Job Title: Private Wealth Tax Manager Job Responsibilities: - Provide compliance... entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Engage in multiple... projects that deliver proactive tax planning and strategic consulting,... including federal estate, gift, charitable pl...
Sr Manager, Private Wealth Tax Job Responsibilities: The Sr Manager,... Private Wealth Tax at the company will... be part of a rapidly expanding High Net Worth Tax practice, focusing on the... unique challenges faced by wealthy individuals and privately held business...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... role of Tax Director in the Private... family offices, and their private businesses or investment entities. The responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax...
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... partnership, S-corp, trust, estate, gift, and state tax returns. -... Work on multiple... engagements that deliver proactive tax planning and strategic consulting... including federal estate, gift,...
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...
Title: Legal Counsel, Investments Job Responsibilities: - Collaborate with investment professionals to lead the legal process for fund and co-investment opportunities, including analysis and adaptation of Limited Partnership Agreements (LPAs), Private Placement Memorandums (PPMs), subscription materials, and related documentation, tailored to the...
Title: Privacy Attorney Job Responsibilities: - Provide legal advice to the global Data Transformation (DX) teams on privacy matters regarding new and materially changed initiatives. - Initiate and conduct efforts aimed at promoting and ensuring compliance with global privacy rules and other privacy...
experience including complex estate, tax and wealth planning. Must... eligible for re-positioning include: tax-oriented real property and transactional... Will involve in primary areas include estate and tax planning for high net... worth individuals and families, estate administration, income tax, transfe...
individuals on complex estate tax planning needs. - Draft and... review estate planning documents, including revocable and irrevocable trusts, wills, deeds, and powers of attorney. - Assist with probate and trust administration matters. - Prepare Form 706 estate tax returns. - International estate planning......
Attorney Employment Law Attorney Real Estate Attorney Corporate Attorney Immigration Attorney Intellectual Property Attorney Paralegal Positions Estate Planning Paralegal Litigation Paralegal Employment Law Paralegal Real Estate Paralegal Corporate...
Title: Remote Estate Planning Attorney Job Responsibilities: - Conduct estate planning consultations via Zoom or phone with warm, qualified leads. - Build trust and guide clients to move forward confidently with their estate plans. - Draft and review estate planning documents, including revocable living...
Title: Senior Estate Planning Attorney (Remote) Job Responsibilities: As a Senior Estate Planning Attorney at the law firm, you will be an integral part of a mission-driven team focused on providing high-quality estate planning and probate services. Your primary responsibilities...
San Jose firm splits its business into four general practice areas: corporate, trusts and estates, commercial litigation, and real estate. Although compensation is below market, the firm genuinely seems dedicated to its attorneys’ professional growth and social development; among...
Title IP Litigation (Hard Tech) Associate Attorney (Mid-Level) Job Responsibilities The role of an IP Litigation (Hard Tech) Associate Attorney at the law firm involves representing clients in high-profile and complex patent disputes within the tech, life sciences, and consumer...
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...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal is responsible for... post-death irrevocable trusts, preparing necessary documents, and managing probate and estate-related tax returns. Key responsibilities include: -... Preparing various tax returns, including Estate Tax... Return...
of estate planning matters. This role involves providing assistance to the firm’s attorneys and senior paralegals in various capacities, including: - Preparing and assisting with the preparation of Gift Tax Returns, Estate Tax... Returns, and Fiduciary Income... Tax Returns. - Maintaining finan...
and Capital Markets business unit by handling a comprehensive range of estate administration tasks. This includes assisting attorneys in administering estates, funding post-death irrevocable trusts, preparing necessary documents, and managing client cases. Key duties include: - Preparing estate-related tax returns, incl...
business unit, focusing on estate administration matters. Key responsibilities include: - Preparing various tax returns, such as Estate... Tax Returns and Fiduciary Income... Tax Returns. - Maintaining financial records... of trusts, performing trust accounting, and auditing accounts. - Managing General Ledger accounts, reco...
Title: Associate Attorney Job Responsibilities: 1. Case Management: - Oversee caseload by maintaining accurate records and client communication in internal systems. - Review and approve estate planning documents, including but not limited to Wills, Revocable Living Trusts, Irrevocable Trusts, trust administration documents,...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be responsible for a variety of tasks centered around estate planning and client consultation. Key responsibilities include: - Case Management: Overseeing caseload by maintaining accurate records and client communication within...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal The candidate will be assisting attorneys with the preparation of fiduciary, gift and estate tax returns,... and fiduciary accountings. Assisting attorneys with...
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...
and implementing estate plans, trust administrations, and probates. The ideal candidate will have expertise in estate tax planning, trust planning, and... conservatorships, with proficiency in relevant legal software and strong communication Duties:Collaborate with clients to create comprehensive estate plans...