Information: The salary for this position is competitive and commensurate with experience. Experience Information: Mid-level associate with at least 4 years of experience in Private Wealth Services Practice. H1: Mid-Level Private Wealth Services Associate H2:...
wealth preservation strategies, business succession planning, and family-office planning. - Engage in sophisticated income, estate, gift, and generation-skipping transfer tax... planning for high-net-worth individuals. -... Draft estate planning documents, including wills, revocable trusts, and irrevocable trusts, such as intentionally defective grantor trusts...
Title: Planned Giving Bequest Administration Specialist Job Responsibilities: The Planned Giving Bequest Administration Specialist is an essential role within the department, focusing on the accurate and efficient fulfillment of legacy gifts to the company Foundation. Reporting to the Director of Planned Giving,...
$120,000 - $170,000 H1: Mid-Level Private Wealth Services Associate at Law Firm in South Florida H2: Seeking Experienced Associate with . in Taxation for business succession, estate planning, tax, and business transactions - Practice... includes succession and tax planning for individuals and......
include complex planning and tax issues, working with sophisticated... clients and large estates. A portable practice, an . in tax or significant experience and... a willingness/history working with other attorneys to enhance service to clients...
planning, and family-office planning. - Engage in sophisticated income, estate, gift, and generation-skipping transfer tax... planning for high-net-worth individuals,... requiring 2-5 years of experience in these areas. - Draft estate planning documents, including wills, revocable trusts, and irrevocable trusts, such as...
Firm Seeks Experienced Estate Planning Attorney in Florida **Members Only**, a leading law firm in Florida, is seeking an experienced Estate Planning Attorney to join their team. This position offers the opportunity to provide a range of estate planning, estate...
Firm Seeks Trusts, Estate Planning, Probate Attorney with 4+ Years of Experience H1: Trusts, Estate Planning, and Probate Attorney Wanted in Tampa, FL H2: Join Our Team as a Trusts, Estate Planning, and Probate Attorney Are you...
Title: Partner Level Attorney Job Responsibilities: - Engage in the practice of law within the core practice areas of Estate Planning and Wealth Preservation. - Collaborate with clients to develop strategies for estate planning and wealth preservation. - Provide legal advice and representation to...
Title: Tampa Private Wealth Services Associate Job Responsibilities: The role of the Tampa Private Wealth Services Associate involves handling legal matters related to trusts and estates litigation. The successful candidate will engage with a variety of clients including individuals, families, charities, and...
Title: Associate - Trusts & Estates Job Responsibilities: The Associate in the Trusts & Estates department will be responsible for providing legal counsel and representation in matters related to trusts and estates. The role involves immediate responsibility and client exposure, working on...
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 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: Intern – Tax Services – 2026 Job Responsibilities:... As a Tax Services Intern, you will... Assisting with research on tax laws, rules, and regulations,... and analyzing their application to specific situations. This may involve drafting memorandums to defend decisions...
Job Title: Tax Managing Director - Premier... Client Relationship Management & Tax Compliance Oversight: Design and... for the premier wealth tax practice, including service offerings,... a dedicated team of tax professionals, focusing on strategies... that support continued growth in this...
Tax Manager - Ultra High... of individual and business tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. Manage and oversee... entity, individual, fiduciary, and gift/estate taxation and provide consistency... in tax preparation due to the... complexities of...
Job Title: Federal Tax Senior Associate, Lead Tax... Services Job Responsibilities: The Federal Tax... Senior Associate is tasked... projects within the Lead Tax Services practice, which necessitates... Key responsibilities include: - Performing tax consulting which involves conducting... tax research and collaborating with... clients on various tax matters. - Planning and implementing......
Associate Attorney – Estate Planning, Business Law, Probate ## **Members Only** **Members Only** is seeking a disciplined and entrepreneurial Associate Attorney who desires to work in an encouraging, team-focused atmosphere. The successful candidate will also be personable and conscientious with...
involves delivering strategic legal solutions in areas such as business succession, estate planning, tax planning, and business transactions.... The ideal candidate will work with closely held and family-owned businesses, offering tailored legal strategies in a collaborative and supportive professional ...