compilation, family structure, and estate planning goals. - Evaluate estate... planning needs, including wills,... of attorney, and advance directives. - Provide initial assessments on wealth transfer options and probate avoidance strategies. - Document family relationships, asset inventories, and specific estate planning concerns. - C...
across various departments, including Estate and Trust Planning, Estate... and Trust Administration, and... responsibilities include: - Rotating between Estate and Trust Planning, Estate... and Trust Administration, and/or... Civil Litigation departments. - Managing a caseload with direct client contact. - Collaborating effectively with support...
business owners in creating estate plans tailored to their... wealth preservation, trust and estate administration, real estate issues,... and premarital and postmarital agreements. - Represent beneficiaries, executors, and trustees in disputes involving estates and trusts. This includes handling cases related to...
Job Title: Associate Estate Attorney Job Responsibilities: - Conduct client... intake and sales for estate planning services. - Represent clients... in estate planning and prepare necessary... documents for estate planning and transfer. - Provide... consultations to clients regarding estate administration. - Execute estate plans... in...
Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: The Tax Managing Director for Private... professional experience to provide tax compliance and consulting services... The role involves leading tax and consulting engagements, acting... contact, and reviewing complex tax returns. The director identifies......
Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: A Tax Managing Director in Private... is tasked with delivering tax compliance and consulting services... This role involves leading tax and consulting engagements, acting... resolution, and reviewing complex tax returns. Key responsibilities include: -... tax...
Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: A Tax Managing Director in the... experience to provide high-quality tax compliance and consulting services... This position involves: - Leading tax and consulting engagements, teaching... client needs, and recognizing tax planning and consulting opport......
Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: A Tax Managing Director in the... leadership, technical, business development, and people skills to provide tax compliance and consulting services... to high net-worth clients. This role is crucial within the office/region leader...
Job Title: Tax Manager – Private Tax,... International Private Client Job Responsibilities: -... Apply tax knowledge across a wide... range of tax topics and processes to... connected team. - Provide technical planning and advising to high-profile... individuals of high net worth. - Serve as...
Title: Consultation Attorney Overview: Law firm, a boutique, service-focused, and fast-growing law firm, is looking to hire a motivated Consultation Attorney to join its client development team. This role is unique as it diverges from the traditional attorney position by focusing on...
H2: Advise Clients on Estate Planning, Asset Protection, and... seeking a talented Trusts and Estates Attorney to join our dynamic team. This is an excellent opportunity for an experienced attorney to specialize in advising clients on estate planning, asset protect...
Job Title: Estate Planning Attorney Job Responsibilities: - Lead... goals and recommend tailored estate planning solutions. - Educate clients... on estate planning instruments such as... wills, trusts, powers of attorney, and advance medical directives, ensuring professionalism and empathy throughout the process. - Set clear...
Associate Attorney - Estate Planning and Administration -... Department: Trusts, Estates, and Tax Practice Experience: Minimum of... 2 years in estate planning, estate administration, and... boutique trusts, estates, and tax practice in Richmond, Virginia.... We are looking for a candidate...
care and special needs planning. - Engage in long-term care... Medicaid eligibility planning. - Potentially handle estate planning... and estate/trust administration. Education... and... Experience Information: - Must have 3-5 years of experience in elder law. - Admission to the Virginia bar is required. - Admission to...
H1: Tax Associate Position with Law... H2: Join Our Established Tax Team and Work with... VA, is seeking a Tax Associate with 2-6 years... to join our established Tax team. This is a... top-rated senior trusts and estate attorneys and gain direct......
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... is responsible for providing tax compliance and consulting services... This role involves managing tax and consulting engagements, working... tax returns including individual, trust, estate, S-Corp, foundation, partnership, and......
Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: - Lead tax and consulting engagements while... and address client needs, tax planning, and consulting opportunities. -... clients, providing executive presence. - Review complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns,...
Job Title: Tax Senior Associate - Personal... advisory needs, including audit, tax compliance, and planning. This... role focuses on improving operational efficiency and allowing businesses to concentrate on strategy. The candidate will experience the entire business life cycle of a...
Job Title: Property Tax Senior - Multistate Job Responsibilities: As... a Property Tax Senior Consultant within the... Multistate Tax Services group, the candidate... a valuable member on tax engagements and provide state... and local property tax planning, consulting, and compliance... state and local property tax legislation and assisting with......
Job Title: Tax Associate - Winter 2027 Job... Responsibilities: As a Tax Associate at the company,... primary responsibilities will involve tax consulting and tax return... These duties include: - Conducting tax research and planning. - Preparing... work papers for various tax returns and tax-related projects. -......
State & Local Income Tax - Asset Management Job... funds, private equity, real estate) with state and local... tax issues including compliance, advising,... planning, and controversies. - Engage... with state and local tax controversies which includes preparing... clients for discussions...
State & Local Income Tax - Asset Management Job... the State and Local Tax (SALT) practice involves a... hedge funds, fund of funds, private equity, and real estate, handling state and local... tax issues encompassing compliance, advising,... planning, and controversie...
Job Title: Manager, Tax - Private Client Job Responsibilities: -... Providing tax compliance and tax advisory... services to individuals, partnerships, trusts, estates, and private foundations. - Developing, building, and managing client relationships as part of the proposal process. - Participating in networking activities to...
Title: Partner Job Responsibilities: The role of a Partner at the law firm involves joining a team of professionals who are dedicated to building their law practice in a collegial and entrepreneurial environment. The primary responsibilities include: - Developing and growing a personal...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... crucial role in managing tax engagements and providing exceptional... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors to... drafting memorandums involving complex tax matters. - Identifying and implementing......
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: - Provide legal support for complex data center power and energy transactions with data center providers. - Work closely with executives to finalize agreements between the company and its...
Job Title: Senior Real Estate 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...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... is tasked with providing tax compliance and consulting services... is centered around managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.......
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... professional experience to deliver tax compliance and consulting services... Key responsibilities include: - Managing tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities. -......
Responsibilities: - Counsel clients on estate planning strategies, including wills,... administration, probate proceedings, and estate litigation. - Review and draft... legal documents such as wills, trust agreements, and advance directives. - Conduct legal research and stay current on laws and regulations related to...
Responsibilities: - Prepares routine correspondence, estate planning binders, reports, and... and schedules appointments, client meetings, and conference calls. - Maintains files, sub-files, and calendars. - Arranges for signing of tax returns by various attorneys... and clients. - Inputs timekeeper data. - Reviews, sorts, and...
involves providing comprehensive advisory services to individuals and institutions. The responsibilities include: - Offering 360-degree advisory services to help clients operate successfully in a competitive environment. - Navigating wealth, tax, and fiduciary matters for... individuals and closely held businesses. - Advising on ef...
Counsel will join the Tax & Employee Benefits Department... advisory services in wealth, tax, and fiduciary matters for... individuals and closely held businesses. The Counsel will be expected to: - Provide expert guidance on sophisticated estate planning, transfer tax issues,... tr...
Estate and Elder Law Attorney... qualified, compassionate, and self-motivated estate and elder law attorney... to join their team. This full-time position will be responsible for providing legal advice and guidance to clients as they make end-of-life decisions and navigate end-of-life...
Estate Planning Attorney Position Overview The Estate... Planning Attorney position is... designed for individuals seeking to elevate their practice to a partner-track level. The role provides an opportunity for mentorship by experienced attorneys and focuses on attracting and engaging quality clients, all...
Of Counsel/Senior Associate Probate/Estate Planning Salary: $130,000 - $175,000... 5+ years of probate experience in Virginia Location: Northern Virginia H1: Join Our Team as a Probate/Estate Planning Of Counsel/Senior Associate H2:... Award-Winning Law Firm in Northern Virginia with Flexib...
in our Richmond, VA or Charlottesville, VA office. The Paralegal is responsible for preparing accountings and legal documents for multiple attorneys in the Tax & Employee Benefits -... Private Wealth Services group. The role includes overseeing trust and estate administra...
highly customized and sophisticated tax planning and information assistance... complex issues to determine tax consequences and ensure tax... compliance. - Prepares complex estate... tax returns, gift tax... returns,... and fiduciary income tax returns. - Prepares probate court... filings, inventories, and accountings. - Conducts...
Job Title: Tax Senior Manager - Personal... Financial Services Job Responsibilities: The Tax Senior Manager in Personal... needs, which include audit, tax compliance, and planning. The... role encompasses assisting clients throughout the entire business life cycle, from inception to growth, maturity, and...
only have the best **Members Only** positions, but we also have the most. Estate Planning Attorney The candidate' will... work directly with the partners of the firm. On a regular basis, the Attorney will meet with clients to develop individual...
not only have the best **Members Only** positions, but we also have the most. Paralegal (Global Corporate Tier III) (Hybrid) Duties: Acquire knowledge necessary to assist with all aspects of preparing and filing estate tax returns and gift... tax r...
Counsel to join its Tax & Employee Benefits Department... assisting clients with wealth, tax, and fiduciary matters, and... advising on estate and succession clients... on sophisticated estate planning and transfer tax... trust and estate... administration and fiduciary advice......