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loan , deposit, financial planning , mortgage or client... centered services. Expand banking and investment services to affiliated family members, friends or advisors. Seek introductions and referrals from client to grow your business practice. Plan client calls effectively and systematically...
The candidate will work... return preparation along with Estate and Gift tax return... work in the Firm's estate planning, probate and corporate... practices. Must have excellent communication, organization and computer skills. Must be a CPA or in the process...
Estate Planning Attorney
The candidate... must be an experienced attorney to join as a... junior partner in its estate planning practice, no business... a wide range of estate planning skills including experience... working with bank and family office clients. Must...
Estate Planning Associate Attorney
The... must have experience in estate planning, who is looking... great firm culture. The candidate should have 8+ years of substantive experience. An accounting/finance background is required, as well as experience in estate tax planning matters....
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Probate, Guardianship And Estate Planning Associate
The candidate... years of experience in probate trust, and guardianship administration... be involved in handling probate, trust and guardianship proceedings,... addition, the associate will learn how to prepare estate plans and estate tax... returns....
Estate Planning Associate / Partner... pqe. Should have significant estate and tax planning experience,... specifically with high-net-worth individuals and family offices, as well as experience with the preparation of trusts, wills, probates and estate tax returns. Must have... a strong...