Title: Private Client/Probate Paralegal Job Responsibilities: - Assists lawyers in probate and trust administration, ensuring that all legal processes are followed accurately and efficiently. - Drafts and electronically files various probate pleadings and accounting documents, maintaining compliance with legal standards and deadlines. - Assists...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice at the company,... performing high-level reviews of tax research related to individual,... closely-held corporations, estate, and gift tax work papers and... returns.... consulting projects, focusing on tax planning opportunities and the......
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, your primary responsibilities... Performing high-level reviews of tax research for individual, fiduciary,... closely-held corporations, estate, and gift work papers, and tax... returns. - Preparing and leading... tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the primary responsibilities... Conducting high-level reviews of tax research for individual, fiduciary,... closely-held corporations, estate, and gift work papers and tax... returns. - Preparing and leading... tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, your primary responsibilities... performing high-level reviews of tax research related to individuals,... closely-held corporations, estates, and gift work papers and tax... returns. You will prepare... tax...
Life Insurance Trusts. - Gift Trusts. - Irrevocable Grantor... Trusts. - Private Settlement Agreements. - All paths of estate administration. - Guardianships (person and estate). - Gift tax return preparation. -... Fe...
Title: Estate Planning Paralegal Job Responsibilities: - Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and healthcare directives. - Review and analyze financial statements, beneficiary designations, and deeds. - Coordinate and manage trust funding and asset alignment. - Assist with probate...
Title: Trust, Estate & Business Planning Attorney Job Responsibilities: The attorney will be responsible for providing legal services in the areas of trust, estate, and business planning. This includes working with closely-held family businesses, agricultural producers, and agribusinesses to deliver succession planning...
Promote the use of the company's services among existing and potential clients by providing estate and charitable gift planning. - Act as... an in-house estate planning resource for staff and clients, including client education, reviewing and summarizing client estate plann...
their team in either the Cleveland or Detroit office. This is a great opportunity for an experienced attorney with a minimum of 10 years of experience in complex estate planning, estate and trust administration, estate and gift tax strategies, bus...
documents, client communications, and tax documents for Estate Planning... and Administration attorneys • Coordinate with financial planners, Certified Public Accountants, and other professionals for transfer of assets during and after clients' lifetimes • Conduct research on real estate titling and...
successful candidate for this position will have a minimum of 5 years’ experience in estate planning and probate law. The candidate must also have a Juris Doctor degree from an accredited law school and be an active member in good...
Estate Planning and Income Tax Experience: 5+ years in... fiduciary or personal income tax Salary: Competitive with benefits... Estate Planning and Income Tax at Law Firm H2:... Experienced Paralegal for Estate Planning and Income Tax Role **MEMBERS ONLY**SIGN UP NOW***., a... hig...
in estate planning and/or tax law Job Description:... an associate attorney in our estate planning department, you will work closely with our senior attorneys to provide comprehensive estate planning, tax advisory, and elder care... planning services to our clients...
Salary will be commensurate with experience and includes a competitive benefits package. Law Firm seeks Trusts and Estates Associate Attorney with 2-5 years of experience in estate planning, probate, and trust administration. The ideal candidate will have a JD...
immediate consideration, please apply online and submit a cover letter, resume, law school transcript, and writing sample. BOLD HEADLINE: Join the Private Wealth Group at a Top Law Firm in Cleveland! H1 HEADING: Mid- to Senior-Level Private Wealth...
Law Firm Seeks Experienced Tax Attorney for Corporate, Tax... & Transactional Service Line... Exciting Opportunity for a Tax Attorney with 5+ Years... Are you a skilled Tax Attorney with a passion... for complex and challenging tax work? Shumaker is seeking... Tax...
Law Firm Seeks Experienced Tax Attorney for Challenging and... Shumaker and Take Your Tax Law Career to the... Exciting Opportunity for Experienced Tax Attorney at Shumaker ... for a highly skilled Tax Attorney to join our... Corporate, Tax & Transactional Service Line.... tax...
Title: Experienced Tax Attorney at Law Firm... Join Shumaker as a Tax Attorney and Experience Legal... Exciting Opportunity for a Tax Attorney in Corporate, Tax... & Transactional Service Line... Are you a Tax Attorney looking for a... currently seeking an experienced Tax Attorney to join our... Tax...
Planning Attorney The candidate should have 5+ years of practice experience. Estate planning is experience is required. Medicaid Planning is a plus. License to practice in Ohio, (KY and IN a plus) is required....
Firm is currently seeking an experienced Estate Planning Attorney to join their Toledo office. This is a great opportunity for an attorney with 2-7 years of experience in estate planning looking to grow their practice and work with a dynamic...
Title: Corporate Member Attorney with Estate Planning Expertise Salary: Competitive, commensurate with experience Experience: Minimum of 10 years in corporate transactions, complex estate planning, and business succession planning Law Firm: **MEMBERS ONLY**SIGN UP NOW***. Location: Cleveland, Ohio Overview: **MEMBERS ONLY**SIGN UP NOW***., a leading...
Tax Senior - Business Tax... Services - Private Tax... - Partnerships Location: New... York Other locations: Anywhere in Country Salary: Competitive Date: Dec 27, 2024 Job description Requisition ID: 1544334 At EY, you’ll have the chance to build a career...
Tax Senior - Business Tax... Services - Private Tax... - Partnerships Location: New... York Other locations: Anywhere in Country Salary: Competitive Date: Dec 27, 2024 Job description Requisition ID: 1544334 At EY, you’ll have the chance to build a career...
Tax Managing Director, Private Client... touch 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 i...
Tax Managing Director, Private Client... touch 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 i...
is currently seeking a Tax Experienced Senior in Private... Client Services for our Nashville, TN office. This role requires a Bachelor's degree in Accounting, Finance, Economics, or Statistics, with a Master's years of prior relevant tax experience and/or experience in......
The Private Wealth Tax Specialist position is a... have at least 10 years of relevant experience and a college degree in accounting or a related field. The main responsibilities of this position include conducting tax research, assisting with tax-planning......
is currently seeking a Tax Manager for their Private... investment vehicles, charitable pursuits, and closely-held business concerns. The Tax Manager will also be... responsible for providing solutions to complex tax issues and leading client... meetings related to tax planning opport...
Job Title: Tax Manager, Investment Management, Private... or industry, with at least 3 years in investment management Location: 29 locations available Department: Private Wealth Tax Services Company: **MEMBERS ONLY**SIGN UP NOW***. Tax... LLP Position Summary:... - Seeking a strategic and kn...
Job Title: Tax Manager - Private Wealth... (Central Region Office Locations) Experience: 5+ years in public accounting or equivalent in law firms or industry Salary Range: $84,980 to $169,650 (dependent on individual qualifications and experience) Position Summary: -...
Services is seeking a Tax Experienced Senior to join... and extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complicated tax and financial structures. The... Private Client Services Practice specializes in...
role. As a Tax Manager or Senior Manager,... interns on assigned projects Stay current on tax laws and regulations and... communicate changes and updates to clients Identify and implement tax planning strategies for clients... Lead clien...
Title: Junior Counsel - Farm Succession & Legacy Preservation Job Responsibilities: Farm Succession: - Assist with drafting basic trusts, including revocable and irrevocable trusts. - Lead the drafting of will-based plans. - Assemble baseline information for asset spreadsheets. - Generate attractive plan diagrams showing plan steps. -...
The role of Tax Senior, Private Client Services... exciting opportunity for experienced tax professionals looking to work... serving individuals with complex tax and financial structures. As... a Tax Senior, you will use... professional experience to provide tax compliance and consulting services......
Tax Manager, 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 experien...
Tax Manager, 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 experien...
is currently seeking a Tax Senior Manager, Private Client... our Nashville, Tennessee office. This position will primarily focus on providing tax compliance and consulting services... to high net worth individuals and their families. The ideal candidate will have a str...
The Tax Senior Manager, Private Client... Services position is a full-time role that offers a competitive salary and comprehensive benefits package. This position requires a bachelor's degree in Accounting and a CPA or Licensed Attorney certification, with a preference for...
Park Avenue, New York, NY, 10017, US 6225 Smith Avenue, Baltimore, MD, 21209, US 8200 Tower, 8200 Tower, Suite 400, Bloomington, MN, 55437, US 600 Superior Avenue East, Cleveland, OH, 44114, US BDO is currently seeking a Tax Manager...
Private Client Services Tax Senior: High Net-Worth Tax... Consulting and Compliance ... Are you an experienced tax professional with a passion... and is seeking a Tax Senior to join our... technical, business development, and people skills to provide tax compli...
E. Fifth Street, Suite 1900, Cincinnati, OH, 45202, US 200 Public Square, Suite 2600, Cleveland, OH, 44114, US 201 East 5th Street, Suite 1300, Cincinnati, OH, 45202, US 3200 Northline Avenue, Suite 100, Greensboro, NC, 27408, US 7015 College Blvd,...
offers the opportunity to work closely with a group of experienced attorneys while managing complex estate planning and administration matters. The ideal candidate will be a self-driven professional with a deep understanding of estate and gift tax law, strong communication......