in EP or Tax Job Responsibilities: - Confer... with clients to identify their objectives and concerns. - Evaluate client situations to identify strategies and apply a comprehensive understanding of planning and administration techniques. - Counsel clients about possible strategies...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a key member of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Providing expert legal guidance and solutions in trust...
Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney is responsible for designing estate plans for high-net-worth clients, including creating and drafting various types of irrevocable trusts. These trusts include Crummey trusts, intentionally defective grantor trusts, irrevocable...
Senior Associate, Business Tax Services - Private Enterprise... of the world's top tax firms, providing tax compliance... and advisory services to owners and senior executives of the private client base. As a Senior Associate, you will have the opportunity to...
firm, renowned for its specialization in estate planning, taxation, and business transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal...
Title: Senior Trusts & Estates Paralegal Job Responsibilities: The Senior Trusts & Estates Paralegal is entrusted with a range of duties that require a high level of expertise and experience in the field of Trusts & Estates. These responsibilities include: - Performing legal...
Title: Mid-Level Trust & Estates Associate Job Responsibilities: The Mid-Level Trust & Estates Associate at the law firm is responsible for guiding clients through wealth transitions by providing estate planning that is clear, creative, and enduring. The key responsibilities include: - Planning...
documents and other ancillary documentation involving complex US and foreign trusts and other entities. Provide basic services related to trusts, corporate entities, domestic and international tax issues, compliance and disclosure... issues, administration of trusts and estates, and other related matt...
Secretary (Private Client & Tax) at **Members Only** Bergman LLP... Secretary (Private Client & Tax) at **Members Only** Bergman LLP... Opportunity for Legal Secretary at Prestigious Law Firm in San Francisco - Support Attorneys and Clients in Private Client and Tax Di...
Secretary (Private Client & Tax) at Law Firm in... San Francisco Experience: 2+ years of administrative experience supporting multiple attorneys or senior leaders simultaneously, law firm experience preferred but not required. Salary Range: $70,000 - $110,000 annually...
Secretary (Private Client & Tax) - Temp to Perm... Salary: $95,000 - $115,000 annually Experience: 5+ years as a secretary or administrative professional at a law firm, previous experience supporting at least one partner/high level manager in a legal or...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
within the Private Client and Tax Division. The role includes... advising clients on complex tax matters, which encompasses comprehensive... succession and estate planning strategies, family office formation, governance, long-term structuring, tax-free reorganizations, mergers and acquisitions,... fund formation, and entity stru...
directives. - Assist with estate, gift, and generation-skipping transfer tax... matters. - Conduct legal research... prepare memoranda on estate, tax, and trust issues. - Collaborate... with senior attorneys on complex planning strategies. - Manage client files efficiently. Education and Experience Information: - 2-4 years of law...
Job Title: Tax Senior Analyst - FSO... Services Job Responsibilities: The role of Tax Senior Analyst within the... Fiduciary/Trust & Estate Accounting Services (FTEAS) team involves a variety of responsibilities crucial to the success and growth of the business. Key responsibilities include: -...
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...
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-related matters,... with a focus on unclaimed property compliance and...
Job Title: Tax Senior, State and Local... Tax - Unclaimed Property Job... Responsibilities: The Tax Senior, State and Local... Tax - Unclaimed Property, holds... in advising clients on tax implications and accounting matters,... Advising clients on the tax implications and accounting matters... 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 for individuals, fiduciaries,... closely-held corporations, estates, and gift work papers and tax... returns. You will prepare... tax...
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 Supervisor - Trust &... and state fiduciary income tax returns (Form 1041), estate... tax returns (Form 706), and... gift tax returns (Form 709). -... Ensure... and accurate filing of tax returns and estimated payments. -... compliance calendars and oversee tax deadlines for trust clients. -... tax...
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 - High Net... to high net worth multi-generational wealthy families and their private businesses and/or investment entities. - Utilize expertise in taxation for effective diagnosis, development, and implementation of solutions to clients' tax needs. - Support financial growth......
Title: High Net Worth Tax Principal Job Responsibilities: - Lead compliance... investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Lead multiple engagements... delivering proactive tax planning and strategic consulting,... including federal, estate, gi...
Job Title: Tax Director - Estate &... Trusts Job Responsibilities: - Provide tax compliance and consulting services... to Estate, Gift, and Trust clients. - Develop... client expectations. - Oversee complex tax research projects related to... Estate, Trust, and Gift issues. - Work with clients... to minimize tax obligations and ensure assets... tax...
Job Title: Tax Partner - Family Office... Job Responsibilities: As a Tax Partner in the Family... responsibilities include: - Leading tax engagements and advising on... tax matters for affluent families... and their family offices. - Providing strategic guidance and customized...
Job Title: Tax Partner - Global Family... Enterprise Job Responsibilities: The Tax Partner for the Global... for leading and growing tax engagements, advising on tax... matters, and collaborating across... service lines to deliver innovative solutions for clients. Key responsibilities include:...
Job Title: Private Wealth Tax Manager Job Responsibilities: 1. Assist in... investment entities. This includes: - Performing complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. ... - Working on... multiple engagements that deliver proactive tax planning and strategic consulting,... includin...
Sr Manager, Private Wealth Tax Job Responsibilities: - Provide compliance and... - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. ... - Lead multiple... engagements that deliver proactive tax planning and strategic consulting,... including federal est...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth at... offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Leading mul...
Job Title: Tax Director - Trust &... (Consulting Focused) Job Responsibilities: The Tax Director in the Trust... responsible for delivering comprehensive tax compliance and consulting services... to Estate, Gift, and Trust clients. The... legal advisors to minimize tax obligations and ensure asset......
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... private businesses and investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Work on multiple... engagements delivering proactive tax planning and strategic consulting,... including federal estate, gift, char...
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...
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 prestige and challenge of Fortune 500 companies including dot coms, while enjoying the sunny lifestyle of the Southwest at this very busy, larger firm. Well-reputed in intellectual property, civil and securities litigation and corporate transactional practices, it is always...
Title: Mergers & Acquisitions Associate Attorney (Mid-Level) Job Responsibilities: - Handle significant mergers and acquisitions and other strategic transactions with 3-5 years of experience. - Manage domestic and cross-border transactions, representing both buy-side and sell-side interests. - Understand and address complex structural and corporate...
Title: Technology Transactions Associate Attorney (Mid-Level) Job Responsibilities: - The Technology Transactions Associate Attorney will engage in drafting and negotiating a wide variety of technology transactions. - Responsibilities include handling licenses of software, technology, and content, as well as software and technology development...
support across various departments and programs. Key responsibilities include: - Providing in-house legal support on tax exemption issues for both... the organization and the organization Action Fund, as well as election law matters specifically for the organization Action Fund. - Offering staf...
Tax Professional (Paralegal) Job Category: Paralegals... Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At the...
a minimum of 8-10 years of experience and partnership aspirations. The firm excels in estate planning, administration, corporate and business transactions, real estate, tax, and related litigation, serving... high-net-worth with clients to identify objectives and client situations t...