Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving...
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 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...
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...
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...
Legal Secretary Greenbaum, Rowe, Smith & Davis, LLP Iselin, NJ | Full-Time | Onsite Greenbaum, Rowe, Smith & Davis, LLP, a well-established and dynamic law firm, has an immediate opening for a full-time, onsite Float Legal Litigation Secretary in our Iselin, New Jersey office with...
Title: Attorney Job Responsibilities: - Represent clients in immigration court proceedings and interviews with agencies such as USCIS, EOIR, and ICE. - Prepare contracts, briefs, motions, and other legal documents for EOIR and USCIS. - Conduct legal research for complex...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Trust and Estates Paralegal Duties: Drafting Estate... Plans, organizing asset information, prepare for client meetings and Will signings. Drafting legal documents includ...
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...
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: 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...
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...
Job Title: Trusts and Estates Attorney –... tax plans. - Administer probate estates. - Prepare and review tax... returns. - Engage in fiduciary litigation. - Participate in charitable planning. - Plan for family-owned and privately held businesses. - Work with other...
Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving...
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: Private Client Paralegal (Trust & Estate) Job Responsibilities: As a Private Client Paralegal at the law firm, the candidate will be expected to support experienced lawyers in all aspects of estate administration from inception through termination. This client-facing role requires...
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...
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: Commercial Real Estate, Banking and REO Paralegal Job Responsibilities: - Assist attorneys in managing all phases of commercial real estate transactions from initiation to completion. - Prepare, review, and organize essential real estate documents such as purchase agreements, leases, easements,...
Job Title: Trust and Estates Associate Attorney Job Responsibilities: - Advise... and administration. - Draft wills, trusts, and other legal documents. -... Manage probate and trust administration. - Represent clients in court or related litigation matters. Education and Experience Information: - Minimum of 3 years of trust...
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...
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...
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...
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. -...
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,...
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...