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Seeking Trust & Estates Associate with 3-5 years of trusts & estates experience. Candidate must have an outstanding academic record (with a JD from an ABA accredited law school), along with excellent writing and analytical skills and be a member of The Florida Bar. LL.M. in Estate Planning or Taxation is required. Complex estate planning, asset protection planning, trust and estate settlement, and taxation experience is required. International estate planning experience is ... read more
Estate and Trust Counsel
Duties: Handle, manage and oversee all legal aspects of estate/trust administration gifts and files. Review trusts, wills, correspondence, pleadings, trust statements and accountings for all trusts and estates and recommend follow up actions. Prepare accurate, timely summaries of estate administration matters to be used by finance for financial statements. Recommend and prepare pledge documentation. Identify estates and trusts with potential liti... read more
Seeking Business Transaction Associate with 3-5 years experience in the areas of commercial transactions, real estate, estate planning, probate and trust administration, and general corporate and business representation. The candidate must have strong research and writing skills, strong communication skills, and be able to work directly with clients.
The candidate should have 3-5 yearsâ€™ experience with a heavy concentration in estate planning and estate administration. Must have experience in income tax law. Must be licensed to practice law in Illinois.
Tax Manager - Trust & Estate/Gift
The candidate will mainly service high net worth and family office clients. As a Tax Manager, will be responsible for the following job duties which are focused around two core concepts: technical and quality expertise and delivering excellent client service. Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065). Provide timely, high quality client service that mee...
Candidate will be handling litigation (commercial and contested estates), municipal representation and general representation of businesses. Must have 2-3 years of experience in a practice that involved some litigation.
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Chicago office of our client seeks tax attorney with 3+ years of experience working with high net worth families and federal tax planning matters, specifically working on inbound and outbound structuring, trust and estate taxation and partnership and corporate taxation. The candidate should preferably have experience with trust and estate planning matters. A Master of Laws degree in Taxation (LLM) is required. Should be a member of the Illinois or Ohio Bar or be able to sit...
Private Client Services Senior Associate
The candidate will be responsible for the following job duties which are focused around two core concepts: your technical and quality expertise and delivering excellent client service: Preparation of Tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)); Provide timely, high quality client service that meets or exceeds reviewerâ€™s and c...
Director/managing Director - Estate Settlement and Personal Trust Services
The candidate will be responsible for the administration of estate settlement and personal trust accounts, overseeing effective and efficient administration and communication, and ensuring adherence to external and internal compliance requirements and time standards. This position requires regular in-person meetings with clients, clientsâ€™ families and representatives, estate and trust benefic...
Tax Manager - High Net Worth / Private Client Services
The candidate will serve as members of various client service teams and must possess strong technical knowledge of individual, trust and partnership income tax planning, consulting and compliance.In addition to the preparation and review of tax returns, Tax Managers participate in identifying client issues and communicating with clients and financial managers. Conduct research on various client issues, and supervise As...