Title: Probate, Trust, and Estate Planning Paralegal Job Responsibilities: The Probate, Trust, and Estate Planning Paralegal is responsible for managing and assisting with the entire probate and trust process from start to finish. Key duties include: - Administering probate and trust processes, which...
Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax Compliance... review of advanced estate, gift, and trust tax returns... federal, state, and local tax regulations. - Resolve complex technical... tax issues and maintain high-quality... standards in all deliverables. Tax Planning and Strategic Advisory: -...
Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership in... Tax Compliance and Oversight: - Oversee... review of advanced estate, gift, and trust tax returns... (Forms 706, 709,... on accuracy and strategic tax optimization. - Ensure that all... federal, state, and local tax regulations, while proactively addressing... tax...
Advising clients regarding the tax implications of estate planning... and minimizing tax liabilities through strategies such... as gift and estate tax planning. -... Handling the probate... process, including court proceedings, asset valuation, debt settlement, and distribution of assets. - Managing and administering...
Advise clients on the tax implications of estate planning,... including strategies for minimizing tax liabilities through gift and... estate tax planning. -... Handle the probate... process, which includes court proceedings, asset valuation, debt settlement, and the distribution of assets. - Manage and...
information and prepare various tax returns. Key responsibilities include: -... Preparing and filing Federal and state estate and gift tax returns - Preparing and... filing... Federal and state fiduciary income tax returns - Preparing estate and... trust accountings - Preparing info...
Title: Paralegal - Private Client Job Responsibilities: - Assist attorneys in representing clients in estate planning and probate matters. - Facilitate the collection, distribution, reporting, and transfer of estate assets. - Prepare inventories and asset schedules based on client information. - Develop financial accounts for...
administration. - Manage various aspects of trust and estate administration, including preparing and filing probate pleadings, beneficiary and creditor notices, inventories, accountings, and tax documents. - Prepare and file... deeds and property transfer affidavits. - Draft routine estate planning documents such as f...
Title: Estate Planning Attorney About Us: Law firm is an organization that helps clients solve complex business issues on time and on budget. With a commitment to excellence and a dynamic, innovative approach to delivering legal services reimagined for the 21st century,...
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 related to individual,... closely-held corporations, estate, 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......
Title: Paralegal - Private Client Job Responsibilities: - Assist attorneys in representing clients in estate planning and probate matters. - Assist in the collection, distribution, reporting, and transfer of estate assets. - Prepare inventories and asset schedules from client information. - Prepare financial accounts for...
associate attorney with 2-6 years of focused experience in estate, tax, and business succession planning.... This role offers the chance to engage deeply with high-net-worth individuals, family-owned businesses, and multi-generational clients, delivering tailored legal strategies in a highly personalized...