and trust administration process Estate Planning: - Advise clients... on tax implications and asset protection... - Meet with clients to assess estate planning needs - Assist... clients... with trust funding - Research and stay current on estate, gift, and income...
Title: Wealth Transition Services Tax Senior Manager - 1041... S corporations. - Collaborate with tax staff to ensure timely... and accurate completion of 1041 tax returns in compliance with... company processes. - Interpret and r...
Title: Wealth Transition Services Tax Manager - Tax &... Estate Planning Job Responsibilities: - Advising and... consulting on estate planning processes, focusing on... tax perspectives related to cash... income distribution, business succession, estate preservation, and estate plan... legal documents associated with estate and business succession planning. -... tax...
Estate Planning Attorney – Shareholder:... with a specialization in estate planning? Are you looking... **Members Only**, a leading law firm in the Pacific Northwest, is currently seeking a Shareholder-level Attorney with at least 7 years of experience in estate planning...
Services Senior Manager - Estate & GST Reviewer -... Responsibilities: - Review United States Estate (Form 706) and Generation-Skipping... Transfer (GST) Tax Returns, as well as... state-level estate tax returns. - Collaborate with... staff... to ensure estate and GST tax returns... are completed accurately......
practice in Billings, Montana. - The firm has a diverse range of commercial, transactional, administrative, and litigation work throughout Montana, Wyoming, and North Dakota. - The commercial practice includes trust and estate planning, probate proceedings, commercial... transactions, tax, real estate,...