Job Title: Wealth Management Tax Services Manager Job Responsibilities: - The... Wealth Management Tax Services Manager is responsible... managing all aspects of tax compliance for highly complex... and individual and gift tax returns. - Develop and maintain... advanced tax planning strategies for high-net-worth......
and file documentation necessary for the appointment of fiduciaries and the allowance of wills. - Assist with the estate planning process, including gathering... information, drafting documents, and conducting signing appointments. - Assist with trust funding, including form completion, coordination with financial advis...
of corporate and/or real estate law, strong drafting skills,... skills and the ability to work in a fast paced environment. Responsibilities & Accountabilities: Draft documentation for various corporate transactions, including financings, acquisitions, dispositions and real estate. Draft resolutions, votes, certifica......
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 memoranda involving complex tax matters. - Identifying and implementing... tax planning opportunities. - Handling and... resolving tax controversies. - Overseeing complete tax......
range of responsibilities in estate planning. The primary duties... paralegals in managing estates, funding trusts, preparing necessary documents, and managing client cases. Key functions include: - Preparing and assisting with Gift Tax Returns, Estate Tax Returns, and Fiduciary... Income Tax Returns...
Title: Paralegal – Real Estate Closings (Probate & Estate... Experience a Plus) Job Responsibilities: -... residential and commercial real estate closings from intake through... and internal staff to collect documents and schedule closings. - Request and track payoffs, municipal lien certificates, tax informatio...
Job Title: Estate Planning Attorney Job Responsibilities: - Oversee... the practice areas of Estate Planning and Elder Law. -... a wide range of estate planning matters, including wills,... Develop and implement comprehensive estate plans tailored to each... client's goals and objectives. - Assist clients...
Seeking Associate Attorney for Estate Planning and Business Planning... Required: 2+ years in estate planning, elder law, probate/trust... administration, and/or corporate commercial transactions. Location: Providence, Rhode Island Hours: Full-time Salary: Competitive and Negotiable, Based on Experience...
Seeking Experienced Probate & Estate Administration Paralegal - Full-time... on-site position with potential for part-time and limited work-from-home options - Women-owned and women-run law firm with a focus on trusts and estates and elder law - Integral and valued member...
We not only have the best **Members Only** positions, but we also have the most. Bequest Paralegal The candidate should have trusts and estates and/or estate settlement experience to join... Bequest Management team. Prepare and open new bequest cases...
a strong background in estate planning, elder law, probate/trust... administration, and/or corporate commercial transactions. The candidate must demonstrate the ability to work independently and have a commitment to providing exceptional client research and analysis on estate planning, elder law, probate/trust......