Job Title: Trust Administrator VP, Wealth Management... Solutions, Trust & Estates Job Responsibilities: Technical and... Opening Group to establish trust accounts. - Interpret governing instruments... and applicable laws to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate administrative...
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 from both the existing client base and new client acquisition. - Advise clients...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Deliver the firm's wealth planning resources to clients and prospective clients. - Assist clients in identifying, prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth Strategy Engagement Model...
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 the existing client base and new client acquisition. - Advise clients...
Manager – National Real Estate Job Responsibilities: The Tax Manager in... the National Real Estate division is responsible for... application in the real estate sector. Key responsibilities include: -... those related to real estate tax, partnerships, REITs (Real... Estate Investment Trusts), S cor......
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities:... within the Fiduciary/Trust & Estate Accounting Services (FTEAS) business.... Preparing complex trust and estate fiduciary accountings. - Performing... complex calculations and reconstructions when necessary. - Researching state-specific principal and income acts...
Job Title: Trust & Estate Tax Senior Manager -... regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. - Conduct primary... review of complex tax returns and maintain re...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: -... of complex trust and estate accountings. - Perform complex calculations... and reconstruction when required. - Research state-specific principal and income acts as needed. - Manage client relationships and work to retain client goodwill. - Actively...
not only have the best **Members Only** positions, but we also have the most. Real Estate Capital Markets Attorney The... candidate should have a . degree. Must have 3+ years of substantive experience in real estate securities work and experienc......
Title: Tax Associate, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net worth business clients. - Collaborate as part of a multi-disciplinary team to deliver industry knowledge and experience to clients and their owners. - Build...
Title: Tax Senior Associate, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net worth business clients. - Work as part of a multi-disciplinary team to offer industry knowledge and experience to clients and...
Title: Tax Manager/Tax Senior Manager, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net-worth business clients. - Collaborate with a multi-disciplinary team to deliver industry knowledge and experience to clients and their owners. - Develop and...
industry. We not only have the best **Members Only** positions, but we also have the most. Tax, Trusts, and Estates Paralegal The candidate must possess strong estate administration experience and an... understanding of fiduciary accounting and estate tax and f...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services division is tasked with a variety of responsibilities aimed at providing high-level tax compliance and consulting services to high net-worth clients. The responsibilities include: - Participating in...
planning, and consulting opportunities. - Work directly with clients and their advisors to gather necessary information for tax return preparation. - Develop an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal and State juris...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company is responsible for providing tax compliance and consulting services to high net-worth clients. The role requires utilizing educational background and professional experience, along...
Title: Senior Associate, Tax - Private Client Job Responsibilities: - Providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. - Developing, building, and managing client relationships as part of the proposal process. - Participating in...
all employees. Trust and Estates Associate Attorney... - Exciting Opportunity in Madison, NJ **Members Only** is a highly reputable defense litigation law firm with a strong presence across the United States. With over 1,250 attorneys and 44...
Job Title: Trust and Estates Associate Attorney Job... Responsibilities: The Trust and Estates Associate Attorney... will be part of a dynamic tax practice with significant growth potential, offering excellent opportunities for client expansion and professional advancement. The key responsibilities for this position...
Firm Seeks Experienced Trusts & Estates Paralegal The law firm of **Members Only** is seeking an experienced Trusts & Estates Paralegal to join our team. This is a great opportunity to work in a boutique law firm specializing in trusts...
currently seeking an Associate with 2+ years of experience to join our growing practice group. If you have a strong background in drafting sophisticated estate planning documents for high-net-worth... individuals and are looking for a dynamic and challenging work enviro...
Job Title: Trust & Estates Paralegal Job Responsibilities: The... Trust & Estates Paralegal will... firm to provide comprehensive estate and trust administration services.... Key responsibilities... forms, petitions, and orders related to probate proceedings. - Preparing and filing federal and state estate and inheritanc...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal Responsibilities: Administration of estates including probate of wills, inventory of assets and valuations, preparation of estate and inhe...
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 Director... clients in the real estate sector. Your primary duties... include: - Setting the strategic direction for the Financial Services Tax team and driving business development efforts to achieve growth. - Overseeing multiple projects...
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...
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 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 and Infrastructure Transactions Senior... in the global real estate and infrastructure sectors. - Advise... on fund formation for both . and international ventures. - Draft and present insights on tax regulations, enhancing research efficiency through technology. - Engage...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, the primary responsibilities include working as part of a team of problem solvers to address complex business issues from...
Title: Litigation Attorney Job Responsibilities: - Drafting pleadings, briefs, and motions. - Performing and attending depositions. - Preparing, producing, and reviewing discovery demands. - Preparing and delivering oral arguments. - Developing case strategy. - Attending trials, hearings, arbitration, and mediation. - Managing client communication effectively. Education and Experience Information: -...
Title: Trusts and Estates Litigation Associate Job Responsibilities: - Engage in litigation related to trusts and estates matters, providing legal representation and counsel. - Work closely with clients to understand their needs and objectives, offering guidance and advice on legal strategies. - Conduct legal...
Job Title: Trust & Estates Legal Assistant Job... Responsibilities: The Trust & Estates Legal Assistant... will operate under general supervision and will be responsible for executing a variety of secretarial and administrative tasks to support attorneys within the Trusts and Estates Practice...
Job Title: Trust & Estates Paralegal Job Responsibilities: In... connection with estate planning: - Prepare initial drafts... of wills, trusts, durable powers of attorney, and advance directives to coordinate with new estate planning documents. - Organize paper... and electronic estate planning files. - Work closely......
Job Title: Trust & Estates Bookkeeper Job Responsibilities: The... Trust & Estates Bookkeeper at... - Manage checkbooks for estate and trust accounts where... attorneys serve... as fiduciaries. - Prepare and process checks for estate expenses, beneficiary distributions, and... other...
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...
industry. We not only have the best **Members Only** positions, but we also have the most. Real Estate Paralegal The candidate must... have knowledge and experience in handling residential real estate closings in New Jersey... from contract to post-closing, commer...
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...
in all aspects of estate planning and administration •... high net worth individuals and families on estate planning and wealth preservation... • Handle sophisticated estate planning and administration issues... • Work closely with a team of T&E professionals to pro...
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...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Part-time Paralegal Trusts and Estates The candidate should have 5 years of Paralegal trust and estates experience; including,... Administer estates and trusts; Preparing...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal Trusts and Estates The candidate will prepare federal and state estate tax returns. Prepare fiduciary... accountings and income tax returns. Generally assisting...
Associate Attorney specializing in Estate Planning and Elder Law... of mind regarding their estate and elder law needs,... work within a supportive the managing partner with drafting legal documents such as Wills, Trusts, and Powers of estate an...