associate to join its Estate and Tax Planning and... federal and state business, fiduciary, and individual income tax returns. An estate planning and accounting background... is federal and state business, fiduciary, and individual income tax in estate plann...
guidance and solutions within estate planning matters. - Review... compliance and accuracy. - Collaborate with clients to understand their estate planning goals and advise... on appropriate strategies. - Manage urgent estate planning clean-up tasks with... efficiency and precision. - Utili...
procedures are followed accurately and efficiently. - Prepare, file, and manage probate documents associated with opening and closing estates, ensuring compliance with relevant legal standards. - Handle the collection and distribution of estate or decedent’s assets, guaranteeing... that all transactions are conducte...