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...
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...
planning and compliance matters involving estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, and international transfer and trust tax. Support the firm's... Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
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...
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...
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...
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...
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...
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...
**Job Title: Trust and Estate Tax Manager** **Job Responsibilities:** - Review... individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors for accuracy. - Research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and...
Title: Tax Principal, Real Estate Job Responsibilities: - Serve as... to construction and real estate clients. - Establish and... maintain client relationships, advising on day-to-day tax matters for a diverse range of clients, from middle market to multinational corporations. - Consult...
Services Tax - Real Estate Senior Manager The candidate... will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
Financial Markets & Real Estate - Valuations, Director Job... Responsibilities - Assist audit teams in evaluating Private Equity portfolio valuations. - Set the strategic direction for business development. - Make critical decisions at an executive level. - Shape and manage...
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......
Associate - Winter 2026 San Francisco, CA, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning,...
Title: Tax Staff - Experienced Job Responsibilities: - Prepare tax returns, including supporting work papers for various types of returns such as individuals, corporations, partnerships, estates, trusts, and non-profits. - Research and consult on various tax projects. - Respond to inquiries from the IRS...
Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will include: - Tax consulting and tax return preparation duties, encompassing tax research, tax planning, and the preparation of supporting digital work papers for various...
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...
Associate, Business Tax Services - Private Enterprise **Members Only** is seeking a Senior Associate to join their dynamic team at one of the world's top tax firms, providing tax compliance and advisory services to owners and senior executives of the...
Title: Tax Manager – Private Client Services Family Office Experience: 5+ years of Family Office, tax compliance and/or tax consulting experience in public accounting or public/Corporate mix Location: San Francisco Salary Range: $120,000 - $150,000 Company:...
Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams catering to a diverse range of sophisticated clients. These clients may include some of the...
Title: Tax Senior Manager – Private Client Services Family Office Job Responsibilities: - Responsible for training, supervising, and ongoing development of associates and seniors. - Review tax returns for individuals, closely held partnerships, simple and complex trusts and estates, and other...
affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements delivering proactive tax planning and strategic consulting, including federal, estate, gi...
Title: Tax Senior Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services practice at the company are responsible for overseeing multiple engagement teams for a diverse range of sophisticated clients. These clients may include some of...
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, both from the existing client base and new client acquisition. - Advise clients...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner for the Global Family Office Enterprise is responsible for leading and growing tax engagements, advising on tax matters, and collaborating across service lines to deliver innovative solutions...
individual, and trust and estate tax services. - Oversee the... calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in networking and business development activities. - Provide clients with in-depth industry knowledge. - Ensure that...
individual, and trust and estate tax services. - Oversee the... calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in networking and business development activities. - Provide clients with in-depth industry knowledge. - Ensure that...
Title: Tax Senior Manager - Partnerships Job Responsibilities: - Serve as the primary engagement manager responsible for billing, realization, and collections. - Utilize technology and resources efficiently to optimize technical applications for projects and ensure the engagement team adheres to the same standards. -...
affluent families, family offices, and their private businesses and/or investment entities. This includes: - Performing complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Working on multiple engagements that deliver proactive tax planning and strategic consulting, includin...
family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements that deliver proactive tax planning and strategic consulting, including federal est...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company will offer the opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, aimed...
client relationships by building trust, understanding client needs, providing... targeted advice, and delivering exceptional client experiences. - Generate business results and acquire new assets, both from the existing client base and through new client acquisition. - Advise clients on their overall balance...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, you will be responsible for performing high-level reviews of tax research for individuals, fiduciaries, partnerships, closely-held corporations, estates, and gift work papers and tax...
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, both from the existing client base and new client acquisition. -...
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...
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: Tax Staff - Experienced Job Responsibilities: - Prepare tax returns, including supporting work papers for various types of returns such as individuals, corporations, partnerships, estates, trusts, non-profits, etc. - Conduct research and provide consultation on various tax projects. - Respond to inquiries from...
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,...
individual, and trust and estate tax services. - Oversee the... calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in networking and business development activities. - Provide clients with in-depth industry knowledge. - Ensure that...
individual, and trust and estate tax services. - Oversee the... calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in networking and business development activities. - Provide clients with in-depth industry knowledge. - Ensure that...
Title: Tax Senior Manager - Partnerships Job Responsibilities: - Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. - Effectively leverage available technology and other resources to maximize technical application to projects, and ensure the...
multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements delivering proactive tax planning and strategic consulting, including federal estate,...
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...
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...
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...