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Estate, Gift and Trust Tax Manager
The candidate will report to the Estate, Gift and Trust Director. Will work closely the company's high net worth clients. Oversee the tax compliance related to such work. Work with those dedicated to client projects and assist with specialized research as it relates to the estate and trust planning specialty. This role includes staff mentoring, management and administrative functions. Responsible for this area of practice will work closel... read more
Estate Planning Associate
The candidate must have 2+ years of substantive practice in the estate planning, probate, trust, and closely held business area for its Louisville, Kentucky office. Should have a strong tax background along with experience in wealth and business succession planning. Applicants must have a strong academic record and excellent written and oral communication skills.
Senior Manager Tax - Estates, Gifts, Trusts
The candidate will consult with high net worth clients on income tax, estate, trusts, and inheritance tax planning and compliance. Will conduct research using Thomson Reuters Checkpoint, BN and CCH tax research programs. Review partnership, LLC, S Corporation, 1040, 1041, and estate tax returns. Lead proactive growth for Blue internally and externally. Work with internal leaders, managers; expand existing client relationships by ...
Attorney - Estate Planning
The candidate will draft estate planning documents, including organizational documents for limited liability companies and limited partnerships. Will assist clients in drafting wills, trusts and other appropriate documents. Advise clients on state, gift and income tax matters Administration of numerous high dollar estates. Preparation of Federal Estate Tax and Kentucky Inheritance Tax Returns. Handle transfer and disposition of assets, including ...