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: Legal Assistant - Paralegal Job Responsibilities: The Legal Assistant - Paralegal role at the law firm involves a variety of responsibilities primarily centered around secretarial/administrative tasks, estate planning, estate administration, and Medicaid applications. The position requires the individual to undertake the...
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...
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...
documents - Printing stamps and labels for mailings - Calendaring Fair Hearing/Court Notices ESTATE PLANNING: - Drafting Power of Attorneys, Health Care Proxies, Trusts, Pour-over Wills, Certification of Trusts, and related documents using software - Drafting Wills - Drafting Deeds and ordering ACRIS/transfer tax documents - Be...
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...
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......
Review and oversee the drafting of complex estate planning documents, such as revocable and irrevocable trusts and wills. - Advise clients on estate, gift, and generation-skipping transfer tax... strategies. - Coordinate with accountants... and financial advisors to create integrated tax and wealt...
The associate will work on sophisticated and highly sensitive matters for clients, including family offices, family business owners, and individual clients. The primary responsibilities include providing top-tier counseling on a variety of issues such as estate planning, tax, real es...
and administration, including fiduciary tax and accounting. - Prepare gift and estate tax returns... and handle estate controversies and audits. - Address complex valuation issues. - Provide estate and wealth planning services for high net worth individuals and families. - Advise clients on inco...
Title: Estate Administration Partner Job Responsibilities: - Assist in both leading and managing the Estate Administration department, including workflow oversight, strategic development, client communications, and mentorship of younger team members. - Manage caseload of technically complex and high-dollar estate matters across the State...
highly sensitive matters for clients. The responsibilities include providing top-tier counseling on a wide variety of issues related to estate planning, tax, real estate, family disputes,... strategic business organization, and succession planning. The role involves working with family offices, famil...
all phases of trust and estate administration, including the preparation of estate tax returns. - Provide litigation support... and manage fiduciary accountings. - Collaborate closely with clients, attorneys, and accountants. - Apply strong knowledge of Surrogate’s Court rules and procedures, including probate, admi...
Title: Associate Attorney - Hybrid Position NYC Job Responsibilities: As an Associate Attorney at the law firm, you will be responsible for managing all aspects of active legal matters, primarily focusing on New York and New Jersey Surrogate’s Courts, Article 81 Guardianship...
Title: Trust & Estate Attorney (Senior Counsel or Member) Job Responsibilities: The Trust & Estate Attorney at the Senior Counsel or Member level will be responsible for a variety of duties, including but not limited to: - Working with clients...
TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: New York OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...
Title: Trust & Estates Paralegal - (Hybrid Schedule) Job Responsibilities: The Trusts & Estates Paralegal at the law firm is tasked with providing legal and general support to the firm’s attorneys and clients, operating under general supervision and in alignment with established...
firm, providing comprehensive legal services in estate planning, estate and trust administration, fiduciary litigation, and transfer tax issues. The primary responsibilities... include: - Drafting sophisticated estate planning documents tailored to the needs of individuals, families, family offices, and corporate fiduciaries. - Managi...
families, including entrepreneurs, executives, family offices, and legacy wealth holders, on complex estate planning, wealth transfer strategies, and sophisticated estate and gift tax mitigation. - Develop strategies... for estate, gift, and generation-skipping transfer (GST)... tax. - Design and implement advanced... estate plan...
individuals, families, and family offices on estate, gift, and generation-skipping transfer tax... matters. - Draft and review... sophisticated estate planning documents, including Grantor Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Proper...
of trust and estate administration. ## Responsibilities * Prepare, edit and review probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequests * Prepare, edit and review federal and state estate tax return...
Title: Trusts and Estates Associate Attorney Job Location: Uniondale, NYJob Overview: A prestigious law firm is seeking an experienced Trusts and Estates Associate Attorney to join their team. This role offers a hybrid remote opportunity, providing an excellent platform to...
established and highly-respected law firm in New York is looking to add an attorney to their team. Known for its long-standing reputation and highly regarded practice, the firm is committed to providing top legal services. They provide a collaborative, professional,...