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Tax Services Experienced Senior - National Tax - Fiduciary Trust Tax Services
Key responsibilities: Providing trust tax compliance outsourcing and support services for organizations that utilize a trust accounting system including banks, wealth management firms, family offices, trust companies and law firms. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with our clients, understandi... read more
Estate and Trust Tax Manager
The candidate will provide them with a partnership track while encouraging a work life balance. Prepare and review complex gift, estate and fiduciary income tax returns, including related schedules and forms. Preparation and review of fiduciary accountings for estates and trusts. Provide tax planning and consulting to our firm’s high net worth clients for estate and individual income taxes. Research and consult on various estate, gift and tru...
Trusts and Estates Attorney
The candidate should preferably have LL.M. degree in Taxation. New Jersey Bar admission is required. New York Bar admission is a plus. Must have 2+ years of experience in estate planning and estate and trust administration, including knowledge of the relevant state and federal tax laws. Possess excellent academic credentials, along with excellent written and oral communication skills. Superior client communication, writing, research, computer an...
Estate/Elder Law Attorney
Candidate will be responsible for all aspects of a clients' legal case including meeting with prospective clients, devising legal strategies, finalizing and customizing numerous Estate Planning legal documents and supervising and delegating legal work to paralegals. Should have: Active member with the New Jersey Bar with no disciplinary actions. 5-10 years of legal experience. 3 Years of elder law experience. Skills and experience are required, ap...
West Orange office of our client seeks tax attorney with 3+ years of experience. The candidate will perform general tax research for corporations and partnerships, have SALT (State and Local Tax) experience and have some estate planning, trust and estate administration experience. Should have a strong corporate tax/ERISA background. New Jersey Bar admission is required. LL.M. degree is preferred.
The candidate must have 5+ years of experience with solid tax background. Should have estate planning, trust and estate administration and state and local tax experience. An LL.M. degree is preferred. Must have superior academic credentials and excellent research skills. Should have knowledge of MS Office software programs, including Word, Outlook, Excel and PowerPoint. Must be admitted to the New Jersey Bar. New York Bar admission is preferred.
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Tax/trust and Estate Attorney
The candidate must have strong academic background and 2+ years of experience in the area of tax, business and/or estate planning/administration; LL.M. Degree is a plus. Significant responsibility and client interaction in a congenial environment.
Trust & Estate Associate
Duties: Work with the predecessor trustees to obtain tax returns, account statements, amendments etc. Obtain the necessary approvals on investment platforms spanning Consults, UMA , PIA, ETFs, Blackrock, MFs. Coordinate complex funding strategies (restricted stock) as well as exception diversification plans. Obtain necessary documentation and required approvals for the funding trusts with unique assets i.e. real estate, LLC/LPs. Prepare all new acc...
Tax Associate Attorney
The candidate must have 2-4 years of experience. Should preferably have tax research and planning experience within a law firm environment. Desired skills and experience for the position are as follows: Direct experience in corporate tax matters, such as; formation, acquisition, disposition, and reorganization of business entities and financing needs. Trust and Estate planning and administration experience; gift tax and estate tax return experience. ...