Associate, Business Tax Services - Private Enterprise **Members Only** is currently seeking a Senior Associate to join our Business Tax Services practice in various locations including Sacramento, CA; San Francisco, CA; Santa Clara, CA; and Seattle, WA. In this role,...
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading multiple...
multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gift,...
the legal team in estate, trust, and probate litigation,... as well as complex or disputed trust or probate administrations. The... key responsibilities include: - Preparing, editing, and proofreading legal documents, which involves preparing tables of contents and tables of authorities. - Ge...
commercial litigation, and real estate. Although compensation is... below market, the firm genuinely seems dedicated to its attorneys’ professional growth and social development; among other things, the firm’s attorneys enjoy a very solid training program and reasonable billable hour...
Job Title: Remote Estate Planning Attorney Job Responsibilities: - Conduct... estate planning consultations via Zoom... warm, qualified leads. - Build trust and guide clients to... forward confidently with their estate plans. - Draft and review... estate planning documents, including revocable... living trusts, wills, powers...
Law Attorney Real Estate Attorney Corporate Attorney... Paralegal Positions Estate Planning Paralegal Litigation... Paralegal Employment Law Paralegal Real Estate Paralegal Corporate Paralegal... Immigration Paralegal Intellectual Property Paralegal Intake Team...
Job Title: Trust & Estates Attorney Job Responsibilities: -... design and implement comprehensive estate plans. - Advise high-net-worth individuals... on complex estate tax planning needs. - Draft... and review estate planning documents, including revocable... trust matters. - Prepare Form 706 estate tax returns. - International estate... planning experience...
Job Title: Senior Estate Planning Attorney (Remote) Job... Responsibilities: As a Senior Estate Planning Attorney at the... focused on providing high-quality estate planning and probate services.... Your primary responsibilities will include: - Managing limited conservatorship cases, which involves drafting, filing,...
collaboration with divisional and Wealth Planning & Advice (WP&A) leadership. The role serves as a resource within the company’s Wealth Management field, offering expertise in both basic and advanced tax and trust & estate planning strategies. This includes... concentrated p...
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...
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 businesses and family of...
commercial litigation, and real estate. Although compensation is... below market, the firm genuinely seems dedicated to its attorneys’ professional growth and social development; among other things, the firm’s attorneys enjoy a very solid training program and reasonable billable hour...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities:... Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) plays... Preparing complex trust and estate fiduciary accountings. - Conducting... complex calculations and reconstructions as needed. - Researching state-specific principal and income acts...
legal matters related to estate planning and probate, with... ones who have disabilities. The primary responsibilities include: - Managing estate planning and special needs... planning cases, as well as probate matters from the initial intake through to their conclusion. - Handling c...
support to attorneys - Preparing estate planning documents, with knowledge... of WealthDocs being advantageous - Preparing, processing, and filing probate court documents - Preparing and filing documents with the recorder's office - Maintaining client database - Maintaining legal calendar - Engaging in email and telephone correspondence...
vertical within the company's Global Legal BP organization. This team is responsible for providing legal support to the Corporate Services department, which encompasses Administration, Real Estate & Facilities, Physical Security,... Environment Health and Safety, and Procurement, including Marketing, General Servic...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Planning and Administration Trust Attorney The candidate should... have 2+ years experience. The position allows for significant growth and increased responsibility, with...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Estate Planning Paralegal The candidate will be preparing estate and trust administration documentation.... Preparing trusts, wills, powers of attorney, advance health ca...
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...
Services Tax - Real Estate Director Job Responsibilities: As a Financial... Services Tax - Real Estate Director, you will be... positioned within the Corporate Tax services, specifically focusing on Financial Services Tax practice. Your role will encompass advising clients on both local...
commercial litigation, and real estate. Although compensation is... below market, the firm genuinely seems dedicated to its attorneys’ professional growth and social development; among other things, the firm’s attorneys enjoy a very solid training program and reasonable billable hour...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Probate and Trust Paralegal The candidate will... work on complex probate and trust administrations, from initial petition... through final distribution. Coordinate asset va...
from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Estate/Tax Attorney The candidate will be drafting estate and business planning documents... (., revocable living trusts, irrevocable trusts, LLC agreements, sale/gift...
Title: Senior Trust & Estate Attorney Job Responsibilities: - Represent senior... administrators, and beneficiaries in trust and probate litigation. This... includes handling contests based on lack of capacity, undue influence, or fraud, as well as negligent management of assets, failure to account...
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 Associate Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will encompass a broad range of tax-related duties. These include tax consulting and tax return preparation, which involves tax research, tax planning, and the preparation of supporting...
Net Worth Tax Managing Director San Jose (Hybrid) Tax – High Net Worth / Regular Full-time / Hybrid WHY we get up in the morning At **Members Only** we help our people and clients pursue their passions, build thriving businesses, and...
Title Tax Senior Manager, Private Client Advisors Job Responsibilities - Perform technical reviews of tax returns for high-net-worth individuals, including personal income tax returns, closely held businesses (pass-through entities), trusts, estates, and gift tax returns. - Provide consultation on business and/or personal...
affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex tax returns, including individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements delivering proactive tax planning and strategic consulting, includ...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the department will offer you the opportunity to work with private companies on a range of business advisory needs, including audit, tax compliance,...
multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements delivering proactive tax planning and strategic consulting, including federal estate, gift, ch...
affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Engage in multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gift, charitable...
affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements that deliver proactive tax planning and strategic consulting, including federal estat...
reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. The role involves preparing and leading client meetings focused on compliance and consulting projects, particularly those related to tax planning opportunities...
for corporate and real estate attorneys and paralegals. - Schedule... all incoming and outgoing mail for the team. - Prepare corporate, LLC, and real estate binders. - Assist with the... new client process. - Provide backup assistance for the Billing Coordinator. Education and Experience...
large international New York law firm founded in 1934 has established a full-service presence. Clients include large corporations and individuals as well as small and medium-sized businesses. The firm represents a wide range of industrial, financial and commercial enterprises, both...
Title: Private Wealth and Fiduciary Litigation Associate Job Responsibilities: The Private Wealth and Fiduciary Litigation Associate will be part of the Private Wealth and Fiduciary Litigation Team at a law firm. This team comprises highly successful trial attorneys who handle disputes over...
Senior Probate Attorney at **Members Only** **Members Only** is seeking a Senior Probate Attorney with 10-26 years of experience to join their team in California. The successful candidate must be a licensed California attorney and have a strong work ethic and...
law firm seeks a Trust and Estates Attorney with... or more years of estate planning experience to join... design and implement comprehensive estate and review estate... planning documents, including trusts,... with probate and trust administration Form 70......