paralegals in managing a comprehensive range of estate planning matters. Key responsibilities include: - Preparation and assistance with Gift Tax Returns, Estate Tax... Returns, and Fiduciary Income... Tax Returns. - Maintenance of financial... records for trusts, performance of trust accounting, and auditing...
Title: Estate Planning Attorney Job Responsibilities: - Conduct estate planning consultations with prospective and existing clients through virtual meetings (Zoom) and in-person sessions. - Provide strategic legal recommendations and guide clients through every stage of the estate planning process. - Draft...
Title: Estate Planning Attorney Job Responsibilities: - Conduct estate planning consultations with both prospective and existing clients via Zoom and in person. - Provide strategic legal recommendations and guide clients through every stage of the planning process. - Draft and review comprehensive estate plans...
Title: Attorney Job Responsibilities: Client Service and Legal Work: - Meet with clients to understand their needs, goals, and family dynamics. - Conduct legal research and develop thoughtful legal strategies. - Draft and finalize estate planning documents, pleadings, and related materials. - Manage probate and trust...
Title: Wealth Transition Services Tax Manager - 1041 Expert... entities, hedge funds, partnerships, and S corporation implications for Form 1041 filings. - Collaborate with tax staff to ensure 1041... tax returns are completed accurately... and by required deadlines under company pr...
Title Wealth Transition Services Tax Senior Manager - 1041... a Wealth Transition Services Tax Senior Manager involves: -... hedge funds, partnerships, and S corporation implications for Form 1041 filings. - Collaborating with tax staff to ensure 1041... tax returns are...
Title Wealth Transition Services Tax Manager - Tax &... a Wealth Transition Services Tax Manager involves a variety... of tasks centered around tax and estate planning, including:... estate planning to create tax-efficient plans based on cash... flow projections, income distribution,...
Title: Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney acts as the cornerstone of the law firm's service fulfillment efforts. The primary responsibilities include helping clients achieve their estate planning goals through various tasks such as presenting to the...
Tax Professional (Paralegal) Job Category: Paralegals Requisition... Number: TAXPR002697 Posting Details: Posted: November 7, 2025 Full-Time Job Details Description: The 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. The firm is dedicated...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal is responsible for... the funding of post-death irrevocable trusts, preparing necessary documentation, filing estate-related tax returns, and overseeing client... case management. The key duties involve: - Preparing vari...
unit, primarily focusing on estate administration tasks. The responsibilities include: - Preparing various tax returns, such as Estate... Tax Returns and Fiduciary Income... Tax Returns. - Maintaining financial records... of trusts, performing trust accounting, and auditing accounts. - Managing general ledger accounts, reconcilin...
individuals on complex estate tax planning needs. - Draft and... review estate planning documents, including revocable trusts, irrevocable trusts, wills, deeds, and powers of attorney. - Assist with probate and trust administration matters. - Prepare Form 706 estate tax returns. - International estate planning......
least four years’ experience to join its established practice in Phoenix. The ideal candidate will have experience in trust administration, probate and estate tax return preparation. Must have... a strong academic record and excellent professional background or Accounting degree stro...
to work with high-asset individuals and families in a variety of areas including estate planning, wealth preservation, and family business succession. The ideal candidate will have a strong background in sophisticated tax structuring, general tax matters,... and probate. Admissi...
at AV-rated law firm in North Scottsdale with focus on estate planning and trust administration Responsibilities: - Draft wills, trusts, powers of attorney, and other estate planning documents - Work with attorneys to create new plans or update...
Attorney Supervisor - Unclassified (Criminal Division - Specialty Court Supervisor) ## Salary $92, Annually ## Location Tucson, AZ ## Job Type Full Time ## Department County Attorney ## Job Number...
Attorney II - Unclassified (County Attorney) ## **Members Only** **Members Only** is seeking an Attorney II - Unclassified for their County Attorney's Office. This position is appointed, unclassified, and exempt from the **Members Only** Merit System Rules. The salary grade for this...
Private Wealth Job Responsibilities As a Tax Manager in the Private... Wealth Tax practice at the company,... Performing high-level reviews of tax research related to individual,... closely-held corporations, estate, and gift work papers and tax... returns. - Preparing and leading... consulting projects related to tax planning opportunities and the... tax...
Job Title: Tax Manager, State and Local... Tax - Unclaimed Property Job... Responsibilities: The Tax Manager, State and Local... Tax - Unclaimed Property, is... with advising clients on tax implications and accounting matters,... The role involves utilizing tax and accounting skills in......
Job Title: Tax Senior, State and Local... Tax - Unclaimed Property Job... Responsibilities: The Tax Senior, State and Local... Tax - Unclaimed Property, is... clients in understanding the tax implications and accounting-related matters... affecting their business objectives, with a focus...
Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and... state-level estate tax returns. - Collaborate with staff... ensure estate and GST tax returns are accurately completed... by required deadlines following company processes. - Interpret and review legal documents such as Wills, Trusts,...
commensurate with experience. Law Firm is seeking experienced Trust and Estate Attorneys to join our team. Candidates must have at least five years of experience in probate, trust administration, estate planning, or estate and trust controversy. We are open...
Attorney Job Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be primarily responsible for handling estate planning and estate/trust administration. This includes managing the settlement of both contested and uncontested estates. Additionally, the role may involve engaging in...
Title: Paralegal Job Responsibilities: - Draft wills, trusts, irrevocable trusts, powers of attorney, and related estate planning documents. - Handle the funding of assets into established trusts. - Work with attorneys to formulate new plans or update existing plans. - Draft, review, and implement contracts...
We not only have the best **Members Only** positions, but we also have the most. Paralegal - Trusts & Estates The candidate will prepare/assist with preparation of Gift Tax Returns, Estate Tax... Returns, and Fiduciary Income... Tax Returns. Maintain fin...
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...
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...
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...
in Scottsdale, AZ. The role involves working directly with clients to design and implement comprehensive estate and review estate planning documents, including trusts, wills, deeds, and powers of with probate and trust administration Form 706 estate tax...