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 law firm, we...
planning, trust administration, and tax compliance. - Prepare and... file tax-related documents and forms, including... estate probate filings, estate tax returns, and gift tax... returns. - Manage... and... update gift tax and probate dockets,... including... tracking and monitoring filing deadlines....
to support the attorneys and senior paralegals. Key duties include: - Preparing and assisting with the preparation of Gift Tax Returns, Estate Tax... Returns, and Fiduciary Income... Tax Returns. - Maintaining financial records... of trusts, performing trust accounting, and auditing accounts. - Managin...
Job Title: Tax Planning Associate Experience: 1-4 years Salary:... Not specified Law Firm Seeking Tax Planning Associate in Houston -... Associate to join their Tax Planning and Business Transactions... firm environment. - . in Tax preferred, but . holders... a strong interest in tax planning and business transactions......
Title: Probate Litigation Paralegal Job Responsibilities: - Assist attorneys with all phases of litigation from case inception through discovery, resolution or trial, post-trial, and case closure - Prepare court filings and assemble exhibits - Draft and respond to discovery demands (interrogatories, requests to produce...
responsibilities that support the Financial Services and Capital Markets (FSCM) business unit. The primary duties include assisting the firm's attorneys in estate administration, managing post-death irrevocable trusts, preparing necessary documents, and handling estate-related tax returns. The role involves... the pre...
business unit. The role encompasses a wide range of estate administration matters. The CPA (Paralegal) will be responsible for: - Preparing various tax returns, including Estate Tax... Returns and Fiduciary Income... Tax Returns. - Maintaining financial records... of trusts, performing trust acc...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal is responsible for... estates, funding post-death irrevocable trusts, preparing necessary documents, filing estate-related tax returns, and managing client... cases. Key responsibilities include: - Preparing various tax returns, including...
ensuring documents are saved to the document management system. - Assist with the execution of estate planning documents. - Draft initial versions of various state and federal tax reports and returns, including... Texas Franchise Tax No Tax Due Reports,... Texas Franchise Tax...
Title: Wealth Preservation Associate Job Responsibilities: The Wealth Preservation Associate will be involved in trust and estate planning and administration, primarily for high net worth individuals and families. The role focuses on closely held business owners and corporate executives. The day-to-day responsibilities...
Offer strategic advice to clients on wealth preservation, tax planning, and estate administration. -... Assist clients through probate proceedings and related legal processes. - Guide clients in the distribution of assets and the execution of estate plans. - Represent clients in court proceedin...
Title: Estate Planning Attorney Job Responsibilities: - Advise clients on estate planning strategies, including wills, trusts, powers of attorney, and advanced directives. - Draft and review estate planning documents with accuracy and attention to detail. - Manage client relationships with professionalism, empathy, and strong...
what you need to know: The Law Firm of Bryan Fagan is seeking an experienced Estate Planning & Probate Attorney to join our growing team. This position offers a competitive salary range of $70,000 to $130,000 a year, based...
seeking a highly motivated Tax Manager with experience in... tax compliance and consulting for... and more. As a Tax Manager, you will utilize... and professional experience to provide exceptional tax services to our clients... while also developing your own sk...
Job Title: Tax Manager or Senior Manager,... and financial guidance. - Direct tax compliance and consulting services... as well as owner-managed and fast-growing start-ups. - Provide analyses of financial, gift, estate, and income tax... issues for ultra-high net-worth... individuals and families. - Esta...
Job Title: Tax Senior Associate - Private... a critical role in tax compliance and consulting on... responsibilities include: - Overseeing tax compliance, identifying tax planning... and consulting opportunities, and preparation and review of client tax projections and calculations. -... Supervising...
Job Title: Tax Senior, State and Local... Tax - Unclaimed Property Job Responsibilities: 1.... report of findings. - Develop relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR)... personnel, Department of Treasury, etc. - Stay updated on the l...
Job Title: Tax Manager - 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... tax...
Tax Senior - Private Wealth... perform high-level reviews of tax research of individual, fiduciary,... closely-held corporations, estate, and gift work papers and tax... returns, as well prepare... consulting projects related to tax planning opportunities and the... tax implications of transactions to......
Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical... Expertise: Deliver high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters affecting... ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining...
Job Title: Senior Manager, Tax - Private Client Job Responsibilities: The... Senior Manager, Tax - Private Client plays... role in delivering expert tax compliance and advisory services... emphasizes sophisticated individual, fiduciary, gift, and estate tax matters.... Key responsibilities include: -... Providing comprehensive tax compliance and advisory services......
Job Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax... and business advisory services... and tax compliance to small business... clients. - Work alongside firm leadership to serve clients and build the business, impacting the firm’s success. - Mentor and coach a group...
Tax Manager - Ultra High... of individual and business tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. Manage and oversee... entity, individual, fiduciary, and gift/estate taxation and provide consistency... in tax preparation due to the... complexities of...
Job Title: Tax Manager, Lead Tax Services Job... Responsibilities: - Deliver comprehensive tax consulting and compliance services... of industries. - Conduct in-depth tax research, analyze findings, and... advise clients on complex tax matters. - Manage and oversee... tax compliance processes, including preparation... teams to provide integrated tax solutions. - Identify,...
Job Title: Federal Tax Senior Manager, Lead Tax... Services Job Responsibilities: - Oversee multiple... client service teams, ensuring effective and efficient management of projects, including billing and accounts receivable responsibilities. - Provide specialized consulting, and research on estate, gift, and trust planning matters,......
an income, trust, estate, and tax planning perspective. - Advise individuals... and families on wealth transmission, including tax-efficient estate planning structures, sophisticated... lifetime gifting strategies, transfer of closely held businesses, charitable giving, and trust administration and restructuring. - Counsel clients on asse...
its Family Office, with a focus on developing innovative wealth planning strategies and providing family office services. The role is designed to assist clients in achieving their income tax, estate tax, philanthropic, and... financial planning goals. The ideal candidate wil...
OverviewA law firm seeks an experienced Estate Planning Partnership Track Associate to join their Houston, TX office. This role requires a minimum of three years of experience in estate planning, strong communication skills, and the ability to guide clients through...