Trust And Estate Jobs

The Associate Member Services Representative is an entry-level role within the branch operations team designed to provide foundational training in credit union services. The position focuses on delivering exceptional member support through in-person, phone, and digital channels while handling routine duties such as cash management, account maintenance, and transaction processing. Key responsibilities include balancing cash drawers, verifying member identification, troubleshooting account issues, and learning to open various types of accounts under supervision. This opportunity appeals to individuals who value a collaborative culture rooted in the 'People Helping People' philosophy, offering comprehensive training on financial products and branch procedures. The role is based on-site in an office environment with opportunities for professional growth and career advancement within the organization.

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 full-time Tax Manager role in Nashville focuses on high-net-worth individual taxation, including trusts, estates, and gift tax matters. The position involves leading complex compliance and planning engagements, performing final technical reviews on tax returns, and managing staff development. Key responsibilities include researching intricate tax issues, overseeing client relationships, and monitoring project quality and billing. The role appeals to CPA professionals seeking a collaborative environment that values technical expertise, proactive client service, and professional growth. The firm offers a supportive setting for those eager to strengthen their leadership skills while working with sophisticated tax portfolios.

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 full-time onsite Sales Consultant role supports the growth of a manufactured housing community by guiding prospective buyers through the entire home purchasing process. Key responsibilities include managing leads from initial inquiry to closing, conducting home and community tours, coordinating transaction documentation, and maintaining accurate CRM records. The position offers an appealing collaborative culture built on mutual respect and professional development, with opportunities to earn commissions on sales. The role requires strong communication skills and the ability to work flexible hours, including evenings and weekends, to meet customer needs.

The Commercial Relationship Manager role at FFB Bank involves soliciting, underwriting, and managing commercial loans for equipment, real estate, and business clients. Key responsibilities include generating new leads through networking, analyzing financial risk for loan approvals, and maintaining strong client relationships to drive portfolio growth. This position offers the appeal of working within a supportive, employee-owned culture that values collaboration and professional development. The role provides significant travel opportunities up to 75% to visit client sites and attend industry events, allowing for dynamic engagement with the local business community while contributing to the bank's mission of personalized financial solutions.

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 Executive Director role at Jack Satter House serves as the primary leader for a senior living community within Hebrew SeniorLife, overseeing all operational, financial, and resident care aspects. Key responsibilities include managing financial performance and budgets, ensuring regulatory compliance with federal and state standards, and fostering a positive culture for residents, families, and staff. The position involves strategic planning, vendor negotiations, and driving initiatives that align with the organization's mission. This opportunity appeals to experienced leaders seeking to make a meaningful impact on the elderly population within a collaborative environment that values innovation and professional growth. The role is based on-site at the community location.

This full-time Estate Planning Attorney role is based at a well-established mid-size law firm. The position involves analyzing tax laws to ensure compliance, drafting and revising estate planning documents such as wills and trusts, and providing strategic advice on wealth preservation and asset protection. Key responsibilities also include representing clients in probate court proceedings and collaborating with financial advisors to create comprehensive legal plans. The role requires a Juris Doctor degree, state bar admission, and at least five years of relevant experience. The position offers an appealing work environment with a comprehensive benefits package including medical, dental, vision, and a 401K match, alongside opportunities for professional growth within a collaborative team.

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.

The Real Estate Manager role at SEETO Realty involves overseeing property operations and financial performance for a family-owned firm serving Plano homeowners. Key responsibilities include negotiating lease agreements, supervising maintenance staff and groundskeepers, and managing property-related budgets and vendor contracts. The position requires handling tenant relations, preparing financial reports for investors, and ensuring compliance with property laws. This opportunity is appealing due to the company's strong reputation for customer satisfaction and its collaborative, family-oriented culture. The role offers a comprehensive benefits package including health insurance and retirement plans, with a focus on professional growth within an established organization.

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.

This Vice President or Executive Director role within J.P. Morgan's U.S. Private Bank focuses on advising affluent families on building, preserving, and managing their wealth. The position involves managing existing client relationships, acquiring new assets, and providing comprehensive advice on asset allocation, investments, credit, and banking needs. Candidates will partner with internal specialists to deliver holistic financial solutions while adhering to strict regulatory guidelines. The role is appealing due to the opportunity to work alongside a talented, collaborative team supported by a robust institutional platform with extensive resources. It offers a dynamic environment for professionals with an entrepreneurial mindset to advance their careers through continuous learning and high-impact client engagement. The position is based in San Francisco.

This senior engineering role within AWS Infrastructure Services focuses on driving front-end design strategy for global data center developments. The position involves leading engineering due diligence, site master planning, and predesign phases for new owned and leased facilities across international regions. Key responsibilities include collaborating with diverse internal teams such as real estate and risk management, managing external vendor consultants, and making critical engineering decisions to optimize site selection and design efficiency. The role appeals to candidates seeking to solve complex supply chain challenges while working in an inclusive culture that values bold ideas and continuous learning. It offers opportunities for significant career growth through mentorship and knowledge-sharing, with a work arrangement that includes occasional international travel up to 25%.

This Executive Director role within J.P. Morgan's U.S. Private Bank focuses on advising Private Equity and Venture Capital firms on comprehensive banking and lending solutions. The position involves managing a large national book of clients, providing strategic advice on balance sheet management, asset allocation, and credit needs while collaborating with local coverage markets. Key responsibilities include generating new assets through proactive outreach, re-engaging existing clients, and connecting them with specialized partners across the firm's ecosystem. The role is appealing for its opportunity to work within a fast-paced, entrepreneurial environment supported by a robust institutional platform and intellectual capital. It offers significant career growth potential through collaboration with diverse teams and the chance to challenge oneself in a leading global financial institution.

This Managing Director role within J.P. Morgan's International Private Bank focuses on advising offshore clients across Asia on building and preserving their wealth. The position involves managing high-net-worth relationships, providing holistic balance-sheet advice on investments and credit, and driving new asset acquisition. Candidates will leverage a strong institutional platform to deliver tailored financial solutions while collaborating with internal specialists. The role appeals to professionals seeking a client-first culture with broad exposure to global markets and significant career growth opportunities. Fluency in English and Mandarin is required, and the position supports a dynamic environment where entrepreneurial thinking is valued.

The Real Property Acquisition Agent II role within Pima County's Real Property Services Department focuses on managing the acquisition, sale, and disposition of real estate for public infrastructure projects. Key responsibilities include negotiating directly with property owners, reviewing engineering plans and legal documents for compliance, and preparing acquisition agreements in adherence to state and federal regulations. The position also involves managing relocation assistance for displaced occupants and overseeing the administrative closure of real estate files. This opportunity appeals to candidates seeking to contribute to community development through meaningful public service work. The role requires a mix of office-based analysis and field inspections, offering a stable career path within a government agency committed to inclusive employment practices.