Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a part of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Trust administration and providing sophisticated estate planning solutions tailored...
complex domestic and international tax, wealth transfer, and succession... and families. - Engage in core estate planning, including privacy structures, advanced gift, estate, and generation-skipping transfer... tax planning. - Advise on California... property tax planning and residency planning... for clients undergoing domes...
Secretary (Private Client and Tax) Duties: Drafts letters and... trust and estate related documents; collects and analyzes information; prepares charts, graphs, and other visuals. Frequent communications with clients on behalf of attorneys. Effectively transcribes dictation for written communication and documents...
with high-net-worth estate and tax planning - Drafting complex trust... agreements - Charitable planning - Estate and trust administration - Demonstrating excellent drafting, writing, and analytical skills - Maintaining accurate and strong attention to detail - Exhibiting a high level of organization - Possessing strong verbal and...
at the law firm. The role involves a comprehensive range of estate administration activities, providing critical support to the firm’s attorneys. The primary responsibilities include: - Preparing various tax returns, particularly Estate Tax... Returns and Fiduciary Income... Tax Returns. - Maintaining fin...
Title:** Deputy County Counsel - Real Estate **Job Responsibilities:** The Deputy County Counsel - Real Estate is tasked with performing complex legal work for the Board of Supervisors, County departments, and associated agencies. Key responsibilities include: - Providing legal advice and representation...
of trust and estates transactions, administration, and litigation. Your key responsibilities will include: - Assisting attorneys in drafting estate planning and funding documents, real estate transfer documents, probate and trust litigation pleadings, and gift and estate tax returns. -... Compiling supporting documentation...
matters. This role involves providing assistance to the firm's attorneys and senior paralegals in various tasks related to estate administration, trust funding, and client case management. Key responsibilities include: - Preparing and assisting with the preparation of Gift Tax Returns, Estate...
Secretary (Private Client & Tax) at **Members Only**worldwide Law Firm... Secretary (Private Client & Tax) Salary Information: The... this role is $70,000 - $100,000. Job Title: Legal Secretary (Private Client & Tax) Experience: 2+ years... of administrative experienc...
and sophisticated estate planning documents. - Incorporate estate and income tax planning strategies, including the... creation and management of irrevocable trusts. - Build and maintain strong client relationships, demonstrating the ability to lead in-person meetings with clients. - Collaborate within a team en...
Responsibilities: - Prepare gift and estate tax returns... - Manage probate division cases from start to finish - Calendar cases and advise attorneys of upcoming deadlines - Handle post-mortem administration issues - Draft trusts and wills as needed...
level attorney with significant expertise in high-net-worth wealth planning. The successful candidate will be responsible for managing large projects, interfacing with clients and their external advisors, and demonstrating a solid grasp of estate, gift, and GST tax planning... strategies. E...
Job Title: Tax Senior Analyst - FSO... Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust... & Estate Accounting Services (FTEAS) at the company plays a crucial role in the success and growth of the FTEAS business. The primary responsibilities...
unit at the law firm. This position involves a comprehensive range of estate administration tasks, supporting the attorneys of the law firm in managing estates, administering irrevocable trusts post-death, preparing necessary legal documents, and handling estate-related tax returns along wi...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal at law firm... is tasked with a comprehensive range of estate administration duties. client cases. - Preparing various tax returns, specifically Estate Tax... Returns and Fiduciary Income... Tax...
matters. This role requires a strategic and client-focused approach with proficiency in developing advanced estate and tax planning strategies. Key responsibilities... include advising high-net-worth clients on estate, gift, generation-skipping transfer, capital gains,... and property tax planning. The role also......
Job Title: Federal Tax Associate Attorney (Mid-Level) Job Responsibilities: -... Practice federal income tax law with a focus... on areas such as domestic and cross-border mergers and acquisitions (M&A), private equity, real estate including Real Estate Investment Trusts (REITs), fund formation, bankruptcy...
Title: Senior Associate/Senior Counsel Job Responsibilities: The Senior Associate/Senior Counsel at the law firm is tasked with a broad range of duties primarily centered around estate and trust litigation matters. This position can be performed in a hybrid or fully remote capacity....
Job Title: Tax Senior Manager, Private Client... Full time Job Summary: BDO's Private Client Services (PCS) practice is seeking a Tax Senior Manager to provide... high quality tax compliance and consulting services... to high net-worth individuals, fami...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice at the company,... performing high-level reviews of tax research related to individual,... closely-held corporations, estate, and gift work papers and tax... returns. The role also... tax...
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...
**Members Only** is a .... or genetics. In addition to federal law requirements, **Members Only** complies with applicable... state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applie...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager plays a crucial... role in providing tax and consulting services to... The primary responsibilities include: - Tax Planning and Preparation: The... is tasked with handling tax planning, preparation, and research......
Job Title: Tax Manager, State and Local... Tax - Unclaimed Property Job Responsibilities: The... Tax Manager, State and Local... Tax - Unclaimed Property, is... advising clients on the tax implications and accounting-related matters... professional to utilize their tax and accounting skills, such......
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: A Tax Experienced Senior in the... is tasked with providing tax compliance and consulting services... management, leadership, technical, business development, and people skills. Key responsibilities include: - Participating in tax and consulting en...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... business development, and people skills to provide tax compliance and consulting services... to high net-worth clients. The specific job duties include: - Participating in tax and consulting enga...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: The Tax Manager in the Private... with managing and overseeing tax and consulting engagements. This... addressing of client needs, tax planning, and consulting opportunities.... gather necessary information for tax return preparation. - Reviewing individual,......
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: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior within the Private... professional expertise to offer tax compliance and consulting services... to high net-worth clients. Specific responsibilities include: - Participation in tax and consulting engagements to... identify and address client...
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: Tax Partner - Family Office... Enterprise Job Responsibilities: As a Tax Partner within the Family... for leading and growing tax engagements, advising on complex... tax matters, and collaborating across... service lines to provide innovative solutions for clients. Key responsibilities...
Job Title: Tax Partner - Global Family... Enterprise Job Responsibilities: The Tax Partner at the Global... for managing and leading tax engagements, providing strategic tax... advisory services, and collaborating... include: - Advising on tax matters for family offices,... particularly in...
Job Title: Intern – Tax Services – 2026 –... (Hybrid) Job Responsibilities: Tax Services Interns at the... technical skills. Interns operate in an environment that broadens their interpersonal and technical skills and deepens their understanding of tax implications across different industries.......
Job Title: Tax Senior Manager or Director... Responsibilities: - Review complex gift, estate, and fiduciary income... tax returns. - Review fiduciary... accountings and estates. - Provide tax planning and consulting to... state income and death tax treatment. - Research and......
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...
We not only have the best **Members Only** positions, but we also have the most. Estate Planning Attorney The candidate will be drafting trusts and related estate documents; including those related to advanced estate tax or property tax planning.... D...
We not only have the best **Members Only** positions, but we also have the most. Paralegal - Trusts & Estates The candidate will prepare/assist with preparation of Gift Tax Returns, Estate Tax... Returns, and Fiduciary Income... Tax Returns. Maintain fin...
Title: Privacy Attorney Job Responsibilities: - Provide legal advice to the global Data Transformation (DX) teams on privacy matters concerning new and materially changed initiatives. - Initiate and conduct efforts aimed at promoting and ensuring compliance with global privacy rules and other privacy...
an experienced Estate and Tax Planning Attorney with four... background in estate planning, tax strategies, and trust administration.... to clients, ensuring their wealth transfer and tax planning needs are met... with precision and clients on estate planning, wealth transfer...