Sr Manager, Private Wealth Tax Job Responsibilities: - Provide compliance and... and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Lead multiple engagements... delivering proactive tax planning and strategic consulting,... including federal estate,...
Job Title: Private Wealth Tax Manager Job Responsibilities: - Assist in... 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, gift...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth is... and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Leading multiple engagemen......
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...
and estate and trust administration tasks. - The associate will be required to draft complex estate plans and prepare estate tax returns. - The role necessitates... staying informed about relevant state and federal income and estate tax laws. - Providing high-quality client... se...
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...
Title: Associate Attorney Job Responsibilities: 1. Case Management: - Oversee caseload by maintaining accurate records and client communication in internal systems. - Review and approve estate planning documents, including but not limited to Wills, Revocable Living Trusts, Irrevocable Trusts, trust administration documents,...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be responsible for a variety of tasks centered around estate planning and client consultation. Key responsibilities include: - Case Management: Overseeing caseload by maintaining accurate records and client communication within...
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...
Title: Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney at the law firm will undertake a range of responsibilities essential to the practice of estate planning law. These include managing day-to-day tasks related to estate planning, estate law, probate, estate administration,...
in EP or Tax Job Responsibilities: - Confer... with clients to identify their objectives and concerns. - Evaluate client situations to identify strategies and apply a comprehensive understanding of planning and administration techniques. - Counsel clients about possible strategies...
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...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a key member of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Providing expert legal guidance and solutions in trust...
Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney is responsible for designing estate plans for high-net-worth clients, including creating and drafting various types of irrevocable trusts. These trusts include Crummey trusts, intentionally defective grantor trusts, irrevocable...
Senior Associate, Business Tax Services - Private Enterprise... of the world's top tax firms, providing tax compliance... and advisory services to owners and senior executives of the private client base. As a Senior Associate, you will have the opportunity to...
firm, renowned for its specialization in estate planning, taxation, and business transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal...
Title: Senior Trusts & Estates Paralegal Job Responsibilities: The Senior Trusts & Estates Paralegal is entrusted with a range of duties that require a high level of expertise and experience in the field of Trusts & Estates. These responsibilities include: - Performing legal...
Title: Mid-Level Trust & Estates Associate Job Responsibilities: The Mid-Level Trust & Estates Associate at the law firm is responsible for guiding clients through wealth transitions by providing estate planning that is clear, creative, and enduring. The key responsibilities include: - Planning...
documents and other ancillary documentation involving complex US and foreign trusts and other entities. Provide basic services related to trusts, corporate entities, domestic and international tax issues, compliance and disclosure... issues, administration of trusts and estates, and other related matt...
Secretary (Private Client & Tax) at **Members Only** Bergman LLP... Secretary (Private Client & Tax) at **Members Only** Bergman LLP... Opportunity for Legal Secretary at Prestigious Law Firm in San Francisco - Support Attorneys and Clients in Private Client and Tax Di...
Secretary (Private Client & Tax) at Law Firm in... San Francisco Experience: 2+ years of administrative experience supporting multiple attorneys or senior leaders simultaneously, law firm experience preferred but not required. Salary Range: $70,000 - $110,000 annually...
Secretary (Private Client & Tax) - Temp to Perm... Salary: $95,000 - $115,000 annually Experience: 5+ years as a secretary or administrative professional at a law firm, previous experience supporting at least one partner/high level manager in a legal or...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
within the Private Client and Tax Division. The role includes... advising clients on complex tax matters, which encompasses comprehensive... succession and estate planning strategies, family office formation, governance, long-term structuring, tax-free reorganizations, mergers and acquisitions,... fund formation, and entity stru...
directives. - Assist with estate, gift, and generation-skipping transfer tax... matters. - Conduct legal research... prepare memoranda on estate, tax, and trust issues. - Collaborate... with senior attorneys on complex planning strategies. - Manage client files efficiently. Education and Experience Information: - 2-4 years of law...
Job Title: Tax Senior Analyst - FSO... Services Job Responsibilities: The role of Tax Senior Analyst within the... Fiduciary/Trust & Estate Accounting Services (FTEAS) team involves a variety of responsibilities crucial to the success and growth of the business. Key responsibilities include: -...
planning and compliance matters involving estate and gift tax, generation-skipping transfer tax,... fiduciary income tax, and... international transfer and trust tax. Support the firm's Private... Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
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-related matters,... with a focus on unclaimed property compliance and...
Job Title: Tax Senior, State and Local... Tax - Unclaimed Property Job... Responsibilities: The Tax Senior, State and Local... Tax - Unclaimed Property, holds... in advising clients on tax implications and accounting matters,... Advising clients on the tax implications and accounting matters... tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, you will be... performing high-level reviews of tax research for individuals, fiduciaries,... closely-held corporations, estates, and gift work papers and tax... returns. You will prepare... 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......
Job Title: Tax Supervisor - Trust &... and state fiduciary income tax returns (Form 1041), estate... tax returns (Form 706), and... gift tax returns (Form 709). -... Ensure... and accurate filing of tax returns and estimated payments. -... compliance calendars and oversee tax deadlines for trust clients. -... tax...
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: Tax Partner - High Net... to high net worth multi-generational wealthy families and their private businesses and/or investment entities. - Utilize expertise in taxation for effective diagnosis, development, and implementation of solutions to clients' tax needs. - Support financial growth......
Title: High Net Worth Tax Principal Job Responsibilities: - Lead compliance... investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Lead multiple engagements... delivering proactive tax planning and strategic consulting,... including federal, estate, gi...
Job Title: Tax Director - Estate &... Trusts Job Responsibilities: - Provide tax compliance and consulting services... to Estate, Gift, and Trust clients. - Develop... client expectations. - Oversee complex tax research projects related to... Estate, Trust, and Gift issues. - Work with clients... to minimize tax obligations and ensure assets... tax...
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 ...