loans for, generally for tax relief and property buyout... purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,...
loans for, generally for tax relief and property buyout... purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,...
loans for, generally for tax relief and property buyout... purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,...
both federal and state tax issues. - Draft appropriate... for clients, emphasizing the tax ramifications of each document.... - Prepare 706 returns for review by an accountant. - Develop legal plans for clients' assets. - Under the supervision of the...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will join the Taxation, Trusts & Estates Department at a law firm. The primary responsibilities include trust administration and the development of sophisticated estate planning solutions tailored for...
trusts and estates matters. The key responsibilities include: - Developing advanced estate and tax planning strategies tailored to... the needs of high-net-worth clients. - Advising clients on estate, gift, generation-skipping transfer, capital gains,... and property tax planning. - Managing proba......
planning needs. - Advise high-net-worth individuals on complex estate tax planning. - Draft and review... estate planning documents, including revocable trusts, irrevocable trusts, wills, deeds, and powers of attorney. - Assist with probate and trust administration matters. - Prepare Form 706 estate tax retur...
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...
Title Wealth Transition Services Tax Manager - 1041 Expert... a Wealth Transition Services Tax Manager includes: - Reviewing... hedge funds, partnerships, and S corporation implications for Form 1041 filings. - Collaborating with tax staff to ensure 1041... tax returns...
Title Wealth Transition Services Tax Senior Manager - 1041... a Wealth Transition Services Tax Senior Manager involves a... variety of tasks and responsibilities, including: - Reviewing ultra-high net worth 1041s and addressing technical firmwide 1041 questions, which may include multi-state...
Job Title CPA/Sr. Tax Accountant Job Responsibilities The... CPA/Sr. Tax Accountant at the law... preparation of all clients' tax returns. This role requires... technical skills in various tax, accounting, and compliance areas,... Handling tax compliance for gift and estate tax returns,......
Title: Wealth Transition Services Tax Manager - Tax &... develop plans based on tax perspectives, including cash flow... and estate plan flow. - Interpreting and reviewing various legal documents related to estate and business succession planning. - Providing tax planning and consultin...
Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and... state level estate tax returns. - Collaborating with staff... ensure estate and GST tax returns are completed accurately... and by the required deadlines, adhering to company processes. - Interpreting and reviewing various legal...
only have the best **Members Only** positions, but we also have the most. Brown & Streza, LLP is a mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and... Mer...
both federal and state tax regulations. - Draft appropriate... primary focus on the tax ramifications involved. - Prepare... 706 tax returns for review by... an accountant. - Develop legal plans for clients' assets. - Under the supervision of the law...
Job Title: Estate & Tax Planning Associate Job Responsibilities: The Estate... & Tax Planning Associate at the... law firm will be tasks including estate and tax planning, trust administration, and... a strong background in gift and estate tax matters,... which includes the......
Job Title: Estate & Tax Planning Associate Job Responsibilities: The Estate... & Tax Planning Associate will be... expertise in estate and tax planning, trust administration, and... Family Office setting, to meet their specific estate and tax planning needs. Key responsibilities... include: - Developing...
Title: Senior Family Law Litigation Attorney Job Responsibilities: - Provide legal services in all aspects of family law, estate planning, and probate law, with a specialization in high asset and highly complex family law cases. - Exhibit substantive knowledge of statutes, regulations, and...
supporting attorneys in the Tax/Employee Benefits/Trusts & Estates department... at the law firm. This role involves a variety of tasks centered around estate planning and trust administration. Key duties include: - Engaging with clients, trustees, and family members to draft and...
Job Title: Tax Senior, Private Client Services... Job Responsibilities: A Tax Senior in the Private... professional experience to provide tax compliance and consulting services... to high net-worth clients. Their responsibilities include: - Participating in tax and consulting engagements to... identify...
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... is tasked with providing tax compliance and consulting services... and entertainers with complex tax and financial structures. Key... responsibilities include: - Managing tax and consulting engagements, identifying......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... technical, business development, and people skills to deliver tax compliance and consulting services... to high net-worth clients. Key responsibilities include: - Managing tax and consulting engagements ......
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. -... information necessary for preparing tax returns. - Develops an understanding... S-Corp, foundation, partnership, and gift tax returns across both......
Job Title: Tax Manager - Private Wealth... Job Responsibilities: As a Tax Manager in the Private... Wealth Tax practice at the company,... aimed at providing high-quality tax services to ultra-affluent clients.... tax closely-held corporations, estate, and gift work papers and 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......
Tax Manager - Estate, Gift & Trust Job Responsibilities: - Deliver... high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters affecting... excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax engagements. -... M...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager within the Private... responsible for providing high-level tax compliance and consulting services... to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers. The role requires a blend...
Job Title: Tax Senior, State and Local... Tax - Unclaimed Property Job Responsibilities:... The Tax Senior, State and Local... Tax - Unclaimed Property, is... for advising clients on tax implications and accounting-related matters... clients in understanding the tax implications of their business......
Planning Attorney Job Title Estate Planning Attorney Job Responsibilities - Conduct initial consultations with clients to understand their estate planning needs and objectives. - Identify the appropriate strategy to meet the client’s expressed objectives, including advising on the appropriate type of trust(s) to fulfill those...
Associate Attorney specializing in Tax and Estate Planning in... Irvine, CA. The successful candidate will work on foundational and advanced estate planning matters, providing expert legal advice and drafting customized documents advanced estate and income tax planning foundational and......