Job Title: Tax Manager, Private Client Services Job... Responsibilities: - Manages tax and consulting engagements, identifying... and addressing client needs, tax planning, and consulting opportunities. -... gather necessary information for tax return preparation. - Reviews individual,... S-Corp, foundation, partnership, and gift tax returns, providing written......
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participates in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... gather information needed for tax return preparation. - Develops an... S-Corp, foundation, partnership, and gift tax returns, both Federal......
Job Title: Tax Senior - Trusts &... and state fiduciary income tax returns, extensions, and quarterly... Prepare federal and state gift tax returns. - Prepare... federal... and state estate tax returns. - Review and... to federal and state tax notices. - Review tax......
Title: Trust & Estate Tax Senior Manager - Private... Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions... accuracy and compliance with tax laws and regulations. - Provide... expert tax planning and advisory services... primary reviews of complex tax returns and maintain regula......
Title: Estate Administration Paralegal Job Responsibilities: As an Estate Administration Paralegal at the law firm, you will play a crucial role in supporting attorneys with the probate and trust administration process. Your responsibilities will include: - Preparing and filing probate petitions and related...
Title: Estate Administration Paralegal (Uniondale) Salary: $75,000 to $90,000 Experience: Minimum of 4 years Law Firm: Farrell Fritz Location: Uniondale, New York Department: Administration **Members Only** a highly respected and top-ranked law firm in...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Trusts & Estates Team at the law firm is seeking a Paralegal to assist multiple attorneys in estate administration matters for both taxable and non-taxable estates. The responsibilities of this role include: • Interacting...
Title: Trusts & Estates Paralegal (Planning and Administration) Job Responsibilities: The Trusts & Estates Paralegal is responsible for working closely with clients, attorneys, paralegals, and accountants to ensure the smooth administration of trusts and estates. The candidate must demonstrate excellent communication, organizational,...
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...
Title: Tax Senior Manager, Private Client... Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New... York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a...
Job Title: Tax Manager, Private Wealth Job Responsibilities: The... Tax Manager in the Private... crucial role in delivering tax and business advisory services... along with tax compliance to small business... clients. The responsibilities include: - Providing compliance and consulting services to high-net-worth individuals,...
Title: Legal Assistant - Paralegal Job Responsibilities: The Legal Assistant - Paralegal role at the law firm involves a variety of responsibilities primarily centered around secretarial/administrative tasks, estate planning, estate administration, and Medicaid applications. The position requires the individual to undertake the...
Title: Experienced Trusts & Estates Attorney - Estate Administration Experience: Minimum 10 years of Trusts & Estates Administration experience Department: Trust and Estate Group Salary: Competitive with major NYC firms Law Firm Seeking Experienced Trusts & Estates Attorney...
of estate administration Law Firm Seeks Jr. Associate for Trusts & Estates Practice Our nationally renowned Trust and Estate group is seeking a Jr. Associate to join our team. We provide high level and complex tax, estate pl...
Title: Estate Administration Paralegal Job Responsibilities: The primary responsibilities of the Estate Administration Paralegal include managing various aspects of trust and estate administration. This involves direct communication with clients, their family members, accountants, and financial advisors. The role requires the preparation and...
Trust and Estate group, which is nationally recognized for providing high-level and complex tax, estate planning, and asset... preservation services. The clientele includes executives from major public and private companies, real estate developers and investors, successful entrepreneurs and business own...
documents - Printing stamps and labels for mailings - Calendaring Fair Hearing/Court Notices ESTATE PLANNING: - Drafting Power of Attorneys, Health Care Proxies, Trusts, Pour-over Wills, Certification of Trusts, and related documents using software - Drafting Wills - Drafting Deeds and ordering ACRIS/transfer tax documents - Be...
asset protection and estate tax planning strategies - Advising... clients on estate administration - Drafting legal documents such as wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and living wills - Making court appearances for estate proceedings...
OverviewA law firm seeks an Estate Administration Attorney in Smithtown, NY. The attorney will oversee estate and trust administration, advise on probate matters, and represent clients in court. The ideal candidate will possess a deep understanding of estate administration, probate...