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The candidate will be full-time attorney for estate planning and administration and income tax preparation. Should have experience in estate planning, probate administration, and tax preparation as well as a strong desire to learn. Will be drafting estate planning documents using sophisticated in-house software. Do some preparation of personal and fiduciary income tax returns. Excellent writing and communication skills a must. Must possess a degree in J.D. while ... read more
Estate Planning and Elder Law Attorney
The candidate will: Independently meeting with clients for estate planning and/or long-term care planning, making recommendations and securing representation; Preparing drafting instructions for paralegals; Reviewing and editing draft documents; Meeting with clients to review and explain their plan; Preparing trust funding instructions; Marketing on behalf of him/herself and the firm; Writing articles/posts for website; Speaking at co...
Private Client Group Department Attorney
The candidate must have: Substantial substantive knowledge and experience in U.S. domestic estate planning and a willingness to participate in the Private Client Group’s fiduciary practice Some experience with international tax and estate planning and a willingness to develop an expertise in the other core areas of the department’s legal practice, including planned giving to public charities, philanthropic estate planning, and...
Tax Personal Financial Services Director
The candidate should have Bachelor's degree in Accounting. CPA, Enrolled Agent or Member of the Bar. Should have 8+ years of experience. Extensive knowledge of consulting with high net worth individuals on some of the following areas; financial planning, wealth transfer planning, business succession planning or trust and estate work. Extensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and ...
Estate Planning Attorney
The candidate will represent a wide range of cultural, ethnic, linguistic, and national backgrounds which provides our team with penetrating insight into not only the legal system of the United States, but also the rules and regulations that govern other countries as well. Should have 5-7 years' experience in estate planning, trust and estate administration and related tax work.
Private Client Advisor II
The candidate will lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Will lead client team members and partners with other internal specialists to provide clients access to the full array of **MEMBERS ONLY**SIGN UP NOW***. capabilities and services, as required to meet their specific needs. Report to the Market Executive. MBA or Post-Graduate ...
Private Client Associate
The candidate must be a mid- to senior-level tax associate with 3+ years of experience in international tax and estate planning, including foreign trust work. Should be comfortable with client-facing responsibilities and have excellent advisory skills. Must have a JD degree from an ABA-approved law school and be an active member in good standing of the Bar.
Trusts and Estates Associate
The candidate will work across multiple practice areas (corporate, tax, domestic relations) on issues relating to business interests, stock holdings, taxation, and complex family situations. Must have a JD degree from an ABA-approved law school and be an active member in good standing of the Bar. Should have 5-7 years of estate and probate experience, with an emphasis on drafting and servicing high-net-worth individuals and closely held busines...
Wealth Management Associate
The candidate should have 2-4 years of pqe. Must have developed knowledge of gift, estate and GST tax laws, and of trusts and estate laws. Experience drafting estate planning documents for high net worth clients is required. Must have a JD degree from an ABA-approved law school and be an active member in good standing of the Bar.
Wealth Management Associate
The candidate must have 5-7 years of pqe. Should have developed knowledge of gift, estate and GST tax laws, and of trusts and estate laws. Experience drafting estate planning documents for high net worth clients is required. Must have a JD degree from an ABA-approved law school and be an active member in good standing of the Bar.