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$120,000 - $150,000 per year Department: Company Company: Bank of America Experience: Minimum 5 years of trust administration and estate planning experience Senior Trust Officer - Manage Fiduciary & Investment Accounts for High-Net-Worth Clients Job Description: At...
Strategies Advisor Salary: Competitive Job Title: Wealth Strategies Advisor Experience: Minimum 7 years of planning-related work experience desired Company: Bank of America Responsible Growth: - Ensuring a diverse and inclusive workplace for all employees - Offering competitive benefits to...
The candidate should preferably have or above (unified enrollment; first-tier universities); overseas background and a . degree; Have lawyer practicing qualification; qualification in other regions or countries would be an asset; At least 3 years of working experience as...
Planning Attorney The candidate will work on advanced estate and income tax planning matters. Evaluate and update template documents, letters, and procedures. Be able to draft high-quality correspondence; estate planning documents; Probate, Administration, and Conservatorship petitions; strategy recommendations; settlement agreements;...
Manager - Trust & Estates Responsibilities: Maintain steady contact... with assigned clients throughout the business year. Technical review of tax returns: 1041’s, 706’s and 709’s. Follow the progress of the work in relation to budgeted time and scheduled date of...
Senior Staff Attorney - Private Clients ## Overview Law Firm's private clients practice helps clients protect and administer family wealth, and plan for the transmission of wealth to family members and charities, with sophisticated but practical tax advice...
Wealth Management, Trust & Estates - Trust Administrator Job... Wealth Management, Trust & Estates - Trust Administrator Job... position in the Global Trusts & Estates Practice -... Responsible for... delivering Trusts and Estates services under... the supervision... of a Trust...
Manager - Trust & Estates Responsibilities: Maintain steady contact... with assigned clients throughout the business year. Technical review of tax returns: 1041’s, 706’s and 709’s. Follow the progress of the work in relation to budgeted time and scheduled date of...
Lateral Partner, Taxation & Estates The candidate should have... extensive experience in complex trust and estate planning and administration, including fiduciary tax and accounting, gift and estate tax return preparation, estate controversies and audits and complex valuation issues. Must have...