from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal/Legal Assistant The candidate will be answering phones and returning client calls. Document preparation- related to estate planning, probate administration, ......
tax experience, and a strong understanding of business entity structuring, real estate investment vehicles, and succession... planning for closely held businesses.... We offer a competitive salary and benefits package in a welcoming and collaborative work environment. Responsibilities:...
Title: Tax Senior, Private Client Services Job Responsibilities: The Tax Senior in Private Client Services at the company plays a crucial role in providing tax compliance and consulting services to high net-worth clients. This position involves a variety of responsibilities, including: - Participating...
pass-through entities and to their business owners. The job duties include: - Performing tax planning, preparation, and research for... pass-through entities such as S-corps, LLCs, Partnerships, and for the business owners’ individual returns, which may include estates, trusts, and charitable entities....
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) is tasked with leveraging their educational and professional background, along with their communication, leadership, and technical skills, to deliver tax compliance and consulting...
focusing on the private equity and investment management practice area as well as other transactional areas such as real estate, corporate and M&A, and... finance. - Work collaboratively with a multi-disciplined team including content developers, product planners, external consultants, IT specialist...
Law, Special Needs Planning, Estate Planning, Probate, and Public... client legal matters, including advising and preparing estate planning documents for older... adults and families of individuals with clients on public benefits eligibility and implement plans to achieve elig...