- Review and approve estate planning documents, including but... not limited to Wills, Revocable Living Trusts, Irrevocable Trusts, trust administration documents, and probate proceeding documents. 2. Client Consultations: - Build and maintain strong relationships with key clients and assess opportunities...
of tasks centered around estate planning and client consultation.... Management: Overseeing caseload by maintaining accurate records and client communication within internal systems. This includes reviewing and approving estate planning documents such as... Wills, Revocable Living Trusts, Irrevocable Trusts, trust admini...
We not only have the best **Members Only** positions, but we also have the most. Trust and Estates Paralegal The candidate will assist in drafting of estate planning and trust administration... documents. Will prepare asset lists, analyze bank and bus...
for the administration of estate planning matters. This role... to the firm’s attorneys and senior paralegals in various capacities, including: - Preparing and assisting with the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary... Income Tax Returns. - Maintaining finan...
Start Date: As soon as possible Position Summary The General Counsel is responsible for ensuring compliance with regulations, identifying and documenting regulatory risks, and assisting the organization in developing controls. This position involves planning, organizing, and executing day-to-day... operational compliance activities. Job Responsibi...
expansion. - Responsibilities include handling estate planning and estate and... be required to draft complex estate plans and prepare estate... tax returns. - The role... necessitates staying informed about relevant state and federal income and estate tax laws. - Providing high-quality... client se...
is responsible for designing estate plans for high-net-worth clients,... including creating and drafting various types of irrevocable trusts. These trusts include Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts. The...
law firm specializing in estate planning, taxation, and business... The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing probate and trust administrations. - Counseling clients on the most suitable estate plans or gifting strategies... tailored to their individu...
at the law firm. The primary responsibilities include: - Providing expert legal guidance and solutions in trust administration and sophisticated estate planning for high net... worth individuals and families. - Drafting complex estate planning documents, including both... revocable and irrevocable trusts. - Collab...
Title: Trusts & Estates Associate Job Responsibilities: The the Private Client and Tax Division. The role includes... advising clients on complex tax matters, which encompasses comprehensive... succession and estate planning strategies, family office... formation, governance, long-term structuring, tax-free reorganizations, mergers and acquisitions,......
wealth transitions by providing estate planning that is clear,... enduring. The key responsibilities include: - Planning foundational (revocable) estate planning for clients from... start to finish, which involves the initial interview, plan design and drafting, review and discussion with the client...
Estates Associate Job Responsibilities: - Draft estate plan documents, including wills,... advance directives. - Assist with estate, gift, and generation-skipping transfer... tax matters. - Conduct legal research... and prepare memoranda on estate, tax, and trust issues. -... Collaborate... senior attorneys on complex planning strategies. - Manage client files......
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal (Trust, Estates, & Charitable Planning) The candidate will assist... attorneys by processing original documents, preparing binders, notarizing, doing proof of p...
**Job Title: Trust and Estate Tax Manager** **Job Responsibilities:** - Review... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors for... draft memoranda involving complex tax matters. - Identify and implement... tax planning opportunities. - Handle and... resolve tax controversies. - Oversee complete tax......
Senior Associate, Business Tax Services - Private Enterprise... of the world's top tax firms, providing tax compliance... and advisory services to owners and senior executives of the private client base. As a Senior Associate, you will have the opportunity to...
Job Title: Tax Associate Job Responsibilities: - Provide domestic... and international tax planning for multi-national corporations,... closely-held businesses, and high-net-worth individuals and families in their personal businesses. - Advise businesses on sophisticated corporate and cross-border issues throughout all stages of business transactions, including...
Job Title: Tax Attorney Job Responsibilities: - Advising clients... equity capital markets transactions, reorganizations, joint ventures, restructurings, financing transactions, and international tax planning. - Drafting partnership agreements... and LLC operating agreements. - Engaging in tax litigation matters, providing tax... support to litigation teams... w...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel position is integral to the Data Center and Networking legal team within the department at the company. This role primarily involves providing legal support for...
large international New York law firm founded in 1934 has established a full-service presence. Clients include large corporations and individuals as well as small and medium-sized businesses. The firm represents a wide range of industrial, financial and commercial enterprises, both...
large international New York law firm founded in 1934 has established a full-service presence. Clients include large corporations and individuals as well as small and medium-sized businesses. The firm represents a wide range of industrial, financial and commercial enterprises, both...
large international New York law firm founded in 1934 has established a full-service presence. Clients include large corporations and individuals as well as small and medium-sized businesses. The firm represents a wide range of industrial, financial and commercial enterprises, both...
large international New York law firm founded in 1934 has established a full-service presence. Clients include large corporations and individuals as well as small and medium-sized businesses. The firm represents a wide range of industrial, financial and commercial enterprises, both...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
The primary responsibility is to provide objective insights that align financial and estate strategies with the clients'... goals. This role is highly visible within the Private Wealth Management (PWM) sector and involves close collaboration with advisors and management in designate...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Trust and Estates Paralegal The candidate's responsibilities include all facets of estate planning and trust and... estate administration, including meeting with... clients,...
Secretary (Private Client & Tax) - Temp to Perm... Salary: $95,000 - $115,000 annually Experience: 5+ years as a secretary or administrative professional at a law firm, previous experience supporting at least one partner/high level manager in a legal or...
Tax Associate - Winter 2026... States Job Description Tax Associate As a... Tax Associate at **Members Only**,... responsibilities will consist of tax consulting and tax return... preparation duties, including tax research, tax planning, and... work papers for various tax returns and tax related......
Title: High Net Worth Tax Principal Job Responsibilities: - Lead compliance... investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements... delivering proactive tax planning and strategic consulting,... including federal, estate, gi...
for its specialization in estate planning, taxation, and business... transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal services. This...
Job Title: Tax Associate - Winter 2027 Job... Responsibilities: As a Tax Associate at the company,... primary responsibilities will include: - Tax consulting and tax return... preparation duties, encompassing tax research, tax planning, and... work papers for various tax returns and tax-related projects. -......
Title: Tax Principal, Real Estate Job Responsibilities: - Serve as... trusted leader of company’s tax services, providing federal tax... compliance and consulting services... to construction and real estate clients. - Establish and... relationships, advising on day-to-day tax matters for a diverse... tax...
Job Title: Private Wealth Tax Manager Job Responsibilities: 1. Assist in... investment entities. This includes: - Performing complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Working on... multiple engagements that deliver proactive tax planning and strategic consulting,... includin...
Sr Manager, Private Wealth Tax Job Responsibilities: - Provide compliance and... - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple... engagements that deliver proactive tax planning and strategic consulting,... including federal est...
Job Title: Senior Tax Associate – Alternative Investment... Funds Job Responsibilities: Senior Tax Associates in the Alternative... company engage in comprehensive tax planning, consulting, and compliance... funds, private equity, real estate, fund of funds, and... include: - Reviewing and preparing tax returns. - Building...
Job Title: Tax Senior Associate - Personal... advisory needs, including audit, tax compliance, and planning, aimed... at enhancing their operational efficiency. This role involves experiencing the entire business life cycle of a private company from inception to growth, maturity, and...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, you will be... performing high-level reviews of tax research for individuals, fiduciaries,... gift work papers and tax returns. You will prepare... consulting projects related to tax planning opportunities and the... tax...
Tax Senior - Private Wealth... perform high-level reviews of tax research of individual, fiduciary,... partnership, closely-held corporations, estate, and gift work papers... and tax returns, as well prepare... consulting projects related to tax planning opportunities and the... tax implications of transactions to......
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth at... offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading mul...
Title: Senior Trusts & Estates Paralegal Job Responsibilities: The Senior Trusts & Estates Paralegal is entrusted with a range of duties that require a high level of expertise and experience in the field of Trusts & Estates. These responsibilities include: - Performing legal...
Job Title: Tax Supervisor - Trust &... Estate (Compliance Focused) Job Responsibilities: -... and state fiduciary income tax returns (Form 1041), estate... tax returns (Form 706),... and... gift tax returns (Form 709). - Ensure... and accurate filing of tax returns and estimated payments. -... tax...
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... private businesses and investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple... engagements delivering proactive tax planning and strategic consulting,... including federal estate, gift, char...
join its business, real estate, and tax practice in... have significant experience in tax related to general commercial... transactions and estate planning. Hybrid work arrangements... legal counsel on tax matters related to commercial... on tax issues in estate ......