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...
planning and administration. - Handle fiduciary tax and accounting matters. -... Prepare gift and estate tax returns. - Manage estate controversies and audits. - Address complex valuation issues. - Provide estate and wealth planning for high net worth individuals and families. - Advise on income tax,...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services... crucial role within the Fiduciary/Trust & Estate Accounting Services... complex trust and estate fiduciary accountings. - Performing complex... calculations and reconstructions when necessary. - Researching state-specific principal and income acts as...
Job Title: Fiduciary/Trust & Estate Administration Services... Manager Job Responsibilities: - Technical preparation and review 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...
Title: Trust & Estate Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert...
complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various trusts, including split-interest trusts, Electing Small Business Trusts (ESBTs), and Qualified Subchapter S Trusts (QSSTs). - Preparing federal and state gift tax returns. - Preparing fed...
Title: Managing Director, Tax - Private Client Job Responsibilities: The Managing Director, Tax - Private Client at Company is responsible for providing sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and other entities. This role involves serving as...
and State Individual and Fiduciary tax returns. - Oversee and... manage the entire tax return process, including the identification and resolution of tax issues. - Apply experience with corporation and partnership accounting and tax concepts. - Mentor, train, and manage staff accountants to...
including succession planning, wealth transfer planning, and tax compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and... provide consistency in tax preparation due to the complexities of fund reporting. This includes the plan...
Title: Paralegal - Trusts and Estates Job Responsibilities: - Work on estate administration matters for both taxable and non-taxable estates. - Interact with a wide variety of clients in person, on the phone, via email, and video conferencing. - Draft, edit, and review probate...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job... Senior Analyst in the Fiduciary/Trust & Estate Accounting Services... Key responsibilities include: - Preparation of complex trust and estate fiduciary accountings. - Performing complex calculations... and reconstruction when required. - Conducting research on state-s...
- Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The... the Business Tax Services Fiduciary/Trust & Estate Tax Administration... managing various aspects of fiduciary and estate tax services.... Key responsibilities include: - Conducting technical preparation and review of complex trust and estate...
Private Clients Paralegal Law firm is looking for a Private Clients Paralegal to join their team in New York. The Private Clients Paralegal will provide support to the . private clients lawyers in all aspects of trust and estate...
Senior Staff Attorney - Private Clients ## Overview Law Firm's private clients practice helps clients protect and administer family wealth, and plan for the transmission of wealth to family members and charities, with sophisticated but practical tax advice...
TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: New York OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...
Title: Senior Trusts & Estates Attorney (Of Counsel) – Ultra High Net Worth Practice Job Responsibilities: - Advise ultra-high net worth individuals and families, including entrepreneurs, executives, family offices, and legacy wealth holders, on complex estate planning, wealth transfer strategies, and sophisticated...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal is tasked with managing all aspects of estate and trust administration. This includes, but is not limited to, the following responsibilities: - Handling the probate process with an understanding...
Title: Trust & Estate Attorney (Senior Counsel or Member) Job Responsibilities: The Trust & Estate Attorney at the Senior Counsel or Member level will be responsible for a variety of duties, including but not limited to: - Working with clients...
a current or future fiduciary capacity. - Serve as a... resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning. - Assist Bankers and other team members in their new business efforts. - Cultivate relationship...
Title: Private Client Trusts & Estates Associate / Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate / Senior Associate will be responsible for working within the Private Client Department, focusing on high-net-worth trust and estate planning and administration. Key...
managing trust accounts and assisting with the preparation of fiduciary accountings and income tax... returns. The role requires a detail-oriented individual knowledgeable in all phases of estate administration. The candidate must provide exceptional client service and exhibit outstanding communication skill...
– Estate Administration Job Title: Paralegal – Estate Administration Job Responsibilities: The Paralegal in the Estate Administration role is primarily responsible for the comprehensive management of decedents' estates. This includes the establishment and monitoring of conservatorships and trusts, filing petitions and related documents...
Title: Paralegal-Estate Administration Job Responsibilities: The Paralegal-Estate Administration is primarily responsible for administering decedents’ estates, establishing and monitoring conservatorships and trusts, filing petitions and accompanying documents with Probate Court, and locating assets and debts. The role involves gathering and reviewing documents to...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
Title: Trust & Estates Paralegal - (Hybrid Schedule) Job Responsibilities: The Trusts & Estates Paralegal at the law firm is tasked with providing legal and general support to the firm’s attorneys and clients, operating under general supervision and in alignment with established...
firm, providing comprehensive legal services in estate planning, estate and trust administration, fiduciary litigation, and transfer tax... issues. The primary responsibilities include: - Drafting sophisticated estate planning documents tailored to the needs of individuals, families, family offices, and corporate fiduciaries. - Managi...
of active legal matters, primarily focusing on New York and New Jersey Surrogate’s Courts, Article 81 Guardianship Proceedings, Estate Planning, and Real Property Transfers. Specific duties include: - Handling Probate, Administration, and fiduciary support within Surrogate’s Courts. -... Drafting petitions and commu...
in probate, administration, trusts, fiduciary, and beneficiary matters. - Engage... preparation of estate tax returns. - Provide litigation support and manage fiduciary accountings. - Collaborate closely with... clients, attorneys, and accountants. - Apply strong knowledge of Surrogate’s Court rules and procedures, including probate, admi...
planning and administration, including fiduciary tax and accounting. - Prepare... gift and estate tax returns and handle estate controversies and audits. - Address complex valuation issues. - Provide estate and wealth planning services for high net worth individuals and families. - Advise clients on...
Title: Mid-level Trusts & Estates 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...
administrative and legal functions related to client estates, estate planning, and trust accounting. The essential duties and responsibilities include: - Administering estates by identifying, valuing, collecting, and distributing a decedent’s assets. - Preparing estate tax returns and fiduciary income tax returns. - Mainta......
And Estates Attorney The candidate will assist partners with all aspects of general trusts and estates, but with an emphasis on planning. Should preferably have significant work experience in estate planning, although an . in Estate Planning will be considered...
support attorneys in the firm's growing Bankruptcy, Restructuring & Creditors Rights practice. This position offers the opportunity to work on related matters with the support of the firm’s deep commercial litigation, fiduciary litigation, white-collar litigation, and... insurance litigation practice ...