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...
Firm Seeking Experienced Private Wealth, Trusts & Estates Paralegal in Los Angeles, CA Job Title: Private Wealth, Trusts & Estates Paralegal Department: Private Wealth Experience: Minimum of 7 years Location: Los Angeles, CA Salary Range: $130,000 - $140,000 per...
Firm Seeking Experienced Trust and Estates Paralegal for Hybrid Opportunity in Los Angeles H1: Trust and Estates Paralegal - Hybrid Opportunity in Los Angeles Law Firm H2: Join Seyfarth and Grow in Your Legal Career Are you...
Secretary (Private Client & Tax) at **MEMBERS ONLY**SIGN UP NOW***.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...
H1: Tax Partner - Family Office... Our Team of Exceptional Tax Professionals **MEMBERS ONLY**SIGN UP NOW***. US... currently seeking an experienced Tax Partner to join our... family office/high net worth tax practice. This role provides... an opportunity to join a high performing...
Tax Manager - FSO -... Fiduciary Trust and Estate Tax Administration Services Duties: The... candidate will play an integral role in the overall strategy and success of the FTEAS business. Responsibilities include technical review of complex trust & estate fiduciary...
& Estates Counsel - Los Angeles: Join a dynamic law firm with state-of-the-art technology and a commitment to investing in your professional development. Seyfarth is seeking a highly experienced Trusts & Estates Counsel with at least 8 years of experience...
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...
Tax Senior - FSO -... Fiduciary Trust & Estate Tax Administration Services The candidate... will be responsible for the preparation of complex trust & estate fiduciary accountings, managing client relationships, maximizing operating efficiency, and maintaining profitability. Ensure compliance with all...
Title: Trust Counsel Job Responsibilities: - Deepening Client Relationships: - Provide existing clients with a holistic review of their estate and wealth transfer plans and offer guidance in collaboration with the team. - Act as a liaison with outside professional advisors. -...
Title: Senior Counsel - Legal & Wealth Management Job Responsibilities: The Senior Counsel for Legal & Wealth Management at the company is tasked with providing comprehensive regulatory and transactional support to the Bank and its wealth management operations and subsidiaries. The role...
Title: Experienced Litigation Attorney Job Responsibilities: - Represent clients in probate litigation matters, including will contests, trust disputes, and estate-related conflicts. - Represent clients in civil litigation matters. - Analyze, prepare, and present cases in probate court, including trial preparation...
financial advisory, risk advisory, tax, and related services. With... more than 150 years of hard work and commitment to making a real difference, our organization has grown in scale and diversity—approximately 286,000 people in 150 countries and territories, providing these...
Tax Experienced Manager, Private Client... touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The... Private Client Services Practice...
Tax Experienced Senior, Private Client... touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The... Private Client Services Practice i...
Tax Senior, Private Client Services... approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The... Private Client Services Practice is experience...
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 Senior - Trusts &... 3+ years of relevant tax experience Education: Bachelor... Company: **MEMBERS ONLY**SIGN UP NOW***. Department: Tax H1: Join Our... Team as a Tax Senior - Trusts &... is Hiring for a Tax Senior - Trusts &......
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...
Senior Manager, International Tax Private Wealth locations... USA CA Irvine USA CA San Jose 2055 Gateway Place USA CA San Jose 1735 Technology Drive USA CA San Francisco 220 Montgomery Street USA CA Los...
**MEMBERS ONLY**SIGN UP NOW***. is a .... or genetics. In addition to federal law requirements, **MEMBERS ONLY**SIGN UP NOW***. complies with applicable... state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applie...
Client Services HNW Tax Manager/Senior Manager - Join... experienced and motivated HNW Tax Manager/Senior Manager to join... our growing team in Century City, California. This position offers the opportunity to work with a diverse range of clients in 97...
High Net Worth Tax Senior Manager/Director - Los... driven High Net Worth Tax Senior Manager/Director to join... growth and development. Responsibilities: - Oversee and manage multiple engagements for high net worth clients, including Estate, S-Corp, Gift, Trust, and...
Job Title: Tax Experienced Manager, Private Client... Services Job Responsibilities: A Tax Experienced Manager in the... is tasked with providing tax compliance and consulting services... professional experience. They manage tax and consulting engagements, identifying... and addressing client needs, tax planning, and consulting opportunities.......
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager within 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. You will also......
Job Title: Tax Manager, Private Client Advisors... (Estate, Gift, and Trust) Job Responsibilities: -... Perform technical reviews of tax returns for high-net-worth individuals,... focusing on personal income tax returns, closely held businesses... entities), trust, estate, and gift tax returns. - Provide... consultation... tax...
**MEMBERS ONLY**SIGN UP NOW***. is hiring a Tax Senior for their Private... years of experience in tax planning or preparing and... work papers and income tax returns, as well as... a bachelor's degree in accounting, finance, or a related field. Additionally, the candidate...
Internship Opportunities at **MEMBERS ONLY**SIGN UP NOW***. Tax - Available intern... country - Hiring through on campus interviews at various universities and colleges - Position: Intern, Tax Services Job Description... - As a member of client service teams, interns r...
Job Title: Intern – Tax Services – 2026 –... (Hybrid) Job Responsibilities: Tax Services Interns at the... within the domain of tax services. The key responsibilities... with the research of tax laws, rules, and regulations,... analyzing their application to specific cases,...
We not only have the best **MEMBERS ONLY**SIGN UP NOW***. 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**SIGN UP NOW***. 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...
leading accounting and advisory firm, as a SALT Senior Manager in Chicago, IL - Use your tax and accounting skills to... make a positive impact for clients in unclaimed property compliance and consulting - Work with a team of professi...
Unclaimed Property/Escheat H1: Join Us at BDO as a SALT Manager - Unclaimed Property/Escheat H2: About the Role - Tax Manager, State and Local... Tax - Unclaimed Property position... - Responsible for advising clients on tax implic...
Title: Executive Director, Family Office Resources Generalist Job Responsibilities: - Assist Private Wealth Advisors (PWAs) and Financial Advisors (FAs) in identifying services and resources provided by various teams across the company to address the complex needs of Ultra-High Net Worth (UHNW) clients. -...
litigation, due diligence, and M&A transactions Benefits: Medical, dental, vision, life, and disability coverage; parental leave and family benefits; tax-free health accounts; 401(k) plans;... global wellness program; flex time and reduced schedule options; paid bar registration and professional associat...
Summary: **MEMBERS ONLY**SIGN UP NOW***., a leading law firm in Pasadena, CA is currently seeking experienced attorneys to join our team as Associate Attorneys in multiple practice areas. We are looking for candidates with at least 5 years of experience in...
Title: Associate Attorney - Multiple Practice Areas Job Responsibilities: The Associate Attorney will be responsible for providing legal services in multiple practice areas with a focus on Trusts and Estates. This role requires a commitment to delivering high-quality legal representation and advice...
bonus H1 and H2 friendly headings: H1: Estate Planning Attorney (Salary plus bonus) H2: EP Attorney - Pasadena, California Bold Headlines: POSITION SUMMARY: Responsibilities: Required Skills: Education/Training: Job Title: Estate Planning Attorney (Salary plus bonus)...
Title: Trust Counsel Job Responsibilities: - Deepening Client Relationships: - Provide existing clients with a holistic review of estate and wealth transfer plans and offer guidance in collaboration with the team. - Act as a liaison with outside professional advisors. - Collaborate...
Job Title: Estate Tax Accountant / CPA Job... Form 706 (. Estate Tax Return) for both taxable... review Form 709 (. Gift Tax Return), including split-gift... elections... 1041 (. Fiduciary Income Tax Return) for simple and... complex trusts and estates....
Senior Income Tax Associate AttorneyJob Overview: A... highly experienced Senior Income Tax Associate Attorney with over... six years of substantive tax experience. The ideal candidate... extensive expertise in transactional tax, particularly in leading tax... aspects of mergers and... acquisitions and...