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: Trust and Estates Associate Attorney Job Responsibilities: The Trust... and Estates Associate Attorney will be... part of a dynamic tax practice with significant growth potential, offering excellent opportunities for client expansion and professional advancement. The key responsibilities for this position...
Trust and Estates Associate Attorney - Exciting... Opportunity in Madison, NJ **Members Only** is a highly reputable defense litigation law firm with a strong presence across the United States. With over 1,250 attorneys and 44 offices, we...
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 Associate, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net worth business clients. - Collaborate as part of a multi-disciplinary team to deliver industry knowledge and experience to clients and their owners. - Build...
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...
Law Firm Seeking Trusts & Estates Attorney with... you a highly skilled Trusts & Estates Attorney looking... for a new opportunity? **Members Only**, a boutique law firm in Florham Park, New Jersey, is currently seeking an Associate with 2+ years of...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal Responsibilities: Administration of... estates including probate of wills,... inventory of assets and valuations, preparation of estate and inhe...
industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal The candidate will... perform administration of estates including probate of wills,... inventory of assets and valuations, and preparation of es...
Law Firm Seeks Experienced Trusts & Estates Paralegal ... The law firm of is seeking an experienced Trusts & Estates Paralegal to... law firm specializing in trusts and estates, located in... Responsibilities of a Trusts & Estates Paralegal ......
Job Title: Trust & Estates Paralegal Job Responsibilities: The Trust &... Estates Paralegal will join the... Trusts & Estates Practice Group... at a... law firm to provide comprehensive estate and trust administration services. Key responsibilities include: - Managing all aspects of New Jersey...
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: Financial Services Tax - Real Estate Director Job Responsibilities: As a Director within the Financial Services Tax practice, you will be responsible for leading a team of tax professionals to provide strategic tax advisory services to clients in the real estate...
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...
Services Tax - Real Estate Senior Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
Services Tax - Real Estate Senior Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
Title: Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate Job Responsibilities: - Provide in-depth tax advisory services to clients in the global real estate and infrastructure sectors. - Advise on fund formation for both . and international ventures. - Draft and...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: The Tax Senior Manager in Personal Financial Services at the company is responsible for supporting private companies with various business advisory needs, including audit, tax compliance, and planning. The role involves helping...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, the primary responsibilities include working as part of a team of problem solvers to address complex business issues from...
Title: Associate Attorney Job Responsibilities: - Work closely with experienced attorneys in the Estate, Trust & Taxation Group. - Gain hands-on experience in estate and trust litigation. - Participate in estate planning, estate administration, and trust administration. - Develop and maintain strong communication skills to...
from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal - Wealth Preservation (Trusts and Estates) Duties: The... candidate will obtain letters of administration, testamentary, guardianship, and trusteeship. Assist w...
is the small Denver office of a large national firm. The firm has a full-service practice but specializes in litigation, and this office only practices litigation, especially in the areas of insurance, environmental, and employment law. Their clients include national...
is the small Denver office of a large national firm. The firm has a full-service practice but specializes in litigation, and this office only practices litigation, especially in the areas of insurance, environmental, and employment law. Their clients include national...
is the small Denver office of a large national firm. The firm has a full-service practice but specializes in litigation, and this office only practices litigation, especially in the areas of insurance, environmental, and employment law. Their clients include national...
Title Paralegal Job Responsibilities The Paralegal at the law firm is a full-time, non-exempt position within the Wealth Preservation team. The role involves managing complex legal matters and projects under the direct supervision of an attorney. The Wealth Preservation paralegals are expected to...
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...
We not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Paralegal The candidate will... be coordinating probate of wills and qualification of fiduciaries with the surrogate's court, preparation of federal and...
Title: Litigation Attorney Job Responsibilities: - Drafting pleadings, briefs, and motions. - Performing and attending depositions. - Preparing, producing, and reviewing discovery demands. - Preparing and delivering oral arguments. - Developing case strategy. - Attending trials, hearings, arbitration, and mediation. - Managing client communication effectively. Education and Experience Information: -...
Title: Trust and Estate Tax Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Research and draft memoranda on complex tax matters. - Identify and implement tax planning opportunities to benefit...
Title: Land Use Attorney Job Responsibilities: - Provide legal counsel on land use matters, including affordable housing issues. - Conduct legal research and analysis to support land use projects. - Draft and review legal documents related to land use and zoning. - Negotiate and communicate...
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...
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...
Salary $150, Max Salary $200, Position Type Full Time Job Shift Day Job Category Legal Responsibilities: • Provide support to senior attorneys in all aspects of estate planning and administration • Advise and...
from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal Trusts & Estates Candidate will:... Assist attorneys with assignments involving complex paralegal duties requiring initiative, skill and specialized legal knowl...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Part-time Paralegal Trusts and Estates The candidate... should have 5 years of Paralegal trust and estates experience; including, Administer estates... and trusts; Preparing...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal Trusts and Estates The candidate... will prepare federal and state estate tax returns. Prepare fiduciary accountings and income tax returns. Generally assisting...
of mind regarding their estate and elder law needs, advocating for the elderly, and engaging in meaningful legal work within a supportive the managing partner with drafting legal documents such as Wills, Trusts, and Powers of ... estate an...