will play a pivotal role in advising the defined contribution plan recordkeeping, administration, trust, and institutional business. Key... responsibilities include: - Advising on product and service development, ongoing plan administration, reporting and disclosure, document and contract support, client escalation, a...
Job Title: Trust & Estate Tax Senior... laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.... - Conduct primary review of complex tax returns and maintain re...
Job Title: Trust & Estate Attorney (Senior... Member) Job Responsibilities: The Trust & Estate Attorney at... the Senior Counsel or Member level will be responsible for a variety of duties, including but not limited to: - Working with clients to...
members and charities, with sophisticated but practical tax advice integrated into confidential estate plans that reflect clients’ family, charitable and business objectives. ... ## Responsibilities Staff Attorneys will provide support to the . private clients lawyers in all a...
for working within the Private Client Department, focusing on high-net-worth trust and estate planning and... administration. Key responsibilities include: - Providing advice on all aspects of estate, gift, and charitable planning, closely held businesses,... administration of estates and trusts, and fidu...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Attorney The candidate should have extensive experience in complex trust and estate planning and... administration, including fiduciary tax and accountin...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Attorney The candidate should have extensive experience in complex trust and estate planning and... administration, including fiduciary tax and account...
Job Title: Trust & Estate Tax Senior... laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. -... Take on the primary review of complex tax returns and maintain reg...
Title: Head Legal Counsel Job Responsibilities: The Head Legal Counsel (HLC) is tasked with leading the legal team at Company. Reporting directly to the Global Head of Regulatory Strategy and Advisory, Legal, the HLC will manage legal affairs across all jurisdictions where...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
Federal and state estate tax and gift tax returns. - Prepares and files Federal and state fiduciary income tax returns. - Prepares estate and trust accountings to be filed... in the Surrogate’s Court for judicial settlement. - Prepares informational returns for tax-exempt entiti...
Title: Counsel/Senior Counsel, Voting Rights Program and Bernard and Anne Spitzer Fellow Job Responsibilities: - Conduct legal and factual research and public writing to support policy advocacy, legislative reform, and communications initiatives. - Advance state-level policy reforms, often collaborating with coalition partners. - Participate...
Manager - Private Client Services (Hybrid) ID 2025-6753 Job Locations US-NY-New York The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Title: Tax Manager, Private Wealth Job Responsibilities: As a Tax Manager with the Private Wealth/High Net Worth team at the company, you will be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. Your responsibilities...
of activities focused on providing comprehensive financial and estate planning services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The key responsibilities include: - Conducting detailed cash flow analysis, income tax planning, asset protection, charitable planning, and estate and... wealth transfer strategi...
of responsibilities aimed at supporting advisory teams in locations such as New York, Chicago, Miami, Los Angeles, and nationwide. The primary duties include: - Providing cash flow analysis, income tax planning, asset protection, charitable planning, and estate and... wealth transfer strategie...
Title: Private Wealth Tax Manager Job Responsibilities: - Join Company as a Tax Manager within the Private Wealth/High Net Worth team, delivering tax and business advisory services and tax compliance to small business clients. - Collaborate with firm leadership to serve clients and...
Title: Tax Partner - Ultra High Net Worth - Real Estate Job Responsibilities: The Tax Partner in the Ultra High Net Worth (UHNW) - Real Estate team is responsible for providing federal and state tax planning, consulting, structuring, and compliance services to...
Title: Litigation Paralegal Job Responsibilities: As a Litigation Paralegal at the law firm, you will play a crucial role in supporting attorneys across various phases of litigation, including civil litigation, personal injury, and construction defect matters. Your responsibilities will include: - Managing complex,...
Title: Senior Associate Job Responsibilities: - Develop litigation strategy for insurance coverage litigation business disputes and class-actions. - Conduct complex and rigorous legal research and analysis, and draft memoranda. - Analyze insurance policies and claims, draft analyses of coverage issues, and provide coverage advice...
Title: Counsel Job Responsibilities: - Develop litigation strategy for insurance coverage litigation business disputes and class-actions. - Conduct complex and rigorous legal research and analysis, and draft memoranda. - Analyze insurance policies and claims, draft analyses of coverage issues and provide coverage advice and...
Senior, Private Client Services Philadelphia, PA, United States and 3 more Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high...
seeking an experienced Senior Associate, Counsel, or Junior Partner with 8+ years of experience in estate and tax planning, including trust administration. This is an... exciting opportunity to join a highly regarded Trusts & Estates Practice Group and provide sophis...