Title: Trust & Estates Fiduciary Accountant/T&E Legal Assistant Job Responsibilities: The Trust & Estates Fiduciary Accountant/T&E Legal Assistant will play a vital role in supporting a dynamic Trusts and Estates legal practice. The candidate will be responsible for the preparation of both...
draft legal documents such as wills, pleadings, motions, petitions, guardianship applications, and power of attorney requests. - Involvement in drafting business plans, financial reports, and preparing both income and estate tax returns, especially in a... firm more involved with tr...
Job Title: Tax Manager, Private Client Advisors... (Estate, Gift, and Trust) Job Responsibilities: - Perform... technical reviews of tax returns for high-net-worth individuals,... on their personal income tax returns as well as... entities), trust, estate, and gift tax returns. - Provide consultation... on... tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice at the company,... aimed at delivering comprehensive tax services to high-net-worth individuals... Conducting high-level reviews of tax research related to individual,... closely-held corporations, estate, and gift work papers and tax......
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the primary responsibilities... performing high-level reviews of tax research on individual, fiduciary,... closely-held corporations, estate, and gift work papers and tax... returns. The role involves... tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice at the company,... responsible for delivering high-quality tax compliance and consulting services... Performing high-level reviews of tax research for individual, fiduciary,... partnership, clo...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, you will engage... in high-level reviews of tax research concerning individual, fiduciary,... corporations, and estate and gift work papers and tax... returns. Your role includes... tax...
Job Title: Tax Manager or Director Job Responsibilities: The... Tax Manager or Director at... is tasked with managing tax planning and compliance functions... specifically for ultra-high net worth individuals and their families, primarily fund to manage the tax planning and compliance functions......
in estate, income, and gift tax planning matters. The... role involves active participation in trust and estate administration, requiring the associate to manage various legal tasks effectively. The associate will need to demonstrate a high level of judgment and communication...
Incorporate estate and income tax planning strategies, including irrevocable... trusts, into client plans. - Build and maintain strong relationships with high-net-worth clients, particularly those with assets above $20 million. - Lead in-person meetings with clients to discuss and develop estate planning strategies. -...
Title: Estate Planning Attorney Job Responsibilities: - Lead estate planning and elder law client matters from start to finish, ensuring comprehensive management of each case. - Draft wills, trusts, and planning documents, ranging from simple to complex, tailored to meet the unique needs...
Title: Estate Planning Attorney Job Responsibilities: - Lead estate planning and elder law client matters from initiation to completion. - Draft various legal documents including wills, trusts, and estate planning documents, ranging from simple to complex. - Provide empathetic and clear counsel to clients...
Title: Estate Planning Attorney Job Responsibilities: - Lead estate planning and elder law client matters from start to finish. - Draft wills, trusts, and planning documents, ranging from simple to complex. - Counsel clients with empathy and clarity on their options. - Supervise support staff...
Title: Estate Planning Attorney Job Responsibilities: - Lead estate planning and elder law client matters from start to finish - Draft wills, trusts, and planning documents ranging from simple to complex - Provide counsel to clients with empathy and clarity on their options - Supervise...
Job Title: Intern – Tax Services – 2026 –... in the realm of tax services. Interns are engaged... of tasks, which include: - Assisting with research of tax laws, rules, and regulations,... and analyzing their application to specific situations. This involv...
Job Title: Intern – Tax Services – 2026 –... (Hybrid) Job Responsibilities: - Tax Services Interns are integral... Responsibilities include assisting with research of tax laws, rules, and regulations... and analyzing their application to specific situations, which involves drafting memorandums to def...
Title: Associate General Counsel Intellectual Property, Technology, and Exempt Organizations Job Responsibilities: - Handling a wide range of legal matters, reporting directly to the VP - General Counsel and complementing the work of another Associate General Counsel. - Managing IP matters including copyright...
Title: Legal Assistant/Estate Planning Paralegal Job Responsibilities: - Knowledge of Estate Planning Documents and Real Estate transfers - Drafting various legal documents including Health Care Proxies, Powers of Attorney, Wills, Revocable Trusts, Irrevocable Trusts, Irrevocable Life Insurance Trusts, and Retirement Trusts - Interpreting attorney’s...
Title: VP AGC – Wealth Management Platforms, Programs & Advisory Attorney Job Responsibilities: The VP AGC – Wealth Management Platforms, Programs & Advisory Attorney is responsible for providing strategic legal advice to various business units within the company. This position involves...
Title: Associate Attorney - Trusts & Estates/Probate Job Responsibilities: - Handle all aspects of probate, estate settlement, and trust administration. - Draft and e-file petitions and court documents. - Collect, manage, and distribute estate and trust assets. - Prepare and review fiduciary accountings. - Meet with...
Title: Associate Attorney Job Responsibilities: - Engage in corporate planning, focusing on trusts and estates. - Prepare probate petitions as part of estate management duties. - Draft corporate documents, including buy and sell transactions and shareholders agreements. - Collaborate with clients to ensure their estate...
Title: Estate Planning Attorney Job Responsibilities: - Lead estate planning and elder law client matters from inception to conclusion. - Draft various legal documents including wills, trusts, and other planning documents ranging from simple to complex. - Provide empathetic and clear counsel to clients...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will join the Trusts and Estates Practice Group at a full-service law firm. The primary responsibilities for this role include: - Estate and trust planning: Assisting clients with creating and managing...
administration, estate administration, and tax audits. - Draft legal documents... including wills, trusts, business succession planning documents, and charitable giving instruments. - Assist executors and trustees in the administration of estates and trusts, which involves preparing inventories, asset valuations, and accountings. - Oversee...
administration, estate administration, and tax audits. - Draft legal documents... including wills, trusts, business succession planning documents, and charitable giving instruments. - Assist executors and trustees in the administration of estates and trusts, including preparing inventories, asset valuations, and accountings. - Oversee the...
Title: Legal Assistant Job Responsibilities: - High level of client contact - Drafting correspondence - Managing attorney calendars - Scheduling and confirming appointments - Maintaining case notes Education and Experience Information: - Experience in Estate Planning and/or Estate Administration is required. - Ability to work in a fast-paced environment...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will work in a boutique law firm specializing in estate and trust litigation, estate planning, and estate administration. The candidate will be expected to: - Engage in estate and trust litigation, providing legal representation and...
Title: Associate General Counsel - Private Wealth Job Responsibilities: The Associate General Counsel for Private Wealth will have a pivotal role within the company's Legal & Compliance Department, focusing specifically on the Private Wealth sector. The primary responsibilities include providing strategic legal...
Job Title: Tax Manager - Trusts &... a technical reviewer of individual, estate, gift, and trust tax returns,... along with tax... research projects prepared by... associates and seniors in a high-volume, fast-paced environment. - Supervise tax associates and seniors, ......
Title: Tax Senior Manager, Private Client... Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New... York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a...
Job Title: Tax Manager - Trusts &... reviewer for all individual, estate, gift, and trust tax returns,... as well as... tax research projects prepared by... associates and seniors in a high-volume, fast-paced environment. - Supervise tax associates and seniors, including... part...
Partner, Private Client Group Department: Tax, Private Client Group Supervises: Senior... Managers and Directors Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a New York City-based Certified Public Accounting and Consulting...
Partner, Private Client Group Department: Tax, Private Client Group Supervises: Senior... Managers and Directors Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: The company is a Certified Public Accounting and Consulting firm based...
offices on fiduciary structures, tax, governance, and succession matters... holding structures Advise on residency relocation planning for wealthy international families Analyze complex taxation issues and develop strategies to mitigate tax exposure and benefit from... planning opportunities Dr...
Our Private Client and Tax Team at a Prestigious... - Private Client and Tax Division H2: About... Department: Private Client and Tax Location: New York... Salary: $180,000 - $220,000 (commensurate with experience) Job Type: Permanent -...
Firm Seeks Trusts, Estates & Wealth Preservation Staff Attorney in New Jersey or New York **MEMBERS ONLY**SIGN UP NOW***. US LLP, a top-rated law firm, is seeking a highly qualified part-time attorney to join our Trusts, Estates and Wealth Preservation practice. This...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm will be responsible for a variety of tasks related to estate administration for both taxable and non-taxable estates. Key responsibilities include: - Interacting...
Title: Associate - Trusts and Estates Job Responsibilities: - Provide legal counsel and representation to clients in matters related to estate planning, trust administration, and probate - Draft, review, and finalize a variety of estate planning documents, including wills, trusts, power of attorney,...
Title: Associate - Trusts and Estates Job Responsibilities: - Provide legal counsel and representation to clients in matters related to estate planning, trust administration, and probate. - Draft, review, and finalize a variety of estate planning documents, including wills, trusts, power of attorney,...
Title: Associate - Trusts and Estates Job Responsibilities: - Provide legal counsel and representation to clients in matters related to estate planning, trust administration, and probate. - Draft, review, and finalize estate planning documents, including wills, trusts, powers of attorney, and advance healthcare...
experienced Estates & Trusts Tax Paralegal to join their... for preparing estate and gift tax returns, fiduciary income... tax... returns, and court accountings... - Bachelor's degree in accounting, business, liberal arts, or related field and minimum of 3 years experience...
Title: Estates & Trusts Tax Paralegal Location: Albany, Buffalo,... an Estates & Trusts Tax Paralegal at **MEMBERS ONLY**SIGN UP NOW***.... **MEMBERS ONLY**SIGN UP NOW***. LLP, a leading regional law firm, is seeking a detail-oriented and resourceful Estates & Trusts Tax Paralegal to join...
Title: Estates & Trusts Tax Paralegal Salary Range: $69,750... an Estates & Trusts Tax Paralegal at Law Firm... H2: Competitive Salary and Comprehensive Benefits Package **MEMBERS ONLY**SIGN UP NOW***. LLP, a regional law firm with over 200 attorneys, is seeking a...
Private Client Services Associate - Join Our Growing Law Firm in New York City H2: **MEMBERS ONLY**SIGN UP NOW***. LLP Seeks Experienced Associate for Private Client Services Practice Group **MEMBERS ONLY**SIGN UP NOW***. LLP, a leading law firm, is seeking an experienced associate...
gather information for the preparation of legal documents or Medicaid documents. Work with clients to value, marshal and distribute estate assets. Identify and discharge all estate liabilities. Maintain and balance estate checking account. Preparation of estate and inheritance tax retu...
& Estates CounselJob OverviewAn established law firm is seeking a seasoned Trusts & Estates Counsel with a minimum of 5 years of experience to join its private client practice. This is an excellent opportunity for a knowledgeable attorney to take...