managing all phases of estate and trust administration. Key... responsibilities include: - Handling probate processes with a preference for knowledge of New Jersey, New York, and Florida probate laws. - Engaging in extensive communication with clients, financial planners, and accountants to facilitate...
firm, specializing in high-net-worth trust and estate planning and administration. The... successful candidate will be responsible for advising clients on sophisticated trusts and estates matters, tax strategies, and succession planning.... This includes dealing with... domestic estate planning, succession planning, ......
in high-net-worth trust and estate planning and administration - Knowledge... relevant state and federal tax laws - Experience with domestic... estate planning, including succession planning,... lifetime giving, estate and income taxation issues,... charitable giving - Estate planning for retirement assets... and tax-efficient family wealth transfer strategies -......
high-quality legal services in estate planning, estate and gift... taxation, estate and trust administration. The... role involves working closely with individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. The Senior Associate will collaborate with...
Provide legal services in estate planning, estate and gift... taxation, estate and trust administration, and... related services. - Work with individuals, charitable organizations, foundations, and corporate fiduciaries, including banks and trust companies. - Collaborate closely with a Partner who is Florida Bar...
Job Title: Manager of Tax Services - International Tax... - Job Requisition... - Research and consult with clients on tax-efficient structuring for the private... client environment. - Facilitate client understanding of international tax development implications and make......
off and holidays. Ongoing training and professional development opportunities. Manager of Tax Services at Berkowitz Pollack... Brant H1: Join Our Team as a Manager of Tax Services at Berkowitz Pollack... Brant H2: Opportunity for Experienced Tax Pr...
Job Title: Manager of Tax Services Job Responsibilities: - Manage... federal, state, and local tax returns for real estate... partnerships, S corporations, and... liability analysis, and basis adjustment calculations. - Lead the preparation and review of partnership-specific tax computations and consu...
Job Title: Senior Associate Tax Services Job Responsibilities: - Tax Compliance:... Prepare and review complex tax returns for individuals, fiduciaries,... state, and local regulations. - Estate & Gift Tax Planning:... in designing and implementing estate planning strategies, including trusts... Accounting: Review trust and estate accountings in accordance with......
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: - 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...
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......
Job Title: Tax Manager - Private Client... Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that work with a diverse range of sophisticated clients. These clients may...
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...
## Estate Planning Attorney **Our... Firm** is seeking an Estate Planning Attorney for the... specializing in Residential/Commercial Real Estate, Business Law, Land Use... of experience and a strong desire to service clients in need of Estate Planning. **...
# International Estate Planning Senior Associate/Counsel/Junior Partner... for an experienced International Estate Planning Attorney to join... their team. This position will be based in one of their offices in Stamford, Greenwich, West Hartford, CT or Naples, Bonita Springs, or Palm...
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...
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: 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...
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...
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...
professional with a strong background in estate planning, tax strategy, and... trust and estate administration. The firm offers... a dynamic and fast-paced environment, providing the opportunity to work on complex legal matters while collaborating with a team of experienced attorneys....