Attorney Job Title: Associate Attorney Job Responsibilities: The Associate Attorney will be an integral part of the law firm, handling case files to determine the next course of action and representing the firm in various legal settings such as pre-trials, trials, mediations, and...
including personal trusts, special needs trusts, investment management, custodial, and guardianship accounts. - Manage a portfolio of accounts with varying levels of complexity and asset size. - Understand and converse with financial and estate planning strategies, interpret legal... and fiduciary documents to...
Title: Trust Advisor II Job Responsibilities: The Trust Advisor II role involves providing expertise and thought leadership regarding fiduciary advice and solutions to high-net-worth clients. The advisor participates as part of a broader client-facing wealth team to expand existing relationships and capture...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
of wills, trusts, and estate plans. - Advise clients on... strategies for estate and gift tax planning,... wealth preservation, and asset protection. - Oversee the administration of estates, including probate proceedings, and ensure compliance with state and federal laws. - Represent clients in...
Title: Senior Wealth Strategist Job Responsibilities: The Senior Wealth Strategist serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies. These typically include multi-generational trusts, closely held business entities,...
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: The Tax Senior Manager in Private... responsible for providing comprehensive tax compliance and consulting services... to high net worth clients. in personal income taxation, estate and gift tax, wealth... retention strategies, and......
members of the Real Estate, Treasury, and Corporate Governance... Securities teams. Key responsibilities include: - Supporting internal clients and assisting attorneys in real estate matters, including drafting leases,... lease amendments, purchase and sale agreements, and other related real estate docum...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal is responsible for... a comprehensive range of estate administration matters. This includes... necessary documents, and filing estate-related tax returns. Key duties... involve: -... Preparing various tax returns, specifica...
Responsibilities: - Advise clients on estate planning strategies, including the... creation and management of wills, trusts, powers of attorney, and tax planning. - Represent fiduciaries, beneficiaries,... and heirs matters. - Draft and review estate planning documents, trust agreements,... with relevant laws. - Manage estate...
Title: Associate Attorney - Estate Planning & Administration Job Responsibilities: As... key member of the Estate Planning and Administration team... decisions by crafting sophisticated estate plans, including wills, trusts,... powers of attorney, and tax-efficient strategies. - Representing clients in... probate proceedings, ranging from...
Job Title: Experienced Estate Planning Attorney Salary... average salary for an Estate Planning Attorney in the... - As an experienced Estate Planning Attorney, you will... be responsible for creating and implementing estate plans for clients. -... This includes drafting...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... Tax a comprehensive range of estate administration tasks. This includes... assisting attorneys with estate administration, funding post-death irrevocable... managing the filing of estate-related tax returns. The role... tax returns, such as Estate Tax Returns and F......
Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: - Develop and maintain... relationships with top real estate companies in the market. -... Collaborate cross-functionally within the company to grow existing business and offer a variety of business solutions to customers and...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors for... draft memoranda involving complex tax matters. - Identify and implement... tax planning opportunities. - Handle and... tax...
a comprehensive benefits package that includes medical, dental, vision, 401(k) with match, life insurance, and a generous paid time off policy. Job Title: Tax Senior Manager - Real... Estate Experience: 7+ years... of recent public accounting firm experie...
Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: The Tax... Senior Manager in the... Real Estate Practice is responsible for... tax compliance process for real estate-related businesses, ensuring compliance with... relationships with top real estate companies in the market.......
Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: - Develop and maintain... relationships with top real estate companies in the market. -... Collaborate cross-functionally within the company to grow existing business and offer a variety of business solutions to customers and...
Salary range for this position is $120,000 - $150,000, based on experience and qualifications. • Competitive benefits package, including health, dental, vision, life insurance, 401k with match, and more. Job Title: Tax Senior Manager - Real... Estate Experience Requ...
Tax 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...
and Capital Markets (FSCM) business unit. The primary responsibilities include providing assistance to the law firm's attorneys in estate administration matters. This involves... administering estates, funding post-death irrevocable trusts, preparing documents, preparing, and filing estate-related tax returns, and managing... clien...
and Capital Markets (FSCM) business unit. The role encompasses a comprehensive range of estate administration tasks which include... providing assistance to the firm's attorneys in aspects such as administering estates, funding post-death irrevocable trusts, preparing relevant documents, and filing...
Services and Capital Markets (FSCM) business unit. This role is designed for individuals with an accounting background and involves handling a comprehensive range of estate administration matters. Key responsibilities... include: - Preparing various tax returns, including Estate Tax Returns and Fiduciar......
business unit. This role involves a variety of estate administration duties, which include... assisting attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, and filing estate-related tax returns. Key responsibilities... include: - Preparing various tax returns such as Estate T...
and senior paralegals at the law firm. Key duties include: - Preparing and 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 auditing accounts. - Managi...
in a range of estate planning matters. Key responsibilities... 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 auditing accounts. - Maintaining general ledger accounts,...
Job Title: Tax Senior Analyst - FSO... - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The... Tax Senior Analyst within the... Fiduciary/Trust & Estate Accounting Services (FTEAS) department... of complex trust and estate fiduciary accountings, managing client... relationships to retain goodwill,...
Job Title: Senior Associate, Tax - Private Client Job Responsibilities: -... Provide tax compliance and advisory services... to individuals, partnerships, trusts, estates, and private foundations. - Develop, build, and manage client relationships during the proposal process. - Participate in networking activities to expand business...
Tax 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 believe...
Transactional Real Estate Paralegal: TN Office ... Summary: - Law firm seeking a Paralegal for transactional real estate practice in Nashville, TN... office - Ideal candidate should be proactive, organized, detail-oriented, and able to manage multiple priorities in a...
Title: Right of Way Agent Job Responsibilities: - Perform the basic principles involved in reading, writing, retracing, and interpreting legal descriptions, which include parent parcels, metes and bounds, and subdivisions. - Review and identify title defects and curative requirements, and bring these matters...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention of...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention of...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, such as parent parcel; metes and bounds; and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention...
is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. EOE/AA/Disability/Veteran. Tax Manager - Real Estate: - Full-t...
Environment This job operates in an office setting, with a professional, fast-paced, team-oriented environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines. The noise level in the work environment is usually moderate....
Bullet Points: - Tax Senior Manager, Private Client... - Assists in providing tax compliance and consulting services... knowledge of personal income, estate and gift tax, and... wealth retention strategies... Licensed Attorney license required, CFP or Masters in Tax prefer...
Tax Manager - Real Estate Job Responsibilities: - Serve as an... about 10-20% of your time on this task. - Provide detailed review and analysis of complex tax returns, which will take... up approximately 35% of your time. - Handle multiple complex issues whil...
Job Title: Senior Tax Manager - High Net... Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning... and compliance services... individual, gift, trust, and estate tax planning and consulting,... alongside... overall professional development. - Develop and sustain excellent client relationships to become...
Job Title: Senior Tax Manager - High Net... Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning... and compliance services... individual, gift, trust, and estate tax planning and consulting,... as... well as overall professional development. - Develop and sustain excellent client relationships...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... Technical Expertise: Deliver high-level tax consulting, compliance, and 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...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... Technical Expertise: Deliver high-level tax consulting, compliance, and 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...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice at the company,... Conducting high-level reviews of tax research concerning individual, fiduciary,... partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Preparing and leading... tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the individual will... performing high-level reviews of tax research related to individual,... fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. The role involves... tax...
Title: Consultant, Personal Property Tax Job Responsibilities: The Consultant, Personal Property... Tax is responsible for ensuring... requirements for personal property tax. This role involves working... to manage personal property tax compliance. Key responsibilities include: -... Preparing personal property tax returns, renditions, filings, and......
Job Title: Manager, Tax - Private Client Job Responsibilities: The... of a Private Client Tax Manager at the company... responsibilities centered around providing tax-related services to a diverse... clientele, including individuals, partnerships, trusts, Key responsibilities include: - Delivering tax compliance and advisory services......
Job Title: Manager, Tax Job Responsibilities: - Manage tax advisory... services, tax compliance, and tax provision... for pass-through and C-corporation entities, focusing on sectors such as manufacturing and distribution, construction and real estate, professional services, technology, and... financial institutions. - Develop, build, and...
Job Title: Manager, Tax Job Responsibilities: - Managing tax advisory... services, tax compliance, and tax provision... for pass-through and C-corporation entities, focusing on sectors such as manufacturing and distribution, construction and real estate, professional services, technology, and... financial institutions. - Developing, building, and...
Job Title Tax Senior Associate - Personal... Financial Services Job Responsibilities - Work as part of a team of problem solvers, assisting in solving complex business issues from strategy to execution. - Use feedback and reflection to develop self-awareness, personal...
Services Tax - Real Estate Director Job Responsibilities: As a Financial... Services Tax - Real Estate Director, you will join... the Financial Services Tax practice within Corporate Tax... services. You will play... helping clients manage their tax obligations while minimizing the... on local and international tax matters, acting as a......