and Trust Administration Attorney Job Type Full-time Description Key Responsibilities Trust & Estate Administration - Guide trustees and executors through all phases of trust and estate administration. - Review and interpret trust instruments, wills, and related estate planning documents. - Prepare required notices, inventories, accountings, and distribution schedules. -...
Title: Estate and Trust Administration Attorney Job Responsibilities: Trust & Estate Administration - Guide trustees and executors through all phases of trust and estate administration. - Review and interpret trust instruments, wills, and related estate planning documents. - Prepare required notices, inventories, accountings, and distribution...
Management Trusts & Estates Tax Operations, Executive Director Job Responsibilities: -... matter expert for fiduciary tax matters. - Support global trust... teams on tax matters including estate and... gift tax, generation-skipping transfer tax,... fiduciary... income tax, international transfer tax implications,... and foreign tax reporting. - Prepare and present... tax...
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 - 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...
Job Title: Wealth Management Tax Services Manager Job Responsibilities: The Wealth... Management Tax Services Manager is responsible... managing all aspects of tax compliance for highly complex... partnerships, and individual and gift tax returns. The role... involves... developing and maintaining advanced tax planning strategies for high-net-worth......
within the organization. The primary focus is on supporting the organization's advocacy efforts and involves collaboration with colleagues from External Affairs and Programs. Key responsibilities include: - Providing legal support on tax exemption issues for both... the organization and its Actio...
Job Title: Estate and Tax Planning and Compliance Associate... Responsibilities: The Estate and Tax Planning and Compliance Associate... join the Estate and Tax Planning and Compliance practice... fiduciary, and individual income tax returns. - Engaging in... estate planning activities and...
Job Title: Estate and Tax Planning and Compliance Associate Job... Responsibilities: The Estate and Tax Planning and Compliance Associate... within the Estate and Tax Planning and Compliance practice... fiduciary, and individual income tax returns. - Engaging in estate... planning activities, with an emphasis...
Job Title: Tax, Trusts, and Estates Associate... Job Responsibilities: The Tax, Trusts, and Estates Associate... areas of estate and tax planning. As one of... the first associates in the newly established Chicago office, the candidate will play a critical role...
Job Title: Tax, Trusts, and Estates Associate Job... Responsibilities: The Tax, Trusts, and Estates Associate... will be joining a newly established office in Chicago and will play a pivotal role in shaping and expanding the presence of the law firm in this...
and execute legal documents including wills, trusts, powers of attorney, and advance directives. - Advise clients on estate, gift, and generation-skipping tax implications. -... Assist with probate and trust administration matters as needed. - Maintain accurate and confidential client records. - Collaborate with paraleg...
revocable and irrevocable trusts, gift trusts, promissory notes, and... identifying key provisions and issues. - Assist with modifications to irrevocable trusts, including through the decanting process. - Prepare and file gift and estate tax returns,... coordinating with paralegals as necessary. - Draft profe...
TITLE: Senior Paralegal, Private Trusts and Estates DEPARTMENT: Legal Support Services REPORTS TO: Paralegal Manager FLSA CLASSIFICATION: Non-Exempt LOCATION: This position is available in the following office location(s) – Chicago JOB SUMMARY The Senior Paralegal, Private Trusts and Estates position at the law firm involves working under...
clients and senior attorneys on all aspects of estate planning, including complex legal issues. - Conduct legal research and provide counsel on a variety of estate-related matters, such as tax implications, asset protection, and... probate. - Manage client files and transactional processe...
Tax Professional (Paralegal) Job Category: Paralegals... Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Locations: Multiple locations available Job Details Description Law firm is a full-service litigation and business law firm with numerous locations across the United States, catering to...
unit. This role involves a comprehensive range of estate administration tasks, which include assisting the law firm's attorneys in administering estates, funding post-death irrevocable trusts, preparing necessary documents, and filing estate-related tax returns. The role also... involves client case man...
administration matters. - Engage in tax planning activities. - Provide general... business advice to clients. - Draft legal documents with precision and accuracy. - Interact significantly with clients and referral sources. Education and Experience Information: - A minimum of five years of experience in estate planning...
Business Transaction Associate with 3-5 years experience in the areas of commercial transactions, real estate, estate planning, probate and trust administration, and general corporate and business representation. The candidate must have strong research and writing skills, strong communication skills, and...
to assist the firm's attorneys and senior paralegals. The responsibilities include: - Preparing and assisting in the preparation of Gift Tax Returns, Estate Tax... Returns, and Fiduciary Income... Tax Returns. - Maintaining financial records... for trusts, performing trust accounting, and auditing accou...
Title: Estate and Trust Planning Attorney Job Responsibilities: - Provide estate and trust planning and administration counsel to clients from various backgrounds, including high net worth individuals, entrepreneurs, and their families. - Represent fiduciaries throughout the probate and trust settlement process. - Design customized...
Planning Attorney Job Title: Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney will play a pivotal role in assisting clients to secure their legacies and ensure their wishes are honored. The core responsibilities include working closely with current attorneys and clients to...
Job Title: Tax Senior Analyst - FSO... Accounting Services Job Responsibilities: The Tax Senior Analyst in the... Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in the success and growth of the business. The primary responsibilities include: -...
level of organization, along with exceptional verbal and interpersonal skills. - Manage multiple projects and work effectively with a diverse range of individuals. - Proficiency in high-net-worth estate and tax planning, estate and trust... administration, and the drafting of...
Services and Capital Markets business unit. The primary responsibilities include: - Preparing various tax returns, including Estate Tax... Returns and Fiduciary Income... Tax Returns. - Maintaining financial records... of trusts and performing trust accounting and auditing accounts. - Managing General Ledger (G/L) accounts...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal at the law... administration of estates and the funding of post-death irrevocable trusts. The role involves preparing necessary documents, probate pleadings, and filing estate-related tax returns. Additionall...
and review estate planning documents, including wills, trusts, powers of attorney, and related documents. • Counsel clients on estate planning strategies and techniques, including charitable giving, asset protection, and tax planning. • Work with... high net-worth clients to develop comp...
Job Title: Estate Administration Attorney – North Barrington, IL H1 Heading: Join Our Team as an Estate Administration Attorney in North Barrington, IL H2 Heading: Work with a Dynamic and Client-Focused Law Firm in Estate Administration Bold...
planning, wealth transfer and tax advice to high-net worth... individuals and families. Develop and maintain strong relationships with current clients and cultivate new client relationships. Serve as a business advisor to clients, guiding them through a full range...
The candidate must have 3+ years of experience in one or more of the following areas: Estate Planning; The successful candidate should be hardworking, entrepreneurial, and looking to contribute to the growth of the firm. A portable book of business...
The candidate should be hardworking, entrepreneurial, and looking to contribute to the growth of the firm. A portable book of business is preferred. Should have 3+ years of experience in one or more of the following areas: Estate Planning....
Services - Chicago, IL Job Summary: BDO is seeking a Tax Senior Manager for our... Private Client Services practice in Chicago, IL. This boutique practice offers a high touch approach to serving high net-worth individuals, their families, family offices, C-Suite executives, athlete...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... professional experience to provide tax compliance and consulting services... to high net-worth clients. Their key responsibilities include: - Participating in tax and consulting engagements and... enhancing skills to...
Title: Private Wealth Services Tax Manager Job Responsibilities: As a Private... Wealth Services Tax Manager, you will be... secondary reviews of complex tax returns, while providing income,... estate, and gift tax planning strategies for... high... the Private Wealth Services Tax team to make recommendations... tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice at the company,... investment vehicles, charitable pursuits, and closely-held business concerns. Your primary duties will include: - Performing high-level reviews of tax research re...
Job Title: Tax Manager, State and Local... Tax - Unclaimed Property Job Responsibilities: The... Tax Manager specializing in State... and Local Tax (SALT) with a focus... advising clients on the tax implications and accounting matters... compliance and consulting. - Utilizing tax and accounting skills such......
salary for an Income Tax Professional in North Barrington,... Title: Income Tax Professional Experience Information:... relevant experience in income tax preparation and planning. ... As an Income Tax Professional at our law... role in providing strategic tax planning an...
Management Trusts & Estates Tax Operations, Vice President Job Responsibilities... matter expert for fiduciary tax matters. - Support global... trust teams on all tax matters including estate and... gift tax, generation-skipping transfer tax,... fiduciary... income tax, international transfer tax implications,... and foreign tax reporting. - Prepare and... tax...
Job Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax... and business advisory services... and tax compliance to small business... clients. - Work closely with firm leadership to serve clients and contribute to business growth. - Mentor and coach a group of talented...
Job Title: Tax Partner - Ultra High... provide federal and state tax planning, consulting, structuring, and... compliance services to high-net-worth clients, including real estate sponsors, owners, investors, and developers. - Work with a variety of clients such as management companies, joint...
OverviewA law firm seeks an Estate and Trust Administration Attorney in North Barrington, IL. The role involves guiding trustees and executors through all phases of trust and estate administration, ensuring compliance and efficient management of trustees and executors through...