in probate, guardianships, and estate planning matters. - Work on... service environment. - Assist in implementing and developing legal strategies for clients. - Conduct legal research and draft, proofread, and finalize legal memoranda, briefs, motions, pleadings, contracts, and estate planning documents. - Handle proba......
Title: Wealth Preservation and Estate Planning Attorney Job Responsibilities: - Assist... preservation strategies, business succession planning, and family-office planning. - Engage... in sophisticated income, estate, gift, and generation-skipping transfer... tax planning for high-net-worth individuals. -... Draft... estate planning documents, including wills,... revocable... trusts, and...
Job Title: Estate Planning Attorney Job Responsibilities: - Assist... preservation strategies, business succession planning, and family-office planning. - Draft... estate planning documents, including wills,... revocable... Manage probate, trust, and estate administration processes. - Engage in... sophisticated income, estate, gift, and generation-skipping transfer... tax pl...
Title: Intake Attorney Job Responsibilities: - Assist with the daily administration of walk-in applicants and emergencies. - Conduct intake interviews in person and by phone for applicants. - Screen clients for eligibility for full representation. - Support various units with rotation on intake calendars on...
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...
Estate Attorney Job Title: Estate Attorney Job... Responsibilities: - Ensure clients are effectively represented at court hearings as needed. - Consult with clients about plans for distributing their assets. - Confer with senior partners and paralegals to effectively move through the civil litigation process. - Assist...
Job Title: Estate Planning and Probate Attorney Job... Responsibilities: - Client Management: Engage with clients to initiate and manage legal matters, ensuring that progress is timely and aligned with the clients’ needs. - Drafting legal documents pertinent to estate planning, including wills and......
a broad range of estate planning documents, including wills,... interaction. - Advise individuals and families on trust structures and wealth transfer tax strategies. - Design business succession... strategies. - Counsel fiduciaries in the administration of estates and trusts. - Prepare and review federal estat...
within the Trusts, Estates and Wealth Preservation practice. Key responsibilities include: - Drafting a broad range of estate planning documents such as... wills, trust agreements, and related instruments. - Engaging in direct and frequent client interaction. - Advising individuals and families on tr...
Job Title: Estate Planning Associate Attorney Job Responsibilities: The... Estate Planning Associate Attorney will... Northwest Florida law firm's estate planning practice. The primary... trusts, probate, and other estate planning issues. The successful... candidate will also provide support across other practice areas of...
Job Title: Estate Planning Associate Attorney Job Responsibilities: The... Estate Planning Associate Attorney will... of the law firm's estate planning practice. The primary... trusts, probate, and other estate planning needs. The attorney... will also support other practice areas within the firm, thereby...
Job Title: Corporate Tax Attorney Job Responsibilities: - Engage with... legal counsel on corporate tax matters. - Participate in a... team of attorneys with industry-specific experience to guide clients through the entire corporate lifecycle, including mergers and acquisitions, joint ventures, liquidations, financings, and...
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...
Services Tax - Real Estate Director Job Responsibilities: The role of... Services Tax - Real Estate Director involves a comprehensive... providing strategic and technical tax advisory services within the... for the Financial Services Tax team, ensuring alignment with... the company's broader goals...
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...
Job Title: Federal Tax Senior Manager, Lead Tax... Services Job Responsibilities: The Federal Tax... Senior Manager, Lead Tax... Services at the company... is a key leadership role responsible for managing multiple client service teams and overseeing complex projects. The primary duties include: -...
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...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... Deliver high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters... excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax... engagements. - M...
Job Title: Federal Tax Senior Associate, Lead Tax... Services Job Responsibilities: The Federal Tax... Senior Associate is tasked... projects within the Lead Tax Services practice, which necessitates... Key responsibilities include: - Performing tax consulting which involves conducting... tax research and collaborating with... clients on various tax matters. - Planning and implementing......
Job Title: Federal Tax Senior Associate, Lead Tax... Services Job Responsibilities: As a Federal... Tax Senior Associate in the... Lead Tax Services practice, the primary... skills. The role includes tax consulting, which encompasses performing... tax research and collaborating with... clients on tax matters, as well as... Tax...
the accurate and efficient fulfillment of legacy gifts to the company Foundation. Reporting to the Director of Planned Giving, the Specialist is charged with managing the administration of bequests and trust distributions. This involves direct interaction with estate executors, trustees,...
before municipal and county boards and commissions. The role involves obtaining governmental approvals and permits for private interests and advising local governmental entities on issues unrelated to land use. The attorney will collaborate with Real Estate attorneys on development ......
Title: Health Law Attorney with Experience Job Responsibilities: As a Health Law Attorney at the law firm, you will represent a variety of healthcare-related clients, including senior living facilities, physician and dental practices, rehabilitation and surgery centers, complex management services organizations, healthcare...
Title: Senior Business Accountability Specialist - Banking, Lending and Trust Job Responsibilities: The Senior Business Accountability Specialist plays a crucial role in the Fiduciary Oversight team within Wealth & Investment Management (WIM) as part of the Banking, Lending, and Trust...
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 ......
in the areas of estate planning, estate and gift... taxation, estate and trust administration, and... related services. The responsibilities include: - Collaborating closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. - Offering legal counsel to...
Estates, Probate, and Real Estate. - Assist clients in estate... planning by drafting, reviewing,... of attorney, and other relevant documents. - Advise clients on estate tax implications, probate processes,... and asset protection strategies. - Administer estates and trusts, which includes filing petitions, re...
in the areas of estate planning, estate and gift... taxation, and estate and trust administration. The... successful candidate will work with individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. The responsibilities include: - Advising clients o...
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: Estate Planning Attorney (Hybrid) Job Responsibilities: -... by guiding them through estate planning, which includes creating... documents. - Managing probate and estate administration to help families... settle estates efficiently, ensuring a smooth transfer of assets and addressing any legal complexities that...
with Personal Injury and/or Estate Planning matters based on... interest and firm needs. - Manage cases under attorney supervision, with increasing independence over time. - Conduct legal research, draft pleadings, correspondence, and related documents. - Communicate with clients, adjusters, opposing counsel, and other...
Draft will and trust-based estate plans with a focus... on trust and will drafting. - Handle uncontested probate and trust petitions throughout Florida. - Work closely with individuals, families, and their professional advisors to help achieve personal, financial, and philanthropic goals. - Engage...
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......
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 bus...
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...
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...
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 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......
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...
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... entities and individuals. - Tax Compliance Oversight: Oversee primary......
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......
Job Title: Manager of Tax Services Job Responsibilities: - Tax Structuring... and Planning: The candidate will be... researching and consulting on tax-efficient structuring tailored for high-net-worth... international arena, ensuring optimal tax outcomes. - Client Consultation: The... client understanding of international tax developments and implications, providing......
experienced Trust and Estates Tax Attorney in Clearwater, FL.... years of experience in estate planning and tax matters,... with a preference... holding an . in estate planning or tax. This... role offers opportunities... for growth and exposure to complex cases,...