only have the best **Members Only** positions, but we also have the most. Probate and Estate Planning Paralegal The candidate... will be able to communicate well with clients and be their main point of contact. Screen potential clients (PC's) t...
Job Title: Estate Planning Attorney Job Responsibilities: - Conduct... meetings to understand their estate planning needs. - Translate complex... ensure clients understand their estate plans. - Review trusts, wills,... powers of attorney, and related estate planning documents to ensure... accuracy and compliance with legal...
Title: Associate Attorney - Estate Planning & Elder Law Job... Responsibilities: - Handle Estate Planning matters with a... focus on Medi-Cal planning. - Manage all aspects of... Estate Planning, Conservatorships, Probate cases,... and... leadership on strategic growth and succession planning. Education and Experience In...
- Private Wealth & Tax Solutions Job Responsibilities: - Develop,... trusted advisor for sophisticated tax and wealth planning solutions. -... Convert qualified leads generated by the Lead Generation Department into active Strategic Partners through consultative selling and demonstration of expertise. - Maintain and...
Job Title: Tax Senior Manager - Private... environment that values exceptional client service and tax expertise. - Oversee tax... planning and compliance functions... for ultra-high net worth individuals and their families, with a focus on clients in the financial s...
Intuit TurboTax products. Leverage tax expertise to provide full... service tax return preparation, tax advice,... calculations, and software/product support. Demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress...
Title: Tax & Estate Attorney Company: Company Schedule: Remote (Must... seeking a Tax & Estate Attorney with approximately 3–5... strong background in advanced estate, income tax, and trust... administration matters. This full-time position is available due to growth within the department and...
Legal Counsel, Strategic Real Estate Job Responsibilities: - Serve as the... attorney for strategic real estate and facilities teams within... growing portfolio of real estate leases, property holdings, and... construction projects. - Negotiate real estate transactions and construction contracts,... ensuring compliance with applicable...
media, employment and labor, tax, personal planning and employee... and public offering, real estate, and business and corporate... office. Attorneys have a very strong work ethic and work in an environment that is marked by integrity, civility, sensibility,...
Job Title: Tax Senior, Private Client Services... Job Responsibilities: A Tax Senior in the Private... professional experience to provide tax compliance and consulting services... to high net-worth clients. Their responsibilities include: - Participating in tax and consulting engagements to... identify...
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... is tasked with providing tax compliance and consulting services... and entertainers with complex tax and financial structures. Key... responsibilities include: - Managing tax and consulting engagements, identifying......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... technical, business development, and people skills to deliver tax compliance and consulting services... to high net-worth clients. Key responsibilities include: - Managing tax and consulting engagements ......
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participates in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... information necessary for preparing tax returns. - Develops an understanding... of complex individual, trust, estate, S-Corp, foundation, partnership, and... tax...
Job Title: Tax Manager - Private Wealth... Job Responsibilities: As a Tax Manager in the Private... Wealth Tax practice at the company,... aimed at providing high-quality tax services to ultra-affluent clients.... tax fiduciary, partnership, closely-held corporations, estate, and gift work papers......
Tax Senior - Private Wealth... perform high-level reviews of tax research of individual, fiduciary,... partnership, closely-held corporations, estate, and gift work papers... and tax returns, as well prepare... consulting projects related to tax planning opportunities and the... tax implications of transactions to......
supporting attorneys in the Tax/Employee Benefits/Trusts & Estates department... of tasks centered around estate planning and trust administration.... Key... duties include: - Engaging with clients, trustees, and family members to draft and refine legal documents such as trusts, wills, powers of...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager within the Private... responsible for providing high-level tax compliance and consulting services... to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers. The role requires a blend...
media, employment and labor, tax, personal planning and employee... and public offering, real estate, and business and corporate... office. Attorneys have a very strong work ethic and work in an environment that is marked by integrity, civility, sensibility,...
Job Title: Estate & Tax Planning Associate Job... Responsibilities: The Estate & Tax Planning Associate... variety of tasks including estate and tax planning, trust... administration, and business succession planning. The associate will need... background in gift and estate tax matters, which includes......
Job Title: Estate & Tax Planning Associate Job... Responsibilities: The Estate & Tax Planning Associate... providing legal expertise in estate and tax planning, trust... administration, and business succession planning. The role involves working... to meet their specific estate and tax planning needs.... Key responsibilities include: -......
both federal and state tax regulations. - Draft appropriate... primary focus on the tax ramifications involved. - Prepare... 706 tax returns for review by... an accountant. - Develop legal plans for clients' assets. - Under the supervision of the law...
aspects of family law, estate planning, and probate law,... with a specialization in high asset and highly complex family law cases. - Exhibit substantive knowledge of statutes, regulations, and rules affecting family law. - Deliver excellent presentations and communication in court and...
Tax Associate - Winter 2026... States Job Description Tax Associate As a... Tax Associate at **Members Only**,... responsibilities will consist of tax consulting and tax return... preparation duties, including tax research, tax planning, and... work papers for various tax returns and tax related......
Job Title: Estate Planning Associate Attorney (Partnership-Track) Job... Responsibilities Counsel clients on estate planning, trusts, and related... of attorney, and other estate planning documents. Assist with... complex and high-asset cases. Develop tailored estate plans that protect multi-generational... wealth and address tax consideratio...
law firm. The primary responsibilities include: - Trust administration and providing sophisticated estate planning solutions tailored for... high net worth individuals and families. - Drafting estate planning documents, with a... focus on both revocable and irrevocable trusts. - Collaborating with clients to under...
and services related to tax and wealth planning for... high-net-worth clients. This role involves working closely with clients to understand their financial objectives and developing strategies to achieve them. The associate will be expected to manage complex transactions and provide...
County Counsel - Real Estate **Job Responsibilities:** The Deputy County... Counsel - Real Estate is tasked with performing... Providing legal advice and representation concerning real estate, construction, development, solid waste,... sustainability programs, land use, and public infrastructure projects. - Offering construction advice...
Clients Job Responsibilities: - Specialize in estate planning for high-net-worth clients,... both basic and sophisticated estate planning documents. - Incorporate estate... and income tax planning... strategies, including the creation... and management of irrevocable trusts. - Build and maintain strong client relationships, demonstrating the ability...
Title: West Coast Private Wealth Planning Associate (Senior) Job Responsibilities: The... West Coast Private Wealth Planning Group at the law... expertise in high-net-worth wealth planning. The successful candidate will... a solid grasp of estate, gift, and GST tax... planning strategies. E...
matters. This role requires a strategic and client-focused approach with proficiency in developing advanced estate and tax planning strategies.... Key responsibilities include advising high-net-worth clients on estate, gift, generation-skipping transfer, capital... gains, and property tax planning. The role also......
firm's Tax, Benefits, and Estate Planning Group. The primary... responsibilities include providing tax planning and business structuring... individuals, corporations (both public and private), pass-through entities, trusts, and estates. The role involves estate planning, trust and estate... administration,... probate, and potentia......
Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The primary... the Mid-Level Trust & Estate Transactional Associate include engaging... in sophisticated estate planning and trust administration.... responsible for drafting comprehensive estate plans, which encompass the... working directly with senior estate plannin...
Partner Job Responsibilities: - Develop comprehensive estate plans tailored for individuals... middle-income and high-net-worth clients. - Provide expert guidance on tax-efficient strategies, including the establishment... of irrevocable trusts, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), and Grantor Retained Annuity T...
duties primarily centered around estate and trust litigation matters.... or fully remote capacity. The primary responsibilities include: - Acting as the handling attorney and main point of contact for clients involved in estate and trust litigation. - Independently... managing various tasks...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal (trust, Estates, & Charitable Planning) The candidate will assist... attorneys by processing original documents, preparing binders, notarizing, doing proof of p...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Lead... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors to... draft memorandums on complex tax matters. - Identify and implement... tax planning opportunities to optimize... client tax positions. - Handle and resolve... tax...
complex domestic and international tax, wealth transfer, and succession... ultra-high net worth individuals and families. - Develop personal, often multi-generational relationships with clients and their trusted advisors. - Counsel clients on core estate planning, privacy structures, advanced... gift,... estate, and generation-skipping tr...
Job Title Tax Associate Job Responsibilities The Tax Associate will be part... the Private Client & Tax team at the law... involves: - Domestic and international tax planning for multinational corporations,... closely-held businesses, and high-net-worth individuals and families in their personal businesses. - Advising businesses...
seeks a trust and estate administration associate attorney with... administering wills and trusts; preparing probate administration documents, conservatorship administration documents, estate administration documents, and accounts;... gathering, inventorying, identifying, and valuing assets; distribution, allocation, and funding of sub-trusts; drafting court d...