Attorney Job Responsibilities: - Handling clients’ tax issues before the IRS,... state tax agencies, and courts. - Advising... clients on tax-related matters. - Preparing tax returns,... and partnership income returns, estate and gift tax returns. -... Preparing estate planning documents and advising... clients on estate planning. - Handling various petitions......
Title: Associate Attorney Job Responsibilities: - Advise clients on business transactions, including entity formation, contract drafting/review, mergers, acquisitions, and related corporate matters. - Represent clients in IRS dispute resolution, including audits, appeals, collections, and related controversies. - Support clients with probate and trust...
law firm specializing in estate planning, administration & litigation,... real estate, and small business law.... Our firm is dedicated to fostering a collaborative and supportive environment where our team and clients are equally valued. We pride ourselves on delivering exceptional,...
individuals and families, closely-held business owners and executives, corporate fiduciaries, and charitable organizations. The primary responsibilities include: - Estate and tax planning for... clients - Advising clients on legal strategies for wealth management and estate distribution - Drafting and reviewing... legal documents relat...
and trust administration process. - Estate Planning: - Advise clients... on tax implications and asset protection... with clients to assess estate planning needs and assist... funding. - Research and stay current on estate, gift, and income tax... laws. - Draft ......
Job Title: Estate Planning Attorney Job Responsibilities:... As an Estate Planning Attorney with the... law firm, you will be responsible for providing legal services related to estate planning and estate administration.... creation and management of estate plans, ensuring compliance with......
firm's Tax, Benefits, and Estate Planning Group. The primary... responsibilities include providing tax planning and business structuring... individuals, corporations (both public and private), pass-through entities, trusts, and estates. The role involves estate planning, trust and estate... administration,... probate, and potentia......
Job Title: Estate Planning Attorney Job Responsibilities: The Estate... Planning Attorney is tasked... comprehensive legal services in estate planning, estate law, probate,... estate administration, and business succession... planning. responsibilities include: - Developing customized estate planning strategies that cater... complexities of probate and estate administration processes. - P...
Job Title: Estate Planning & Trust Attorney... to educate them on estate planning strategies using clear... - Draft and review estate planning documents and clearly... other matters, and advise them on their estate planning options. - Stay... updated with ne...
Job Title: Trust and Estate Planning Attorney Job Responsibilities: - Create... wills, trusts, powers of attorney, and health care directives for clients. - Discuss asset distribution plans with clients. - Advocate on behalf of clients by understanding their needs, analyzing situations, and forming strategic...
handling matters related to estate planning, trust administration, and... probate. The role involves working directly with clients to provide personalized and high-quality legal services. The candidate should be able to work independently as well as collaboratively within a team environment....
home ownership preservation. This includes handling cases related to foreclosures, succession, and estate planning. The position requires... the attorney to work under two managers, dedicating efforts equally to both areas. Key responsibilities include: - Providing proficient written and oral communication. - Enga...
the following areas: - Estate Planning and Trust Administration... - Corporate, Business Transactions, and Mergers & Acquisitions - Litigation, including Civil, Commercial, Probate, Divorce, Personal Injury, or other areas - General Florida Law The role involves: - Engaging in meaningful...
Job Title: Business, Real Estate, Trust, and Litigation Attorney Job... litigation matters involving real estate, business, and probate and... drafting business and real estate documents. The attorney should... possess strong writing, analytical, and advocacy skills, and be able to work both...
firm. The primary responsibilities include assisting attorneys with various estate planning and administration tasks.... The position involves substantial client interaction and offers opportunities for professional growth in estate administration and estate/tax planning.... Specific duties include: - Drafting standard estate planning docu...
Job Title: Estate Planning Strategist, Vice President Job... Responsibilities: The Estate Planning Strategist, Vice President... for collaborating with senior estate planning strategists and teams... and analyses focusing on estate, gift, and income tax... planning. The specific responsibilities... include: - Building and maintaining relationships...
Legal Assistant Job Responsibilities: - Draft estate planning documents, including wills,... Assist with mailing/filing income tax returns, gift tax returns,... and estate tax returns. - Maintain and... create... and physical client files, estate documents, and trust records. -... Coordinate signatures, notarization, and document execution,...
Tax Manager Job Responsibilities Client Engagement &... for clients. - Provide proactive tax planning and advisory support... pass-through entity owners. - Build and maintain strong client relationships, ensuring a high level of service and responsiveness. - Identify tax-saving opportunities and strategic planning... initiatives across...
Title: Vice President, Advanced Planning Job Responsibilities: - Serve... as a financial planning and estate planning subject... matter authority... advisors. - Deliver point-in-time estate planning guidance and education... or... lead comprehensive financial and estate planning engagements. - Support... advanced... planning client engagements throughout a......
Title: Vice President, Advanced Planning Job Responsibilities: The Vice President, Advanced... Planning is responsible for serving... a financial planning and estate planning expert for high-net-worth... The role involves delivering estate planning guidance and education... leading comprehensive financial and estate planning engagements based on......
Title: Vice President, Advanced Planning Job Responsibilities: - Serve as a... financial planning and estate planning subject... matter authority... their advisors. - Deliver point-in-time estate planning guidance and education... or... lead comprehensive financial and estate planning engagements, depending on... client... needs. - Support advanced planning client engagements throughout a... Planning...
with divisional and wealth planning & advice leadership to... in areas of tax and trust & estate planning strategies, concentrated position... management,... corporate executive services, and pre-liquidity transaction planning. - Partner with field leadership... and practice management to integrate estate an...
Job Title: Tax Manager - CRE [Commercial... Real Estate] Job Responsibilities: The Tax Manager... for the Commercial... Real Estate team will be responsible... role requires researching complex tax topics and communicating with... tax authorities as needed. The... Tax Manager will also mentor......
Job Title: Tax Manager - T&E [Trust... & Estate] Job Responsibilities: The Tax Manager... for Trust &... Estate (T&E) within the National... Tax practice is responsible for... that require expertise in tax management, particularly in the... responsibilities include: - Reviewing gift, estate, and fiduciary income tax......
Job Title: Tax Manager - CRE [Commercial... Real Estate] Job Responsibilities: The Tax... Manager will support the... Real Estate Industry Group, specifically the... Commercial Real Estate team. Responsibilities include: -... Managing topics and communicating with tax authorities as needed -......
Legal Administrative Assistant Real Estate/Transactional Job Responsibilities: The Legal Administrative Assistant... specializing in Tax & Estate Planning, Real Estate/Transactional, and... Litigation. Responsibilities include: - Creating, editing, revising, redlining, and proofreading documents from various sources such as dictation, handwritten notes, typed, and electronic copi...
trust documents for legal, tax, administrative, and investment issues,... coordinating the delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank as trustee. - Oversee investment decisions, ensuring that the trust's investment objectives align with...
play a pivotal role in the Global Trusts & Estates Practice. Your responsibilities will include: - Overseeing the administration of trusts and analyzing trust documents to identify legal, tax, administrative, and investment issues. -... Making recommendations on how the company should ex...
. Private Bank - Tax Strategist - Vice President/Executive... prospects who have complex tax and wealth structuring situations,... working alongside their primary private banking coverage team and external advisors to develop bespoke solutions tailored to their needs. - Author or contribute...
. Private Bank - Estate Planning Innovation Lead -... comprehensive understanding of existing estate disposition analysis capabilities within... digital transformation of the estate disposition offering. - Collaborate... closely with Product and Technology teams to ensure the successful design, development, and...
Title: Defense Litigation Associate Attorney – Medical and Life Sciences Job Responsibilities: - Support the Medical and Life Sciences team in defending general and premises liability matters for various clients, including senior living, healthcare, and restaurant/building owners. - Assist in product liability defense...
Title: Defense Litigation Associate Attorney - Medical and Life Sciences Job Responsibilities: - Support the Medical and Life Sciences team in defending general and premises liability matters for a diverse range of clients, including senior living facilities, health care providers, and restaurant/building...
Title: Defense Litigation Associate Attorney - Medical and Life Sciences Job Responsibilities: The Defense Litigation Associate Attorney in the Medical and Life Sciences department is responsible for supporting the defense of general and premises liability matters for a diverse range of clients,...
Title: Experienced Attorney - Environmental Law Job Responsibilities: The Environmental Attorney at the law firm will have a comprehensive range of responsibilities that include: - Advising clients on federal and state environmental regulations, specifically laws such as CERCLA, CAA, RCRA, ECL, SEQRA, and...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Family Wealth Sr. Fiduciary Advisor is primarily tasked with fulfilling the fiduciary responsibilities of the company by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater...
Title: Sr Fiduciary Strategist Job Responsibilities: The Sr Fiduciary Strategist is accountable for delivering fiduciary responsibilities on behalf of the company, specifically focusing on high-net-worth clients and their beneficiaries. This role is a crucial part of the relationship management team and...
a strong understanding of family relationships and the needs of current clients as well as beneficiaries. - Review and monitor estate planning documents to ensure... they fit individual client’s current circumstances. - Analyze and interpret legal instruments to determine dut...
experience. - Develop a strong understanding of family relationships and the needs of current clients and beneficiaries. - Periodically review and monitor all estate planning documents to ensure... they fit individual client’s current circumstances. - Analyze and interpret legal instruments to determine d...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is tasked with fulfilling the fiduciary responsibilities of the company by offering client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million...
Title Family Wealth Sr. Fiduciary Advisor Job Responsibilities The Sr. Fiduciary Advisor is tasked with delivering fiduciary client advisory services to Ultra High Net Worth (UHNW) clients who possess a net worth exceeding $25 million, along with their beneficiaries. As...
Title: Sr Fiduciary Strategist Job Responsibilities: The Sr Fiduciary Strategist is tasked with fulfilling fiduciary responsibilities by providing advisory services to high-net-worth clients and their beneficiaries. As part of the relationship management team, the strategist represents local delivery for clients with specific...
Title: Director, Senior Trust Officer Job Responsibilities: - Serve as the primary fiduciary contact for some of the largest and most sophisticated trust relationships within the company. - Manage all facets of trust administration and relationship management for assigned clients, supported by a...
Job Title: Tax, Trusts, and Estates Associate... be part of the Tax, Trusts, and Estates Practice... and family-owned businesses in all areas of estate and tax planning. The... associate will... be one of the first trusts and estates associates a...
Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
high-net-worth individuals. - Provide estate planning services with a... focus on tax implications. - Manage multiple... work assignments simultaneously. - Work under pressure while maintaining attention to detail. - Organize and maintain a structured work environment. Education and Experience Information:...
AAG-Assistant Attorney General - Estate Tax Litigation Job Responsibilities: The... Assistant Attorney General in the Revenue Litigation Bureau is tasked with managing cases that involve recovering debts owed to state agencies. This encompasses a range of cases, including: - Tort cases...
of the following areas: estate planning and administration, business... and governance, and/or real estate. This role involves representing... clients ranging from individuals and local business owners to national and international businesses with interests in the Northern Rockies region. The attorney...
a motivated and experienced estate planning and tax attorney... with a high-quality client base, handle sophisticated planning and administration matters, and... play an integral role in a growing South Florida clients on estate planning, wealth transfer, and... tax... mat...