Title: Associate Attorney Job Responsibilities: - Support clients in probate, guardianships, and estate planning matters. - Work on a variety of cases while developing professionally in a mentorship-driven, client-centered service environment. - Assist in implementing and developing legal strategies for clients. - Conduct legal research...
Title: Intake Attorney Job Responsibilities: - Assist with the daily administration of walk-in applicants and emergencies. - Conduct intake interviews in person and by phone for applicants. - Screen clients for eligibility for full representation. - Support various units with rotation on intake calendars on...
and related instruments. - Engage in direct and frequent client interaction. - Advise individuals and families on trust structures and wealth transfer tax strategies. - Design business succession... strategies. - Counsel fiduciaries in the administration of estates and trusts. - Prepare and review federal estat...
Title: Trusts, Estates and Wealth Preservation Associate Job Responsibilities: The Trusts, Estates and Wealth Preservation Associate will be responsible for a variety of tasks within the Trusts, Estates and Wealth Preservation practice. Key responsibilities include: - Drafting a broad range of estate planning...
Attorney Job Title: Estate Attorney Job Responsibilities: - Ensure clients are effectively represented at court hearings as needed. - Consult with clients about plans for distributing their assets. - Confer with senior partners and paralegals to effectively move through the civil litigation process. - Assist clients...
Title: Estate Planning and Probate Attorney Job Responsibilities: - Client Management: Engage with clients to initiate and manage legal matters, ensuring that progress is timely and aligned with the clients’ needs. - Drafting Documents: Prepare legal documents pertinent to estate planning, including wills...
Title: Experienced Trust and Estates Paralegal Job Responsibilities: 1. Estate Probate & Administration: - Prepare and file probate and administration applications with the New Jersey Surrogate’s Court. - Assist attorneys in communicating with executors/administrators regarding next steps and required information. - Aid...
Title: Probate/Fiduciary/Trust Paralegal Job Responsibilities: - Assist the Managing Attorney, who serves as Personal Representative, Curator, or Trustee, in carrying out fiduciary duties. This includes filing standard probate pleadings and marshaling assets such as closing bank accounts and selling stock or bond...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate will be responsible for handling sophisticated private client matters involving trusts and estates. Key responsibilities include: - Engaging in high-net-worth trust and estate planning and...
and estates. Key duties include the preparation of probate pleadings, which are essential legal documents filed with the court to initiate the probate process. The role also requires the preparation of federal estate tax returns, ensuring compliance with... tax r...
Title: Estate Planning Associate Attorney Job Responsibilities: The Estate Planning Associate Attorney will be an integral part of a well-established Northwest Florida law firm's estate planning practice. The primary responsibilities of the candidate will include assisting clients with matters related to wills,...
Title: Estate Planning Associate Attorney Job Responsibilities: The Estate Planning Associate Attorney will be an integral part of the law firm's estate planning practice. The primary responsibilities include assisting clients with legal matters related to wills, trusts, probate, and other estate planning...
Tax Manager - Estate, Gift & Trust Job Responsibilities: - Deliver... high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters affecting... excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax engagements. -... M...
Tax Manager - Estate, Gift & Trust Job Responsibilities: - Provide... high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters affecting... excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax engagements. -... M...
Tax Manager - Estate, Gift & Trust Job Responsibilities: - Deliver... high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters affecting... excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax engagements. -... M...
Job Title: Federal Tax Senior Manager, Lead Tax... Services Job Responsibilities: -... Oversee multiple client service teams, managing projects effectively and efficiently, including billing and accounts receivable responsibilities. - Provide specialized consulting, and research on estate, gift, and trust planning matters,......
Job Title: Federal Tax Senior Manager, Lead Tax... Services Job Responsibilities: The Federal Tax... Senior Manager, Lead Tax... Services at the company... is a key leadership role responsible for managing multiple client service teams and overseeing complex projects. The primary duties include: -...
Job Title: Federal Tax Senior Associate, Lead Tax... Services Job Responsibilities: As... a Federal Tax Senior Associate in the... Lead Tax Services practice, the candidate... - Assist on large tax projects requiring strong technical... skills. - Perform tax consulting, which includes conducting... tax...
Job Title: Federal Tax Senior Associate, Lead Tax... Services Job Responsibilities: The Federal Tax... Senior Associate is tasked... projects within the Lead Tax Services practice, which necessitates... Key responsibilities include: - Performing tax consulting which involves conducting... tax research and collaborating with... clients on various tax matters. - Planning and implementing......
Job Title: Federal Tax Senior Associate, Lead Tax... Services Job Responsibilities: As a Federal... Tax Senior Associate in the... Lead Tax Services practice, the primary... skills. The role includes tax consulting, which encompasses performing... tax research and collaborating with... clients on tax matters, as well as... Tax...
the areas of estate planning, estate and gift taxation, estate and trust... administration, and related services. The responsibilities include: - Collaborating closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. - Offering legal counsel to i...
wealth preservation strategies, business succession planning, and family-office planning. - Engage in sophisticated income, estate, gift, and generation-skipping transfer tax... planning for high-net-worth individuals. -... Draft estate planning documents, including wills, revocable trusts, and irrevocable trusts, such as intentionally defective grantor trusts...
succession planning, and family-office planning. - Draft estate planning documents, including wills, revocable trusts, and irrevocable trusts, such as intentionally defective grantor trusts. - Manage probate, trust, and estate administration processes. - Engage in sophisticated income, estate, gift, and generation-skipping transfer tax... pl...
Assist clients in estate planning by drafting, reviewing, and managing wills, trusts, powers of attorney, and other relevant documents. - Advise clients on estate tax implications, probate processes, and... asset protection strategies. - Administer estates and trusts, which includes filing petitions, re...
on complex estate and tax planning strategies. - Draft and... SLATs, BDITs, DAPTs, and ILITs. - Advise clients on income, gift, estate, and generation-skipping transfer... tax strategies. - Collaborate with CPAs,... financial advisors, and family offices to execute planning solutions. - Manage matters...
Title: Planned Giving Bequest Administration Specialist Job Responsibilities: The Planned Giving Bequest Administration Specialist is an essential role within the department, focusing on the accurate and efficient fulfillment of legacy gifts to the company Foundation. Reporting to the Director of Planned Giving,...
estate planning, estate and gift taxation, and estate and... trust administration. The successful candidate will work with individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. The responsibilities include: - Advising clients o...
Job Title: Tax Senior Manager - Family... Job Responsibilities: As a Tax Senior Manager in the... a comprehensive range of tax services. Key responsibilities include:... wealth transfer planning, and tax compliance. - Leading engagement... teams focused on entity, individual, fiduciary...
estate planning, estate and gift taxation, and estate and... trust administration. - Offer related services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. - Collaborate closely with a Partner who is Florida Bar Board Certified in...
Title: Of Counsel Attorney Job Responsibilities: - Draft will and trust-based estate plans with a focus on trust and will drafting. - Handle uncontested probate and trust petitions throughout Florida. - Work closely with individuals, families, and their professional advisors to help achieve personal,...
Title: Associate Attorney Job Responsibilities: - Assist with Personal Injury and/or Estate Planning matters based on interest and firm needs. - Manage cases under attorney supervision, with increasing independence over time. - Conduct legal research, draft pleadings, correspondence, and related documents. - Communicate with clients,...
Title: Estate Planning Attorney (Hybrid) Job Responsibilities: - Assisting families in protecting their legacies by guiding them through estate planning, which includes creating wills, trusts, asset protection strategies, healthcare directives, and power of attorney documents. - Managing probate and estate administration to help...
Job Title: Manager of Tax Services Job Responsibilities: - Tax Structuring... and provide consultation on tax-efficient structuring tailored for high-net-worth... individuals and private clients client understanding of international tax developments and implications, providing... pass-through entities and individuals. - Tax Compliance: Conduct primary and......
Job Title: Associate Director Tax Services Job Responsibilities: - Oversee... all aspects of international tax compliance for individuals, corporations,... Research and advise on tax-efficient structuring of international transactions,... effective use of tax treaties, offshore investment activities,... multinational clients, optimizing worldwide tax burdens on bus...
Job Title: Associate Director Tax Services Job Responsibilities: -... all aspects of international tax compliance for individuals, corporations,... Research and advise on tax-efficient structuring of international transactions,... effective use of tax treaties, offshore investment activities,... multinational clients, optimizing worldwide tax burdens on bu...
Job Title: Associate Director Tax Services Job Responsibilities: - Oversee all... aspects of international tax compliance for individuals, corporations,... Research and advise on tax-efficient structuring of international transactions,... effective use of tax treaties, offshore investment activities,... multinational clients, optimizing worldwide tax burdens on busines...
Job Title: Associate Director Tax Services Job Responsibilities: -... all aspects of international tax compliance for individuals, corporations,... Research and advise on tax-efficient structuring of international transactions,... effective use of tax treaties, offshore investment activities,... multinational clients, optimizing worldwide tax burdens on bu...
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: A Tax Experienced Senior in Private... tasked with providing high-level tax compliance and consulting services... tailored to high net-worth clients. The role demands a combination of technical expertise and interpersonal skills to...
Title: Senior Manager of Tax Services Job Responsibilities: - Strategic Tax... Structuring and Planning: Lead... research and consultation on tax-efficient structuring tailored for high-net-worth... expert guidance on international tax developments and implications, offering... pass-through entities and individuals. - Tax Compliance Oversight: Oversee primary......
Title: Senior Manager of Tax Services Full time Job... Responsibilities: - Strategic Tax Structuring and Planning: Lead... research and consultation on tax-efficient structuring tailored for high-net-worth... expert guidance on international tax developments and implications, offering... entities and individuals. - Tax Compliance Oversight: Overs...
Title: Senior Manager of Tax Services Job Responsibilities: - Strategic... Tax Structuring and Planning: Lead... research and consultation on tax-efficient structuring tailored for high-net-worth... expert guidance on international tax developments and implications, offering... entities and individuals. - Tax Compliance Oversight: Oversee primary......
experienced Trust and Estates Tax Attorney in Clearwater, FL.... in estate planning and tax matters, with a preference... in estate planning or tax. This role offers opportunities... for growth and exposure to complex cases, working closely with a senior partner...