Job Title: Tax Manager, Private Wealth Job Responsibilities: -... investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. ... - Work... on multiple engagements that deliver proactive tax planning and strategic consulting,... including federal estate...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth at... offices, and their private businesses or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Leading multipl...
Job Title: Tax Senior Manager, Private Client... Perform technical reviews of tax returns for high-net-worth individuals,... focusing on personal income tax returns, closely held businesses... entities), trust, estate, and gift tax returns. - Provide... consultation... transactions and the related tax implications, consequences, and treatment.... tax...
Tax Professional (Paralegal) Job Category: Paralegals... Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description 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. At the...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal is responsible for... post-death irrevocable trusts, preparing necessary documents, and managing probate and estate-related tax returns. Key responsibilities include: -... Preparing various tax returns, including Estate Tax... Return...
of estate planning matters. This role involves providing assistance to the firm’s attorneys and senior paralegals in various capacities, including: - Preparing and assisting with the preparation of Gift Tax Returns, Estate Tax... Returns, and Fiduciary Income... Tax Returns. - Maintaining finan...
and Capital Markets business unit by handling a comprehensive range of estate administration tasks. This includes assisting attorneys in administering estates, funding post-death irrevocable trusts, preparing necessary documents, and managing client cases. Key duties include: - Preparing estate-related tax returns, incl...
business unit, focusing on estate administration matters. Key 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, reco...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal The candidate will be assisting attorneys with the preparation of fiduciary, gift and estate tax returns,... and fiduciary accountings. Assisting attorneys with...
Orinda. The ideal candidate will have significant experience in estate planning and trust administration, with a strong understanding of state and federal tax complex estate plans... and prepare estate tax clients on estate... planning and trust administration ...