Job Title: Estate Planning & Tax Paralegal Job... Responsibilities: - Draft estate planning and probate documents. -... Support and assist with estate and trust administration processes. -... including Fiduciary (Form 1041), Estate (Form 706), Gift (Form... 709), Individual (Form 1040), No...
Trusts and Estates Attorney to join its Milwaukee or Brookfield, WI office. The ideal candidate must hold a valid Wisconsin license and possess a minimum of seven years of experience in customizing sophisticated estate plans, particularly for high-net-worth... individuals. E...
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...
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...
Job Title: Attorney – Estate Planning Job Responsibilities: - Develop and... implement advanced estate planning strategies, including but... not limited to SLATs (Spousal Lifetime Access Trusts), GRATs (Grantor Retained Annuity Trusts), IDGTs (Intentionally Defective Grantor Trusts), CLTs (Charitable Lead Trusts), FLPs (Family...
Job Title: Estate Planning Paralegal Job Responsibilities: - Prepare... estate planning and probate documents -... Assist with estate and trust administrations - Attend... client meetings and maintain frequent client contact for administration matters - Prepare financial model analyses - Prepare fiduciary, estate, and gift tax returns -......
a comprehensive range of estate administration duties. The role... firm's attorneys in the administration of estates and funding post-death irrevocable trusts. Key responsibilities include the preparation of necessary documents, probate pleadings, and estate-related tax returns. The paralegal... is also...
responsibilities centered around supporting the legal team in the trusts and estates practice area. The key duties include: - Attending signings and ensuring all necessary documentation is in place. - Drafting probate pleadings and estate planning documents to assist... attorneys in preparing...
Offices Practice Area: Real Estate Open Date: Tuesday, July... 25, 2023 Job Function: Legal Job Description: The Position **Members Only**’s growing Wealth Planning Practice is looking to add a Senior Wealth Planning attorney with at...
include: - Assisting high net worth clients with sophisticated wealth transfer strategies. - Collaborating with clients to understand their estate planning needs and providing... tailored legal advice. - Drafting and reviewing legal documents related to trusts and estates. - En...
(Paralegal) Job Category: Paralegals Requisition Number: ACCOU002698 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At law firm, we believe that diverse,...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At law firm, we...
a comprehensive range of estate planning matters in collaboration... senior paralegals. Key responsibilities include: - 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 auditi...
Services Tax - Real Estate Director Job Responsibilities: - Set strategic... direction for the Financial Services Tax team. - Lead business development initiatives to drive growth. - Oversee multiple projects to ensure top-quality delivery. - Maintain executive-level client relationships. - Provide technical proficiency and industry insights. -...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Experienced Trusts and Estates Attorney The candidate must have significant estate planning and trust administration... experience. Must have excellent academic and caree...
from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal - Probate, Trust Administration & Estate Planning The candidate will... draft and disseminate various documents, including court documents, correspondence, esta...
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...
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...
Services Tax - Real Estate Senior Manager The candidate... will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
Services Tax - Real Estate Senior Manager The candidate... will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: 1. Tax Planning and Compliance: - Provide tax planning, preparation, and research for pass-through entities such as S-corporations, LLCs, and Partnerships, as well as individual returns for business owners, which may include estates,...
Associate - Winter 2026 Milwaukee, WI, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and...
one of the leading accounting and advisory firms, is seeking a highly experienced and skilled Tax Senior Manager for their Private Client Services practice in various locations across the United States. This boutique practice offers a high touch approach to...
Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, you will engage in a variety of tax-related tasks. Your primary responsibilities will include: - Tax consulting and preparation of tax returns, which encompasses tax research, tax planning,...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: The role of a Tax Senior Manager within the Personal Financial Services practice at the company involves working as part of a team to address complex business issues, from strategy to execution....
Title: Tax Director - Personal Financial Services Job Responsibilities: The Tax Director in the Personal Financial Services practice at the company will engage in a wide array of business advisory services aimed at enhancing operational efficiency and focusing on personal wealth strategy....
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is tasked with leveraging their educational background and professional experience in the provision of tax compliance and consulting services to high net-worth clients....
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private division offers the opportunity to assist private companies with a variety of business advisory needs, including audit, tax compliance,...
supporting the Financial Services and Capital Markets (FSCM) business unit. Key responsibilities include: - Preparing various tax returns, such as Estate Tax Returns and Fiduciary... Income Tax Returns. - Maintaining financial records of trusts, performing trust accounting, and auditing accounts. -... Managing G...
clients by earning their trust, thoroughly understanding their needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on...
with clients by earning trust and thoroughly understanding client... needs. - Provide targeted advice, develop thoughtful solutions, and deliver an exceptional client experience. - Generate business results and acquire new assets from both existing and new clients. - Advise clients on their overall...
responsible for customizing sophisticated estate plans for clients, with... a strong emphasis on planning for high-net-worth individuals. The role involves working on fiduciary income tax returns, and having a tax background or an interest in taxable estates is considered advantageous....
serve our clients and the community. We are currently a firm of five attorneys working in estate planning, business planning, personal... injury, family law, real estate, and criminal law. With... upcoming retirements, **Members Only** is looking to hire an experienced transactio...
Offices Practice Area: Real Estate Open Date: Tuesday, July... 25, 2023 Job Function: Legal Job Description: The Position **Members Only**’s growing Wealth Planning Practice is looking to add a Senior Wealth Planning attorney with at...
transactions, employment, tax, and estate planning. - Deliver high-quality legal... services to clients. - Work collaboratively with other attorneys and support staff to ensure exceptional legal service. - Potentially work out of the Milwaukee office on a semi-regular basis or when convenient. Education and...
seeks a Trust and Estate Planning Associate with 1-4... experience to join their Estate Planning Practice Group in... role involves providing sophisticated estate planning, trust administration, and... and charitable complex estate plans and business succession... planning documents for high...