Job Title: Private Wealth Tax Manager Job Responsibilities: - Assist... in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Information: The salary for this position will be competitive and commensurate with experience. In addition, benefits such as health insurance, retirement plans, and paid time off will be provided. Job Title: Associate Attorney – Estate Planning, Probate and Trust...
agreements for the SS&C Wealth & Investment Technology (WIT)... businesses, with an emphasis on customer licensing and service agreements. - Engaging in the legal aspects of business or corporate initiatives, including ensuring compliance with applicable data privacy laws. - Providing...
applications, and filings under attorney supervision - Maintain and ensure accuracy of data in the case management system - Assist with the... client intake process, ensuring a welcoming and efficient experience - Provide administrative support to attorneys to ensure efficient workflow - Maintain confide...
Title: Tax Manager - Wealth Management Job Responsibilities: - Proactively... advisory teams to optimize wealth management goals. - Manage... estimated payments, extensions, and audits. - Involvement in estate planning and wealth transfer projects. - Determine... appropriate tax objectives, scope, and methodolo...
Job Title: Tax Manager- Wealth Management Job Responsibilities: - Proactively manage... advisory teams to optimize wealth management goals for clients... local tax returns, estimated payments, extensions, and audits. - Engage in estate planning and wealth transfer projects. - Determine tax... objectives, scope, and methodol...
Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all... advisory team to optimize wealth management goals for clients... and families, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients to ensure accuracy...
Title: Tax Senior Manager Wealth Management Job Responsibilities: -... team to optimize the wealth management goals of the... client/family, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients, ensuring accuracy, and...
Attorney Job Responsibilities: - Handle case management from the inception of... the file to the closure of the matter for all estate administration and probate matters within the law firm. - Manage probate and trust administration projects, including settling probate estates and trust...
Title: Probate Paralegal Job Responsibilities: - Conduct review meetings with clients to assess their needs and provide legal advice. - Participate in meetings with referral partners to foster relationships and gain insights into client needs. - Attend team meetings and manage cases to ensure...
is searching for an experienced Staff Attorney to join its Trust & Estates Practice. This position can be part-time or full-time with a hybrid or fully remote work schedule. ## Job Summary Law Firm is looking for an experienced Staff Attorney...
is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran...
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 AttorneyJob Overview: A reputable law firm in Acton, MA, is seeking a skilled Estate Planning Attorney to join their team. This position focuses on working closely with clients, guiding them through the estate planning process to ensure...