Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... on exceptional client service and technical excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax... engagements. - M...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
Title: Tax Manager - Estate, Gift & Trust Job... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
Services Tax - Real Estate Director Job Responsibilities: - Lead the... services related to real estate. - Set the strategic direction... for tax services, ensuring alignment with the overall goals and objectives of the company. - Oversee multiple projects to ensure top-quality delivery of...
Title: Tax Manager, Real Estate Job Responsibilities: As a... the construction and real estate industries. Your role will... include: - Performing tax research and working directly with clients on various tax matters. - Implementing special projects and identifying tax planning...
Senior Tax Associate, Real Estate Job Responsibilities: As a Senior Tax... the construction and real estate industries. Key responsibilities include: -... Participating in the tax planning and consultation process for clients to deliver an outstanding client experience. - Researching client issues and regularly communicating...
financial services and real estate industry for over 25... years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that create value and results to achieve client goals and help them accomplish more. Through multiple...
Job Title: Transactional and Estate Planning Associate Job Responsibilities: - The... associate will focus on estate planning, trusts, and related... services, as well as corporate and transactional work. - Assist clients in planning their estates and in the formation and growth of their...
scheduling and managing calendars - Facilitate client communication - Handle general office administration tasks Education and Experience Information: - Prior experience in estate planning or trust administration... is preferred but not required - Proficiency in Microsoft Office is essential - Strong organizational skills are necessary Salary Information:...
Title: Litigation Associate Job Responsibilities: - Conduct legal research and draft motions for various cases. - Prepare for and represent clients in depositions and court proceedings. - Explore and employ alternative dispute resolution methods. - Manage between 20-30 commercial and insurance defense cases with an...
Title Senior Bank Counsel-Lending and Special Assets Job Responsibilities The Senior Bank Counsel-Lending and Special Assets is tasked with providing comprehensive legal support to the Bank's Commercial, Community, and Consumer lending lines, as well as the Special Assets department. The attorney is expected...
on various aspects of estate planning, estate and trust... planning, and trust and estate litigation. This role requires... complex rules of gift, estate, and generation-skipping transfer tax.... The attorney will receive training on these topics but must have the desire...
probate, elder law, and estate planning and administration practices.... The primary duties involve assisting attorneys with client and case management by performing necessary tasks for case administration. Specific responsibilities include: - Case File and Client Portal Management: - Creating and organizing...
documents. - Support probate and trust administration, including filings and... client communication. - Assist with asset protection strategies, Medicaid eligibility/compliance, and guardianship proceedings. - Communicate with clients, beneficiaries, fiduciaries, and financial professionals to address questions and resolve i...
related legal documents. - Support probate and trust administration processes, including the... preparation of necessary filings and maintaining client communication. - Assist clients with asset protection strategies and ensure Medicaid eligibility and compliance. - Participate in guardianship proceedings, providing necessary legal support and...
and settlement documents - Collect, analyze, and organize decedent’s financial records, including tax returns, trust agreements, deeds, stock powers,... and financial statements - Track estate assets, coordinate asset transfers,... and assist with trust funding - Compile, prepare,... and file fed...
Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a... clients within the real estate and construction industries. This... role involves conducting tax research, collaborating with clients on various tax matters, and implementing special projects. The Tax Manager will work directly...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Tax Senior Manager is tasked with delivering tax and consulting services to business clients with pass-through entities, as well as to their business owners. This role involves: - Performing tax planning, preparation, and...
information required for preparing trust and estate planning documents. - Prepare initial... drafts and make edits to probate documents as directed. - Assist in obtaining necessary Letters Testamentary or other documents for estate administration. - Track critical court... and statutory deadlines related...
firm involves a variety of secretarial and administrative tasks that support the operations of the firm, which specializes in probate, elder law, and estate planning and administration. The... following outlines the key responsibilities and duties associated with this position: Job Responsibi...
McKinney Ave, Dallas, TX, 75201, US 7900 Tysons One Place, McLean, VA, 22102, US 100 Park Ave, New York, NY, 10017, US 999 Peachtree St NE, Atlanta, GA, 30309, US 1801 California St, Denver, CO, 80202, US 191 North Wacker...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients. This role involves utilizing educational and professional experience along with communication,...
Title: Tax Director - Personal Financial Services Job Responsibilities: - Work as part of a team of problem solvers to address complex business issues from strategy to execution. - Support the team in disrupting, improving, and evolving ways of working when necessary. - Arrange...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, you will be part of a team that provides a range of business advisory needs to private companies. Your...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, you will be responsible for a wide array of tasks that leverage your expertise in taxation. Your main duties include: - Conducting...
Assist clients in developing, implementing, and overseeing comprehensive wealth management strategies. This includes: - Financial Planning - Retirement Planning - Investment Management - Education Planning - Estate & Legacy Planning -... Trust Administration - Survivor Assistance -... Develop and maintain...
financial services and real estate industry for over 25... years, with a commitment to helping clients succeed. The attorneys and staff drive solutions that create value and results to achieve client goals and help them accomplish more. Through multiple offices...
Title: Legal Assistant Job Responsibilities: - Utilize excellent computer skills, including proficiency in MS Office programs such as Word, Excel, and Outlook. - Maintain high levels of attention to detail while managing multiple tasks and adapting to a variety of priorities and changing...
Title: Legal Assistant Job Responsibilities: - Utilize excellent computer skills, particularly with MS Office programs such as Word, Excel, and Outlook. - Exhibit high levels of attention to detail and the ability to handle multiple tasks, priorities, and changing deadlines efficiently. - Adapt quickly...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: The Tax Senior Manager in the Personal Financial Services practice at the company is responsible for providing a range of business advisory services to private companies. These services include audit, tax compliance,...
Title: Tax Director - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides the opportunity to assist private companies with business advisory needs such as audit, tax compliance, and planning to enhance their operational...
industry. We not only have the best **Members Only** positions, but we also have the most. Probate & Trust Administration Paralegal The candidate... will participate in client interview to begin fact gathering process. Work with client to complete estate admini...
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...
large firm operates like a small law firm, with offices across the nation, and its quality of its attorneys and work is high. The firms’ lawyers try cases all over the nations, and try more cases than most firms...
from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Estate Administration Paralegal The candidate responsibilities include all facets of trust and probate administration, including... meeting with clients, trustees and fam...
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...
Wayne, IN, specializing in estate planning, probate/trust administration, elder... law, Medicaid, and guardianship. The ideal candidate will demonstrate strong teamwork abilities, excellent interpersonal skills, and meticulous attention to wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and...