Job Title: Wealth Management Tax Services Manager Job... Responsibilities: The Wealth Management Tax Services Manager... is tasked with overseeing all facets of tax compliance for highly complex accounts, which include trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift...
estate administration files from inception to completion. This role requires the candidate to utilize the firm's proven systems, checklists, and procedures to ensure efficient file management. Key responsibilities include meeting... deadlines, maintaining organization, and paying attention to detail. The paralegal...
& Estates Senior Associate (Rochester) - Join Leading Regional Law Firm Barclay Damon LLP is seeking a highly skilled and experienced Trusts & Estates Senior Associate to join their team in Rochester. This is an excellent opportunity for a...
Title: Trust & Estate Associate Job Responsibilities: The Trust & Estate Associate will be responsible for representing individuals and trusts in estate, income, and gift tax planning matters. The role involves active participation in trust and estate administration, requiring the associate to...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be part of a growing trusts and estates practice primarily serving high-net-worth clients. The responsibilities include: - Providing advice and counsel on general estate planning matters, tax planning, asset protection,...
Title: Trust & Estate Attorney (Several Openings) Job Responsibilities: - Work with clients to identify their unique needs and create plans that meet those needs. - Design wills, trusts, beneficiary designations, and other documents needed to transfer and protect assets....
Damon LLP, a leading regional law firm, is seeking a Trusts & Estates Junior Partner to join its Rochester office. This partner will support a growing trusts and estates practice, primarily representing high-net-worth clients. The ideal candidate will have at...