Job Title: Tax Director - Private Client... Services (PCS) Job Responsibilities: - Review tax projections, workpapers, and returns,... State Individual and Fiduciary tax returns. - Oversee and manage... the tax return process, including the... identification and resolution of tax issues. - Apply experience with... tax...
Job Title: Tax Senior Manager - Private... environment that values exceptional client service and tax expertise. - Oversee tax... planning and compliance functions... for ultra-high net worth individuals and their families, with a focus on clients in the financial s...
probate. This includes, but is not limited to: Drafting wills, trusts, powers of attorney, and other estate planning documents Advising clients on structuring their estates to meet their goals and objectives Preparing estate tax returns...
Title: Associate Attorney - Estate Planning & Elder Law Job Responsibilities: - Handle Estate Planning matters with a focus on Medi-Cal planning. - Manage all aspects of Estate Planning, Conservatorships, Probate cases, and Trust Litigation. - Provide compassionate legal counsel in Elder Law. - Conduct...
Title: Estate Planning Attorney Job Responsibilities: - Conduct client consultations and listening-focused meetings to understand their estate planning needs. - Translate complex legal concepts into clear, client-friendly explanations to ensure clients understand their estate plans. - Review trusts, wills, powers of attorney, and related...
Title: Tax & Estate Attorney Company: Company Schedule:... Remote (Must live within a commutable distance of Orange, California) Employment Status: Direct Hire FTE Opportunity Position Overview The company is seeking a Tax & Estate Attorney with... in advanced estate, income tax, and trust administration matters.......
aspects of estate and tax planning. The role involves... implementing estate plans, as well as providing related legal advice. Additionally, the attorney will handle trust and probate administration. While experience with real estate and/or fiduciary tax and accounting is ......
Trusts & Estates and Tax Attorney Job Responsibilities: The Trusts &... Estates and Tax Attorney at the law... on comprehensive estate and tax planning. The role involves... as well as providing tax analysis and advice. Key... clients on estate and tax planning strategies - Designing and......
to join our team as an Estate Planning Lawyer. **Members Only**, is a leading law firm specializing in estate planning, tax optimization, asset protection and... succession planning. With a focus on providing exceptional legal services to our clients, we pride...
Planning Lawyer – Join a Dynamic and Growing Law Firm in Nevada! H1: Estate Planning Lawyer Opportunity in Nevada H2: Join a Leading Law Firm and Make a Difference in Clients’ Lives Are you a talented and experienced...
Planning Attorney Job Title Estate Planning Attorney Job Responsibilities - Conduct initial consultations with clients to understand their estate planning needs. - Identify and recommend appropriate strategies to meet clients' objectives, including advising on the suitable type of trusts. - Draft estate planning documents, such as...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a part of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Trust administration and providing sophisticated estate planning solutions tailored...
Secretary (Private Client and Tax) Duties: Drafts letters and... trust and estate related documents; collects and analyzes information; prepares charts, graphs, and other visuals. Frequent communications with clients on behalf of attorneys. Effectively transcribes dictation for written communication and documents...
at the law firm. The role involves a comprehensive range of estate administration activities, providing critical support to the firm’s attorneys. The primary responsibilities include: - Preparing various tax returns, particularly Estate Tax... Returns and Fiduciary Income... Tax Returns. - Maintaining fin...
and services related to tax and wealth planning for... high-net-worth clients. This role involves working closely with clients to understand their financial objectives and developing strategies to achieve them. The associate will be expected to manage complex transactions and provide...
Title:** Deputy County Counsel - Real Estate **Job Responsibilities:** The Deputy County Counsel - Real Estate is tasked with performing complex legal work for the Board of Supervisors, County departments, and associated agencies. Key responsibilities include: - Providing legal advice and representation...
of trust and estates transactions, administration, and litigation. Your key responsibilities will include: - Assisting attorneys in drafting estate planning and funding documents, real estate transfer documents, probate and trust litigation pleadings, and gift and estate tax returns. -... Compiling supporting documentation...
matters. This role involves providing assistance to the firm's attorneys and senior paralegals in various tasks related to estate administration, trust funding, and client case management. Key responsibilities include: - Preparing and assisting with the preparation of Gift Tax Returns, Estate...
complex domestic and international tax, wealth transfer, and succession... ultra-high net worth individuals and families. - Develop personal, often multi-generational relationships with clients and their trusted advisors. - Counsel clients on core estate planning, privacy structures, advanced gift, estate, and generation-skipping tr......
Secretary (Private Client & Tax) at **Members Only**worldwide Law Firm... Secretary (Private Client & Tax) Salary Information: The... this role is $70,000 - $100,000. Job Title: Legal Secretary (Private Client & Tax) Experience: 2+ years... of administrative experienc...
and sophisticated estate planning documents. - Incorporate estate and income tax planning strategies, including the... creation and management of irrevocable trusts. - Build and maintain strong client relationships, demonstrating the ability to lead in-person meetings with clients. - Collaborate within a team en...
Responsibilities: - Prepare gift and estate tax returns... - Manage probate division cases from start to finish - Calendar cases and advise attorneys of upcoming deadlines - Handle post-mortem administration issues - Draft trusts and wills as needed...
level attorney with significant expertise in high-net-worth wealth planning. The successful candidate will be responsible for managing large projects, interfacing with clients and their external advisors, and demonstrating a solid grasp of estate, gift, and GST tax planning... strategies. E...
Job Title: Tax Senior Analyst - FSO... Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust... & Estate Accounting Services (FTEAS) at the company plays a crucial role in the success and growth of the FTEAS business. The primary responsibilities...
unit at the law firm. This position involves a comprehensive range of estate administration tasks, supporting the attorneys of the law firm in managing estates, administering irrevocable trusts post-death, preparing necessary legal documents, and handling estate-related tax returns along wi...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal at law firm... is tasked with a comprehensive range of estate administration duties. client cases. - Preparing various tax returns, specifically Estate Tax... Returns and Fiduciary Income... Tax...
matters. This role requires a strategic and client-focused approach with proficiency in developing advanced estate and tax planning strategies. Key responsibilities... include advising high-net-worth clients on estate, gift, generation-skipping transfer, capital gains,... and property tax planning. The role also......
supporting attorneys within the Tax/Employee Benefits/Trusts & Estates department.... Key responsibilities include: - Engaging with clients, trustees, and family members to draft and refine essential legal documents such as trusts, wills, powers of attorney, and healthcare directives. - Handling post-mortem real estate...
supporting attorneys in the Tax/Employee Benefits/Trusts & Estates department... across various tasks related to estate planning and trust administration. Key responsibilities include: - Engaging with clients, trustees, and family members to draft and refine essential legal documents, such as trusts, wills,...
various income levels, with a particular focus on both middle-income and high-net-worth clients. - Provide expert guidance on tax-efficient strategies, including the establishment... of irrevocable trusts, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), and Grantor Retained Annuity T...
Title: Senior Associate/Senior Counsel Job Responsibilities: The Senior Associate/Senior Counsel at the law firm is tasked with a broad range of duties primarily centered around estate and trust litigation matters. This position can be performed in a hybrid or fully remote capacity....
Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The primary responsibilities for the Mid-Level Trust & Estate Transactional Associate include engaging in sophisticated estate planning and trust administration. The candidate will be responsible for drafting comprehensive estate plans, which encompass the...
Trusts and Estates and Tax Attorney with at least... families in estate and tax planning, located in Pasadena,... estate plans, as well as providing tax analysis and clients... on estate and tax planning and draft... comprehensive estate plans....