is responsible for applying fiduciary accounting principles to review... Key responsibilities include: - Preparing and filing Federal and state estate and gift tax returns - Preparing and filing Federal and state fiduciary income tax returns - Preparing... estate and trust accountings - Preparing info...
Title: Associate – Ultra High Net Worth Practice Job Responsibilities: - Advise ultra-high net worth (UHNW) individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters. - Draft and review sophisticated estate planning documents, including Grantor Retained Annuity Trusts (GRATs),...
Title: Trusts + Estates Senior Associate Job Responsibilities: - Developing comprehensive estate plans tailored to clients' specific needs and goals. - Advising clients regarding the tax implications of estate planning and minimizing tax liabilities through strategies such as gift and estate tax planning. -...
Title: Trusts + Estates Attorney/Partner Job Responsibilities: - Develop comprehensive estate plans tailored to meet the specific needs and goals of clients. - Advise clients on the tax implications of estate planning, including strategies for minimizing tax liabilities through gift and estate tax...
Title: Paralegal - Private Client Job Responsibilities: - Assist attorneys in representing clients in estate planning and probate matters. - Facilitate the collection, distribution, reporting, and transfer of estate assets. - Prepare inventories and asset schedules based on client information. - Develop financial accounts for...
Title: Senior Associate General Counsel (EMT) Job Responsibilities: The Senior Associate General Counsel is tasked with assisting the General Counsel and Deputy General Counsel in providing expert legal strategy and advice for the Detroit Water and Sewerage Department (DWSD). Key responsibilities include...
Title: Paralegal/Legal Secretary/Assistant Job Responsibilities: - Draft and file probate pleadings in specific probate courts. - Draft estate planning documents using tools like HotDocs. - Research and draft various deeds for real estate matters. - Review legal documents for accuracy, grammar, and consistency, and prepare...
Title: Estate Planning Attorney About Us: Law firm is an organization that helps clients solve complex business issues on time and on budget. With a commitment to excellence and a dynamic, innovative approach to delivering legal services reimagined for the 21st century,...
Title: High Net Worth Paralegal Job Responsibilities: - Collaborate with attorneys and team members in estate planning, wealth transfers, and estate and trust administration. - Manage various aspects of trust and estate administration, including preparing and filing probate pleadings, beneficiary and creditor notices,...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team. - Lead initiatives in business development and client relations. - Oversee multiple projects ensuring exceptional delivery. - Build and maintain executive-level client relationships. - Mentor and guide the next...
research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. You will prepare and lead client meetings concerning compliance and consulting projects, focusing on tax planning opportunities and the tax implications of transactions....
tax research of individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of...
Title: Intake Specialist/Legal Assistant Job Responsibilities: Client Intake & Lead Conversion - Engage with prospective clients via phone, email, and online inquiries. Scheduling & Coordination - Schedule and coordinate initial consultations, ensuring prospective clients are matched with the appropriate attorney...
Title: Paralegal - Private Client Job Responsibilities: - Assist attorneys in representing clients in estate planning and probate matters. - Assist in the collection, distribution, reporting, and transfer of estate assets. - Prepare inventories and asset schedules from client information. - Prepare financial accounts for...
trusts, including revocable, irrevocable, grantor, charitable, and life insurance trusts. - Understand fiduciary accounting and a trust... accounting system. - Facilitate the account opening/closing process. - Perform and monitor most aspects of daily trust administration for the Trusts Officer’s book of business. -...
Title: Controller / Finance Manager Job Responsibilities: Financial Management & Oversight: - Manage day-to-day accounting operations and general ledger reconciliation. - Safeguard assets and ensure accurate and timely recording of all transactions through internal controls and checks across all departments. - Maintain and oversee QuickBooks...
Title: Litigation Attorney Job Responsibilities: - Meeting with clients initially to determine whether they are in need of the firm's services - Drafting, filing, and serving pleadings - Managing clients’ expectations and returning all calls within 24 hours during the week - Regular court appearances...
Title: Legal Assistant/Paralegal Job Responsibilities: The Legal Assistant/Paralegal will be working in a busy probate/estate planning law firm. This position involves substantial client contact, which requires excellent communication skills and the ability to manage a wide variety of client interactions. The candidate...
Salary Information: Competitive salary based on experience and qualifications. Comprehensive benefits package, including health, dental, vision, and life insurance, 401(k) retirement plan, and paid time off. Opportunities for professional development and growth within the firm....
Title: Trusts + Estates Attorney/Partner Salary: Competitive Experience: 10+ years Responsibilities: - Develop comprehensive estate plans tailored to clients' specific needs and goals - Advise clients regarding the tax implications of estate planning and minimize tax liabilities through strategies...
Planning And Business Transactional Attorney The candidate should have 3+ years of private practice experience in estate planning for taxable and non-taxable estates as well as business and real estate transactions. . in taxation or a CPA license is preferred....
Title: Estate Planning and Business Transactional Attorney Job Responsibilities: - Provide legal services in estate planning, business transactions, and real estate transactions. - Service the law firm's existing clients with high-quality legal advice and representation. - Develop and grow a personal client base while...
you are a motivated individual with a desire to work in an environment that promotes teamwork and values the contributions of all its members, then Warner is the place for you. H1: Trusts + Estates Attorney/Partner at Warner Norcross...
Title: Estate Planning Paralegal – Drafting Specialist Job Responsibilities: The Estate Planning Paralegal – Drafting Specialist is tasked with the preparation of high-quality estate planning documents that align with the unique goals of each client while ensuring compliance with Michigan law. The...
Overview A distinguished full-service law firm is seeking a Senior Associate Attorney to join its Trusts & Estates Practice Group in one of its Southeast Michigan offices. This position involves advising high-net-worth individuals and families on estate planning strategies, trust...