cases under the guidance of a supervising attorney. Key duties include: - Preparation of probate documents such as petitions for probate, accountings, and related court filings and correspondence as instructed by the supervising attorney. - Preparing and filing inheritance tax and fiducia...
Title: Trust & Estate Attorney Job Responsibilities: - Create innovative estate planning solutions tailored to meet individual client needs, taking into account different asset types, family situations, and objectives. - Work collaboratively with clients to develop customized estate plans and planning documents that...
Tax Manager / Senior Manager... is currently seeking a Tax Manager / Senior Manager... to join our Business Tax Services practice. Responsibilities: ... financial matters Direct tax compliance and consulting services... for multi-generational family and private-equity backed businesses through...
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...
Title: Estates Administration Paralegal Job Responsibilities: - Assist attorneys in all aspects of estate administration, including probate proceedings and trust administration. - Prepare and file probate documents, including petitions, inventories, accountings, and court filings. - Manage the collection, valuation, and distribution of estate assets. -...
Title: Trusts & Estates Paralegal Job Responsibilities: - Assist attorneys in the administration of trusts and estates - Communicate regularly with clients - Prepare tax returns - Prepare basic legal... documents - Utilize bookkeeping skills - Work with Excel and financial statements Education and Experience Information: - 3-5 years...
Title: Estate Planning Paralegal Job Responsibilities: As an Estate Planning Paralegal, you play a vital role in ensuring the smooth progression of estate planning and administration cases at the law firm. Your responsibilities include: - Serving as a critical liaison by assisting with...
and file Pennsylvania Inheritance Tax Returns (REV-1500) and Federal... Fiduciary Income Tax Returns (1041). - Collect and... organize financial documentation related to estate assets, liabilities, and distributions. - Maintain accurate probate records, accountings, and estate bank statements. - Draft estate inventor...
with experience in Business, Tax, Estate Planning, and Estates... to manage a demanding caseload. Candidates should possess strong courtroom skills and the ability to start contributing clients in legal proceedings and court thorough legal research and and...