Title: Probate Attorney Job Responsibilities: - Represent clients in court or before government agencies, ensuring that all legal proceedings are conducted professionally and in compliance with legal standards. - Prepare and draft a variety of legal documents on behalf of clients, ensuring accuracy...
planning and compliance matters involving estate and gift tax, generation-skipping transfer tax, fiduciary income tax, and international... transfer and trust tax. Support the firm's Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Title: Certified Public Accountant Job Responsibilities: - Collaborate with clients and attorneys to formulate estate and gift tax strategies. - Prepare and review complex estate, gift, and fiduciary income tax returns, ensuring... accuracy and compliance with all regulations and guidelines. - Conduct tax research...
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 concerning tax planning opportunities and the tax implications o...
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 Trust Officer’s book of business. - Prep...
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: Employee Benefits Attorney Job Responsibilities: The Employee Benefits Attorney will be responsible for partnering with clients to design, implement, and communicate effective employee benefit programs. The role includes ensuring compliance with applicable laws and regulations. Key responsibilities include: - Designing, implementing, and...
OverviewA law firm seeks a Trusts and Estates Senior Associate to join its practice in Grand Rapids, Michigan. The ideal candidate will possess three to seven years of experience in estate planning, trust and estate settlement, and related tax and...