and file estate and gift tax returns - Communicate... regularly with clients - Maintain accurate records and ensure timely completion of all required filings and deadlines Education and Experience Information: - Two or more years of experience as a paralegal,...
Title: Legal Administrative Assistant – Trusts & Estates Job Responsibilities: The Legal Administrative Assistant in the Trusts & Estates practice area at the law firm is responsible for a variety of administrative and support tasks. Key responsibilities include assisting in all...
and management of complex and high-value trusts and estates. Key duties include: - Preparing and supervising others in preparing tax returns and accountings. -... Collaborating with trustees (both corporate and familial), outside accountants, financial advisors, and other professionals. - Leading...
Title: Wealth Transition Services Tax Senior Manager - 1041... ultra-high net worth 1041 tax returns and address technical... 1041 filings. - Collaborate with tax staff to ensure accurate... and timely completion of 1041 tax returns in accordance with... company processes. - Interpret...
Job Title Wealth Transition Services Tax Manager - 1041 Expert... Responsibilities A Wealth Transition Services Tax Manager is tasked with... a range of responsibilities that include: - Reviewing ultra-high net worth 1041s and addressing technical firmwide 1041 inquiries, which involve multi-state filings and...
Title: Wealth Transition Services Tax Manager - Tax &... planning process, focusing on tax perspectives related to cash... and reviewing legal documents concerning estate and business succession planning. - Providing tax planning and consulting services... to high net worth and ultra-hig...
and Generation-Skipping Transfer (GST) Tax Returns (Form 706) and... state-level estate tax returns. - Collaborate with staff... ensure estate and GST tax returns are completed accurately... and timely, adhering to firm processes. - Interpret and review legal documents such as Wills, Trusts,...
law firm seeks an entry-level Trusts & Estates Associate to join its growing team in Fargo, ND. This is an excellent opportunity for a motivated attorney with a background or interest in estate planning, particularly those with a finance, accounting,...