Job Title: Trust and Estate Tax Manager Job Responsibilities: The Trust... and Estate Tax Manager at the... responsible for leading various tax engagements and providing mentorship... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors to... drafting memoranda on complex tax matters. - Identifying...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... aimed at providing high-level tax compliance and consulting services... responsibilities include: - Participating in tax and consulting engagements to... identify and address client needs effectively. - Collaborating with clients...
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participate in tax and consulting engagements while... and addressing client needs, tax planning, and consulting opportunities. -... gather necessary information for tax return preparation. - Develop an... of complex individual, trust, estate, S-Corp, foundation, partnership, and... tax...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... is responsible for providing tax compliance and consulting services... time management, leadership, technical, business development, and people skills. The primary duties include managing tax and consulting engagements...
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...
Job Title: Trust & Estate Tax Senior Manager -... Job Responsibilities: - Oversee tax planning and compliance functions... accuracy and compliance with tax laws and regulations. -... Provide expert tax planning and advisory services... strategies, charitable planning, and estate planning. - Conduct primary... tax...
Tax Associate - Winter 2026:... - Primary responsibilities include tax consulting, tax return preparation,... tax research, tax planning, and... estates, trusts, non-profits, real estate, consumer industrial products, financial... to working on a tax project from start to... finish....
Job Title: Tax Senior Analyst - FSO... - Fiduciary/Trust & Estate Accounting Services Job Responsibilities:... The Tax Senior Analyst plays a... within the Fiduciary/Trust & Estate Accounting Services (FTEAS) business.... Preparing complex trust and estate fiduciary accountings. - Performing... complex...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: -... of complex trust and estate accountings. - Perform complex calculations... and reconstruction when required. - Research state-specific principal and income acts as needed. - Manage client relationships and work to retain client goodwill. - Actively...
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...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors to... draft memorandums involving complex tax matters. - Identify and implement... tax planning opportunities. - Handle and... resolve tax controversies. - Oversee complete tax......
Job Title: Trust & Estate Tax Senior Manager -... Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions... accuracy and compliance with tax laws and regulations. - Provide... expert tax planning and advisory services... strategies, charitable planning, and estate planning. - Perform primary review... tax...
Client Paralegal (Trust & Estate) Job Responsibilities: As a Private... in all aspects of estate administration from inception through... termination. This client-facing role requires effective communication and direct interaction with clients. The specific responsibilities include: - Establishing a close rapport with clients...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Trust & Estate Administration Paralegal The candidate... will establish close rapport with clients and beneficiaries to ensure positive and cooperative working relationsh...
Manager/Senior Manager, NYFS International Tax, Asset Management New... of the world's top tax firms. Enjoy a collaborative,... future-forward culture that empowers your success. Work with **Members Only**'s extensive network of specialists; enjoy access to our Ignition Centers, where deep industry...
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...
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...
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...
Experience Job Responsibilities: - Manage real estate transactions from initiation to... completion, which includes negotiating buyer/seller contracts, preparing and reviewing transfer documents, and coordinating with office personnel. - Review title reports and address any exceptions or issues that may arise during the process. -...
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...
Job Title Domestic Estate Planning Associate Job Responsibilities... The Domestic Estate Planning Associate will join... the Private Client and Tax team in the New... clear, creative, and enduring estate planning. The candidate will... practice and trust and estate administration/planning. This includes advising......
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...
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...
on high-end trust and estate planning. The role involves... team of legal professionals to advise clients on complex estate planning strategies, including drafting... and implementing wills, trusts, and other estate planning documents. Associates will... work closely with clients to understand...
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...
on all aspects of estate planning and estate and... trust administration. - Serve high-net-worth individuals, businesses, nonprofits, and corporate trust departments. - Collaborate with other practice areas to deliver comprehensive solutions for clients. - Develop and implement multi-generational wealth preservation strategies. - Maintain strong...
Title: Staff Attorney Job Responsibilities: The staff attorney will be primarily responsible for providing elder law legal services to Holocaust survivors as part of the Evelyn Frank Legal Resources Program and the Public Benefits Unit. The attorney will advocate for survivors to...
Job Title: Estate Administration Partner Job Responsibilities: - Assist... leading and managing the Estate Administration department, including workflow... technically complex and high-dollar estate matters across the State... of New York and beyond. - Actively contribute to business development, networking, and the firm's growth...
and Reporting - Real Estate - Tax Senior Job Responsibilities: -... Provide first-level reviews of tax returns while maintaining regular... with clients. - Analyze complex tax issues and structures to... evolving portfolio of complex tax operations. - Research and stay... informed about current market...
and Reporting - Real Estate - Tax Manager Job Responsibilities: The... role of a Real Estate Tax Manager at the... a dynamic range of tax consulting and compliance projects.... a portfolio of complex tax operations to provide meaningful... business insights. - Identifying potential...
Job Title: Fiduciary/Trust and Estate Tax Accountant Job Responsibilities: The Fiduciary/Trust... and Estate Tax Accountant at the... aspects of trust and estate administration, ensuring that all... processes are conducted efficiently and in compliance with applicable laws and regulations. - Preparing both formal and...
Job Title: Trust & Estate Tax Senior Manager -... Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions... accuracy and compliance with tax laws and regulations. - Provide... expert tax planning and advisory services... strategies, charitable planning, and estate planning. - Take on the... tax...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... aimed at providing top-notch tax services to our clients.... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors to... drafting memoranda on complex tax matters. - Identifying and impl......
Job Title: Corporate Tax Attorney Job Responsibilities: - Advise clients... on corporate tax matters related to mergers... and acquisitions (M&A), acquisitions, contributions, and to ensure compliance with tax regulations. - Provide guidance on... Corporations. - Assist in real estate tax planning for joint... ventures,......
Job Title: Tax Associate Job Responsibilities: As an Associate... in the Tax group at the law... involve structuring the federal tax aspects of mergers and... You will work collaboratively with private equity, corporate, real estate, and intellectual property (IP)... teams to int...
Job Title: Tax Associate Job Responsibilities: - Engage in... domestic and international tax planning for multinational corporations,... closely-held businesses, and high-net-worth individuals and families in their personal businesses. - Provide advice on sophisticated corporate and cross-border issues throughout all stages of business transactions,...
personable, detail-oriented, and capable of providing exceptional legal services to clients throughout the region. This role requires expertise in estate planning, estate administration, tax... laws, gift giving, and... trust formations. The position offers an opportunity to work both independently...