- Fox Rothschild LLP (Blue Bell, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA ... knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of Federal and… more
- Robert Half Legal (Littleton, CO)
- …a botique law firm in the Metro area who is in search of a 2+ year paralegal with experience in estate planning , wills and trusts. If you have the following ... + Legal Support + Conduct legal research on estate planning , probate laws, and tax implications +...program preferred. + 2+ years of experience as a paralegal , with a focus on estate planning … more
- Robert Half Legal (Los Angeles, CA)
- … paralegal will have: + 5+ years of transactional law experience + Tax , estate planning , wealth transfer, and/or probate administration experience + ... national firm is seeking a new trusts and estates paralegal . The attorneys in this practice group have a...tax returns + Experience with GEMS, Lacerte, Lackner, Wealth Counsel, or similar programs is strongly preferred +… 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 (Newark, DE)
- 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
- Bank OZK (Charlotte, NC)
- … tax and legal partners. + Provides ongoing support of Trust and Wealth tax reporting requirements including tracking and account maintenance and interaction ... Job Purpose & Scope Provides direct Trust and Wealth client service as well as administrative support...+ processing internal transactions and postings; + support during tax season, including tax return review and… more
- Bangor Savings Bank (Portland, ME)
- …fiduciary laws. + Assist in creating streamline processes and efficiencies for fiduciary and tax tasks within the Wealth Management Group. + Assist in the ... the administration of fiduciary relationships (Ie, Trusts, estates, etc.) within Bangor Wealth Management, a division of Bangor Savings Bank. This role includes… more
- Plante Moran (Southfield, MI)
- …your mark. Having roots in one of the nation's largest and most well-respected audit, tax , and advisory firms, Plante Moran Wealth Management proudly serves as a ... administration, trust administration, financial planning , or estate planning experience + Paralegal experience preferred but...the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But… more