ultra-high-net-worth clients on complex estate and tax planning strategies. -... Draft and implement advanced estate planning structures, including GRATs,... clients on income, gift, estate, and generation-skipping transfer tax... strategies. - Collaborate with CPAs,... family offices to execute planning solutions. - Manage matters ......
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...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors for... drafting memorandums involving complex tax matters. - Identifying and implementing... tax planning opportunities. - Handling and... resolving tax controversies. - Overseeing complete 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: Manager of Tax Services Job Responsibilities: - Tax Structuring... and Planning: Research and provide consultation... on tax-efficient structuring specifically designed for... high-net-worth clients in understanding international tax developments and implications, offering... pass-through entities and individuals. - Tax Compliance: Perform primary and......
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...
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...
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...
Job Title: Tax Senior Manager - Family... Job Responsibilities: As a Tax Senior Manager in the... a comprehensive range of tax services. Key responsibilities include:... structuring and modeling, succession planning, wealth transfer planning, and... tax compliance. - Leading engagement... teams...
Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: 1. Lead tax and consulting engagements, and... and addressing client needs, tax planning, and consulting opportunities. 2.... executive presence. 3. Review complex tax returns for individuals, trusts,... estates, S-Corps, foundations, partnerships, and gifts, offering...
Job Title: Manager of Tax Services Job Responsibilities: - Tax Structuring... and Planning: Conduct research and provide... consultation on tax-efficient structuring tailored for high-net-worth... client understanding of international tax developments and implications, providing... pass-through entities and individuals. - Tax Compliance: Conduct primary and......
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: Senior Associate Tax Services Job Responsibilities: - Tax Compliance:... individual (1040), fiduciary (1041), estate (706), and gift (709)... tax state, and local regulations. - Estate & Gift Tax Planning:... in designing and implementing estate planning strategies, including trusts,... Accounting: Review trust and estate acc...
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: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... tasked with providing high-quality tax compliance and consulting services... This role involves managing tax and consulting engagements, identifying... client needs, and providing tax planning and consulting opportunities.......
Job Title: Tax Senior, Private Client Services Job... Responsibilities: The Tax Senior in Private Client... tasked with delivering high-quality tax compliance and consulting services... to high net-worth clients. This role requires a sophisticated approach to managing tax-related matters for individuals with... complex...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in Private Client... that center around providing tax compliance and consulting services... These responsibilities include: - Managing tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities. -......
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: A Tax Experienced Senior in Private... tasked with providing high-level tax compliance and consulting services... tailored to high net-worth clients. The role demands a combination of technical expertise and interpersonal skills to...
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...
department, primarily focusing on estate administrations and the drafting... of various estate planning instruments. This position... demands a high level of organization and efficiency, with the flexibility to manage high-level paralegal work and special projects as needed. Key responsibilities include: -...
Tax Manager - Ultra High... of individual and business tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. Manage and oversee... and provide consistency in tax preparation due to the... complexities of fund reporting. This includes the plan...
Estate Planning, Guardianship and Probate... years of experience in Estate Planning, Guardianship, and Probate.... Bar membership in good standing is required. Should be able to maintain good communication and have excellent interpersonal skills to communicate effectively with clients, the public,...
understand and guide their estate planning goals. - Draft and... review estate plans, including wills, trusts,... powers of attorney, and health care documents. - Assist with probate and trust administration from start to finish. - Manage cases independently with a "no surprises" approach. -...
Ranked Law Firm seeks tax, trusts and estates associate... degree in Taxation or Estate Planning. Bar admission in... one... or more states is required. Strong academic credentials, excellent oral and written communication skills are required. The firm offers an excellent...