Estate Planning and Trust Administration Support Specialist

The OpportunityWe are seeking a highly skilled Estate Planning Specialist to join our team at Fisher Investments. As an Estate Planning Specialist, you will play a crucial role in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals.Key ResponsibilitiesWork directly with high-net-worth...

Estate Planning Opportunity in the Pacific NorthwestAn exciting estate planning role is available in the Pacific Northwest region, offering a unique chance to utilize your expertise in trust and estate planning without the administrative burden.Key Highlights:Focus on creative and problem-solving aspects of estate planningEnjoy a true 40-hour workweek with...

Job OverviewWe are seeking a highly organized and detail-oriented Administrative Assistant to join our DOMAINE Real Estate Team in the Portland area. The ideal candidate will possess a strong background in administration, excellent communication skills, and the ability to work independently with minimal supervision.Key ResponsibilitiesAssist the owner in...

Catalyst Law LLC Seeks Experienced Legal AssistantCatalyst Law LLC, a woman-owned and B-Corp Certified law firm, is seeking a skilled Legal Assistant to join our team. As a key member of our Estate Planning, Probate, and Trust Administration practice, you will play a vital role in ensuring the success of our clients.ResponsibilitiesSupport the management of...

Delap LLP: A Leader in Estate and Trust ServicesDelap LLP is a premier accounting and financial services firm dedicated to delivering innovative and proactive financial solutions to businesses, business owners, and wealthy individuals. Our team of experts provides a full range of services, including Business Advisory, Assurance, Tax, IT Assurance, Wealth...

Estate Planning Opportunity in the Pacific NorthwestAn exciting estate planning role is available in the Pacific Northwest region, offering a unique chance to utilize your expertise in a non-litigation, non-drafting environment. This position is perfect for experienced professionals seeking a 40-hour workweek with a true work-life balance.Key...

About the RoleGevurtz Menashe is seeking a Senior Estate Planning attorney who thrives in a fast-paced, team environment and has the ability to provide exceptional service to our clients.We are dedicated to family law and estate planning in Oregon, Washington, and Idaho. Our goal is to be our clients' law firm and deliver the highest level of service and...

About Geffen MesherGeffen Mesher is a leading accounting firm in Portland, Oregon, with a rich history of over 90 years. We pride ourselves on our client-centric approach and commitment to our team members.Job SummaryWe are seeking a highly skilled Tax, Estate & Trust Manager to join our team. As a key member of our team, you will assist clients in...

About Gevurtz MenasheGevurtz Menashe is a law firm dedicated to family law and estate planning in Oregon, Washington, and Idaho. Our mission is to provide exceptional service to our clients and deliver the highest level of service and best possible outcomes.Job SummaryWe are seeking a Senior Estate Planning Attorney who thrives in a fast-paced, team...

About Geffen Mesher & Company PCGeffen Mesher & Company PC is a leading accounting firm in Portland, OR, with a rich history of over 90 years. We pride ourselves on our client-centric approach and commitment to our team members.Job SummaryWe are seeking a highly skilled Tax, Estate & Trust Manager to join our team. The successful candidate will assist...

About the Role:This is an exciting opportunity to work as an Estate Planning Advisor with Beacon Hill Legal in the Pacific Northwest area. As a trusted advisor, you will have the chance to utilize your estate planning experience in a non-practicing role, focusing on the creative and problem-solving aspects of the field.Key Highlights:A true 40-hour work...

About WithumSmith+Brown, P.C.WithumSmith+Brown, P.C. is a prominent advisory and accounting firm committed to providing a balanced work environment and growth opportunities for our employees. We focus on delivering innovative solutions tailored to meet our clients' accounting, tax, and business management requirements.Position Overview:Conducting reviews of...

Job OverviewWindermere Real Estate is seeking a skilled Real Estate Professional to join our dynamic team. As a key intermediary between sellers and buyers, you will be responsible for marketing listings, guiding clients, and ensuring a seamless transaction process.This is an excellent opportunity for a motivated and results-driven individual to grow their...

About WithumSmith+Brown, P.C.WithumSmith+Brown, P.C. is a prominent advisory and accounting firm committed to maintaining a healthy work-life balance while providing opportunities for professional growth. Our organization is recognized for its innovative approach in delivering effective solutions to meet our clients' accounting, tax, and business management...

About the RoleWe are seeking a highly skilled Tax and Estate Planning Manager to join our team at Withum. As a key member of our Tax Services Group, you will play a critical role in ensuring the accuracy and timeliness of tax reporting obligations for our clients.Key ResponsibilitiesReview and prepare complex gift, estate, and fiduciary income tax returns,...

About the RoleWe are seeking a highly skilled Tax and Estate Planning Manager to join our team at Withum. As a key member of our Tax Services Group, you will play a critical role in ensuring the accuracy and timeliness of tax reporting obligations for our clients.Key ResponsibilitiesLead complex gift, estate, and fiduciary income tax returns, including...

Job Title: Associate Attorney - Estate PlanningGevurtz Menashe is seeking an experienced Associate Attorney to join our Estate Planning team. As a key member of our team, you will be responsible for executing case strategy, managing your own caseload, and providing exceptional client service.Primary Responsibilities:Develop and implement case strategies with...

Administrative AssistantWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Domaine Real Estate. As a key member of our team, you will be responsible for providing exceptional support to our agents and ensuring the smooth operation of our office.ResponsibilitiesAssist and support the owner in all business and...

Job Title: Regional Credit AdministratorWashington Trust Bank is seeking a highly skilled Regional Credit Administrator to join our team. As a key member of our Commercial Division, you will be responsible for managing the credit risk inherent in our regional loan portfolio.Key Responsibilities:Develop and implement controls and procedures to ensure the...

About Oath LawOath Law is a dynamic and forward-thinking law firm dedicated to helping individuals and families achieve their estate and financial planning goals. We believe in empowering our clients to make informed decisions about their future and providing them with the tools and resources they need to succeed.Job SummaryWe are seeking a highly motivated...