Manager - Tax & Estate Planning Job Responsibilities: - Advising and... consulting on the estate planning process to develop... plans of income, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Providing tax planning and......
to tax, trusts, and estate planning attorneys by preparing... phone and correspondence regarding estate plans. - Prepare, revise, proofread,... redline transactional documents, as well as create and transmit correspondence to clients and government agencies. - Organize and prepare estate planning binders, m...
Job Title: Estate & Probate Attorney Job... strategizing and deciding on a proper course of action. - Guide clients through the process of trust and probate litigation. - Ensure that estates are managed in accordance with the estate owner's in...
you a highly organized and detail-oriented Paralegal looking to join an AMAZING team? Are you looking for a fresh start at a technology-forward law firm that prioritizes life-work balance? Then we want to talk to you! We are seeking an...
aspects of probate and estate administration, including drafting legal... documents, preparing court filings, and managing case files. - Manage a large caseload with a sense of urgency to bring each matter to completion. - Communicate with clients, courts, and other parties involved...
Manager, Private Client Advisors (Estate, Gift, and Trust) Job... businesses (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation on business and/or personal transactions and address the related tax implications, consequences, and treatments. - Develop responses to IRS...
Manager, Private Client Advisors (Estate, Gift, and Trust) Job Responsibilities:... businesses (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation on business and/or personal transactions and the related tax implications, consequences, and treatment. - Develop responses to IRS and...
Manager, Private Client Advisors (Estate, Gift, and Trust) Job Responsibilities... businesses (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation on business and/or personal transactions, assessing related tax implications, consequences, and treatment. - Develop responses to audits, notices, and...
Manager, Private Client Advisors (Estate, Gift, and Trust) Job Responsibilities:... businesses (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation on business and/or personal transactions and the related tax implications, consequences, and treatment. - Develop responses to audits, notices,...
Manager, Private Client Advisors (Estate, Gift, and Trust) Job... closely held businesses, trust, estate, and gift tax returns.... - Provide consultation on business and personal transactions, addressing related tax implications and treatment. - Develop responses to audits, notices, and inquiries...
Manager, Private Client Advisors (Estate, Gift, and Trust) Job Responsibilities: -... businesses (pass-through entities), trust, estate, and gift tax returns. -... Provide consultation on business and/or personal transactions and their related tax implications, consequences, and treatment. - Develop responses to IRS and other regulatory...
Manager, Private Client Advisors (Estate, Gift, and Trust) Job... businesses (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation on business and/or personal transactions, including related tax implications, consequences, and treatments. - Develop responses to audits, notices, and...
Title: Tax Manager, Private Client Advisors (Estate, Gift, and Trust) Job Responsibilities: -... Perform technical reviews of tax returns for high-net-worth individuals, focusing on personal income tax returns as well as closely held businesses (pass-through entities), trust, estate, and gift tax returns. -......
a holistic review of estate and wealth transfer plans... and offer guidance in collaboration with the team. - Act as a liaison with outside professional advisors. - Collaborate with market teams nationally to provide clients with the firm's comprehensive offerings....
holistic review of their estate and wealth transfer plans... and offer guidance in collaboration with the team. - Act as a liaison with outside professional advisors. - Collaborate and coordinate with market teams nationally to provide clients with the full...
Tax Senior - Real Estate Job Responsibilities: As a Tax... Investment Management – Real Estate Tax group at Company,... compliance services to Real Estate Investment Trusts, Real Estate... Private Equity Funds, and... real estate joint ventures and operating... partnerships. - Assist clients...
Tax Senior - Real Estate Job Responsibilities: The role of a... Senior in the Real Estate division involves a variety... entities such as Real Estate Investment Trusts, Real Estate... Private Equity Funds, and... real estate joint ventures and operating... partnerships. Key responsibilities...
Tax Senior - Real Estate Job Responsibilities: Tax Managers at the... a variety of real estate entities, including Real Estate... Investment Trusts, Real Estate... Private Equity Funds, and... real estate joint ventures and operating... Investment Management – Real Estate Tax group will provide......
Services Organization - Real Estate - Manager Job Responsibilities: The primary... Manager in the Real Estate Partnership role is to... and provide high-quality tax planning and compliance services to... clients in the real estate industry. The manager will... work closely with team...
the following duties: - Conducting high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Preparing and leading client meetings on compliance and consulting projects that pertain to tax planning opportunities...
Title: Event Staff (Workshop Team) Job Responsibilities: - Assist with managing event logistics, including setup and breakdown, preparing workshop equipment, conducting check-in, and post-workshop scheduling. - Welcome and engage attendees, answering their questions and providing general information about the law firm's services. - Assist...
Title: Event Staff (Workshop Team) Job Responsibilities: - Assist with managing event logistics, including setup and breakdown, and preparing workshop equipment. - Conduct check-in and post-workshop scheduling. - Welcome and engage attendees, answering their questions and providing general information about the law firm's services. -...
Title: Senior Trust Officer Job Responsibilities: - Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly involving multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. -...
and local property tax planning, consulting, and compliance services... to multiple clients across various industries. The role involves working directly with clients, managing the tax engagement team, and being supported by firm leadership to ensure success. Key responsibilities include: - Maintaining...
primary responsibilities include providing state and local property tax planning, consulting, and compliance services... to clients across various industries. The role involves maintaining and developing strong client relationships through property tax consulting and compliance engagements. Key responsibilities include: - Providing guidanc...
Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
Title: . Private Bank - Private Banker - Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
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......
critical responsibilities, including: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Preparing and leading client meetings on compliance and consulting projects, focused on tax planning opportunities and...
Conducting high-level reviews of tax research, work papers, and tax returns for individuals, fiduciaries, partnerships, closely-held corporations, estates, and gifts. - Preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and assessing the... tax...
These include performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. You will also prepare and lead client meetings focused on compliance and consulting projects, which relate to...
tax research concerning individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. The role includes preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax... implications of transaction...
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 on compliance and consulting projects, focusing on tax planning opportunities and the tax......
Job Title: Senior Estate Planning Attorney Job Responsibilities: - Handling... all stages of estate planning and trust administration -... Drafting, reviewing, and modifying estate planning documents, including trusts,... various wealth transfer and asset protection strategies - Implementing strategies for reducing estate and income taxe...
as a legal advisor to specific City departments, officials, and employees. The position will focus mainly on advising the Development Services Department, which includes Building, Planning, and Land Development Engineering... divisions, on CEQA and land use matters, as well a...
facets of trust and estate administration, encompassing probate proceedings.... preparing a variety of legal documents such as estate planning documents, petitions, accountings,... and other necessary court filings. The candidate will assist partners with calculations and Excel spreadsheet preparation for advan...
contests, trust disputes, and estate-related conflicts. - Represent clients in... present cases in probate court, including trial preparation and client advocacy. - Conduct legal research on probate, trust, and estate law, staying current on... legal developments. - Draft legal documents such as pleadings...
contests, trust disputes, and estate-related conflicts. - Represent clients in... present cases in probate court, including trial preparation and client advocacy. - Conduct legal research on probate, trust, and estate law, staying current on... legal developments. - Draft legal documents such as pleadi...
contests, trust disputes, and estate-related conflicts. - Represent clients... in probate court, including trial preparation and client advocacy. - Conduct legal research on probate, trust, and estate law, staying current on... legal developments. - Draft legal documents such as p...
Litigation Attorney – Real Estate, Construction & HOA Disputes Job... a portfolio of real estate, construction, and HOA-related legal... tech-savvy team and utilize systems designed for efficiency and scalability. - Engage in strategic planning and execution to achieve... client goals. - Utilize l...
seeking a Tax and Estate Planning Associate Attorney with... a strong interest in estate planning, wealth transfer strategies,... and tax law. The role offers an excellent opportunity to work closely with high-net-worth individuals, families, and business owners, while developing deep...