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...
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...
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...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims... Consultant is responsible for managing an inventory of highly complex Financial Lines claims, which involve large exposures and require specialized technical expertise. The consultant must verify policy coverage, conduct investigations, develop...
Title: Trust & Estates Legal Assistant Job Responsibilities: The Trust & Estates Legal Assistant will operate under general supervision and will be responsible for executing a variety of secretarial and administrative tasks to support attorneys within the Trusts and Estates Practice Group....
Title: Trust & Estates Paralegal Job Responsibilities: In connection with estate planning: - Prepare initial drafts of wills, trusts, durable powers of attorney, and advance directives for medical care for attorney review. - Assist in updates to beneficiary designations and similar tasks to coordinate...
Title: Trust & Estates Bookkeeper Job Responsibilities: The Trust & Estates Bookkeeper at the law firm will be responsible for providing legal assistance to the Tax Trusts & Estates Attorneys with a focus on detail and accuracy. Key responsibilities include: - Financial Management...
plans. - Advise on executive compensation and health & welfare plans. - Manage fringe benefits and related legal concerns. - Offer legal guidance during mergers and acquisitions. - Oversee sponsor and fiduciary risk management. - Draft and... review benefit plan documentation. - Handle ERISA claims...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
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 tax planning and...
Title: Private Client Paralegal (Trust & Estate) Job Responsibilities: As a Private Client Paralegal at the law firm, the candidate will be expected to support experienced lawyers in all aspects of estate administration from inception through termination. This client-facing role requires...
Title: Estate Planning Attorney – Drafting Job Responsibilities: - Draft and customize complex estate planning documents based on detailed attorney specifications. - Maintain and refine firm templates to reflect changes in federal and state law. - Ensure technical accuracy, consistency, and high drafting standards...
Title: Trust and Estates Associate Attorney Job Responsibilities: - Advise clients on estate planning and administration. - Draft wills, trusts, and other legal documents. - Manage probate and trust administration. - Represent clients in court or related litigation matters. Education and Experience Information: - Minimum of 3...
Title: GPB Wealth Management Investment Solutions Attorney - Vice President, Assistant General Counsel Job Responsibilities: - Provide legal advice and support to the investment solutions business team, with a primary focus on managed investment solutions. - Address SEC regulatory and bank regulatory issues...
and adherence to company policies. Experience with Fiduciary claims is a plus. -... Attend mediations and monitor trials as necessary to ensure favorable outcomes. - Draft coverage correspondence on primary claims, negotiate complex coverage issues, and recommend outside coverage counsel when warrant...
Title: Trust Administrator VP, Wealth Management Solutions, Trust & Estates Job Responsibilities: Technical and Risk Management: - Collaborate with the Account Opening Group to establish trust accounts. - Interpret governing instruments and applicable laws to ensure accurate account record setup, including payments, fee schedules,...
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...
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...
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...
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...
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...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will engage in a variety of tasks to support the legal needs of clients in the area of wills and estates. Responsibilities include: - Meeting and consulting with clients to understand their needs and provide...
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...
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 ...