and senior paralegals at the law firm. Key duties include: - Preparing and assisting with the preparation of Gift Tax Returns, Estate Tax... Returns, and Fiduciary Income... Tax Returns. - Maintaining financial records... of trusts, performing trust accounting, and auditing accounts. - Managi...
Job Title: Tax Senior Analyst - FSO... Accounting Services Job Responsibilities: The Tax Senior Analyst within the... Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in ensuring the success and growth of the business. Key responsibilities include the...
business unit. This role involves a variety of estate administration duties, which include assisting attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, and filing estate-related tax returns. Key responsibilities include: -... Preparing various tax returns such as Estate... T...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) position at the law firm is integrated within the Paralegal Team, specifically supporting the Financial Services and Capital Markets (FSCM) business unit. The role encompasses a comprehensive range of estate administration tasks which include...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal at the law... necessary documents, and managing the filing of estate-related tax returns. The role involves... preparing various tax returns, such as Estate... Tax Returns and F...
Bullet Points: - Tax Senior Manager, Private Client... - Assists in providing tax compliance and consulting services... personal income, estate and gift tax, and wealth retention... strategies... CPA or Licensed Attorney license required, CFP or Masters in Tax prefer...
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 - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the individual will... performing high-level reviews of tax research related to individual,... closely-held corporations, estate, and gift work papers and tax... returns. The role involves... 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: Senior Tax Manager - High Net... Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning... and... expand knowledge in individual, gift, trust, and estate tax... planning and consulting, alongside... overall professional development. - Develop and sustain excellent client relationships to...
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...
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...
Job Title: Federal Tax Senior Associate, Lead Tax... Services Job Responsibilities: As a Federal... Tax Senior Associate at the... role within the Lead Tax Services practice. Your responsibilities... strong technical skills. - Performing tax consulting, including tax research... with clients on various tax matters. - Planning and implementing......