Title: Estate Planning Attorney Job Responsibilities: - Lead initial client consultations and strategy sessions with prospective clients to assess their goals and recommend tailored estate planning solutions. - Educate clients on estate planning instruments such as wills, trusts, powers of attorney, and advance...
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...
and Estates Attorney (Norfolk, VA) - Join Our Dynamic Team at Law Firm H1: Exciting Opportunity for Trusts and Estates Attorney in Norfolk, VA H2: Advise Clients on Estate Planning, Asset Protection, and More Woods Rogers, a...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... professional experience to deliver tax compliance and consulting services... Key responsibilities include: - Managing tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities. -......
Job Title: Manager, Tax - Private Client Job Responsibilities: -... Providing tax compliance and tax advisory... services to individuals, partnerships, trusts, estates, and private foundations. - Developing, building, and managing client relationships as part of the proposal process. - Participating in networking activities to...
Title: Elder Law Attorney Job Responsibilities: - Specialize in elder law with a focus on long-term care and special needs planning. - Engage in long-term care Medicaid eligibility planning. - Potentially handle estate planning and estate/trust administration. Education and Experience Information: - Must have 3-5 years...
the full lifecycle of estate planning matters, and contributing to the growth of the legal team. The attorney will engage in proactive client consultation, customized plan drafting, and apply a deep understanding of estate, trust, tax, and asset protection ......