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Position Summary The Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the management of postmortem trust and estate settlement accounts across the organization. This position will report to the Director of Estate Settlement. Duties & Responsibilities Effectively oversee, manage and support postmortem trust and estate settlement account administration within wealth management in accordance with the terms of the governing instruments, trust and estate laws, local law, tax law and sound fiduciary principles. Participate in all facets of administration, including collection of assets, investment management decisions and coordination with tax partners. Maintain contact and communicate regularly with Advisors, beneficiaries, attorneys, accountants and other interested parties on all aspects of administration, including maintaining client files, preparing materials for client meetings, managing deadlines, collecting information necessary to complete reporting and filing requirements and attending to clients concerns and needs. Stay informed of all Bank and Wealth Management policies and applicable state and federal regulations. Collaborate with Fiduciary Advisors to effectively manage client expectations, create a good client experience and participate in relationship retention efforts. Responsible for outreach to the Wealth, Commercial and Retail team for internal educational opportunities and sales opportunities by active promotion of Trust and Estate Settlement services. Participate in development and implementation of Trust and Estate Settlement Services policies and procedures. Education & Experience Knowledge of: Probate or post-death settlement of trusts and/or estates Technical expertise on federal and state estate tax, and postmortem administration of trusts and estates Familiar with fiduciary, legal, accounting and tax concepts Strong verbal and written communication skills Excellent time management skills Strong relationship management and team building skills Strong sales, presentation and client service skills Knowledge of standard business systems, including but not limited to trust accounting systems, Microsoft Office and Outlook Ability to: Travel as needed Analyze and interpret governing trust or estate documents, professional journals, technical procedures, governmental regulations and federal and state statutes Make independent decisions and provide timely client follow-up Promote teamwork and collaboration across all areas of Wealth Management Leverage expertise within Busey Wealth Management Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required Education and Training: Requires a four-year college degree and preferably completion or enrollment in desirable wealth management designations, including MBA, CFP , JD CFA, and/or CPA. Requires experience or demonstrated understanding of wealth management solutions including investments, banking and trust concepts including, but not limited to asset allocation, advanced estate planning, retirement plans, insurance, and identification/implementation of additional wealth planning opportunities. On-going development and broadening of appropriate knowledge and skills. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $80,000.00 - $110,000.00 /year) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

POSITION SUMMARY: The Estate Hospitality Attendant is responsible for performing daily operations of the household and to ensure highest standards of cleanliness, product quality and customer service to the Jackson Family. MAJOR AREAS OF RESPONSIBILITY/ESSENTIAL JOB RESPONSIBILITIES: General house cleaning: dusting, vacuuming, cleaning bathrooms, kitchen, etc. Clean microwave and pantry daily. Assist with cleaning out refrigerator each week. Sweep for cobwebs; wipe off doors, door frames and doorknobs at least every other week. General cleaning of the front porch and back patio, wiping down the furniture and arranging it neatly. Assist Chef when requested. Complete laundry as needed: washing, ironing and minor repairs to garments. Fold and put away laundry. Assemble dry cleaning for take out. Water house plants. Change bed linens regularly. Maintain and clean fine antique furniture and art. Provide other related services as specified. JOB REQUIREMENTS: Essential Skills, Experience, and Education High school diploma or equivalent in education and experience. 3+ years' housekeeping experience for high-end clientele. Familiarity with care, protection and maintenance of fine antique furniture and objects d'art. Outstanding customer service skills. Strong communication skills. Ability to work with all levels of household. Ability to work independently as well as in a team environment. Ability to work a flexible schedule and flexible duties. Ability to pass criminal and credit background check. Physical Requirements: Ability to lift to 35 lbs. on a regular basis. Ability to stand on feet for long period of time. Ability to stoop, kneel, stretch, etc regularly. WAGE TRANSPARENCY: The base pay for this role ranges from $23.66 - $27.80 per hour. Compensation will be determined by candidate experience, skills, and location. BENEFITS: Health Benefits - Medical, Dental, Vision, Disability & Life insurance 401k with employer match Generous time off including vacation, holidays, and paid health time Paid volunteer time Learning & Development opportunities Modern Health virtual mental health & coaching visits Wine discounts! Jackson Family Wines is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. All employment decisions are based on merit and business needs.

Job Description: Perkins Coie LLP is seeking an experienced Trust & Estate Paralegal to join our Private Client Services group. In this position, the Paralegal will work with a team of attorneys and be responsible for administering all aspects of estate and trust administration, including drafting probate court documents, estate inventories, and accountings, and drafting correspondence to beneficiaries. In addition, as a member of the Perkins Coie professional support staff team, this position is responsible for promoting and maintaining the goodwill and reputation of the firm. In this capacity, the Paralegal is expected to maintain the highest level of professional conduct and confidentiality. ESSENTIAL FUNCTIONS These are essential functions and primary job duties that incumbents should be able to perform unassisted or after some reasonable training. Handle California trust and estate administrations from start to finish with attorney supervision, including, but not limited to assisting in the analysis, calculation, or preparation of asset and gift summaries using Excel, zCalc, and/or NumberCruncher software. Prepare documents related to the transfer of assets, including deeds, notices of withdrawal rights, and assignments, as well as documents to comply with reporting requirements for change in ownership of California real property. Attend and participate in client meetings. Communicate with CPAs, advisors, and appraisers. Prepare California probate court petitions, including Heggstad petitions, § 850 petitions, and petitions to modify irrevocable trusts. Preparation of gift and estate tax returns, form closely held entities, draft entity agreements, and assist with state filings and other ongoing maintenance of entities. Enter and release time routinely and in compliance with firm policy. SPECIFIC SKILLS REQUIRED Ability to express oneself effectively, both verbally and in writing. Ability to handle multiple tasks and concurrent deadlines. Communicate the status of projects and meet deadlines. Ability to work independently upon receiving assignments. A strong work ethic, be a self-starter, and operate with a keen initiative to meet billable requirements. Possess a client-focused approach to work and be able to handle multiple assignments efficiently. SPECIFIC SKILLS PREFERRED Advanced proficiency in Microsoft Word, Excel, and PowerPoint. Experience with California probate and trust administration matters. Experience preparing California gift and estate tax returns. Ability to analyze and organize data for presentation to clients. Work well under pressure and have the flexibility to assist teams in meeting client demands on accelerated schedules. EDUCATION AND EXPERIENCE Bachelor’s degree and at least seven years of recent experience in California probate and trust administration in a law firm or equivalent. Recent experience with tax preparation software is preferred. At Perkins Coie, we look for self-motivated individuals dedicated to providing value and superior service and who have a high degree of integrity and enthusiasm for their work. We have created a company culture based on collaboration, devotion to serving our clients, and mutual respect. Perkins Coie is committed to advancing diversity and inclusion both within the firm and throughout our collective communities. Work with one of the 100 Best Companies to Work For and receive great health insurance, tuition reimbursement, and paid sabbaticals. This position is eligible for an annual discretionary bonus, 401(k) plan, medical, dental, and vision insurance, accrued paid time off plan starting at 20 days annually, personal medical and parental leave, up to 10 paid holidays, and family care benefits. More information regarding benefits and programs may be found here . This position may be filled in the following location(s). The listed compensation range reflects the typical pay for this role, though it is rare for new hires to receive an offer at the top of the range. Actual compensation may vary depending on experience, skills, market conditions, and internal equity. San Francisco Bay Area compensation range: $83,330 to $166,670 annually Washington state compensation range: $68,870 to $137,740 annually Qualified applicants with arrest or conviction records will be considered for employment in accordance with the San Francisco Fair Chance Ordinance for and the California Fair Chance Act. #LI-Hybrid

With Growth Comes New Opportunities for Paralegals at The Law Office of Bryan Fagan! Are you an experienced Estate Planning & Probate Paralegal looking for a new opportunity in the world of estate planning, probate, guardianship, wills & trust law ? The Estate Planning and Probate Paralegal position is the perfect fit if you’re ready to take on a new challenge that comes with industry-leading benefits. This role offers seasoned paralegals a place where you can focus on your passion of supporting attorneys and clients, in a specialized area of law. The Paralegals at the Law Office of Bryan Fagan are an integral part of the law office team. They assist clients & attorneys throughout the litigation process. They are focused and passionate. Company Culture: The Law Office of Bryan Fagan offers an environment where you feel supported and appreciated at every corner. We value our leaders and strive to give you the best work-life balance in a team-based environment. That means you won’t be spending your time generating new leads or searching for a new business but rather focusing on managing your clients’ cases and providing expert strategies. At the Law Office of Bryan Fagan, we recruit the top talent and invest in our people to make this a destination career and provide a workplace you can call home. Requirements Your role in our mission includes the following responsibilities: Drafting pleadings Preparing discovery Filing documents with the court Calendaring Preparing trial exhibits Other duties as assigned What you will bring to the role: Must have a minimum of 2+ years of estate planning/probate, experience in TX, 5+ years are most preferred. An Associate’s degree or Certificate in Paralegal Studies or a Bachelor’s degree in a related field. Excellent typing skills and computer literacy, including a solid understanding MS Office and or Google Suite applications. Proficiency on Clio and TxDoc OR similar software. Demonstrate proficiency to focus on details, handle multiple tasks, and remain highly organized. Excellent verbal/written communication and interpersonal skills. Professional demeanor and positive communicator. Benefits PERFECT PERKS for your PASSION: Competitive Pay: Pay ranges from $40K-$80K, plus we have an attractive billable hour bonus plan that is paid out every two weeks. Earn up to $35K more annually! Comprehensive Benefits: Medical ($600 monthly company contribution,) Dental, Vision, Disability and Voluntary Life Insurance and 401K with 5% match! Hybrid work environment: Enjoy 1-2 days remote work option. Less stress with a casual work environment. We work smart & play hard! We like to have FUN! Equal Opportunity Statement: We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.

Seeking an experienced Estate Litigation Attorney to join its fast-paced and dynamic team. As an Estate Litigation Attorney, you will be responsible for providing legal representation and advice to clients in matters relating to wills, trusts, estates, and conservatorships. Responsibilities Represent clients in court proceedings, including mediation and arbitration. Conduct legal research to support court filings and other legal documents. Draft legal pleadings, motions, and briefs. Attend client meetings and communicate legal advice effectively. Manage multiple cases and priorities with competing deadlines. Collaborate with colleagues within the firm and with external partners. Maintain up-to-date knowledge of state and federal laws and regulations relating to estate litigation. Requirements Juris Doctorate degree from an accredited law school. Active license to practice law in the state of New York Minimum of 3 years' experience in estate litigation.

About Us: As a leading provider of consumer services, we are passionate about offering unparalleled support and innovative solutions in estate planning and business formation. Our primary focus is on linking eligible clients with seasoned attorneys, ensuring they receive essential legal documents for their peace of mind. By joining our team, you'll step into a vibrant community of skilled professionals who are dedicated to delivering exceptional services to our esteemed clientele. Position Overview: Join our dynamic team as a talented Network Attorney specializing in Estate Planning and Business Formation! We're seeking candidates who possess a deep knowledge of estate planning, business formation, and contract law. This role offers a fantastic chance to contribute to our organization's ongoing success while fostering your personal and professional development in a nurturing environment. Key Responsibilities: Offering expert legal advice and services relating to estate planning and business formation. Preparing and reviewing a range of legal documents, including wills, trusts, contracts, and business formation documents. Collaborating with clients to analyze their requirements and develop tailored solutions. Staying updated on relevant legal developments and regulatory changes. Application Instructions: If you are ready to take the next step in your legal career and join a company that highly values your expertise while providing unmatched support, we encourage you to apply. To be considered, please submit your resume and a cover letter outlining your relevant experience and explaining why you are the ideal candidate for this position. Requirements Active membership with the Tennessee State Bar Private practice required Residency in the state of Tennessee highly preferred At least three years of experience in estate plan drafting Comfortable with virtual communication methods Prior experience in business formation highly desirable Knowledge in special needs, real estate, elder law, taxation, and asset protection would be advantageous Additional state bar admissions would be a plus Bilingual skills would be a plus Benefits We provide: Client base growth without the need for marketing time or expense. Back-office support including information collection, technology assistance and reference material Deed retrieval Document printing Assistance with document execution Control of your own time and schedule. Direct weekly payment without the hassle of invoices. Conduct 100% virtual/telephonic consultations.

📍 Must be licensed in the states you are applying for Expand Your Practice While Helping Clients Protect Their Legacies Are you an experienced estate planning attorney looking to expand your practice without the headaches of client acquisition, marketing, or administrative burdens? This opportunity is perfect for solo practitioners and law firms seeking a steady stream of pre-qualified clients , seamless back-office support , and the freedom to focus on providing top-tier legal counsel. 🚀 Why This Opportunity Stands Out We eliminate the challenges of running a practice so you can concentrate on what you do best—helping clients secure their futures. ✅ Pre-Qualified Clients – Work with individuals actively seeking estate planning and asset protection services. No marketing costs or time-consuming client outreach required. ✅ Comprehensive Administrative Support – From document preparation to deed retrieval , our dedicated team handles the operational tasks. ✅ Flexibility & Autonomy – Seamlessly integrate this role with your existing practice while managing your schedule on your own terms. ✅ Grow Without Overhead – Expand your client base and revenue without additional expenses. ✅ Streamlined Process – We provide the infrastructure and tools needed for an efficient, high-quality client experience. 🎯 Your Role as a Network Attorney Provide legal services related to estate planning, business formation, and asset protection for referred clients. Deliver expert legal guidance that empowers clients to protect their assets and secure their legacies. Collaborate with our support team to ensure an efficient, client-centered legal process. 📌 Who We’re Looking For We’re seeking attorneys with: ✔️ Juris Doctor (JD) degree from an accredited law school. ✔️ Active admission to the State Bar and in good standing. ✔️ 3+ years of experience in estate planning, business formation, or asset protection. ✔️ Familiarity with special needs and Medicaid planning (highly preferred). ✔️ An established private practice (or the ability to integrate this role with your existing work). ✔️ Reciprocity with neighboring states (a plus). 💼 What You’ll Gain Effortless Client Acquisition – Receive a steady flow of high-quality referrals without investing in marketing. Full Back-Office Support – Our team ensures a seamless client experience from initial consultation to document completion . Professional Growth – Join a network of like-minded attorneys focused on excellence in estate planning and asset protection. Time & Revenue Optimization – Spend less time on administrative tasks and more time on high-value client interactions . 🔹 Take the Next Step If you’re ready to expand your practice, simplify your workflow, and make a meaningful impact in your clients’ lives, apply today to join our growing network of estate planning professionals. 📍 Must be licensed in the states you are applying for.

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Take on the primary review of complex tax returns and maintain regular communication with clients. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. Provide training and supervision to staff members, including reviewing and evaluating their work. Occasional local travel to clients' locations may be required. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. Hold self and direct reports responsible for achieving developmental goals Basic Qualifications: Bachelor's Degree in Accounting or equivalent field is required 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation Recent Public Accounting experience CPA, JD, or IRS Enrolled Agent Certification Preferred/Desired Qualifications: Master's Degree in Taxation or relevant field Experience using GoSystems or CCH Axcess tax software EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. Preferred Location: Philadelphia

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Take on the primary review of complex tax returns and maintain regular communication with clients. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. Provide training and supervision to staff members, including reviewing and evaluating their work. Occasional local travel to clients' locations may be required. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. Hold self and direct reports responsible for achieving developmental goals Basic Qualifications: Bachelor's Degree in Accounting or equivalent field is required 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation Recent Public Accounting experience CPA, JD, or IRS Enrolled Agent Certification Preferred/Desired Qualifications: Master's Degree in Taxation or relevant field Experience using GoSystems or CCH Axcess tax software EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. Preferred Location: Philadelphia

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts What Work You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Take on the primary review of complex tax returns and maintain regular communication with clients. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. Provide training and supervision to staff members, including reviewing and evaluating their work. Occasional local travel to clients' locations may be required. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. Hold self and direct reports responsible for achieving developmental goals Basic Qualifications: Bachelor's Degree in Accounting or equivalent field is required 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation Recent Public Accounting experience CPA or IRS Enrolled Agent Certification required Preferred/Desired Qualifications: Master's Degree in Taxation or relevant field Experience using GoSystems or CCH Axcess tax software We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about but pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. #LI-AC1 #LI-Hybrid Preferred Location: New York For NYC and California, the expected salary range for this position is between 120000 and 200000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it. Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives. This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and advise over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic. At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives. We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally. Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives. We are seeking an experienced and strategic Director of Estate Planning to lead and expand our estate planning services. This role is dedicated to helping clients live a richer life by aligning their lifetime financial planning goals with the legacy they desire to leave behind for their family and community. The Director of Estate Planning will provide expert guidance on estate, tax, and wealth transfer strategies while collaborating with our Personal CFOs and other specialists to ensure seamless integration into clients’ overall financial plans. The ideal candidate is a thought leader in estate planning, possesses exceptional client service skills, and thrives in a team-oriented culture. Take our Values in Action Self-Assessment to see how our values align! Your Role: Lead the estate planning function, developing and implementing innovative strategies for high-net-worth and ultra-high-net-worth clients. Provide expert guidance on estate planning topics, including tax-efficient wealth transfer, charitable giving, trust structures, asset protection, and business succession planning. Including producing estate plan summaries and flow charts for clients. Engage with and educate clients about various techniques to preserve wealth from one generation to the next in a manner that minimizes taxes and emphasizes their personal and family goals. Collaborate closely with Director of Financial Planning, Director of Tax, and in house law firm for Multi-Family Office and Single Family Office Clients to address client specific needs and goals. Work with internal and external partners to maintain corporate trustee services and help clients identify appropriate trustee solutions. Serve as a trusted advisor and educator, effectively communicating complex estate planning concepts in a clear and actionable manner and see through the implementation of strategy. Stay current on estate tax laws, regulations, and industry trends to proactively advise clients and internal teams on potential opportunities and risks. Develop and enhance estate planning processes, tools, and resources to improve efficiency and service delivery. Train and mentor Brighton Jones team members on estate planning best practices, fostering a culture of continuous learning. Offer timely, strategic, and creative guidance to help clients create estate plans that address their specific needs. Support business development in prospect meetings and by partnering with marketing to tailor educational content. Represent Brighton Jones at industry events, conferences, and networking opportunities to build relationships and enhance the firm’s estate planning expertise. Your Experience: J.D., LL.M. in Taxation, CFP®, or other relevant credentials preferred. Minimum of 10 years of experience in estate planning, wealth management, or a related field. Deep understanding of estate, gift, and generation-skipping transfer tax laws. Strong relationship-building skills with a client-centric mindset. Proven ability to collaborate effectively with internal teams and external partners, including attorneys, accountants, and trust officers. Excellent communication and presentation skills, with the ability to convey complex information in an accessible manner. A proactive, strategic thinker with strong problem-solving capabilities. Passion for helping clients align their wealth with their values and long-term goals. Compensation: Pay: $200,000- $250,000 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership. Our Company At Brighton Jones, we're building a future for wealth management that's about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we've created an environment where every team member can genuinely love their work and feel supported by colleagues. Diversity enriches our lives and our work. We're committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities. At Brighton Jones, you'll have the freedom to be yourself and the support to be your best. If you're excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunities—including a path to ownership for every teammate. In your application, tell us why you're eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values. What to Expect in the Hiring Process 1. Values in Action Self-Assessment - At Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action. 2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company. 3. Role Alignment - Next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences. 4. Full Loop - You’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position. 5. Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing. 6. What’s Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: D.A. Davidson is seeking a stellar Senior Trust and Estate Planner to provide trust and estate planning consultations directly to clients of the D.A. Davidson Trust Company as well as D.A. Davidson & Co. Financial Professionals and their clients. This position will promote professional relationships in the communities where D.A. Davidson & Co. does business and will help provide greater education and training on the benefits and techniques of trust and estate planning. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law • 10 + years of fiduciary experience, with a focus on business development and relationship management • Working knowledge of advanced estate planning concepts, tax strategies and an overall knowledge of Wealth management and the securities industry. • Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns. • Proven analytical ability and detail orientation with ability to manage client and firm priorities • Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software. • Ability to work effectively as part of a team; mentor others and serve as a role model Preferred Qualifications: • JD, LL.M in Taxation, Masters of Taxation • Advanced degree or designations such as CPA, CFP, CPWA, CIMA • 10+ Years of fiduciary experience with a focus on business development and relationship management Duties: • Provide trust and estate planning consultations to clients of D.A. Davidson & Co. These duties include the following: o Meeting clients and assisting them in understanding the practical, tax and legal issues involved in estate planning such that clients may make informed and intelligent decisions regarding their families, assets and available resources. Following through with the client’s attorney and helping ensure that the estate planning process is completed. o Being available as a resource to answer estate-planning questions from clients and Financial Professionals. o Conducting customer-oriented estate-planning seminars. o Partnering with Financial Professionals to identify clients who may benefit from the services of the D.A. Davidson Trust Company and develop a plan to support their trust and estate planning needs. • Build relationships with key centers of influence in the community. These duties might include the following: o Promoting D.A. Davidson & Co. and D.A. Davidson Trust Company to the professional community. o Identifying influential attorneys and CPAs across the D.A. Davidson & Co. footprint who can professionally assist clients as well as act as points of contact for developing new business. o Become an informational resource for answering trust and estate planning questions and develop a positive image of D.A. Davidson & Co. and D.A. Davidson Trust Company within the professional community. • Provide education to Financial Professionals and Trust & Fiduciary Advisors on the benefits and techniques of estate planning, and how estate planning will help grow their business. These duties may include the following: o Participating in branch meetings on a regular basis; presenting estate-planning ideas to help Financial Professionals expand their business. o Conducting workshops at annual and regional meetings. o Writing regular education materials. What we offer: Competitive salary plus excellent benefits and perks including, but not limited to: •Medical, Dental and Vision •Company 401(k)and ESOP contribution •Generous sick, vacation, and maternity/parental leave •Paid holidays •Professional Development Opportunities •Tuition Reimbursement ($15,000 lifetime cap) •Discounted personal insurance including home, auto and recreational vehicles •Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. D.A. Davidson has been in business for over 87 years! Our success is driven by our high standards of business ethics, integrity and conduct and the belief that our Associates are our most important assets. We hope you will consider joining us! At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy .

Position Summary The Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the management of postmortem trust and estate settlement accounts across the organization. This position will report to the Director of Estate Settlement. Duties & Responsibilities Effectively oversee, manage and support postmortem trust and estate settlement account administration within wealth management in accordance with the terms of the governing instruments, trust and estate laws, local law, tax law and sound fiduciary principles. Participate in all facets of administration, including collection of assets, investment management decisions and coordination with tax partners. Maintain contact and communicate regularly with Advisors, beneficiaries, attorneys, accountants and other interested parties on all aspects of administration, including maintaining client files, preparing materials for client meetings, managing deadlines, collecting information necessary to complete reporting and filing requirements and attending to clients concerns and needs. Stay informed of all Bank and Wealth Management policies and applicable state and federal regulations. Collaborate with Fiduciary Advisors to effectively manage client expectations, create a good client experience and participate in relationship retention efforts. Responsible for outreach to the Wealth, Commercial and Retail team for internal educational opportunities and sales opportunities by active promotion of Trust and Estate Settlement services. Participate in development and implementation of Trust and Estate Settlement Services policies and procedures. Education & Experience Knowledge of: Probate or post-death settlement of trusts and/or estates Technical expertise on federal and state estate tax, and postmortem administration of trusts and estates Familiar with fiduciary, legal, accounting and tax concepts Strong verbal and written communication skills Excellent time management skills Strong relationship management and team building skills Strong sales, presentation and client service skills Knowledge of standard business systems, including but not limited to trust accounting systems, Microsoft Office and Outlook Ability to: Travel as needed Analyze and interpret governing trust or estate documents, professional journals, technical procedures, governmental regulations and federal and state statutes Make independent decisions and provide timely client follow-up Promote teamwork and collaboration across all areas of Wealth Management Leverage expertise within Busey Wealth Management Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required Education and Training: Requires a four-year college degree and preferably completion or enrollment in desirable wealth management designations, including MBA, CFP , JD CFA, and/or CPA. Requires experience or demonstrated understanding of wealth management solutions including investments, banking and trust concepts including, but not limited to asset allocation, advanced estate planning, retirement plans, insurance, and identification/implementation of additional wealth planning opportunities. On-going development and broadening of appropriate knowledge and skills. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $80,000.00 - $110,000.00 /year) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role within Wipfli will primarily focus on the review of current estate plans, if applicable, and of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be essential to the role. Responsibilities Responsibilities: Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/estate tax matters. Preparing written deliverables, such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide conclusions about estate matters. Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional manner. Communicating with engagement leaders regarding open items or other important matters in a timely manner, and meeting prescribed budgets and deadlines. Performing estate tax calculations using Microsoft Excel, number crunchers or other available systems. Participate in developing standardized approaches and methodologies for improving the quality and time‐to‐delivery of estate plan solutions. Knowledge, Skills and Abilities Qualifications: 5+ years of experience working with individuals, fiduciary, estate and gift compliance Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience CPA certification required in the respective state in which they are practicing Knowledge and understanding of wealth transfer planning vehicles Experience and knowledge of comprehending trust agreement language Experience and knowledge of income tax and estate value impact of various trust vehicles including: Charitable remainder and lead trusts Spousal lifetime access trusts Intentionally defective grantor trust Qualified Personal Residence Trust Grantor Retained Annuity trusts Ability to quickly become proficient or experience with charting estate plans derived from legal documents Ability to quickly become proficient or experience in drafting written correspondence explaining estate plans derived from legal documents Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AF1 #LI-Hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $103,000 to $154,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

We are currently seeking a Tax Manager to join our Trust and Estate Practice which provides Estate Planning and Tax Compliance Services. Essential Duties: Provide high level fiduciary, personal income, gift and estate tax compliance as well as estate planning advisory services. Review individual, fiduciary, estate and gift tax returns. Review estate and trust fiduciary accountings. Handle Federal and State tax notices and audits. Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Review and analyze estate planning related legal documents. Business development including networking, public speaking and authoring Trust and Estate related articles. Manage other members of the group including monitoring their workload and training and assisting them. Qualifications: BA/BS degree in Accounting from an accredited college/university required. MST, JD, LL.M. degree a plus. Active CPA license or EA designation required. 7+ years’ experience working with trust, estate and gift matters required. Public accounting firm experience required. Extensive experience in Tax Advisory and Estate/Trust planning and compliance including estate and inheritance tax experience (e.g., 1041, 709, 5227, ESBT, QSST). Ability to establish and maintain good client relationships. Excellent verbal and written communication skills. Proficiency in Microsoft Office applications required. Experience with reviewing fiduciary, gift and estate tax returns. Preferred experience with ProSystem fx, Axcess Tax, GEMS, Intelliconnect, RIA Checkpoint and BNA. Experience with research software and memo writing required. Ability to work additional hours as needed to meet client deliverables. Compensation & Benefits: The compensation for this position will vary by location. If you reside in New Jersey the compensation for this position ranges from $100,000 - $135,000. Actual compensation will be dependent upon the specific role, as well as the individual’s qualifications, experience, skills, and certifications. At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: Medical, Dental, and Vision plans Basic Life, AD&D, and Voluntary Life Insurance 401(k) plan and Profit-Sharing program Flexible Spending & Health Saving accounts Employee Assistance, Wellness, and Work-life programs Commuter & Parking benefits programs Inclusive Parental Leave Benefits Generous Paid Time Off (PTO) Paid Firm Holidays Community & Volunteering programs Recognition & Rewards programs Training & Certification programs Discretionary Performance Bonus *Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas. PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation, or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law. #LI-KE1 #LI-Hybrid

We are currently seeking a Tax Manager to join our Trust and Estate Practice which provides Estate Planning and Tax Compliance Services. Essential Duties: Provide high level fiduciary, personal income, gift and estate tax compliance as well as estate planning advisory services. Review individual, fiduciary, estate and gift tax returns. Review estate and trust fiduciary accountings. Handle Federal and State tax notices and audits. Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Review and analyze estate planning related legal documents. Business development including networking, public speaking and authoring Trust and Estate related articles. Manage other members of the group including monitoring their workload and training and assisting them. Qualifications: BA/BS degree in Accounting from an accredited college/university required. MST, JD, LL.M. degree a plus. Active CPA license or EA designation required. 7+ years’ experience working with trust, estate and gift matters required. Public accounting firm experience required. Extensive experience in Tax Advisory and Estate/Trust planning and compliance including estate and inheritance tax experience (e.g., 1041, 709, 5227, ESBT, QSST). Ability to establish and maintain good client relationships. Excellent verbal and written communication skills. Proficiency in Microsoft Office applications required. Experience with reviewing fiduciary, gift and estate tax returns. Preferred experience with ProSystem fx, Axcess Tax, GEMS, Intelliconnect, RIA Checkpoint and BNA. Experience with research software and memo writing required. Ability to work additional hours as needed to meet client deliverables. Compensation & Benefits: The compensation for this position ranges from $100,000 - $135,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications. At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: Medical, Dental, and Vision plans Basic Life, AD&D, and Voluntary Life Insurance 401(k) plan and Profit-Sharing program Flexible Spending & Health Saving accounts Employee Assistance, Wellness, and Work-life programs Commuter & Parking benefits programs Inclusive Parental Leave Benefits Generous Paid Time Off (PTO) Paid Firm Holidays Community & Volunteering programs Recognition & Rewards programs Training & Certification programs Discretionary Performance Bonus *Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas. PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation, or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law. #LI-KE1 #LI-Hybrid

Moore & Van Allen PLLC, a dynamic and fast-growing full-service law firm of more than 400 attorneys and professionals, is seeking an experienced Estate & Wealth Planning Paralegal to join its Charlotte, NC office. This position will involve administration of estates, preparing gift and estate tax returns, and other team projects. Essential Duties & Responsibilities: Abides by the ethical requirements as set forth by the Rules of Professional Conduct. Drafts and/or prepares documents (e.g., federal estate and gift tax returns, probate documents, estate accountings, estate planning documents). Reviews, proofs, revises, and organizes documents in in estate and trust administration matters. Schedules and participates in meetings or conferences with clients. Provides analysis and input regarding the development of strategies. Prepares estate filings, and other court documents Regular and in-person attendance is required to perform the essential functions of this interactive position. Performs additional duties and responsibilities as assigned. Qualifications & Experience: Bachelor’s degree or equivalent combination of experience and education required. Prior experience in estate administration required, including experience with the preparation of complex federal estate and gift tax returns for high net worth individuals. Candidates must have strong verbal and written communication skills, the ability to work independently on multiple outstanding matters, and be able to maintain a strong substantive understanding of the legal aspects of their work and related documentation. Physical Requirements: The work is primarily sedentary. It requires the ability to communicate effectively using speech, vision, and hearing. The work requires the use of hands for simple grasping and fine manipulations. The work at times requires bending, squatting, and reaching, with the ability to lift, carry, push, or pull light weights. May need to occasionally work more than the standard 37.5 hours per week to accomplish essential duties of the position. Salary is negotiable and commensurate with experience and includes an attractive benefits package. Interested and qualified applicants should apply via our website at https://www.mvalaw.com/careers-working-at-mva . Equal Employment Opportunity Employer. Applicant Disclosures Family Medical Leave Act Employer: For more information, visit Employee Rights Under the Family and Medical Leave Act Employee Polygraph Protection Act: For more information, visit Employee Polygraph Protection Act Employee Rights Under the Fair Labor Standards Act: For more information, visit Employee Rights Under the Fair Labor Standards Act

The Clare Estate – an Award-Winning, beautiful 10-acre property located in historic Bordentown, NJ offering best-in-class assisted living and memory care. RESPONSIBILITIES: Serve meals to assigned section. Take attendance at meal and report absentees to Wellness Center. Clean up vases, salt and pepper, change table cloths if necessary, clean chairs and chair legs. Fill condiments, salt, pepper, sweet & low, etc. Reset table for next meal and fold napkins. Special cleaning based on schedules (cups, coffee stations, etc.) Assist Residents to table, where needed – assist from table to living room. Notice Residents eating habits, if someone is ill at a table – report it to the Wellness Center. Notice Residents clothing and make sure he/she is appropriately dressed before entering the Dining Room. If not, report it to the Wellness Center. Performs other duties as required. Salary $10/hour Benefits: Medical, Dental, PTO and Paid Sick Leave, eligible 30 days after employment. 401k eligibility after 1 year of employment. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being…people see that management is caring and has a priority in their well-being.” Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking a Manager-level professional with Estate and Trust income taxation experience to join our dynamic team in Boca Raton. Our Estate and Trust group provides planning and tax compliance services to help our clients optimize and protect assets for themselves and for their heirs. This important role includes leading client relationships, technical tax compliance and consulting work, and managing staff. Manage annual compliance for estates and trusts, including income tax return (1041) review Tax planning and research Collaborate with clients’ attorneys and other advisors Keep up to date on current tax practices and changes in tax law Work closely with Principals to develop and maintain accountability for engagement budgets and staff utilization; meet expectations in a deadline-driven, fast-paced environment Build collaborative relationships that foster a team environment Develop knowledge of all firm services, vision, business strategies, and processes to build and enhance client relationships Engage in ongoing personal development in line with the growth and development strategy Requirements What Skills You’ll Bring: 5+ years of recent, related experience, with strong tax compliance and research background CPA eligibility required MS in Taxation preferred Experience with 1040s, 709s, 706s, 1065s is a plus How You'll Stand Out: Self-starter with the ability to deal with multiple priorities Strong team player and a commitment to high quality, detailed work Passion for client service and strong communication skills Ability to work overtime when needed Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.