- Carson LLP (Fort Wayne, IN)
- …their legal careers. Position Overview: We are seeking a highly skilled and motivated Estate Planning and Administration Attorney to join our growing team. The ... ideal candidate will possess substantial expertise in estate planning and administration matters, with a focus on providing comprehensive legal counsel to… more
- AppleOne (Orlando, FL)
- Immediate need for an Estate Planning Paralegal to join a well-established law firmThe best suited candidate for this Estate Planning Paralegal position ... will have 3-5 years of estate planning experience, advanced Microsoft Offices skills, strong communication skills,...and excellent attention to detailFor this position as an Estate Planning Paralegal, we are looking for… more
- Spherion (Naples, FL)
- …monitoringTranscribe, draft and proof correspondence and client documents Create client estate planning binders, as neededEnter Attorney time accurately ... Spherion is seeking a Trust and Estate Legal Secretary for a growing firm in...support staffWorking hours: 8:00 AM - 5:00 PMSkills:Trust and Estate experience Attention to detailSelf-starter who can work independently,… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …value to executivesYou have demonstrated knowledge of brokerage, insurance, money management, estate planning , financial planning and retirement planningYou ... and provides an elevated level of assistance for brokerage, insurance, money management, estate planning , financial planning and retirement planning .… more
- Merck & Co. (Rahway, NJ)
- …for business challenges and initiatives across the Americas Portfolio.Driving Americas real estate planning process to develop short, medium, and long-term ... The role requires someone with skills in relationship management, real estate strategy/ planning and transactions.The role will build strong relationships… more
- Fidelity TalentSource LLC (Bellevue, WA)
- …allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning , as well as income and retirement planningPartnering ... Job Description:Wealth Management Planning ConsultantFor you, client interactions aren t just...key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series… more
- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …services firm or law firm Significant experience providing complex gift and estate planning strategies to high net worth clients Significant experience ... Be a leader within the Private Client Service / Estate and Trust practice of the Firm Develop, supervise...Estate and Trust team Coordinating tax compliance and planning responsibilities for our multistate environment Maintaining visibility in… more
- Careerbuilder-US (New York, NY)
- …and filing of tax returns. Review bank and other financial statements. Prepare final estate planning letters with copies of executed documents and email clients ... PDF versions of executed documents. Prepare, review and finalize binders of estate planning documents. Send out real estate documents to be recorded. Obtain… more
- Fidelity TalentSource LLC (Chicago, IL)
- …a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of ... Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way.… more
- Russell Tobin & Associates (Lake Success, NY)
- …practice. They are seeking an associate for its growing Elder Law and Estate Planning practice. The successful candidate will be a self-motivated, ... desire to grow their practice.JOB RESPONSIBILITIES: Counseling clients with regard to estate planning and asset protection Drafting wills, revocable and… more
- Public Storage (Plano, TX)
- …of Analytics within Public Storage's Real Estate division. The Real Estate division is responsible for underwriting, financial planning and analysis, and ... an S&P 500 industry leader, the country's largest real estate investment trust (REIT), and the most recognizable name...(REIT), and the most recognizable name in self-storage.The Real Estate Analytics Analyst is one of the key direct… more
- Fidelity TalentSource LLC (New York, NY)
- …allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning , as well as income and retirement planningBuilding ... Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way.… more
- Creative Financial Staffing (Yonkers, NY)
- …notices from various taxing jurisdictions. Participate in short and long-term income & estate tax planning , tax credit utilization & other ad-hoc projects. ... is working with a privately held vertically integrated real estate development company that is looking for a Tax...Accountant will assist in managing and overseeing tax compliance, planning , and reporting processes. The ideal candidate is working… more
- WSFS Bank (Philadelphia, PA)
- …office, or a related financial services organization, eg, consultancy, accounting firm, estate planning firmAdvanced degree, either CFA or MBA, preferredSeries ... portfolio management theory, along with a fundamental knowledge of financial planning principlesMust have knowledge of fiduciary, tax, and other regulations… more
- Creative Financial Staffing (New York, NY)
- …trusts, s-corporations & private foundations Participate in short and long-term income & estate tax planning , tax credit utilization & other ad-hoc projects ... in taxation accounting experience working with high-net worth individual and/or real estate industry concentration is a plus Proficient in Excel, accounting, and tax… more
- Amerant Bank (Coral Gables, FL)
- …and services offered by the group through its multiple units.Become proficient in estate planning and trust related services.Keeps abreast of news, market ... information and relevant global situations and communicate to customers how these may impact their financial situation.Coordinate, integrate and deliver proposals from different areas and units of the group.Seek constant feedback by customers and identify… more
- Creative Financial Staffing (Mountain View, CA)
- …and analytical skills, basic knowledge concerning investments and financial & estate planning . Skills: Client service orientation combined with creative ... problem solving skills, strong analytical skills, strong written and verbal communication skills; ability to manage personal time, effort and work #INAPR2024 more
- Creative Financial Staffing (Mountain View, CA)
- …tax compliance and tax issues. Strong accounting and analytical skills, basic knowledge concerning investments and financial & estate planning .#INAPR2024#LI-AS1 ... KEY DIMENSIONS Prepare all tax deliverables through assignment of returns and related filings (extensions, etc) for assigned clients/entities; modify deliverables upon review by Manager. Provide detailed focus on assigned projects, and alert the Manager of… more
- EY (Mclean, VA)
- …for all.Strategy and Transactions, Valuation Modeling & Economics (Corporate Real Estate ) (Manager) (Multiple Positions), Ernst & Young US LLP, Tysons (McLean), ... VA. Work with clients to address their most complex corporate real estate (CRE) issues and challenges by advising on strategic, operational, and analytical matters.… more
- EY (New York, NY)
- …will help make that happen. EY has built an industry leading corporate real estate (CRE) consulting practice. We work with our clients to address their most complex ... opportunityOur team of strategic advisors sits at the heart of a global EY real estate network that delivers high quality advice through every phase of the real … more
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