Trust And Estate Administration Jobs

The Special Assets Officer role at Whitaker Bank focuses on loss mitigation through active loan workout and collection activities across all business lending lines. Key responsibilities include managing criticized and delinquent credits, evaluating financial data to develop workout strategies, and coordinating with legal counsel to resolve cases. The position also involves overseeing the bank's Other Real Estate Owned properties and providing portfolio reporting. This opportunity appeals to professionals seeking to apply credit and risk management principles in a collaborative environment that values ethical conduct and diversity. The role is primarily based in a non-confined office setting with minimal driving requirements, offering a stable position for those with commercial lending experience and strong problem-solving skills.

This full-time tax accountant position at an established Tulsa-based CPA firm serves both junior and senior levels, focusing exclusively on federal and state income tax preparation without audit responsibilities. The role involves preparing diverse returns including individuals, partnerships, corporations, and trusts while maintaining accurate workpapers and ensuring compliance. Candidates must possess strong expertise in Lacerte, QuickBooks, and Excel. The position offers a collaborative environment with minimal overtime, flexible scheduling based on performance, and a comprehensive benefits package including profit sharing. The role requires onsite work and is ideal for professionals seeking stability and growth within a specialized tax-focused team.

This full-time Senior Trust & Estate Attorney role is based within a top-ranked multi-service law firm in the San Francisco Bay Area. The position involves managing complex trust and estate litigation matters for diverse clients across sectors such as real estate, agriculture, and life sciences. Key responsibilities include providing strategic legal counsel, negotiating settlements, and leveraging a portable book of business to drive firm growth. The role appeals to candidates seeking a collaborative culture that prioritizes employee well-being and offers flexible work schedules to support work-life balance. The firm provides accelerated career growth opportunities and a supportive environment for experienced attorneys with at least eight years of litigation experience.

This full-time Tax Manager role within PwC Private's Personal Financial Services practice supports high-net-worth individuals and private business owners with comprehensive tax compliance and planning. Key responsibilities include supervising and mentoring team members, managing client service accounts, and designing wealth management strategies to achieve personal financial goals and ensure future generational stability. The position involves analyzing complex tax efficiencies across income, investments, and estate planning while fostering strong client relationships. The role offers a dynamic environment where professionals can engage with the entire business lifecycle of private enterprises, from inception to transition. It appeals to those seeking a purpose-led culture that values continuous development, global trend analysis, and collaborative problem-solving. The position is hybrid, requiring up to 20% travel, and provides opportunities to build consensus and deliver high-quality solutions in a changing global landscape.

This full-time Tax Manager role within PwC Private's Personal Financial Services practice supports entrepreneurs and high-net-worth individuals with complex tax compliance and wealth planning needs. Key responsibilities include supervising and mentoring team members, managing client service accounts, and designing strategies for income tax efficiency, estate planning, and business succession. The position offers the opportunity to guide clients through the entire business life cycle while fostering a collaborative, purpose-led culture. The role involves up to 20% travel and operates in a hybrid work arrangement, providing a platform for professional growth through the firm's global leadership framework.

This full-time Tax Manager role within PwC Private's Personal Financial Services practice supports entrepreneurs and high-net-worth individuals with complex tax compliance and wealth planning needs. Key responsibilities include supervising and mentoring team members, managing client service accounts, and developing strategic plans for income tax efficiency, estate transfer, and business succession. The position offers the opportunity to engage with the entire business lifecycle of private companies, from inception to growth, while fostering a collaborative environment focused on professional development and ethical leadership. The role is hybrid, requiring up to 20% travel, and provides a platform to solve challenging problems that drive operational efficiency and long-term financial goals for clients.

This Vice President level role within Schwab's branch team focuses on managing existing client practices and providing comprehensive wealth management guidance. The position involves developing holistic financial plans covering retirement, investment, and estate planning while building lasting relationships through trust and strategic communication. Key responsibilities include consolidating client assets, generating referrals, and leveraging internal specialist teams to help clients achieve their financial goals. The role appeals to professionals seeking a supportive culture that prioritizes personal and professional growth, offering flexible work options and extensive development resources. Candidates will join a collaborative environment dedicated to transforming the finance industry while enjoying a robust benefits package that includes sabbaticals and tuition reimbursement.

This Corporate Associate Attorney role supports the largest locally based full-service regional firm in Florida, focusing on real estate, corporate restructuring, litigation, and estate planning. The position involves assisting with the structuring, negotiation, and documentation of complex transactions such as mergers, acquisitions, and joint ventures. Key responsibilities include advising clients on federal and state tax implications, drafting transaction documents like stock purchase agreements, and conducting corporate due diligence to identify risks. The role appeals to candidates seeking a collaborative environment with a strong commitment to client trust and professional excellence. Benefits include mentorship opportunities, profit sharing, 401K, and health coverage. The work arrangement offers hybrid and remote flexibility.

This Wealth Advisor role at Nevada State Bank in Las Vegas focuses on delivering comprehensive financial services to high-net-worth individuals and families within the Zions Wealth Management division. The position involves building strategic relationships with internal banking partners, conducting financial planning, managing investment strategies, and coordinating trust and insurance solutions to meet client objectives. The role appeals to professionals seeking a collaborative environment that values community engagement, continuous learning through tuition reimbursement, and a strong culture of inclusion. The position offers immediate medical benefits, a 401(k) match, and opportunities for career growth within a stable, full-service banking organization.

This role serves as a Wealth Advisor Consultant within Schwab Advisor Services, focusing on the strategic Ultra High Net Worth (UHNW) offering. The position involves acting as a trusted advocate for independent registered investment advisors by delivering consultative engagement to uncover unique client needs and goals. Key responsibilities include leveraging specialized wealth management capabilities to tailor solutions, articulating differentiated value to help advisors distinguish their practices, and driving strategic growth within the RIA community. The role is appealing due to its focus on high-impact relationship building, the opportunity to champion a visible strategic initiative, and a supportive culture that empowers professional growth. The position requires on-site work four days a week at locations in Westlake, Texas, or Orlando, Florida.

The Regional Clinic Manager role oversees operations and performance for multiple hearing care clinics across New York and New Jersey. Key responsibilities include leading and developing diverse clinical teams, ensuring strict adherence to regulatory standards and patient care quality, and driving financial performance through strategic analysis of P&L and operational metrics. This position appeals to professionals seeking a dynamic field-based career with significant autonomy and the opportunity to directly impact patient well-being within a mission-driven organization. The role requires extensive travel to regional clinics, blending leadership duties with hands-on clinical support to maintain service continuity.

This full-time Litigation Attorney role supports the Insurance Defense and Tort department at a leading regional Florida law firm. The position requires a Florida Bar member with at least three years of experience to handle case evaluation, draft pleadings, manage discovery, and argue motions. Key responsibilities include attending depositions, mediations, and hearings while negotiating settlements and maintaining strong client communication. The role offers a hybrid work arrangement with flexibility between remote and on-site duties. Candidates are drawn to the firm's collaborative culture, mentorship opportunities, and commitment to professional growth within a supportive environment that values high ethical standards.

This full-time Family Law Paralegal role supports a leading regional law firm in Florida, assisting attorneys through all phases of divorce, child custody, and support cases. Key responsibilities include drafting pleadings, motions, and settlement agreements, managing complex financial affidavits and discovery processes, and coordinating trial preparation while ensuring strict compliance with state court procedures. The position offers a hybrid work arrangement with remote flexibility and provides access to a supportive culture featuring mentorship opportunities, profit sharing, and comprehensive health benefits. The role is ideal for a detail-oriented professional seeking to handle sensitive matters with discretion within a firm dedicated to high standards of client service.

This field-based In Home Sales Representative role at Aspen Windows focuses on driving residential growth through direct client engagement. The position involves conducting in-home consultations to assess window and door needs, delivering persuasive product presentations, and managing the complete sales cycle from lead qualification to contract signing. Key responsibilities include building a sales pipeline through referrals, collaborating with installation teams for project accuracy, and utilizing CRM tools to track customer interactions. The role appeals to candidates seeking a team-oriented, quality-driven culture with opportunities for advancement in sales and business development. It offers a flexible work arrangement based in the field, supported by comprehensive benefits and a performance-based compensation structure.

The Owner Representative role at O'Brien Construction leads real estate development for multifamily, build-to-rent, and senior living projects across multiple states. Key responsibilities include managing the full development lifecycle from site selection and land acquisition through municipal approvals and construction closeout. The position requires overseeing project budgets, proformas, and financial controls while serving as the primary owner liaison during construction to ensure quality and schedule adherence. This opportunity appeals to professionals seeking to build lasting community relationships within a purpose-driven culture that values trust and mutual respect. The role offers significant professional growth through collaboration with executive leadership and internal teams, with a work arrangement that includes approximately 25% travel to project sites throughout the Midwest.

This Tax Manager role at a growing Midwest CPA firm involves leading client relationships, managing complex tax planning for diverse industries, and mentoring staff. The position focuses on overseeing a portfolio of engagements for closely held businesses, real estate, and nonprofits while identifying opportunities for business growth. The opportunity is appealing due to a clear path to partnership, a flexible hybrid work schedule, and an entrepreneurial culture that values builders. The firm is actively expanding its footprint and team, offering professionals the chance to shape the organization's future in communities where high-quality advisory services are in demand.

The Mid-Shift Custodial Manager role at HES involves leading facilities management operations for educational institutions across Dallas. The position focuses on supervising custodial teams, managing daily cleaning schedules, and ensuring high standards of cleanliness within school complexes. Key responsibilities include overseeing staff performance, preparing work schedules and payroll, coordinating event setups, and maintaining supply inventories. This opportunity appeals to candidates seeking a stable career with a national leader dedicated exclusively to the education sector. The role offers a collaborative environment with comprehensive benefits including medical, dental, vision, and paid vacation. While primarily a mid-shift position, flexibility for evening or weekend coverage is required to support campus needs.

This remote Senior Tax Manager role supports an award-winning firm in Southwest Florida, offering a hybrid schedule of four days remote and one day in Sarasota. The position involves leading and mentoring staff while managing complex tax engagements for diverse individual and corporate clients. Key responsibilities include reviewing multi-entity tax returns, researching new legislation, and serving as a trusted advisor during audits and strategic planning. The role is appealing due to its accelerated partner track, emphasis on work-life balance, and a collaborative culture that values professional growth and flexibility. The firm provides premium benefits, generous PTO, and a supportive environment for those seeking to advance their careers in public accounting.

This senior tax manager role focuses on the high-net-worth practice within a technology-driven accounting firm, supporting multi-generational family offices. Key responsibilities include preparing and reviewing complex individual, fiduciary, and corporate tax returns while developing comprehensive wealth transition strategies for clients. The position also involves leading and mentoring staff, conducting technical research, and contributing to business development efforts. The opportunity is appealing due to the firm's rapid growth, recognition as a top workplace, and the chance to shape team culture. The arrangement offers a flexible hybrid schedule, excellent benefits, and significant potential for career advancement.

The Senior Attorney role at Weisinger Law Firm focuses on managing complex estate planning and probate matters for families in San Antonio. Key responsibilities include drafting legal documents, representing clients in court, and guiding them through sensitive decisions with minimal supervision. The position also involves mentoring junior attorneys and participating in community engagement to support firm growth. This opportunity appeals to experienced legal professionals seeking a collaborative culture that values dignity, legacy, and professional development. The firm offers a robust benefits package, continuing education support, and a mission-driven environment focused on long-term success and well-being.

This full-time Senior Accountant role supports Capital Square Living's expansion into residential property management within a leading real estate investment trust. Reporting to the Accounting Manager, the position handles daily accounting, month-end reporting, and REIT financial consolidation for a national portfolio. Key responsibilities include posting mortgage and escrow entries, reconciling bank accounts and ledgers, preparing financial packages, and assisting with external audits. The role offers a hybrid work arrangement with one optional remote day per week at the Glen Allen, Virginia headquarters. It is appealing due to the company's recognition as a top workplace, comprehensive benefits including fully covered medical premiums and a 401(k) match, and opportunities for professional development within a fast-growing organization.

The Tax Senior Manager role within Core Tax Services focuses on delivering strategic tax planning and compliance for high-net-worth clients with pass-through entities, estates, and trusts. Key responsibilities include managing complex tax engagements, supervising and mentoring associates, conducting top-level reviews of tax returns, and developing strategies to minimize tax burdens while ensuring regulatory compliance. This position appeals to professionals seeking a collaborative culture centered on meaningful connections and individual growth. The role offers significant opportunities for career advancement within a firm that prioritizes work-life flexibility and employee ownership through its Employee Stock Ownership Plan.