advise clients on relevant state and federal tax laws. - Advise shareholders of... closely held corporations on estate and gift tax issues, executive compensation... issues,... and business succession. - Advise on charitable contributions and the formation and operation of charitable foundations. - W...
attorney requests. - Draft business plans and financial reports. - Prepare both income and estate tax returns. - Provide excellent client... service, ensuring satisfaction and addressing any inquiries or issues. - Utilize strong written and verbal communication skills to effectively interact with clients...
Title: Wills, Trusts & Estate Phone Attorney Job Responsibilities: - Advise clients via phone concerning Elder Law, Trusts, & Estate matters. - Draft and review legal documents, such as wills, trusts, and advanced directives. Education and Experience Information: - Juris Doctor degree is required. - Admission...
Title: Estate Administration Paralegal Job Responsibilities: As an Estate Administration Paralegal at the law firm, you will play a crucial role in supporting attorneys with the probate and trust administration process. Your responsibilities will include: - Preparing and filing probate petitions and related...
Administration Attorney Job Title: Estate Administration Attorney Job Responsibilities: The Estate Administration Attorney is tasked with managing and overseeing the administration of estates and trusts. This includes providing expert legal advice on complex probate matters and representing clients in court when necessary. The attorney...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... leadership, technical, business development, and people skills, to deliver tax compliance and consulting services... to high net-worth clients. The duties include: - Engaging in tax and consulting assignment...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: - Manages tax and consulting engagements, identifying... and addressing client needs, tax planning, and consulting opportunities. -... gather necessary information for tax return preparation. - Reviews individual,... S-Corp, foundation, partnership, and gift tax returns, providing written......
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participates in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... gather information needed for tax return preparation. - Develops an... S-Corp, foundation, partnership, and gift tax returns, both Federal......
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......
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be a member of the Trusts and Estates practice at the law firm. The primary responsibilities include: - Estate planning: Developing and implementing strategies for estate planning, including drafting wills,...
distinguished legal practice in Ronkonkoma, NY, seeks an accomplished attorney to take the helm of its Trusts & Estates division. This role presents a rare opportunity to counsel affluent clients on intricate estate planning matters, guiding them through asset preservation...