Job Title: Estate Planning and Probate Attorney... clients in creating comprehensive estate plans, including wills, trusts,... powers of attorney, and other related documents. - Draft, review, and revise legal documents with precision and attention to detail. - Conduct legal research and stay...
Design simple to complex estate planning packages that align... Review and draft comprehensive estate planning documents, including wills,... trusts, and powers of attorney. - Advise clients on retirement plans, charitable giving, and insurance options. - Discuss plans with clients concerning incapacity, Medicai...
agreements, ensuring they comply with current laws and regulations. - Provide legal advice and counsel on a range of matters such as estate planning, securities law, and... corporate law. - Collaborate with clients to understand their legal needs and provide solutions that...
Job Title: Tax Manager, Private Client Services... per year Travel Required: Yes, 25% of the time H1: Join BDO's Private Client Services Team as a Tax Manager H2: High Net-Worth... Tax Consulting and Compliance Opportunity... BD...
Private Wealth Job Responsibilities As a Tax Manager in the Private... Wealth Tax practice at the company,... performing high-level reviews of tax research related to individual,... fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. Your role includes... preparing...
Job Title: Tax Manager or Director -... Construction & Real Estate Job Responsibilities: - Consult with clients... such as succession and tax planning. - Lead, schedule, supervise,... and review tax engagements. - Develop and train... events and trainings. - Perform a range of tax proc...
Job Title: Tax Senior Associate - Personal... Responsibilities: The role of a Tax Senior Associate in Personal... companies, focusing on audit, tax compliance, planning, and improving... worth individuals and private wealth management structures with audit, tax compliance, and planning. - Engaging......
Tax Senior - Private Wealth... perform high-level reviews of tax research of individual, fiduciary,... partnership, closely-held corporations, estate, and gift work papers... and tax returns, as well prepare... consulting projects related to tax planning opportunities and the... tax implications of transactions to......
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 Senior Manager - Personal... Financial Services Job Responsibilities: As a Tax Senior Manager in the... advisory needs, including audit, tax compliance, and planning. Your... primary responsibilities will include: - Leading a team of problem solvers to address complex business issues...
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,...
specializing in probate and estate planning is seeking a... on a variety of estate planning and probate matters,... chance to help clients navigate complex legal issues related to estate administration and planning. The... ideal candidate will possess a strong understan...