as part of the Private Client Department. The associate will be responsible for handling sophisticated private client matters involving trusts and estates planning and administration. Their duties... will include, but are not limited to, estate planning, estate and trust... administration,......
track. - Engage in sophisticated estate planning and estate and... trust administration matters. - Work with high net worth individuals and families to design and draft estate plans, including wills, revocable... and irrevocable of attorney, and other estate planning documents. - Participate in......
conferences to understand their estate planning needs - Design and... draft estate planning documents, including wills,... other Attorneys, and clients in probate and trust administration - Prepare and review gift tax returns, estate tax returns, and fiduciary... income tax returns - Conduct...
Law Firm Seeking Tax Controversy Associate in Connecticut,... Massachusetts Job Title: Tax Controversy Associate Location: Connecticut... is currently seeking a Tax Controversy Associate to join... both federal and state tax controversies, with a focus... on voluntary disclosure cases and...
on tax, trust and estate and business succession matters.... Should have strong academic credentials (JD required; LLM is a plus). Must have 5+ years of experience practicing in a law firm's Trusts & Estates/ Private Client group. Connecticut Bar membership...
on tax, trust, and estate and business succession matters.... Must have 5 years of experience practicing in a law firm's relevant/Private Client group; strong academic credentials (JD required; LLM is a plus); Bar membership preferred; strong drafting, writing, research, and...
Job Title: Fiduciary Tax Accountant Job Responsibilities: The Fiduciary Tax... Accountant will be responsible... for a variety of tasks essential to the Trusts & Estates practice within the law firm. Key responsibilities include: - Identifying, collecting, analyzing, abstracting, organizing, and maintaining facts and...
Information ? Competitive salary and benefits package offered ? Salary dependent on experience H1: Matter Management Coordinator Position at Law Firm in Greenwich H2: Join Our Team and Help Manage Matters for Successful Clients Overview: - Law...
Deliver the company's wealth planning resources to clients and... for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and u...
their families. Should have 1-3 years of experience in elder law, trusts and estates, contested guardianship, and estate litigation practices. Experience in... trusts and estates, elder law, guardianships, Medicaid, and/or special needs planning is preferred. Should have... extensive client contac...
Job Title: Tax Senior - Trusts &... Estates Job Responsibilities: As a Tax Senior in the Trusts... & Estates (T&E) Tax Department, the candidate will... preparation and management of tax-related documents and interactions. Key... and state fiduciary income tax returns, extensions, and quarterly......
Title: Defense Litigation Associate Attorney - Medical and Life Sciences Job Responsibilities: - Support the Medical and Life Sciences team in defending general and premises liability matters for a diverse range of clients, including senior living facilities, health care providers, and restaurant/building...
matters, including residential real estate, foreclosure defense, landlord/tenant issues,... estate planning, and/or probate. The... opportunity to work in the practice areas in which they are most interested. Key responsibilities include: - Handling cases related to probate, landlord/tenant, real estate, family/divorce, litigation,...
# International Estate Planning Senior Associate/Counsel/Junior Partner... looking for an International Estate Planning Attorney with at... least 5 years of experience. ## Desired Qualifications: - . degree from an ABA-approved law school and an active member in good...
legal tasks related to estate planning and administration. Key... responsibilities include: - Preparing trust agreements and wills - Handling probate proceedings - Administering revocable and irrevocable trusts for high net worth individuals and business owners Education and Experience Information: Candidates must have five to seven...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel for Data Center and Networking with a focus on Power and Energy at the company is tasked with providing comprehensive legal support for complex data...
Job Title: Paralegal – Estate Administration Job Responsibilities: The Paralegal in... the Estate Administration role is responsible... aspects of trust and estate administration. Key duties include: -... Administering decedents’ estates and establishing and monitoring conservatorships and trusts. - Filing petitions and accompanying documents with...
Job Title: Tax Senior Associate - Personal... Financial Services Job Responsibilities: The Tax Senior Associate in Personal... needs. This includes audit, tax compliance, and planning, all... aimed at improving operational efficiency and allowing more focus on business strategy. The role involves...
Job Title: Property Tax Senior - Multistate Job Responsibilities: As... a Property Tax Senior Consultant within the... Multistate Tax Services group, you will... engage in various tax engagements, providing state and... local property tax planning, consulting, and compliance... state and local property tax legislation and assisting with......
Job Title: Tax Experienced Senior, Private Client... Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities.... information necessary for preparing tax returns. - 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... and others with complex tax and financial structures. This... role involves managing tax and consulting engagements, identifying... and addressing client needs, tax pl...
Job Title: Fiduciary Tax Accountant Job Responsibilities: - Identifying, collecting,... analyzing, abstracting, organizing, and maintaining facts and documents in accordance with correct legal practice and procedure. - Identifying, collecting, analyzing, abstracting, organizing, and maintaining financial statements and spreadsheets related to client investments. - Developing...
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,...
Job Title Specialized Tax Services - Research &... Development Tax - Manager Job Responsibilities... accounts within the Corporate Tax - Specialized Tax Services... - Focus on strategic planning and mentoring junior staff... to enhance their professional development. - Oversee project...
industry. We not only have the best **Members Only** positions, but we also have the most. Legal Secretary The candidate will be assisting attorneys with: preparing legal documents such as Powers of Attorney, Trusts and related estate planning documents usin...
Job Title: Estate Administration Senior Associate Attorney Job... aspects of probate and estate administration, including the preparation... for the Surrogate’s Court. - Coordinate and communicate effectively with executors, trustees, beneficiaries, accountants, financial advisors, and other relevant professionals to ensure smooth estate administratio...
a strong understanding of family relationships and the needs of current clients as well as beneficiaries. - Review and monitor estate planning documents to ensure... they fit individual client’s current circumstances. - Analyze and interpret legal instruments to determine dut...
Job Title: Estate Planning and Elder Law... regarding asset protection and estate tax planning strategies -... Advising clients on estate administration - Drafting legal... Making court appearances for estate proceedings - Supervising paralegals... Education and Experience Information: - Juris Docto...
Job Title: Senior Associate, Tax - Private Client Job Responsibilities: The... Senior Associate, Tax - Private Client at... responsible for providing sophisticated tax compliance, consulting, and planning... The role involves: - Offering tax compliance and advisory services... to individuals, partnerships, trusts, estates, and...
Title: Finance & Accounting Manager Job Responsibilities: - Financial Management Reporting: - Manage daily and weekly cash flow and liquidity reporting. - Prepare monthly financial reporting packages including profit and loss statements, cash flow statements, and billing/collections key performance indicators. - Work...
H1: Estate Planning Attorney - 2-5... wills, trusts, and other estate planning documents? Do you... for advising clients on estate strategies and managing probate... **Members Only**. As an estate planning attorney at our... 28-attorney law firm, you will have the...
to advise clients on planning and compliance matters involving... estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, and... international transfer and trust tax. Support the firm's Private... Enterprise and Family Office Practice, working with owners of privately held...
years of experience in Estate Planning, Trust Administration, Litigation,... or Real Estate. Experience with personal finance,... and basic tax, investment and accounting knowledge.... New York bar admission required; other states are a plus. Professional self-starter with strong follow-through and good...
Estates Jr. Associate – Estate Planning or Estate Administration... entities and knowledge of estate administration Law Firm... nationally renowned Trust and Estate group is seeking a... to join our team. We provide high level and complex tax, estate pl...
& Estates Associate – Estate Planning or Estate Administration... within the Trust and Estate group, which is nationally... high-level and complex tax, estate planning, and asset preservation... and private companies, real estate developers and investors, successful... entrepreneurs and business own...
Job Title: Mid-Level Tax Associate Job Responsibilities: - Engage in... domestic and international tax planning for high net... worth individuals and closely held businesses. - Handle investment real estate matters, including sales, exchanges,... lease with IRC Section 1031 tax-free exchanges, ensuring compliance and......
& Estates Attorney - Estate Administration Experience: Minimum 10... Department: Trust and Estate Group Salary: Competitive with... & Estates Attorney for Estate Administration Role H1:... Our Renowned Trust and Estate Group for High-Level Estate... Administration Work H2: Experienced......
Job Title: Estate Administration Paralegal Job Responsibilities: The primary... responsibilities of the Estate Administration Paralegal include managing... various aspects of trust and estate administration. This involves direct... communication with clients, their family members, valuation of a decedent’s estate assets as of the......
in Greenwich, CT. The ideal candidate will have expertise in estate planning and administration, with... knowledge of state and federal tax laws. Experience in charitable... giving and tax-efficient wealth transfer strategies is... clients on estate planning and trust administrati......