to advise clients on 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...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... tax matters. - Identify and implement tax planning opportunities. - Handle and resolve... tax controversies. - Oversee comprehensive tax research projects for a variety of clients in diverse industries. - Manage multiple engagements concurrently...
Wealth Management Trust Advisor Location 111 North Orange Avenue, Orlando, FL 32801, United States of America Category Wealth Job Id R88920 Back To Search Results Thank you for your interest in a career at Regions. At Regions, we believe...
is responsible for engaging in a variety of litigation activities encompassing consumer debt, housing, sealing/expungement, guardianships, estate planning/probate, and other related... professional duties as necessary. Key responsibilities include: - Participating in client intake, outreach, and representation, both virtually and in-person. - Drafting...
initial intake through to discharge. The attorney will also assist in other areas of general litigation, such as sealing and expungement, guardianship, estate planning/probate, and housing, after... receiving appropriate training. Key responsibilities include: - Participating in client intake, outreach, and representation,...
focusing on ultra-high net worth individuals, trust, and estate clients. - Prepare complex individual... income, gift, trust, and estate tax returns for ultra-high... net-worth individuals and Family Offices. - Manage a portfolio of clients of varying size and scope and act as...
tax opportunities, including succession planning, wealth transfer planning, and... tax compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and provide consistency in tax preparation due to the complexities of fund reporting. This includes...