street English Full time Regular 1st shift 40 A Special Account Servicing Group Personal Trust Specialist IV is responsible for providing leadership and administrative oversight in concert with the Special Account Servicing Group Manager to deliver high quality servi...

Retail Account Manager – Sales and Customer Service Wouldn't it be great to have a job where my people skills are what make you the big bucks? You are here!! Consultant You love helping people. The people you know come to you when they need answers. The Consultant leverages a relationship built on trust and the expertise of knowing your stuff to match people and products perfectly. We offer; ...

Description Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving qua...