Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... aimed at providing high-level tax compliance and consulting services... responsibilities include: - Participating in tax and consulting engagements to... identify and address client needs effectively. - Collaborating with clients...
Job Title: Tax Senior, State and Local... Tax - Unclaimed Property Job Responsibilities: 1.... in advising clients on tax implications and other accounting-related... matters affecting their business, with a focus on unclaimed property compliance and consulting. 2. Project Management: - Manage projects involving...
Job Title: Tax Manager, State and Local... Tax - Unclaimed Property Job Responsibilities: The... Tax Manager, State and Local... Tax - Unclaimed Property is... with advising clients on tax implications and accounting matters... that affect their business objectives, particularly focusing on unclaimed...
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participate in tax and consulting engagements while... and addressing client needs, tax planning, and consulting opportunities. -... gather necessary information for tax return preparation. - Develop an... S-Corp, foundation, partnership, and gift tax returns for both......
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... is responsible for providing tax compliance and consulting services... time management, leadership, technical, business development, and people skills. The primary duties include managing tax and consulting engagements...
Job Title: Tax Experienced Senior, State and... Local Tax - Unclaimed Property Job Responsibilities: The... Tax Experienced Senior, State and... Local Tax - Unclaimed Property is... The role involves using tax and accounting skills in... a consultative manner, managing sporadic data sets,...
and administration. - Handle fiduciary tax and accounting matters. - Prepare... gift and estate tax returns. -... Manage estate controversies... and audits. - Address complex valuation issues. - Provide estate and wealth planning for high net worth individuals and families. - Advise on income tax, tra...
Job Title: Tax Senior Analyst - FSO... Services Job Responsibilities: The Tax Senior Analyst plays a... crucial role within the Fiduciary/Trust & Estate Accounting Services (FTEAS) business. The primary responsibilities include: - Preparing complex trust and estate fiduciary accountings. -...
Job Title: Tax Senior - Trusts &... Trust & Estates (T&E) Tax Department at Company, the... and state fiduciary income tax returns, extensions, and quarterly... Subchapter S Trusts (QSSTs). - Preparing federal and state gift tax returns. - Preparing... fed......
Title: Trust & Estate Tax Senior Manager - Private... Job Responsibilities: - Oversee tax planning and compliance functions... accuracy and compliance with tax laws and regulations. -... Provide expert tax planning and advisory services... primary review of complex tax returns and maintain re......
Job Title: Managing Director, Tax - Private Client Job Responsibilities: The... Managing Director, Tax - Private Client at... responsible for providing sophisticated tax compliance, consulting, and planning... client service teams. The Managing Director must possess significant knowledge in tax compliance and con...
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...
Title: Trust & Estates Paralegal Job Responsibilities: In connection with estate planning: - Prepare initial drafts of wills, trusts, durable powers of attorney, and advance directives for medical care for attorney review. - Assist in updates to beneficiary designations and similar tasks to coordinate...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
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...
person, on the phone, via email, and video conferencing. - Draft, edit, and review probate and administration-related documents. - Assist clients with retitling assets. - Assemble and organize financial records for estate tax returns and audits. - Prepare,... edit, and review estate tax ret...
administrative and legal functions related to client estates, estate planning, and trust accounting. The essential duties and responsibilities include: - Administering estates by identifying, valuing, collecting, and distributing a decedent’s assets. - Preparing estate tax returns and fiduciary income... tax returns. - Mainta...
Prepare New Jersey inheritance tax returns and federal estate... and gift tax returns. - Manage trust... accountings... and oversee estate administration tasks. - Utilize strong analytical skills and attention to detail in all tasks. - Maintain excellent organizational and communication skills to effectively...
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...
members and charities, with sophisticated but practical tax advice integrated into confidential... estate plans that reflect clients’ family, charitable and business objectives. ## Responsibilities Staff Attorneys will provide support to the . private clients lawyers in all a...
The ideal candidate will have experience in estate planning and administration, providing comprehensive legal services to and review wills, trusts, and estate planning clients on estate planning strategies and tax clients in probate... and estate administration proceedings....