counsel that we fund trust loans for, generally for... paid by the family trust. Contact us ASAP..." We are... Loan Corp, licensed California trust and estate lenders in... Newport Beach,... We are referring legal needs out to attorneys concerning trust estates...
counsel that we fund trust loans for, generally for... paid by the family trust. Contact us ASAP..." We are... Loan Corp, licensed California trust and estate lenders in... Newport Beach,... We are referring legal needs out to attorneys concerning trust estates...
counsel that we fund trust loans for, generally for... paid by the family trust. Contact us ASAP..." We are... Loan Corp, licensed California trust and estate lenders in... Newport Beach,... We are referring legal needs out to attorneys concerning trust estates...
Title: Tax & Estate Attorney Company: Company Schedule: Remote (Must... seeking a Tax & Estate Attorney with approximately 3–5... strong background in advanced estate, income tax, and trust... administration matters. This full-time... position is available due to growth within the department and...
Services Tax - Real Estate Director Job Responsibilities: As a Financial... Services Tax - Real Estate Director at the company,... you will be expected to lead and drive the strategic direction of the Financial Services Tax team. Your responsibilities will include: - Setting...
Services Tax - Real Estate Director Job Responsibilities: As a director... clients in the real estate sector. You will: - Set... the strategic direction for the Financial Services Tax team, ensuring alignment with broader company goals. - Lead business development initiatives to drive growth...
Services Tax - Real Estate Director Job Responsibilities: A career in... the Financial Services Tax practice within Corporate Tax services offers the opportunity to assist clients in meeting their tax obligations while managing the tax impact on their business. As a Director...
Services Tax - Real Estate Director Job Responsibilities: As a Financial... Services Tax - Real Estate Director, you will be... positioned within the Corporate Tax services, specifically focusing on Financial Services Tax practice. Your role will encompass advising clients on both local...
Services Tax - Real Estate Director Job Responsibilities: - Set the... strategic direction for the Financial Services Tax team. - Lead business development initiatives to drive growth. - Oversee multiple projects to ensure top-quality delivery. - Maintain executive-level client relationships. - Provide technical proficiency and industry...
Services Tax - Real Estate Director Job Responsibilities: The Financial Services... Tax - Real Estate Director role involves a... combination of strategic leadership, technical proficiency, and client relationship management within the Financial Services Tax practice. The primary responsibilities include: - Leading the strategic...
with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both existing client base and new client acquisition. - Advise clients on...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... on exceptional client service and technical excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax... engagements. - M...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
IronSpire Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
vertical within the company's Global Legal BP organization. This team is primarily responsible for supporting the Corporate Services department, which includes functions such as Administration, Real Estate & Facilities, Physical Security,... Environment Health and Safety, and Procurement, which encompasses Marketin...
vertical within the company's Global Legal BP organization. This team is responsible for providing legal support to the Corporate Services department, which encompasses Administration, Real Estate & Facilities, Physical Security,... Environment Health and Safety, and Procurement, including Marketing, General Servic...
Manager - Tax & Estate Planning - Remote Eligible Job... and consulting on the estate planning process to develop... of income, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Providing tax planning and...
Senior Tax Associate, Real Estate Job Responsibilities: As a Senior Tax... the construction and real estate industries. The role involves... participating in the tax planning and consultation process for clients and delivering an outstanding client experience. This position requires working in a...
Senior Tax Manager, Real Estate Job Responsibilities: As a Senior Tax... the construction and real estate sectors. Key responsibilities include: -... Performing tax research and working directly with clients on various tax matters. - Implementing special tax projects and strategies. - Identifying and implementing tax...
Title: Tax Staff - 2026 Job Responsibilities: Tax Staff at the company are primarily responsible for preparing various types of tax returns, including supporting work papers for individuals, corporations, partnerships, estates, trusts, non-profits, and more. They also engage in research and consultation...
Title: Tax Staff - 2026 (NorCal) Job Responsibilities: The Tax Staff position at Company involves a variety of responsibilities primarily centered around preparing tax returns and supporting work papers for various types of entities, including individuals, corporations, partnerships, estates, trusts, and...
Title: Tax Staff - 2026 Job Responsibilities: Tax Staff at the company are primarily responsible for preparing tax returns and supporting work papers for various types of returns, including individuals, corporations, partnerships, estates, trusts, and non-profits. Additional responsibilities include: - Researching...
Title: Tax Staff - 2026 (NorCal) Job Responsibilities: Tax Staff at the company are primarily responsible for the preparation of tax returns, which includes creating supporting work papers for various types of returns such as those for individuals, corporations, partnerships, estates, trusts,...
Title Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job Responsibilities A typical day as a Wealth Transition Services Tax Manager includes: - Reviewing ultra-high net worth 1041s and addressing technical firmwide 1041 questions, including multi-state filings and...
Title Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities A typical day for a Wealth Transition Services Tax Senior Manager involves a variety of tasks and responsibilities, including: - Reviewing ultra-high net worth 1041s and...
family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate...
multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gift,...
multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift,...
multi-generational affluent families, family offices, and their private businesses and investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements delivering proactive tax planning and strategic consulting, including federal estate, gift, char...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Director - Trust & Estate (Consulting Focused) Job Responsibilities: The... in the Trust & Estate group is responsible for... and consulting services to Estate, Gift, and Trust clients.... The role focuses on strategic planning, client relationship management, and collaboration with legal...
Title: Tax Supervisor - Trust & Estate (Compliance Focused) Job Responsibilities: -... Prepare and review federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706),... and gift tax oversee tax deadlines for trust clients. - Respond to IRS......
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services department is tasked with providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers with...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in Private Client Services at the company is responsible for leveraging their educational background and professional experience to provide comprehensive tax compliance and consulting services to high net-worth clients....
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is responsible for providing tax compliance and consulting services to high net-worth clients. This role requires the use of educational background...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior within the Private Client Services at the company is tasked with utilizing their educational background and professional expertise to offer tax compliance and consulting services to high net-worth clients. Specific responsibilities...
client needs, tax planning, and consulting opportunities. - Works directly with clients and their advisors to gather information needed to prepare tax returns. - Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, both Federal and State...
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading multiple...
compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading multiple engagemen...
company involves providing comprehensive compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities. The responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax......
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading mul...
Job Title: Virtual Estate Planning & Probate Paralegal Job... Responsibilities: - Draft estate planning documents, including wills,... trusts, powers of attorney, and advance directives. - Prepare and file probate documents such as petitions, asset inventories, creditor notices, and accountings. - Provide support in elder...
/ Senior Manager - Estate/Gift/Trust Group H1 Heading: Tax Manager... / Senior Manager - Estate/Gift/Trust Group H2 Heading: Come for... advisory, and business management firm, is seeking a Tax Manager/Senior Manager for their Estate/Gift/Trust group in Westlake Village,... CA. The group specializ...
Title: Tax Director - Estate & Trusts Job Responsibilities: - Provide... and consulting services to Estate, Gift, and Trust clients. -... research projects related to Estate, Trust, and Gift issues. -... Work with clients to minimize tax obligations and ensure assets are passed according...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The... Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) at... responsibilities include: - Preparation of complex trust and estate fiduciary accountings. - Managing client... relationships to retain client goodwill and ensure satisfaction. - Maximizing operatin...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role... within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team... Preparing complex trust and estate fiduciary accountings. - Performing complex... calculations and reconstructions as necessary. - Conducting research on...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities:... Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) plays... Preparing complex trust and estate fiduciary accountings. - Conducting... complex calculations and reconstructions as needed. - Researching state-specific principal and income acts...
Title: Virtual Probate Paralegal Job Responsibilities: - Draft and file probate court documents, including petitions, notices, waivers, inventories, accountings, and closing statements. - Prepare related correspondence and forms for clients, courts, and financial institutions. - Track probate timelines and court deadlines,...
Title: Virtual Florida Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
Title: Virtual California Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
The primary responsibility is to provide objective insights that align financial and estate strategies with the clients'... goals. This role is highly visible within the Private Wealth Management (PWM) sector and involves close collaboration with advisors and management in designate...