attorney requests. - Draft business plans and financial reports. - Prepare both income and estate tax returns. - Provide excellent client... service, ensuring satisfaction and addressing any inquiries or issues. - Utilize strong written and verbal communication skills to effectively interact with clients...
Title: Wills, Trusts & Estate Phone Attorney Job Responsibilities: - Advise clients via phone concerning Elder Law, Trusts, & Estate matters. - Draft and review legal documents, such as wills, trusts, and advanced directives. Education and Experience Information: - Juris Doctor degree is required. - Admission...
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...
Administration Attorney Job Title: Estate Administration Attorney Job Responsibilities: The Estate Administration Attorney is tasked with managing and overseeing the administration of estates and trusts. This includes providing expert legal advice on complex probate matters and representing clients in court when necessary. The attorney...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... leadership, technical, business development, and people skills, to deliver tax compliance and consulting services... to high net-worth clients. The duties include: - Engaging in tax and consulting assignment...
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......
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......
advise clients on relevant state and federal tax laws. - Advise shareholders of... closely held corporations on estate and gift tax issues, executive compensation... issues,... and business succession. - Advise on charitable contributions and the formation and operation of charitable foundations. - W...
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: 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: 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...
International Estate Planning Senior Associate/Counsel/Junior Partner **Members Only**, a law firm with offices in Connecticut (Stamford, Greenwich, and West Hartford) and Florida (Naples, Bonita Springs, and Palm Beach Gardens) is looking for an International Estate Planning Attorney with at least...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal in the Trusts & Estates department at the law firm will be responsible for independently handling estate administration matters for both taxable and non-taxable estates. The key duties include: - Interacting with a...
Title: Paralegal – Estate Administration Job Responsibilities: The Paralegal in the Estate Administration role is responsible for managing and facilitating all aspects of trust and estate administration. Key duties include: - Administering decedents’ estates and establishing and monitoring conservatorships and trusts. - Filing petitions...
Title: Associate General Counsel, Tax Job Responsibilities: - Advise on tax... aspects of private credit... Subchapter K, and the tax implications of multi-tranche, cross-border... ECI and FIRPTA considerations. - Research and interpret tax laws and regulations affecting... private credit, hedge funds, and high-ne...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate is responsible for performing a variety of legal tasks related to estate planning and administration. Key responsibilities include: - Preparing trust agreements and wills - Handling probate proceedings - Administering revocable and irrevocable...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: - Participates in tax and consulting engagements, enhancing... gather necessary information for tax return preparation. - Prepares complex... S-Corp, foundation, partnership, and gift tax returns, covering both... Federal... and State jurisdictions. Demonstrates the ability...
Title: Fiduciary/Trust and Estate Tax Accountant Job Responsibilities: The Fiduciary/Trust and... Estate Tax Accountant is responsible for... ensuring that both formal and informal estate and trust accountings are prepared accurately and efficiently. - Preparing federal and state estate tax returns, gift tax retu......
Job Title: Tax Experienced Senior, Private Client... Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities.... information necessary for preparing tax returns. - Develop an... S-Corp, foundation, partnership, and gift tax returns across Federa......
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... is responsible for providing tax compliance and consulting services... and others with complex tax and financial structures. This... role involves managing tax and consulting engagements, identifying... and addressing client needs, tax pl...
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...
Charitable Planning Attorney - **Members Only** **Members Only** is looking for an experienced Charitable Planning Attorney with 6+ years of experience to join their team. This position can be based in either the Stamford, Connecticut, or Naples or Palm Beach Gardens,...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be responsible for enhancing attorney effectiveness by developing case information, maintaining client contact, and finalizing documents while ensuring the proper maintenance of client files. Key duties include: - Drafting Estate...
are currently seeking a Tax and Trust & Estates... Paralegal to join our team in our Westport office. This is a full-time position with a competitive salary and benefits package, including and more. Job Title: Tax and Trust & Estates......
and family businesses on tax, trust and estate and... business succession matters. Should have strong academic credentials (JD required; LLM is a plus). Must have 5+ years of experience practicing in a law firm's Trusts & Estates/ Private Client group....
and family businesses on tax, trust, and estate and... business succession matters. Must have 5 years of experience practicing in a law firm's relevant/Private Client group; strong academic credentials (JD required; LLM is a plus); Bar membership preferred; strong drafting,...
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...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be a member of the Trusts and Estates practice at the law firm. The primary responsibilities include: - Estate planning: Developing and implementing strategies for estate planning, including drafting wills,...
probate matters, and represent clients in court. The ideal candidate will possess a deep understanding of estate administration, probate law, trust management, and estate tax, and will manage a... diverse caseload estate administration tasks, including probate and asset dis...