and services to clients regarding their estate planning needs, ensuring that their assets are managed and distributed according to their wishes, and in compliance with relevant laws and regulations. The candidate will also be involved in tax planning, drafting e...
Title: Estate Planning Attorney – Drafting Job Responsibilities: - Draft and customize complex estate planning documents based on detailed attorney specifications. - Maintain and refine firm templates to reflect changes in federal and state law. - Ensure technical accuracy, consistency, and high drafting standards...
Title: Estate Planning - Elder Law Attorney Job Responsibilities: - Supervising Medicaid applications and guardianship complaints - Drafting estate plans and estate planning documents - Managing all phases of estate administration - Attending client meetings and managing client communication - Drafting court submissions and attending court...
Job Title: Counsel – Tax, Trusts & Estates /... - Advise clients on tax-efficient transfers involving estate, gift,... and GST taxes. -... Develop asset protection and beneficiary-controlled trust structures. - Provide guid...
Job Title: Managing Director, Tax - Private Client Job Responsibilities: The... Managing Director, Tax - Private Client at... responsible for providing sophisticated tax compliance, consulting, and planning... client service teams. The Managing Director must possess significant knowledge in tax compliance and con...
Title: Trust & Estates Paralegal Job Responsibilities: In connection with estate planning: - Prepare initial drafts of wills, trusts, durable powers of attorney, and advance directives for medical care for attorney review. - Assist in updates to beneficiary designations and similar tasks to coordinate...
Firm is seeking a Trusts and Estates Paralegal with 3 Years of Experience Law Firm has an immediate opening for a Trusts and Estates Paralegal with 3 years of experience in all aspects of the administration of estates. The...
Job Title: Tax Senior Analyst - FSO... Services Job Responsibilities: The Tax Senior Analyst plays a... crucial role within the Fiduciary/Trust & Estate Accounting Services (FTEAS) business. The primary responsibilities include: - Preparing complex trust and estate fiduciary accountings. -...
Job Title: Tax Senior Analyst - FSO... Services Job Responsibilities: The Tax Senior Analyst in the... Fiduciary/Trust & Estate Accounting Services (FTEAS) is responsible for the preparation of complex trust and estate accountings and performing intricate calculations and reconstruction when...
Firm Seeks Experienced Trusts & Estates Paralegal The law firm of **Members Only** is seeking an experienced Trusts & Estates Paralegal to join our team. This is a great opportunity to work in a boutique law firm specializing in trusts...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal is responsible for managing all phases of estate and trust administration. This includes the probate process, where knowledge of probate procedures in New Jersey, New York, and Florida...
Elser is a law firm that values diversity and inclusion. We are committed to building a diverse workforce and fostering an inclusive and equitable work environment for all employees. Trust and Estates Associate Attorney - Exciting Opportunity in...
Salary $150, Max Salary $200, Position Type Full Time Job Shift Day Job Category Legal Responsibilities: • Provide support to senior attorneys in all aspects of estate planning and administration • Advise and...
Firm Seeking Trusts & Estates Attorney with 2+ Years' Experience Are you a highly skilled Trusts & Estates Attorney looking for a new opportunity? **Members Only**, a boutique law firm in Florham Park, New Jersey, is currently seeking an Associate...
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 experienc...
Job Title: Tax Senior - Trusts &... Trust & Estates (T&E) Tax Department at Company, the... and state fiduciary income tax returns, extensions, and quarterly... Subchapter S Trusts (QSSTs). - Preparing federal and state gift tax returns. - Preparing... fed......
Job Title: Tax Senior, State and Local... Tax - Unclaimed Property Job Responsibilities: 1.... in advising clients on tax implications and other accounting-related... matters affecting their business, with a focus on unclaimed property compliance and consulting. 2. Project Management: - Manage projects involving...
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participate in tax and consulting engagements while... and addressing client needs, tax planning, and consulting opportunities. -... gather necessary information for tax return preparation. - Develop an... S-Corp, foundation, partnership, and gift tax returns for both......
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... is responsible for providing tax compliance and consulting services... time management, leadership, technical, business development, and people skills. The primary duties include managing tax and consulting engagements...
Job Title: Tax Senior - Trusts &... and state fiduciary income tax returns, extensions, and quarterly... Prepare federal and state gift tax returns. - Prepare... federal... and state estate tax returns. - Review and... to federal and state tax notices. - Review tax......
Title: Trust & Estate Tax Senior Manager - Private... Job Responsibilities: - Oversee tax planning and compliance functions... accuracy and compliance with tax laws and regulations. -... Provide expert tax planning and advisory services... primary review of complex tax returns and maintain re......
Title: Trust & Estate Tax Senior Manager - Private... Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions... accuracy and compliance with tax laws and regulations. - Provide... expert tax planning and advisory services... primary reviews of complex tax returns and maintain regula......
Job Title: Tax Experienced Senior, State and... Local Tax - Unclaimed Property Job Responsibilities: The... Tax Experienced Senior, State and... Local Tax - Unclaimed Property is... The role involves using tax and accounting skills in... a consultative manner, managing sporadic data sets,...
Job Title: Tax Senior Associate, High Net... Responsibilities: - Provide individual tax compliance and advisory services... with clients. - Build and manage teams of tax professionals focused on delivering... tax services to high net... worth business clients. - Participate in...
Job Title: Tax Manager/Tax Senior Manager, High... Individuals Job Responsibilities: - Provide individual tax compliance and advisory services... owners. - Develop and manage client relationships. - Build and manage teams of tax professionals focused on delivering... tax services to high net-worth... business clients. - Participate...
Title: Trust & Estate Tax Senior Manager - Private... Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions... accuracy and compliance with tax laws and regulations. - Provide... expert tax planning and advisory services... primary review of complex tax returns and maintain regular......
the Account Opening Group to establish trust accounts. - Interpret governing instruments and applicable laws to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate administrative procedures... effectively with beneficiaries and co-trustees. - Address client issues, anticipate...
part of a dynamic tax practice with significant growth... potential, offering excellent opportunities for client expansion and professional advancement. The key responsibilities for this position include: - Relating effectively to clients to ensure their needs and expectations are met. - Implementing matters...
Title: Litigation Attorney Job Responsibilities: The Litigation Attorney will be responsible for a variety of tasks essential to the practice of law within the law firm. Key responsibilities include: - Representing clients in court or before government agencies to ensure the best possible...
Title: Private Client Paralegal (Trust & Estate) Job Responsibilities: As a Private Client Paralegal at the law firm, the candidate will be expected to support experienced lawyers in all aspects of estate administration from inception through termination. This client-facing role requires...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will be responsible for providing legal counsel and representation in the areas of estate planning, elder law, and special needs planning. Key duties include: - Conducting client consultations to gather information and understand client needs. -...
Title: Estate Planning and Probate Attorney Job Responsibilities: - Represent clients in legal proceedings in both New Jersey and Pennsylvania, specifically in the Chancery Division and Law Division in New Jersey, and the Register of Wills and Orphan's Court in Pennsylvania. - Draft...
Estate Planning Attorney - 2-5 Years Experience H2: Join a Growing Law Firm with Excellent Benefits Are you an attorney with 2-5 years of experience in preparing wills, trusts, and other estate planning documents? Do you have a passion...
Title Paralegal Job Responsibilities The Paralegal at the law firm is a full-time, non-exempt position within the Wealth Preservation team. The role involves managing complex legal matters and projects under the direct supervision of an attorney. The Wealth Preservation paralegals are expected to...
Title: Associate Attorney Job Responsibilities: - Work closely with experienced attorneys in the Estate, Trust & Taxation Group. - Gain hands-on experience in estate and trust litigation. - Participate in estate planning, estate administration, and trust administration. - Develop and maintain strong communication skills to...
ideal candidate will have extensive experience in estate planning and administration, with a strong background in tax planning and estate... planning and administration legal documents related to trusts and gift and estate tax +... years of rele......