Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job... Senior Analyst within the Fiduciary/Trust & Estate Accounting Services... the business. Key responsibilities include: - Preparing complex trust and estate fiduciary accountings. - Performing complex calculations... and reconstructions as necessary. - Conducting research on...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
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...
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 law...
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...
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 Partner - Family Office Enterprise Job Responsibilities: As a Tax Partner in the Family Office Enterprise, the primary responsibilities include: - Leading tax engagements and advising on tax matters for affluent families and their family offices. - Providing...
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...
Title: Senior Trial Attorney - Workers' Comp (Remote) Job Responsibilities: - Deliver top-quality legal services to support the mission of a Fortune 100 insurance company, focusing on protecting people, businesses, and futures with extraordinary care. - Represent clients under both commercial and personal...
Title: Asset & Wealth Management Tax Director Job Responsibilities: As an Asset & Wealth Management Tax Director at the company, you will play a pivotal role in the Financial Services Tax practice within the Corporate Tax services. Your responsibilities will include: - Serving...
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...
tax research of individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of...
review federal and state fiduciary income tax returns (Form... 1041), estate tax returns (Form 706), and gift tax returns (Form 709). - Ensure timely and accurate filing of tax returns and estimated payments. - Maintain compliance calendars and oversee tax deadlines for...
Title: Sr. Employment and Litigation Counsel Job Responsibilities: The Sr. Employment and Litigation Counsel at the company will be responsible for providing legal support to the Human Resources department and business partners on employment law matters across the company's locations. Key responsibilities...
Title: Senior Trial Attorney - Workers' Compensation Job Responsibilities: - Serve as lead counsel or as part of a team, demonstrating trial advocacy skills and efficiency in handling legal matters. - Manage cases effectively with minimal oversight from the Managing Trial Attorney and...
Title: Sr. Trial Attorney Job Responsibilities: - Deliver top-quality legal services to support the mission of a Fortune 100 insurance company. - Represent clients under both commercial and personal lines insurance policies independently as lead counsel, or as part of a team. - Manage...
Consultant- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex... Claims Consultant at the company is responsible for managing an inventory of highly complex Financial Lines claims, which involve large exposures and require specialized technical expertise. The consultant's duties include: -...