Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... duties that center around tax engagements and client relationships.... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors for... drafting memoranda involving complex tax matters. - Identifying and implementing......
industry. We not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Attorney The candidate' must have at least 3 years of estate planning and estate administration... experience. Primary responsibilities include drafting...
not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Attorney The candidate will be drafting wills, trusts and other estate-planning documents and preparation of... estate tax returns. Should have... 3+ years...
industry. We not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Administration Paralegal The candidate will be handling all phases of estate and trust administration, including... probate (knowledge of New Jersey, New...
managing all phases of estate and trust administration. This... includes the probate process, where knowledge of probate procedures in New Jersey, New York, and Florida is considered advantageous. The role involves extensive communication with clients, financial planners, and accountants. Key...
in the areas of estate planning, elder law, and... special needs planning. Key duties include: - Conducting... understand client needs. - Drafting legal documents related to estate planning, elder law, and... special... needs planning. - Managing cases efficiently, ensuring... all documentation is up-to...
Job Title: Estate Planning/Elder Law Attorney Job Responsibilities: -... Supervising Medicaid applications and guardianship complaints to ensure compliance with relevant regulations and legal standards. - Drafting estate plans and estate planning... documents tailored to Managing all phases of estate administration, including the coordination......
Tax Senior, Private Client Services... approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The... Private Client Services Practice is experienc...
and implement complex tax, estate, and financial plans for... clients. - Collaborate with other planning resources on complex subject... matters and partner in acquiring new clients. - Retain, expand, and deepen existing client research to develop tax, estate, and financial analyses and......
from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Tax, Trusts, and Estates Paralegal/Legal Assistant Qualifications: Preparation and filing of Estate Administration proceedings from beginning... to end (., Fact Sheets...
## Tax Partner - **Members Only** **Members Only**... Jersey and/or New York Tax Attorney to join the... as a Partner. The Tax Partner will be responsible... to provide professional legal counsel and representation for high-net-worth individuals, institutions, and corporations. ### About...
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...
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...
Job Title: Estate Administration Attorney Job Responsibilities: - Handle... estate planning, estate litigation, estate... administration, and/or guardianship matters. -... and documentation related to estate cases. - Provide legal advice... representation to clients in estate-related matters. - Draft, review, and... legal documents pertinent to estate administration and litigation. - Collaborate......
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...
Job Title: Tax Manager - Financial Services... - State & Local Tax, Income Tax Job Responsibilities: As a... Tax Manager within the Financial... you will oversee multiple tax engagements and contribute to... delivering quality tax planning and compliance services... growing State and Local Tax (SALT) team, where you... tax...
primary responsibilities of the Tax Senior Manager in the... include: - Reviewing complex individual tax returns and providing income... tax planning and advice to... high-net-worth individuals and families, developing into a trusted advisor role for clients. - Collaborating with specialists in other...
Job Title: Tax Senior Analyst - FSO... - Fiduciary/Trust & Estate Accounting Services Job Responsibilities:... The Tax Senior Analyst in the... Fiduciary/Trust & Estate Accounting Services (FTEAS) is... of complex trust and estate accountings and performing intricate... calculations and reconstruction...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: -... of complex trust and estate accountings. - Perform complex calculations... and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards retaining client goodwill. - Actively...
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...
in all aspects of estate planning and administration •... high net worth individuals and families on estate planning and wealth preservation... • Handle sophisticated estate planning and administration issues... • Work closely with a team of T&E professionals to pro...
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...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal Trusts and Estates The candidate will prepare federal and state estate tax returns. Prepare fiduciary... accountings and income tax returns. Generally assisting...
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...
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...
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...
& Estates Associate. The ideal candidate will have extensive experience in estate planning and administration, with... a strong background in tax planning and preparation. This... role requires expertise in drafting estate documents and handling complex... trust and estate , NJ...