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...
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...
Job Title: Tax Senior - Trusts &... Trust & Estates (T&E) Tax Department at Company, the... and state fiduciary income tax returns, extensions, and quarterly... Subchapter S Trusts (QSSTs). - Preparing federal and state gift tax returns. - Preparing fed......
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...
Job Title: Managing Director, Tax - Private Client Job Responsibilities: The... Managing Director, Tax - Private Client at... responsible for providing sophisticated tax compliance, consulting, and planning... client service teams. The Managing Director must possess significant knowledge in tax compliance and con...
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...
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...
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...
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...
Job Title: Estate Planning Attorney – Drafting Job... Draft and customize complex estate planning documents based on... and high drafting standards across documents. - Work closely with senior attorneys on advanced trust planning structures. Education and Experience Information: -... . from an accredited...
part of a dynamic tax practice with significant growth... potential, offering excellent opportunities for client expansion and professional advancement. The key responsibilities for this position include: - Relating effectively to clients to ensure their needs and expectations are met. - Implementing matters...
Elser is a law firm that values diversity and inclusion. We are committed to building a diverse workforce and fostering an inclusive and equitable work environment for all employees. Trust and Estates Associate Attorney - Exciting Opportunity in...
currently seeking an Associate with 2+ years of experience to join our growing practice group. If you have a strong background in drafting sophisticated estate planning documents for high-net-worth... individuals and are looking for a dynamic and challenging work enviro...
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...
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...
Job Title: Tax Senior Associate - Personal... Job Responsibilities: As a Tax Senior Associate in the... role involves providing advisory services to high net worth individuals and private wealth management structures, focusing on audit, tax compliance, and planning to... enhance...
Job Title: Tax Senior - Trusts &... and state fiduciary income tax returns, extensions, and quarterly... federal and state gift tax returns. - Prepare federal... and state estate tax returns. - Review... and... to federal and state tax notices. - Review tax......
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal Responsibilities: Administration of estates including probate of wills, inventory of assets and valuations, preparation of estate and inhe...
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...
Services Tax - Real Estate Manager The candidate will... help clients meet their tax obligations while managing the... impact tax has on their business.... their local and overseas tax affairs, while acting as... a strategic consultant related to business analysis,...
Services Tax - Real Estate and Infrastructure Transactions Senior... Associate Job Responsibilities: - Provide in-depth tax advisory services to clients... in the global real estate and infrastructure sectors. - Advise... and present insights on tax regulations, enhancing research efficiency... cross-border structures and treaty planning strategies. - Confirm compli...
in complex trust and estate planning and administration, including... fiduciary tax and accounting. - Prepare gift... and estate tax returns and handle... estate... controversies and audits. - Address... complex valuation issues. - Provide estate and wealth planning services... for high net... worth individuals...
Job Title: Taxation & Estate Associate Job Responsibilities: - Represent clients... phases of trust and estate administration, including the preparation... of estate tax returns. - Provide litigation... support and manage fiduciary accountings. - Collaborate closely with clients, attorneys, and accountants. - Apply strong knowledge of...
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...
individuals, families, and family offices on estate, gift, and generation-skipping transfer... tax matters. - Draft and review... sophisticated estate planning documents, including Grantor... Retained... Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Proper...
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...
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...
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......
families, including entrepreneurs, executives, family offices, and legacy wealth holders, on complex estate planning, wealth transfer strategies,... and sophisticated estate and gift tax mitigation. -... Develop strategies for estate, gift, and generation-skipping transfer... (GST) tax. - Design and implement advanced... estate plan...
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...
family offices with their estate planning needs. Key responsibilities... include: - Drafting, implementing, and administering sophisticated lifetime and testamentary planning strategies. - Handling estate and trust administration. - Advising... clients on estate...
Draft and refine complex estate planning instruments, including wills,... revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents. - Guide clients and fiduciaries through the full lifecycle of estate and trust administration, including... probate matters, fiduciary accounting,...
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...
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...
Firm seeks senior trusts and estates attorney with experience in handling tax and estate planning for high-net-worth clientele... and trust and estate administration and litigation. The... candidate should preferably have NJ and NY Bar admissions and a tax . degree....