Job Title: Trust & Estates Legal Assistant Job Responsibilities: The Trust... & Estates Legal Assistant will operate... support attorneys within the Trusts and Estates Practice Group.... Key duties... include: - Performing responsible and confidential secretarial work. - Attending client meetings with attorneys, both on...
Job Title: Trusts and Estates Litigation Associate Job... in litigation related to trusts and estates matters, providing... legal representation and counsel. - Work closely with clients to understand their needs and objectives, offering guidance and advice on legal strategies. - Conduct legal research...
We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal The candidate will... prepare initial drafts of wills, trusts, durable powers of attorney,... advance directives for medical care for attorney r...
Job Title: Trust & Estates Paralegal Job Responsibilities: In connection with... initial drafts of wills, trusts, durable powers of attorney,... and advance directives for medical care for attorney review. - Assist in updates to beneficiary designations and similar tasks to coordinate with new...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Job Title: Trust & Estates Bookkeeper Job Responsibilities: The Trust &... Estates Bookkeeper at the law... assistance to the Tax Trusts & Estates Attorneys with... a focus... on detail and accuracy. Key responsibilities include: - Financial Management and Accounting: - Manage checkbooks for...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Title: Estate Planning Attorney – Drafting Job Responsibilities: - Draft and customize complex estate planning documents based on detailed attorney specifications. - Maintain and refine firm templates to reflect changes in federal and state law. - Ensure technical accuracy, consistency, and high drafting standards...
Title: Associate Attorney (Remote) Job Responsibilities: The Associate Attorney will be a key member of the General Liability Practice Group at a national litigation law firm. The role involves working on a wide variety of complex civil defense matters, including premises and...
support a business unit focusing on deposit, lending, and investment products for affluent individual and business customers. - Provide strategic and practical legal advice to operational areas handling complex account changes, including matters related to powers of attorney, trusts and esta...
industry. We not only have the best **Members Only** positions, but we also have the most. Tax, Trusts, and Estates Paralegal The... candidate must possess strong estate administration experience and an understanding of fiduciary accounting and estate tax and f...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services division is tasked with a variety of responsibilities aimed at providing high-level tax compliance and consulting services to high net-worth clients. The responsibilities include: - Participating in...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participate in tax and consulting engagements while identifying and addressing client needs, tax planning, and consulting opportunities. - Work directly with clients and their advisors to gather necessary information for tax return preparation. -...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company is responsible for providing tax compliance and consulting services to high net-worth clients. The role requires utilizing educational background and professional experience, along...
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 expand business opportunities and client relationships. - Maintaining functional expertise and understanding...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Title: Tax Senior Associate, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net worth business clients. - Work as part of a multi-disciplinary team to offer industry knowledge and experience to clients and...
Title: Tax Manager/Tax Senior Manager, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net-worth business clients. - Collaborate with a multi-disciplinary team to deliver industry knowledge and experience to clients and their owners. - Develop and...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst plays a crucial role within the Fiduciary/Trust & Estate Accounting Services (FTEAS) business. The primary responsibilities include: - Preparing complex trust and...
compliance functions for individuals, trusts, estates, and related entities,... ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. - Conduct primary...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction when required. - Research state-specific principal and income acts as needed. - Manage client relationships and work to retain...
Title: Tax Senior - Trusts & Estates Job Responsibilities: As... in the Trust & Estates (T&E) Tax Department at... quarterly projections for various trusts, including split-interest trusts, Electing... Small Business Trusts (ESBTs), and Qualified Subchapter... S Trusts (QSSTs). - Preparing federal......
federal income tax issues and their application in the real estate sector. Key responsibilities include: - Conducting research and analysis of various federal income tax issues, particularly those related to real estate tax, partnerships, REITs (Real Estate Investment Trusts), S cor...
Title: Managing Director, Tax - Private Client Job Responsibilities: The Managing Director, Tax - Private Client at Company is responsible for providing sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and other entities. This role involves serving as...
Management Solutions, Trust & Estates Job Responsibilities: Technical and Risk Management: -... Collaborate with the Account Opening Group to establish trust accounts. - Interpret governing instruments and applicable laws to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate administrative...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Deliver the firm's wealth planning resources to clients and prospective clients. - Assist clients in identifying, prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth Strategy Engagement Model...
Title: . Private Bank – Private Banker – Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...
Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. -...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) is responsible for the preparation of complex trust and estate accountings and performing intricate...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Conduct technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards...
Title: Tax Senior Manager - Financial Services Organization - Private Client Services Job Responsibilities: The primary responsibilities of the Tax Senior Manager in the Financial Services Organization's Private Client Services include: - Reviewing complex individual tax returns and providing income tax planning and advice...
Job Title: Trusts and Estates Legal Assistant Job... Responsibilities: The Trusts and Estates Legal Assistant... is tasked with a range of administrative and client-specific responsibilities that ensure the law firm meets its business and client service objectives. Key responsibilities include: - Managing, producing,...
large full service firm is very women-oriented, and it has created many benefits to appeal particularly to women, including flexible work arrangements and 12-week paid maternity leave. Many of the firm’s attorneys are active in many community, professional and...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Trust and Estates Legal Secretary Duties: Providing... administrative support to the practice group and its clients. Proofread all documents and correspondence for accura...
Job Title: Paralegal - Trusts and Estates Job Responsibilities: - Work... both taxable and non-taxable estates. - Interact with a wide... variety of clients in person, on the phone, via email, and video conferencing. - Draft, edit, and review probate and administration-related documents. - Assist...
Partner/Sr. Attorney, Taxation & Estates Job Responsibilities: - Expand the Taxation... & Estates practice at the law... firm. - Engage in complex trust and estate planning and administration, including fiduciary tax and accounting. - Prepare gift and estate tax returns and handle estate controversies...
Senior Staff Attorney - Private Clients ## Overview Law Firm's private clients practice helps clients protect and administer family wealth, and plan for the transmission of wealth to family members and charities, with sophisticated but practical tax advice...
portable business in the Trusts and Estates practice area... Job Title: Attorney, Trusts and Estates Experience:... years of experience in Trusts and Estates practice with... portable business Salary: Competitive, based on experience and portable business Job...
to join our growing Private Client Services Practice Group in our New York office. This is an exciting opportunity for someone with at least 2-4 years of law firm experience in trust and estates, and a background working... with h...
seeking a highly experienced Trusts and Estates Attorney to... a candidate with at least 10 years of experience in trusts and estates law, specifically... focusing on estate planning for high-net-worth individuals. If you have a passion for serving clients and...
Title: Estate Planning AttorneyJob Location: Woodbridge, NJJob Overview: A well-established law firm located in Woodbridge, NJ is seeking an experienced and dedicated Estate Planning Attorney to join their team. The ideal candidate will be responsible for assisting clients with estate...