Trusts Jobs in Fort Wayne

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United States
Full-time 20 views Experience : 1-3 yrs required

wills, revocable and irrevocable trusts, powers of attorney, healthcare... directives, and related legal documents. - Support probate and trust administration processes, including the preparation of necessary filings and maintaining client communication. - Assist clients with asset protection strategies and ensure Medicaid eligibility...

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Contract, Full-time 1 views

clients directly, either virtually or in-person, to assess and confirm their estate planning needs. - Produce estate planning documents, including revocable living trusts, wills, powers of attorney,... healthcare directives, deeds, and LLCs, using personal methods or provided document templates. - Stay in...

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Posted On Sep 01, 26
Full-time 6 views Experience : Min 5 yrs required

Title: Tax Manager, Lead Tax Services Job Responsibilities: - Lead and manage multiple complex client engagements, delivering high-quality tax solutions tailored to client needs. - Provide strategic tax consulting and compliance services with a focus on identifying tax efficiencies and minimizing risk. - Oversee...

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Posted On Sep 01, 26
Full-time 8 views Experience : Min 5 yrs required

Title: Tax Manager, Lead Tax Services Job Responsibilities: As a Tax Manager in Lead Tax Services, you will hold a pivotal leadership position, essential for delivering innovative tax solutions to a diverse clientele spanning various industries. This role demands a blend of...

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Posted On Aug 20, 26
Full-time Experience : Min 3 yrs required

Expert - Expert Center (Midwest) The candidate will work with a focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex...

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Full-time 1 views Experience : 3-5 yrs required

Title: Investments Counsel Job Responsibilities: - Provide significant and proactive legal advice on matters related to commercial mortgage loans, real estate investments, and other projects for the Investments Team. - Collaborate closely with the Mortgage and Real Estate team at the company. - Offer...

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Full-time 1 views Experience : 10-10 yrs required

Title: AVP, Sr. Counsel, Broker-Dealer and Investment Advisor Job Responsibilities: - Provide strategic legal counsel, regulatory guidance, and practical business support for distribution-related activities. - Partner with Legal, Compliance, Operations, Enterprise Brand, Advertising and Marketing, Enterprise Producer Solutions Operations, and business leaders to...

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Posted On Sep 01, 26
Full-time Experience : Min 7 yrs required

Title: Microsoft Dynamics 365 ERP Operations Solution Architect Job Responsibilities: 1. Solution Architecture & Implementation: - Lead the design and implementation of Microsoft Dynamics 365 ERP Operations solutions tailored to client objectives and industry standards. - Develop comprehensive solution architectures, including system...

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Posted On Jul 27, 26
Full-time 18 views Experience : 1-3 yrs required

candidate will work in estate planning, probate/trust administration, elder law, Medicaid, and guardianship. They must demonstrate strong interpersonal skills, attention to detail, and a collaborative wills, trusts, powers of attorney, and... healthcare probate and trust administration, including f...

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