Title: Estate & Business Planning Paralegal & Client Care Program Coordinator Job Responsibilities: Estate Planning Paralegal Duties (40% of role): - Document Preparation & Management: Draft comprehensive estate planning documents, including revocable living trusts, wills, powers of attorney, and healthcare directives under attorney...
Title: Estate Planning and Probate Attorney (Licensed in Texas) Job Responsibilities: - Represent clients in probate matters, including independent administration, dependent administration, and probate litigation. - Advise and assist clients in creating comprehensive estate plans, including wills, trusts, powers of attorney, and other...
Title: Associate Attorney Job Responsibilities: - Design simple to complex estate planning packages that align with clients' needs and wishes, utilizing Lipman’s Westlaw and Wealth Counsel for personalized and complex estates. - Review and draft comprehensive estate planning documents, including wills, trusts, and...
Job Title: Tax Manager, Private Client Services... per year Travel Required: Yes, 25% of the time H1: Join BDO's Private Client Services Team as a Tax Manager H2: High Net-Worth... Tax Consulting and Compliance Opportunity... BD...
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 work papers and tax... returns. Your role includes... preparing and leading...
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...
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......
Overview: A well-established law firm specializing in probate and estate planning is seeking a motivated, client-focused Associate Attorney to join its team. This role provides the opportunity to work on a variety of estate planning and probate matters, offering a...