will be involved in handling sophisticated private client matters, specifically focusing on trusts and estates. The primary responsibilities include: - Engaging in high-net-worth trust and estate planning and administration. - Applying... knowledge of relevant state and federal tax laws. - Managing domestic es......
will be responsible for handling sophisticated private client matters involving trusts and estates. Key responsibilities include: - Engaging in high-net-worth trust and estate planning and administration. - Advising... on domestic estate planning, including succession planning... and lifetime giving. - Addressing estate and inc...
advising clients on tax-oriented estate and trust planning, family... wealth management, wealth transfer, philanthropic giving, and business succession planning. This role requires a... deep understanding of the tax code, trust and estates... laws, securities regulations, and accounting procedures. The a...
Job Title: Estate Planning & Probate Attorney Job... Develop and execute customized estate plans tailored to client... counsel and guidance on estate planning, probate, and trust... administration matters. - Prepare for and lead client meetings, including signing and review sessions. - Provide thorough...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors to... draft memoranda involving complex tax matters. - Identify and implement... tax planning opportunities. - Handle and... resolve tax controversies. - Oversee comprehensive tax......
Firm is seeking a Tax, Trusts & Estates Associate... to join one of our Florida, New Jersey or New York offices. The . in Taxation or Estate Planning and should have... is required. The Tax, Trusts & Estates Associate......
Tax Senior Manager, Private Client... Raton, FL Title: Tax Senior Manager, Private Client... Client Group Supervises: Tax Managers Role Type:... Full time Location: New York, NY (Hybrid), Palm Beach Gardens, FL, or Boca Raton, FL...
industry. We not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Administration Paralegal The candidate will be handling all phases of estate and trust administration, including... probate (knowledge of New Jersey, New...
Job Title: Estate Planning Paralegal Salary: Competitive,... as a paralegal in estate planning - Proficient in... drafting estate planning documents such as... processes - Familiarity with estate tax laws and regulations... Assist attorneys with drafting estate planning documents - Communicate......
and holidays. SEO Friendly Job Title: Trusts and Estates Tax Manager at a Top... Accounting Firm H1: Join Our Team as a Trusts and Estates Tax Manager H2: Opportunity... to Advance Your Career in Trust and Esta...
Job Title: Manager of Tax Services Job Responsibilities: - Manage the... federal, state, and local tax returns specifically for real... estate partnerships, S corporations, and... high-net-worth individuals. - Advise clients on complex partnership taxation matters, including Section 704(b) allocations, capital account maintenance, taxable...
managing all aspects of estate and trust administration. Key... duties include: - Handling probate processes, with a preference for familiarity with New Jersey, New York, and Florida probate laws. - Engaging in extensive communication with clients, financial planners, and accountants to ensure...
Job Title: Manager of Tax Services Job Responsibilities: - Manage... and review trust, estate, and gift tax returns... (Forms 1041, 706,... with federal and state tax regulations. - Provide strategic... tax planning and advisory services... and fiduciaries. - Conduct estate and gift tax planning,......
Job Title: Associate Director Tax Services Job Responsibilities: -... all aspects of international tax compliance for individuals, corporations,... Research and advise on tax-efficient structuring of international transactions,... effective use of tax treaties, offshore investment activities,... multinational clients, optimizing worldwide tax burdens on bu...
Title: Senior Manager of Tax Services Full time Job... Responsibilities: - Strategic Tax Structuring and Planning: Lead... research and consultation on tax-efficient structuring tailored for high-net-worth... expert guidance on international tax developments and implications, offering... entities and individuals. - Tax Compliance Oversight: Overs...
Job Title: Senior Associate Tax Services Job Responsibilities: - Tax Compliance:... individual (1040), fiduciary (1041), estate (706), and gift (709)... tax returns, ensuring accuracy and... state, and local regulations. - Estate & Gift Tax Planning:... design and implementation of estate planning strategies, including trusts,......
not only have the best **Members Only** positions, but we also have the most. Probate Paralegal The candidate must have Juris Doctorate. . in Tax or Estate Planning. Florida Bar Admission/Member... in Good Standing. Should have 5 years of pract...
Title: Probate and Trusts Paralegal Job Responsibilities: The primary responsibilities of the Probate and Trusts Paralegal at the law firm include managing probate and trust administration files from the initial client contact through the completion of the process. This involves preparing...
to the legal and business challenges presented by today’s evolving global markets. SUMMARY: The law firm is seeking an experienced Trust and Estate Paralegal to support the... Private Client/Wealth Planning practice group based out... of Boca Raton, Florida. In a col...
as the primary Wealth Planning expert and resource for... Provide professional consulting and advisory services to clients through the development, delivery, and implementation of a customized wealth plan. - Deliver proactive, high-impact, multi-generational planning solutions tailored to each... client’s unique fa...
Responsibilities: - Counsel clients on estate planning, wealth transfer, and... tax matters. - Draft and implement... estate planning documents, including wills,... trusts,... and related instruments. - Manage trust and probate administration from inception through completion. - Advise clients on trust funding, asset titling, and...
and Estates / Wealth Planning Attorney Job Responsibilities: - Engage in... complex domestic and international estate planning. - Handle related income,... partnership,... and tax planning for clients. - Provide... corporate... and personal planning services for high-net-worth individuals... trends and changes in estate planning laws and r......
Mid-Level Private Wealth Services Associate at Law Firm in South Florida H2: Join a Dynamic Private Wealth Services Practice at a Top Law Firm Are you a mid-level associate with an . in Taxation looking for a new opportunity...
of wills, trusts, and estates. The key responsibilities include: - Engaging in complex estate planning, including the development... and implementation of strategies for asset protection and wealth management. - Administering trusts and estates, ensuring compliance with relevant laws and client intentions. - Collaborat...
in the areas of estate planning, estate and gift... taxation, and estate and trust administration. - Offer... related services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. - Collaborate closely with a Partner who is Florida...
We not only have the best **Members Only** positions, but we also have the most. Probate / Estate Planning Paralegal The candidate... will review and respond to initial correspondence from clients and attorneys with information regarding the scope of...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Probate/Estate Planning Paralegal The candidate will... review and respond to initial correspondence from clients and attorneys with information regarding the scope of wo...
Job Title: Manager of Tax Services - International Tax... Department: Tax Services Company:... ID: JR100094 Overview: **Members Only** is seeking a highly motivated and experienced Manager of Tax Services - International Tax... to join our team.... With over 400 profession...
Title: Manager of Tax Services Experience Information:... years of experience in trust and estate taxation, preferably in a... public accounting or law firm setting. SEO Friendly Job Title: Manager of Tax Services - Experienced Trust......
Job Title: Manager of Tax Services Job Responsibilities: - Manage the... federal, state, and local tax returns for real estate... partnerships, S corporations, and... high-net-worth individuals. - Advise clients on complex partnership taxation matters, including Section 704(b) allocations, capital account maintenance, taxable income...
Job Title: Manager of Tax Services Job Responsibilities: - Manage and... review trust, estate, and gift tax returns... (Forms 1041, 706,... with federal and state tax regulations. - Provide strategic tax... planning and advisory services... offices, and fiduciaries. - Conduct estate and gift tax planning,......
Job Title: Tax Associate Job Responsibilities: As... a Tax Associate at Company, your... responsibilities will include: - Tax consulting and tax return... preparation, involving tax research, tax planning, and... work papers for various tax returns and tax-related projects.... various industries, including real estate,...
Job Title: Associate Director Tax Services Job Responsibilities: - Oversee all... aspects of international tax compliance for individuals, corporations,... Research and advise on tax-efficient structuring of international transactions,... effective use of tax treaties, offshore investment activities,... multinational clients, optimizing worldwide tax burdens on busines...
Title: Senior Manager of Tax Services Job Responsibilities: - Strategic Tax... Structuring and Planning: Lead... research and consultation on tax-efficient structuring tailored for high-net-worth... expert guidance on international tax developments and implications, offering... pass-through entities and individuals. - Tax Compliance Oversight: Oversee primary......
and Estates Paralegal Job Responsibilities: 1. Estate Probate & Administration: -... Prepare and file probate and administration applications with the New Jersey Surrogate’s Court. - Assist attorneys in communicating with executors/administrators regarding next steps and required information. - Aid executors/administrators in marshaling...
Job Title: Federal Tax Senior Manager, Lead Tax... Services Job Responsibilities: -... analysis, and research on estate, gift, and trust planning... matters, ensuring clients receive... sophisticated guidance on complex EGT issues. - Develop and maintain strong client relationships by delivering exceptional...
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...
Job Title: Senior Associate Tax Services Job Responsibilities: - Tax Compliance:... individual (1040), fiduciary (1041), estate (706), and gift (709)... tax returns, ensuring accuracy and... state, and local regulations. - Estate & Gift Tax Planning:... design and implementation of estate planning strategies, including trusts,......
expert advice on tax-oriented estate and trust planning, family... office structure, wealth management, and business succession planning. This role offers an... opportunity for growth within a thriving clients on estate and trust...