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 Property Trusts (QTIPs), and...
Title: Associate Attorney Job Responsibilities: - Draft legal documents, including contracts, pleadings, motions, and briefs. - Conduct thorough legal research and analysis to support case preparation and client advisement. - Provide legal counsel to clients, advising them on a variety of legal matters. - Represent...
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...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm is expected to handle cases in family law, estate planning, and real estate matters. This role involves taking on meaningful responsibility and maintaining a steady workflow within a firm culture...
Title: Probate, Trust, and Estate Planning Paralegal Job Responsibilities: The Probate, Trust, and Estate Planning Paralegal is responsible for managing and assisting with the entire probate and trust process from start to finish. Key duties include: - Administering probate and trust processes, which...
Title: Estate Planning Attorney About Us: Law firm is an organization that helps clients solve complex business issues on time and on budget. With a commitment to excellence and a dynamic, innovative approach to delivering legal services reimagined for the 21st century,...
Title: Associate Attorney - Estate Planning Job Responsibilities: - Draft a variety of legal documents, including wills, trusts, and ancillary documents, utilizing firm templates and designated software. - Work with clients to review legal documents and offer comprehensive feedback and...
Title: Estate Planning and Business Transactional Attorney Job Responsibilities: - Provide legal services in estate planning, business transactions, and real estate transactions. - Service the law firm's existing clients with high-quality legal advice and representation. - Develop and grow a personal client base while...
you are a motivated individual with a desire to work in an environment that promotes teamwork and values the contributions of all its members, then Warner is the place for you. H1: Trusts + Estates Attorney/Partner at Warner Norcross...
Advise clients regarding the tax implications of estate planning... and minimize tax liabilities through strategies like... gift and estate tax planning... - Handle the... probate process, including court proceedings, asset valuation, debt settlement, and distribution of assets - Manage and...
information and prepare various tax returns. Key responsibilities include: -... Preparing and filing Federal and state estate and gift tax returns - Preparing and... filing... Federal and state fiduciary income tax returns - Preparing estate and... trust accountings - Preparing info...
Title: Paralegal - Private Client Job Responsibilities: - Assist attorneys in representing clients in estate planning and probate matters. - Facilitate the collection, distribution, reporting, and transfer of estate assets. - Prepare inventories and asset schedules based on client information. - Develop financial accounts for...
Title: Paralegal - Private Client Job Responsibilities: - Assist attorneys in representing clients in estate planning and probate matters. - Assist in the collection, distribution, reporting, and transfer of estate assets. - Prepare inventories and asset schedules from client information. - Prepare financial accounts for...
administration. - Manage various aspects of trust and estate administration, including preparing and filing probate pleadings, beneficiary and creditor notices, inventories, accountings, and tax documents. - Prepare and file... deeds and property transfer affidavits. - Draft routine estate planning documents such as f...
Planning And Business Transactional Attorney The candidate should have 3+ years of private practice experience in estate planning for taxable and non-taxable estates as well as business and real estate transactions. . in taxation or a CPA license is preferred....
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... is tasked with providing tax compliance and consulting services... This role includes managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... various skills to deliver tax compliance and consulting services... primary responsibilities include: - Managing tax and consulting engagements, identifying... and addressing client needs, tax planning, and consulting opportunities. -......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager within the... is tasked with delivering tax compliance and consulting services... The role involves managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.......
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the candidate will... Conduct high-level reviews of tax research concerning individual, fiduciary,... closely-held corporations, estate, and gift work papers and tax... returns. - Prepare and lead... tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, you will be... performing high-level reviews of tax research related to individual,... closely-held corporations, estate, and gift work papers and tax... returns. You will prepare... tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the candidate will... performing high-level reviews of tax research related to individual,... closely-held corporations, estate, and gift work papers and tax... returns. The role involves... tax...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... is responsible for providing tax compliance and consulting services... to high net-worth clients. The role is centered around utilizing educational background and professional experience along with communication,...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in Private Client... technical, business development, and people skills, to deliver tax compliance and consulting services... to high net-worth clients. The responsibilities include: - Participating in tax and consulting engagements ......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... is tasked with providing tax compliance and consulting services... key responsibilities include: - Managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunitie......
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior, Private Client Services... tasked with providing specialized tax compliance and consulting services... to high net-worth clients. This role involves leveraging educational background and professional experience along with skills in communication,...
Opportunities for professional development and growth within the firm. Flexible work arrangements available. SEO Friendly Job Title: Experienced CPA - Estate and Gift Tax Specialist at Law... Firm H1: Join Our Team as an Experienced CPA Speciali...
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... is responsible for delivering tax compliance and consulting services... The role involves: - Managing tax and consulting engagements, identifying... client needs, tax planning, and consulting opportunities. -......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager, Private Client... business development, and people skills to provide tax compliance and consulting services... to high net-worth clients. Key responsibilities include: - Managing tax and consulting engagements, identify......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... management, leadership, technical, business development, and people skills to provide tax compliance and consulting services... to high net-worth clients. The responsibilities include: - Managing tax and co...
Advising clients regarding the tax implications of estate planning... and minimizing tax liabilities through strategies such... as gift and estate tax planning. -... Handling the probate... process, including court proceedings, asset valuation, debt settlement, and distribution of assets. - Managing and administering...
Advise clients on the tax implications of estate planning,... including strategies for minimizing tax liabilities through gift and... estate tax planning. -... Handle the probate... process, which includes court proceedings, asset valuation, debt settlement, and the distribution of assets. - Manage and...
clients. The role involves advising clients on the tax implications of estate planning... and devising strategies to minimize tax liabilities through methods such... as gift and estate tax planning.... The Senior Associate... will handle the probate process, which includes man...
Title: Estate Planning Attorney Job Responsibilities: - Meeting with clients to answer questions and propose an estate plan tailored to their needs. - Handling the sales aspects of the first client meeting, including "closing the deal." - Following up with clients who were not...
to formulate estate and gift tax strategies. - Prepare and... review complex estate, gift, and fiduciary income tax... returns, ensuring accuracy and... regulations and guidelines. - Conduct tax research and analysis to... identify potential tax-saving opportunities and mitigate potential... risks. - Assess and...
seven years of experience in estate planning, trust and estate settlement, and related tax and corporate matters. Candidates... must have excellent research, writing, and communication skills and be licensed or willing to become licensed to practice law in comprehensive...