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...
Paralegal Job Responsibilities: In connection with estate planning: - Prepare initial drafts... to beneficiary designations and similar tasks to coordinate with new estate planning documents. - Organize paper... and electronic estate planning files. - Work closely... with attorneys and assistants in docketing and final presentation...
legal assistance to the Tax Trusts & Estates Attorneys... - Manage checkbooks for estate and trust accounts where... attorneys serve as fiduciaries. - Prepare and process checks for estate expenses, beneficiary distributions, and... other...
in all aspects of estate planning and administration •... high net worth individuals and families on estate planning and wealth preservation... • Handle sophisticated estate planning and administration issues... • Work closely with a team of T&E professionals to pro...
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...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal Trusts and Estates The candidate will prepare federal and state estate tax returns. Prepare fiduciary... accountings and income tax returns. Generally assisting...
State & Local Income Tax - Asset Management Job Responsibilities:... state and local income tax issues within the asset... as hedge funds, funds of funds, private equity, and real estate, dealing with state and... local tax issues, including compliance, advising,... planni...
## Tax Partner - **Members Only** **Members Only**... Jersey and/or New York Tax Attorney to join the... as a Partner. The Tax Partner will be responsible... to provide professional legal counsel and representation for high-net-worth individuals, institutions, and corporations. ### About...
Job Title: Estate Planning Attorney – Drafting Job... Draft and customize complex estate planning documents based on... and high drafting standards across documents. - Work closely with senior attorneys on advanced trust planning structures. Education and Experience Information: -... . from an accredited...
Deliver the firm's wealth planning resources to clients and... and client-facing advocate for the Wealth Strategy Engagement Model and all advice capabilities offered by the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and underst...
Job Title: Tax Manager - Financial Services... - State & Local Tax, Income Tax Job Responsibilities: As a... Tax Manager within the Financial... you will oversee multiple tax engagements and contribute to... delivering quality tax planning and compliance services... growing State and Local Tax (SALT) team, where you... tax...
primary responsibilities of the Tax Senior Manager in the... include: - Reviewing complex individual tax returns and providing income... tax planning and advice to... high-net-worth individuals and families, developing into a trusted advisor role for clients. - Collaborating with specialists in other...
Job Title: Tax Senior Analyst - FSO... - Fiduciary/Trust & Estate Accounting Services Job Responsibilities:... The Tax Senior Analyst in the... Fiduciary/Trust & Estate Accounting Services (FTEAS) is... of complex trust and estate accountings and performing intricate... calculations and reconstruction...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: -... of complex trust and estate accountings. - Perform complex calculations... and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards retaining client goodwill. - Actively...
currently seeking an Associate with 2+ years of experience to join our growing practice group. If you have a strong background in drafting sophisticated estate planning documents for high-net-worth... individuals and are looking for a dynamic and challenging work enviro...
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...
Job Title: Tax Senior Associate - Personal... Job Responsibilities: As a Tax Senior Associate in the... role involves providing advisory services to high net worth individuals and private wealth management structures, focusing on audit, tax compliance, and planning to... enhance...
Job Title: Tax Senior - Trusts &... and state fiduciary income tax returns, extensions, and quarterly... federal and state gift tax returns. - Prepare federal... and state estate tax returns. - Review... and... to federal and state tax notices. - Review tax......
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal Responsibilities: Administration of estates including probate of wills, inventory of assets and valuations, preparation of estate and inhe...
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...
Services Tax - Real Estate Manager The candidate will... help clients meet their tax obligations while managing the... impact tax has on their business.... their local and overseas tax affairs, while acting as... a strategic consultant related to business analysis,...
Services Tax - Real Estate and Infrastructure Transactions Senior... Associate Job Responsibilities: - Provide in-depth tax advisory services to clients... in the global real estate and infrastructure sectors. - Advise... and present insights on tax regulations, enhancing research efficiency... cross-border structures and treaty planning strategies. - Confirm compli...
Services Tax - Real Estate Manager The candidate will... help clients meet their tax obligations while managing the... impact tax has on their business.... their local and overseas tax affairs, while acting as... a strategic consultant related to business analysis,...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... duties that center around tax engagements and client relationships.... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors for... drafting memoranda involving complex tax matters. - Identifying and implementing......
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... worth individuals...
Job Title: Taxation & Estate Associate Job Responsibilities: - Represent clients... phases of trust and estate administration, including the preparation... of estate tax returns. - Provide litigation... support and manage fiduciary accountings. - Collaborate closely with clients, attorneys, and accountants. - Apply strong knowledge of...
The associate will work on sophisticated and highly sensitive matters for clients, including family offices, family business owners, and individual clients. The primary responsibilities include providing top-tier counseling on a variety of issues such as estate planning, tax, real es......
highly sensitive matters for clients. The responsibilities include providing top-tier counseling on a wide variety of issues related to estate planning, tax, real estate,... family disputes, strategic business... organization, and succession planning. The role involves working... with family offices, famil...
of active legal matters, primarily focusing on New York and New Jersey Surrogate’s Courts, Article 81 Guardianship Proceedings, Estate Planning, and Real Property... Transfers. Specific duties include: - Handling Probate, Administration, and fiduciary support within Surrogate’s Courts. - Drafting petitions and commu...
individuals, families, and family offices on estate, gift, and generation-skipping transfer... tax matters. - Draft and review... sophisticated estate planning documents, including Grantor... Retained... Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Proper...
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...
providing them with top-notch estate planning services. We are... a candidate with at least 10 years of experience in trusts and estates law, specifically focusing on estate planning for high-net-worth individuals.... If you have a passion for serving clients and...
Private Client Product Services group to develop, deliver, and implement customized wealth structuring services. These services include proactive estate planning solutions tailored to... each client or prospect's unique circumstances. The primary responsibilities include: - Providing guidance on wealth structuring matters...
to clients on personal planning matters. - Identify opportunities for... capacity. - Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning. -... Assist Bankers and other... team members in their new business efforts. - Cultivate relationship...
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...
firm, providing comprehensive legal services in estate planning, estate and trust... administration, fiduciary litigation, and transfer tax issues. The primary responsibilities... include: - Drafting sophisticated estate planning documents tailored to... the... needs of individuals, families, family offices, and corporate fiduciaries. - Managi...
families, including entrepreneurs, executives, family offices, and legacy wealth holders, on complex estate planning, wealth transfer strategies,... and sophisticated estate and gift tax mitigation. -... Develop strategies for estate, gift, and generation-skipping transfer... (GST) tax. - Design and implement advanced... estate plan...
Job Title: Domestic Estate Planning Associate Job Responsibilities: The Domestic... Estate Planning Associate will join... the Private Client and Tax team at the law... client practices, trust, and estate administration/planning. This includes advising... wealth structures and drafting estate planning documents. - Conducting tax... analysis, estate administration, and tr...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
family offices with their estate planning needs. Key responsibilities... include: - Drafting, implementing, and administering sophisticated lifetime and testamentary planning strategies. - Handling estate and trust administration. - Advising... clients on estate...
Draft and refine complex estate planning instruments, including wills,... revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents. - Guide clients and fiduciaries through the full lifecycle of estate and trust administration, including... probate matters, fiduciary accounting,...
Job Title: Estate Planning Attorney Job Responsibilities: - Serve... easy for clients to understand. - Draft and Design Estate Plans: Prepare a range... of estate planning documents, from simple... wills to complex tax-saving trusts; training will be... provided for the more complex aspects....
with an emphasis on planning. Should preferably have significant... work experience in estate planning, although an .... in... Estate Planning will be considered... in... lieu of work experience. Must have excellent time management and organizational skills and be motivated to...
years of broad experience to support senior attorneys in all estate planning and administration aspects.... The ideal candidate will have a strong trust and estate law background, excellent analytical... skills, and a commitment to providing exceptional client Location:Roseland, NJDuties:Assi...