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...
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: 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: 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...
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...
planning. The attorney will work closely with family offices, C-suite executives, and high-net-worth individuals and families. The main duties include: - Drafting wills, trusts, irrevocable trusts, and other estate planning documents. - Preparing gift and estate tax returns. -... Drafting limited liability compa...
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...
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...
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...
with Strong Estate and Gift Tax Return Preparation Skills... with Strong Estate and Gift Tax Return Preparation Skills... state estate tax returns, gift tax returns and related... tax filings Draft, edit,... and review estate and trust administration documents...
of trust, estate, and tax planning and administration. The... thorough understanding of estate, gift, corporate, and partnership tax... laws. The responsibilities will... include drafting legal documents, advising clients on trust and estate matters, and collaborating with other experienced attorneys withi...
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...
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...
a focus on income tax law. This is an... exciting opportunity for an attorney looking to further their career in a reputable law firm in Illinois. H1: Associate Attorney Position Available in Reputable Illinois Law Firm H2: Join Our...
firm, engaging in high-net-worth wealth planning. The primary responsibilities include: - Managing large projects efficiently and effectively. - Interfacing with clients and their outside advisors. - Drafting estate, gift, and GST tax planning... strategies with at least two years of independent drafting experience....
Title: Estate and Trust, Probate and Guardianship Paralegal Job Responsibilities: The Estate and Trust, Probate and Guardianship Paralegal is tasked with providing paralegal support to attorneys, specifically in the areas of estate and trust planning and administration, probate, and guardianship....
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...
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...
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...
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...
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....
Firm Seeks Personal & Succession Planning Associate (Mid-Level) in Ohio & Chicago Overview: - Law firm **Members Only** seeks a mid-level associate for its growing Personal & Succession Planning practice in their Chicago office, or in one of...
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...
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: 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, 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......
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...
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...
planning techniques and contested probate matters. The candidate must have litigation experience and/or . in tax is preferred. Should preferably... have a Bar license. The firm offers benefits that include 401(k), 401(k) matching, Dental insurance, Employee assistance program, Flexible sched...