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the Finance Department. Fosters trust and confidence throughout the... organization through a combination of commercially reasonable legal advice, personal integrity, willingness to share knowledge and assist other areas in the... read more
The candidate will manage various responsibilities, from technical planning and advising to global project management. Whatever you find yourself doing, you’ll personally coach and develop a highly trained team,... read more
Client Associate - High & Ultra High Net Worth
Responsibilities: Act as trusted advisor to, and an advocate for, clients and prospects; facilitate integrated recommendations that encompass multiple products and services as needed. Prospect, network and develop new business opportunities....
estate planning services. Review trust, estate and foundation tax... returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Expand services to existing clients and...
client services (personal taxation, trust taxation, estate and gift... taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers). Experience in the review of tax...
- Estate, Gift and Trust
Duties: Will be responsible... serving entrepreneurs and family groups, with related multiple entities. Will help lead the local office and Florida region in serving PCS clients and their specialized estate, gift and trust tax needs....
client services (personal taxation, trust taxation, estate & gift... taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers). Experience in the review of tax...
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Planning and Corporate Associate
The candidate will work closely with partners in income tax planning projects for high-net-worth individuals. Draft estate planning documents, including trusts, wills, and advance directives. Consult with clients for tax and business planning matters. Must have...
The candidate should be an attorney with 5+ years of Trust & Estate experience and... have J.D degree. Florida bar, LLM in Taxation or Estate Planning required. Must have a portable book between $200K - $500K....
of Donor Relations & Stewardship
Duties: Under the supervision of the Dean of the Shepard Broad College of Law, provides leadership, supervision, and day-to-day management of an integrated program of donor support for new and existing charitable gifts, including clinical...