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Managing Attorney - Estate Planning at TrustWorks in... educate prospective clients about Estate Planning. - Handle a... Oversee the preparation of estate planning documents and develop... strategies to meet client objectives. - Maintain confidentiality and integrity when handling personal client...
in trust administration and estate planning Bank of... America is looking for a Senior Trust Officer to join our team in Atlanta, Georgia. As a company, we are committed to being a diverse and inclusive workplace, investing in our...
Sr. Closing Officer Real Estate Capital Servicing is a... full-time position responsible for independently managing and maintaining an active closing portfolio of moderate to highly complex loan transactions. This role requires a strong understanding of legal documents and loan closing...
complex needs around financial planning, investments, insurance, tax management,... executive compensation, retirement analysis, estate planning, philanthropy and business... succession... planning. Think both strategically and... situation, and design, implement and manage the planning process. Responsible for developing... and strengthening client relation...
TrustWorks Law in Atlanta, GA H2: Take on a Vital Role in Estate Planning with TrustWorks Law... Responsibilities: - Accurately prepare and organize estate planning documents - Collaborate... with attorneys to coordinate document production - Print and organize...
complex individual, trust and estate tax compliance and planning... Salary Information: ... The salary for this position will vary depending on the candidate's qualifications and experience. However, the average salary for a Tax Director in Atlanta, GA is around...
formerly known as BB&T, is currently seeking a Trust Administration Advisor in five different locations: Charlotte, North Carolina, Atlanta, Georgia, Nashville, Tennessee, Orlando, Florida, and Richmond, Virginia. This is a remote position, preferably within the geographical area of Truist. The...
Managing Director, Core Tax Services Atlanta, GA, United States Job Description Job Summary: The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting...
including tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. In addition, you...
wealth management structures, focusing on financial planning, wealth transfer planning, and... business succession planning or trust and estate... work. The successful candidate... will have a Bachelor's degree in Accounting, at least 6 years of experience in a similar role, and...