Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
Title: Wealth Strategist Job Responsibilities: - Partner with financial advisors to engage Ultra High Net Worth (UHNW) clients and prospects, typically with a net worth of $50 million and above, in discussions about advanced wealth transfer and philanthropic strategies, integrating these strategies...
Title: Paralegal - Trusts & Estates Job Responsibilities: - Responsible for the daily administration of trusts for a diverse range of clients, which includes managing accounts, preparing letters, and handling transfer forms. - Assist attorneys in drafting estate planning documents such as wills,...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts & Estates Paralegal at the law firm is responsible for a variety of tasks under the supervision of attorneys. Key responsibilities include: - Managing daily trust administration for various clients, which involves properly...
Title: Estate Planning & Probate Attorney Job Responsibilities: - Manage and oversee trust and estate planning matters, including drafting wills, trusts, and other related documents. - Handle all aspects of probate and estate administration to ensure compliance with all legal requirements. - Provide expert...
Title: Estate Planning & Probate Attorney Job Responsibilities: - Manage and oversee trust and estate planning matters, including drafting wills, trusts, and other related documents. - Handle all aspects of probate and estate administration to ensure compliance with all legal requirements. - Provide expert...
Title: Attorney Probate, Wills, and Guardianship Job Responsibilities: - Manage and oversee trust and estate planning matters, including drafting wills, trusts, and other related documents. - Handle all aspects of probate and estate administration to ensure compliance with all legal requirements. - Provide expert...
Title: Attorney Job Responsibilities: - Conduct legal research and analysis to support various legal proceedings and decision-making processes. - Draft and prepare legal documents, including contracts and agreements, ensuring they comply with current laws and regulations. - Provide legal advice and counsel on a...
Tax Professional (Paralegal) Job Category: Paralegals Requisition... Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At the law firm, we...
Tax Professional (Paralegal) Job Category: Paralegals... Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Multiple Locations Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with...
(FSCM) business unit. The main responsibilities include: - Preparing various tax returns including Estate Tax... Returns and Fiduciary Income... Tax Returns. - Maintaining financial records... of trusts, performing trust accounting, and auditing accounts. - Maintaining general ledger accounts, reconciling broker statements, and...
to support the attorneys and senior paralegals. Key duties include: - Preparing and assisting with the preparation of Gift Tax Returns, Estate Tax... Returns, and Fiduciary Income... Tax Returns. - Maintaining financial records... of trusts, performing trust accounting, and auditing accounts. - Managin...
Title: Paralegal - Trusts & Estates Job Responsibilities: The role of Paralegal - Trusts & Estates at the law firm involves a comprehensive range of estate planning tasks. The paralegal is tasked with assisting the firm's attorneys and senior paralegals in the...
by providing support to the law firm's attorneys and senior paralegals. Key responsibilities include: - Preparing and assisting in the preparation of Gift Tax Returns, Estate Tax... Returns, and Fiduciary Income... Tax Returns. - Maintaining financial records... of trusts, performing trust accounti...
responsibilities that support the Financial Services and Capital Markets (FSCM) business unit. The primary duties include assisting the firm's attorneys in estate administration, managing post-death irrevocable trusts, preparing necessary documents, and handling estate-related tax returns. The role involves... the pre...
Markets department at the law firm. This role involves a comprehensive range of estate administration tasks to support the firm's attorneys. Key responsibilities include: - Preparing various tax documents, such as Estate... Tax Returns and Fiduciary Income... Tax Returns. - Maintaining finan...
business unit. The role encompasses a wide range of estate administration matters. The CPA (Paralegal) will be responsible for: - Preparing various tax returns, including Estate Tax... Returns and Fiduciary Income... Tax Returns. - Maintaining financial records... of trusts, performing trust acc...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal at the law... managing estates, funding post-death irrevocable trusts, preparing necessary documents, and handling probate and estate-related tax returns. Essential duties include: -... Preparing various tax returns includi...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal is responsible for... estates, funding post-death irrevocable trusts, preparing necessary documents, filing estate-related tax returns, and managing client... cases. Key responsibilities include: - Preparing various tax returns, including...
Job Title: Tax Professional (Paralegal) Job Responsibilities: The Tax... Professional (Paralegal) will be... range of estate administration matters, providing assistance to the firm's attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, preparing and filing estate-related tax returns, and managing cli......
Markets (FSCM) business unit at the law firm. The primary responsibilities include assisting the firm’s attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, preparing and filing estate-related tax returns, and managing client... cases. Specific duties entail: - Preparing...
Services and Capital Markets (FSCM) business unit. The role involves handling a comprehensive range of estate administration tasks. Key responsibilities include: - Preparing various tax returns, including Estate Tax... Returns and Fiduciary Income... Tax Returns. - Maintaining financial records... of trusts, performi...
ensuring documents are saved to the document management system. - Assist with the execution of estate planning documents. - Draft initial versions of various state and federal tax reports and returns, including... Texas Franchise Tax No Tax Due Reports,... Texas Franchise Tax...
Title: Probate Litigation Paralegal Job Responsibilities: - Assist attorneys with all phases of litigation from case inception through discovery, resolution or trial, post-trial, and case closure - Prepare court filings and assemble exhibits - Draft and respond to discovery demands (interrogatories, requests to produce...
Job Title: Tax Planning Associate Experience: 1-4 years Salary:... Not specified Law Firm Seeking Tax Planning Associate in Houston -... Associate to join their Tax Planning and Business Transactions... firm environment. - . in Tax preferred, but . holders... a strong interest in tax planning and business transactions......
Offer strategic advice to clients on wealth preservation, tax planning, and estate administration. -... Assist clients through probate proceedings and related legal processes. - Guide clients in the distribution of assets and the execution of estate plans. - Represent clients in court proceedin...
Job Title: Tax Senior Analyst - FSO... - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: - Preparation of complex trust and estate fiduciary accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when needed. - Manage client relationships...
Title: Wealth Preservation Associate Job Responsibilities: - Engage in trust and estate planning and administration for high net worth individuals and families, with a focus on closely held business owners and corporate executives. - Design and prepare core estate planning documents, such as...
Title: Wealth Preservation Associate Job Responsibilities: The Wealth Preservation Associate will be involved in trust and estate planning and administration, primarily for high net worth individuals and families. The role focuses on closely held business owners and corporate executives. The day-to-day responsibilities...
Title: Wealth Preservation Associate Job Responsibilities: The Wealth Preservation Associate will be involved in the trust and estate planning and administration for high net worth individuals and families. This role particularly focuses on serving closely held business owners and corporate executives. Key...
Title: Wealth Management Advisory Attorney Job Responsibilities: The Wealth Management Advisory Attorney will serve as a primary legal contact for a wide range of legal matters within the Wealth Management business. This includes providing legal support to broker/dealer field personnel, which encompasses...
what you need to know: The Law Firm of Bryan Fagan is seeking an experienced Estate Planning & Probate Attorney to join our growing team. This position offers a competitive salary range of $70,000 to $130,000 a year, based...
Job Title: Tax Manager or Senior Manager,... and financial guidance. - Direct tax compliance and consulting services... as well as owner-managed and fast-growing start-ups. - Provide analyses of financial, gift, estate, and income tax... issues for ultra-high net-worth... individuals and families. - Esta...
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...
Job Title: Tax Senior, State and Local... Tax - Unclaimed Property Job Responsibilities: 1.... report of findings. - Develop relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR)... personnel, Department of Treasury, etc. - Stay updated on the l...
Title: Private Wealth Services Tax Manager Job Responsibilities: As a Private... Wealth Services Tax Manager, the primary responsibilities... secondary reviews of complex tax returns and providing income,... estate, and gift tax planning strategies for... high... the Private Wealth Services Tax team and making recommendations... tax...
Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical... Expertise: Deliver high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters affecting... ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining...
Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical... Expertise: Deliver high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters affecting... ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining...
Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical... Expertise: Deliver high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters affecting... ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining...
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 or Senior Manager,... financial matters. - Direct tax compliance and consulting services... owner-managed, and fast-growing start-ups. - Provide analyses of financial, gift, estate, and income tax... issues for ultra-high net-worth... individuals and families. - Establish meani...
Job Title: Tax Manager - 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. The role involves... tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the candidate will... aimed at delivering high-level tax services to individual clients,... Performing high-level reviews of tax research related to individual,... fiduciary, partnership,...
Job Title: Tax Manager - 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. - Preparing and leading... tax...
OverviewA law firm seeks a highly experienced Trusts and Estates Attorney in Houston, Texas, with 20 years of practice handling sophisticated estate planning, trust administration, and related matters. This role is designed for a senior-level attorney with deep technical expertise,...