Title: Probate, Trust, and Estate Planning Paralegal Job Responsibilities: The Probate, Trust, and Estate Planning Paralegal is responsible for managing and assisting with the entire probate and trust process from start to finish. Key duties include: - Administering probate and trust processes, which...
Title: Paralegal - Private Client Job Responsibilities: - Assist attorneys in representing clients in estate planning and probate matters. - Assist in the collection, distribution, reporting, and transfer of estate assets. - Prepare inventories and asset schedules from client information. - Prepare financial accounts for...
Opportunities for professional development and growth within the firm. Flexible work arrangements available. SEO Friendly Job Title: Experienced CPA - Estate and Gift Tax Specialist at Law... Firm H1: Join Our Team as an Experienced CPA Speciali...
Advising clients regarding the tax implications of estate planning... and minimizing tax liabilities through strategies such... as gift and estate tax planning. -... Handling the probate... process, including court proceedings, asset valuation, debt settlement, and distribution of assets. - Managing and administering...
Advise clients on the tax implications of estate planning,... including strategies for minimizing tax liabilities through gift and... estate tax planning. -... Handle the probate... process, which includes court proceedings, asset valuation, debt settlement, and the distribution of assets. - Manage and...
information and prepare various tax returns. Key responsibilities include: -... Preparing and filing Federal and state estate and gift tax returns - Preparing and... filing... Federal and state fiduciary income tax returns - Preparing estate and... trust accountings - Preparing info...
Title: Paralegal - Private Client Job Responsibilities: - Assist attorneys in representing clients in estate planning and probate matters. - Facilitate the collection, distribution, reporting, and transfer of estate assets. - Prepare inventories and asset schedules based on client information. - Develop financial accounts for...
administration. - Manage various aspects of trust and estate administration, including preparing and filing probate pleadings, beneficiary and creditor notices, inventories, accountings, and tax documents. - Prepare and file... deeds and property transfer affidavits. - Draft routine estate planning documents such as f...
Title: Estate Planning Attorney About Us: Law firm is an organization that helps clients solve complex business issues on time and on budget. With a commitment to excellence and a dynamic, innovative approach to delivering legal services reimagined for the 21st century,...
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 related to individual,... closely-held corporations, estate, 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......
Title: Estate Planning and Business Transactional Attorney Job Responsibilities: - Provide legal services in estate planning, business transactions, and real estate transactions. - Service the law firm's existing clients with high-quality legal advice and representation. - Develop and grow a personal client base while...
Advise clients regarding the tax implications of estate planning... and minimize tax liabilities through strategies like... gift and estate tax planning... - Handle the... probate process, including court proceedings, asset valuation, debt settlement, and distribution of assets - Manage and...
Planning And Business Transactional Attorney The candidate should have 3+ years of private practice experience in estate planning for taxable and non-taxable estates as well as business and real estate transactions. . in taxation or a CPA license is preferred....
legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal The candidate will join estate planning/business succession and estate administration practice. Gift and estate tax return... experience required. Must be able...
not only have the best **Members Only** positions, but we also have the most. Estate Planning Attorney The candidate should have 3+ years of experience in estate planning, trust and estate administration and gift and estate tax. Membership... of St...
associate attorney with 2-6 years of focused experience in estate, tax, and business succession planning.... This role offers the chance to engage deeply with high-net-worth individuals, family-owned businesses, and multi-generational clients, delivering tailored legal strategies in a highly personalized...