Job Title: Trust & Estate Attorney Job Responsibilities: The... Trust & Estate Attorney will... be responsible for working with clients to identify and meet their unique needs through customized estate planning. This includes designing wills, trusts, beneficiary designations, and other essential documents...
Job Title: Trust & Estate Attorney (Several... needed to transfer and protect assets. - Collaborate with small business owners to design and implement business succession plans. - Counsel fiduciaries, owners of closely held businesses, universities, and other charitable and tax-exemp...
Title: Senior Tax Manager - Private Client Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services practice are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some...
attorneys in probate and trust administration cases. - Review and... edit documents, including wills, trusts, and powers of attorney, under attorney supervision. - Manage and organize client files and maintain the confidentiality of sensitive information. - Communicate with clients, beneficiaries, and financial institutions...
firm. - Engage in complex trust and estate planning and... administration, including fiduciary tax and accounting. - Prepare gift and estate tax returns and handle estate controversies and audits. - Address complex valuation issues. - Provide estate and wealth planning services for high net...
Title: Senior Wealth Strategy Associate Job Responsibilities: - Assist financial advisors in client conversations by providing analytic information and aiming to understand the client’s goals. - Develop customized asset allocation strategies and investment solutions for clients. - Provide support for client relationship building and...
Job Title: Trust & Estate Attorney (Senior... or Member) Job Responsibilities: The Trust & Estate Attorney at... the Senior Counsel or Member level will be responsible for a variety of tasks within the law firm. Key responsibilities include: - Identifying clients'...
preferred Overview: - Trust and Estate group seeking... an Entry-Level Paralegal - Opportunity for growth in a rapidly growing team - Must be service-oriented, well-organized, self-motivated, and an effective problem-solver - Attention to detail and ability to work as...
Administration experience Department: Trust and Estate Group Salary:... & Estates Attorney for Estate Administration Role H1: Join Our Renowned Trust and Estate Group for... High-Level Estate Administration Work H2: Experienced Trusts & Estates Attorney Needed for Unique Opportunity...
of estate administration Law Firm Seeks Jr. Associate for Trusts & Estates Practice Our nationally renowned Trust and Estate group is... seeking a Jr. Associate to join our team. We provide high level and complex tax, estate pl...
managing various aspects of trust and estate administration. This... involves direct communication with clients, their family members, accountants, and financial advisors. The role requires the preparation and filing of all necessary Surrogate’s Court pleadings and the gathering and valuation of...
will work within the Trust and Estate group, which... is nationally recognized for providing high-level and complex tax, estate planning, and asset preservation services. The clientele includes executives from major public and private companies, real estate developers and investors, successful...
Title: Mid-level Trusts & Estates Associate – Ultra High Net Worth Practice Job Responsibilities: - Advise ultra-high net worth (UHNW) individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters. - Draft and review sophisticated estate planning documents, including Grantor...
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...
Title: Senior Trusts & Estates Attorney (Of Counsel) – Ultra High Net Worth Practice Job Responsibilities: - Advise ultra-high net worth individuals and families, including entrepreneurs, executives, family offices, and legacy wealth holders, on complex estate planning, wealth transfer strategies, and sophisticated...
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...
Job Title: Trust & Estate Tax Senior... with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. -... Conduct primary reviews of complex tax returns and maintain regula...
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...
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...
Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...
providing sophisticated tax compliance, consulting, and planning services to a wide range of clients, including individuals, multi-generational families, fiduciaries, and charitable entities. The role involves: -... Offering tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. -...
Title: Tax Manager, Private Wealth Job Responsibilities: The Tax Manager in the Private Wealth/High Net Worth team at the company will play a crucial role in delivering tax and business advisory services along with tax compliance to small business clients. The responsibilities...
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...
Tax Manager - Private Client Services (Hybrid) ID 2025-6702 Job Locations US-NY-Melville The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
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: 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...
estate planning, estate and trust administration. - Draft both basic... and sophisticated estate planning documents incorporating estate and income tax planning. - Handle irrevocable trusts and advise clients on asset protection. - Conduct estate planning for high-net-worth clients, including elder law and Medicaid...
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...
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...
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: Estate Planning & Estate Administration Paralegal Job Responsibilities: - Draft and finalize estate planning documents such as wills, trusts, and advance directives. - Communicate with clients to gather information, review the legal processes, and provide updates as necessary. -...
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...
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...
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...
have extensive experience in trust and estate planning, fiduciary... tax, and complex valuation issues, with a significant portable book of in complex trust and estate planning and... gift and estate tax returns and handle estate controversie...