Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
of wills, trusts, and estate plans. - Advise clients on... strategies for estate and gift tax planning,... wealth preservation, and asset... protection. - Oversee the administration of estates, including probate proceedings, and ensure compliance with state and federal laws. - Represent clients in...
as the primary Wealth Planning expert and resource for... high net worth prospects and client relationships involving complex financial issues and strategies. These typically include multi-generational trusts, closely held business entities, corporate executives, and private foundations. The role involves providing...
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: The Tax Senior Manager in Private... responsible for providing comprehensive tax compliance and consulting services... to high net worth clients. in personal income taxation, estate and gift tax, wealth... retention strategies, and......
Job Title: Estate Planning & Probate Attorney Job Responsibilities: -... Advise clients on estate planning strategies, including the... creation... powers of attorney, and tax planning. - Represent fiduciaries, beneficiaries,... and... matters. - Draft and review estate planning documents, trust agreements,... and... with relevant laws. - Manage estate...
Job Title: Experienced Estate Planning Attorney Salary... average salary for an Estate Planning Attorney in the... - As an experienced Estate Planning Attorney, you will... be responsible for creating and implementing estate plans for clients. -... This includes drafting...
Title: Associate Attorney - Estate Planning & Administration Job Responsibilities: As... key member of the Estate Planning and Administration team... decisions by crafting sophisticated estate plans, including wills, trusts,... powers of attorney, and tax-efficient strategies. - Representing clients in... probate proceedings, ranging from...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors for... draft memoranda involving complex tax matters. - Identify and implement... tax planning opportunities. - Handle and... tax...
Title: Right of Way Agent Job Responsibilities: - Perform the basic principles involved in reading, writing, retracing, and interpreting legal descriptions, which include parent parcels, metes and bounds, and subdivisions. - Review and identify title defects and curative requirements, and bring these matters...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention of...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention of...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, such as parent parcel; metes and bounds; and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention...
Bullet Points: - Tax Senior Manager, Private Client... - Assists in providing tax compliance and consulting services... knowledge of personal income, estate and gift tax, and... wealth retention strategies... Licensed Attorney license required, CFP or Masters in Tax prefer...
Job Title: Senior Tax Manager - High Net... Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning... and compliance services... individual, gift, trust, and estate tax planning and consulting,... alongside... overall professional development. - Develop and sustain excellent client relationships to become...
Job Title: Senior Tax Manager - High Net... Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning... and compliance services... individual, gift, trust, and estate tax planning and consulting,... as... well as overall professional development. - Develop and sustain excellent client relationships...
Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: - Develop and maintain... relationships with top real estate companies in the market. -... Collaborate cross-functionally within the company to grow existing business and offer a variety of business solutions to customers and...
in a range of estate planning matters. Key responsibilities... assisting with the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary... Income Tax Returns. - Maintaining financial records... of trusts, performing trust accounting, and auditing accounts. - Maintaining general ledger accounts,...
Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: The Tax... Senior Manager in the... Real Estate Practice is responsible for... tax compliance process for real estate-related businesses, ensuring compliance with... relationships with top real estate companies in the market.......
Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: - Develop and maintain... relationships with top real estate companies in the market. -... Collaborate cross-functionally within the company to grow existing business and offer a variety of business solutions to customers and...
Job Title Tax Senior Associate - Personal... Financial Services Job Responsibilities - Work as part of a team of problem solvers, assisting in solving complex business issues from strategy to execution. - Use feedback and reflection to develop self-awareness, personal...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice at the company,... Conducting high-level reviews of tax research concerning individual, fiduciary,... partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Preparing and leading... tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the individual will... performing high-level reviews of tax research related to individual,... fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. The role involves... tax...
Tax Manager - Real Estate Job Responsibilities: - Serve as an... about 10-20% of your time on this task. - Provide detailed review and analysis of complex tax returns, which will take... up approximately 35% of your time. - Handle multiple complex issues whil...
Job Title: Tax Senior Analyst - FSO... - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The... Tax Senior Analyst within the... Fiduciary/Trust & Estate Accounting Services (FTEAS) department... of complex trust and estate fiduciary accountings, managing client... relationships to retain goodwill,...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Prepare project reports and review title document packages. - Review complex encumbrances and provide clearance recommendations according to client standards. - Review Right-Of-Way centerline surveys prepared on properties, if applicable. - Serve as a strategic expert with...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Prepare project reports and review title document packages. - Review complex encumbrances and provide clearance recommendations according to client standards. - Review Right-Of-Way centerline surveys prepared on properties, if applicable. - Serve as a strategic expert with...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Preparation of project reports and review of title document packages - Review complex encumbrances and provide clearance recommendations according to client standards - Review Right-Of-Way centerline surveys prepared on properties, if...
on, and implement tax, estate, and financial plans for... clients, including those with the greatest complexity. - Collaborate with other planning resources on specific complex... subject matters and partner in acquiring new appropriate, and develop tax, estate, and financial analyses and......
the reading, interpreting, and managing of legal descriptions and documents related to real estate. Specific responsibilities include: - Performing... basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcels, metes and bounds, and subdivision plots. - Reviewing and ide...
Title: Right of Way Title and Closing Agent - (185999) Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these...
Title: Right of Way Title and Closing Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, and bring these matters...
Title: Associate Attorney - Estate Planning Job Responsibilities: The Associate Attorney... in the Estate Planning department at the... Key responsibilities include: - Meeting with potential new clients and conducting consultations specifically for estate planning and probate matters. -... Supporting Senior Probate and Estate P...
years: Relevant experience in estate planning. Licenses & Certifications... Law Firm Seeks Experienced Tax Associate or Of Counsel... H1: Join Our Thriving Tax Practice in Memphis as... Counsel H2: Exciting Opportunity for Experienced Estate Planning Attorney **Members Only**,... a... presti...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Probate/Estate Planning Paralegal The candidate will... review and respond to initial correspondence from clients and attorneys with information regarding the scope of wo...
We not only have the best **Members Only** positions, but we also have the most. Probate / Estate Planning Paralegal The candidate... will review and respond to initial correspondence from clients and attorneys with information regarding the scope of...
personnel from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Estate Planning/Estate Administration Paralegal Duties: Assistance... with matters such as identifying and marshaling assets, preparing probate petitions, maintaining a c...
experienced personnel from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Estate Planning/Estate Administration Paralegal The candidate's... responsibilities include: assistance with matters such as identifying and marshaling assets, preparing...