Firm Seeking Experienced Trusts & Estates Attorney Join our growing family law firm, **Members Only**, as a Trusts & Estates attorney and take your career to new heights. We are a highly regarded firm with offices in Bethesda, MD and...
and structuring engagements related to transactions pursued by private equity and strategic corporate entities. - Apply advanced project management skills to manage single... engagements from start to finish, seeking guidance from upper management as necessary. - Explain... each step i...
Title: Senior Associate, Business Incentives Group (TCM) Job Responsibilities: The Senior Associate in the Business Incentives Group within the Specialized Tax Services (STS) is tasked with leading or supporting services aimed at identifying, calculating, documenting, and supporting business incentive tax credits and...
Title: Senior Director, Executive Compensation and Board Advisory Job Responsibilities: As a Senior Director in the Executive Compensation and Board Advisory practice, your primary responsibilities will include selling, leading, and delivering large client engagements while serving as a strategic advisor to clients...
transactions, managing engagements related to the establishment of IRC Section 704(b) and inside tax capital accounts. - Track and allocate IRC 704(c) built-in gains and losses, ensuring accuracy and compliance. - Oversee project management, maintain quality control, and... contribute to staff developme...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: As... an Asset & Wealth Management Tax Manager at... the company, you will be responsible for providing expert advice and guidance to clients on tax planning, compliance, and strategy. Your role will...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: The role of an Asset & Wealth Management - Renewable Energy... Tax Senior Manager involves comprehensive involvement in our Financial Services Tax practice. The primary responsibilities include assisting...
Asset and Wealth Management - Renewable Energy... Tax 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,...
Job Title: Wealth Management Tax Services Manager Job... Responsibilities: - Responsible for all aspects of tax compliance for highly complex accounts, including trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift tax returns. - Develop and maintain advanced tax planning...
Job Title Asset & Wealth Management - Tax Senior... Manager Job Responsibilities - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with...
Job Title Asset & Wealth Management Tax Director Job Responsibilities... - Define strategic direction for the Default team - Lead initiatives in business development and client relations - Oversee multiple projects maintaining exceptional delivery - Build and maintain executive-level client relationships...
Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) is a part of the Paralegal Team supporting the Financial Services and Capital Markets business unit. The primary responsibilities include: - Preparing various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Locations Showing 1 location Saint Louis, MO 63105, USA +22 more locations Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and...
and Capital Markets (FSCM) business unit. The role involves a comprehensive range of estate administration responsibilities, providing assistance to attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, preparing and filing estate-related tax returns, and client case management. The...
estate planning tasks, assisting attorneys and senior paralegals in estate administration, trust funding, document preparation, and client case management. Key responsibilities include: - Preparing... and assisting with the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns....
comprehensive range of estate administration tasks. These duties include assisting attorneys in the administration of estates, funding post-death irrevocable trusts, preparing necessary documents, and filing estate-related tax returns. Additionally, the role involves client case management. Key responsibilities include: - Preparing......
Title: Probate Paralegal Job Responsibilities: The Probate Paralegal will support attorneys in the Trusts & Estates Practice Group of a law firm. The primary responsibilities include assisting attorneys with various estate planning and administration tasks. The position involves substantial client interaction and...
Title: Tax Manager, Private Wealth Job Responsibilities: - Provide 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. - Work on...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Senior Associate in the Personal Financial Services practice within the department, you will work as part of a team of problem solvers, addressing complex business issues from strategy to...
their business advisory needs, focusing on audit, tax compliance, and planning to enhance operational efficiency. You will be part of a team addressing key issues such as wealth management, compliance, cash flow... management, equity expansion, divestiture, and... exit strategies. You...
operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Use feedback and reflection to...
efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort z...
Title: Client Intelligence Group Officer Job Responsibilities: - Serve as a Client Intelligence Group (CIG) Officer, leading and coordinating the delivery of complex and time-sensitive research products for key internal stakeholders. - Independently execute investigative due diligence and risk assessments....
Title Head of Advisory Job Responsibilities The Head of Advisory is responsible for understanding . sanctions laws and regulations (OFAC) and should be familiar with other sanctions regimes, including those of the EU and UK. The primary responsibilities include: - Assessing direct and indirect...
managing tax and consulting services projects specifically for high net worth individuals. This includes areas such as individual income tax, wealth transfer and succession planning,... and international tax. You will need to demonstrate extensive technical skills in tax compliance assignment...
Title: Senior Associate, Business Incentives Group (TCM) Job Responsibilities: Tax Consulting: - Develops long-term, mutually beneficial client relationships - Provides premier-quality services to clients by leveraging and/or improving standard business practices and technologies - Leads or actively participates during interviews with client personnel to identify...
Title: Legal Administrative Assistant - COR/TBW Job Responsibilities: - Drafting and preparing various corporate documents - Managing calendars and tracking deadlines - Handling time entry and preparing expense reports - Performing other administrative duties as assigned Education and Experience Information:...
Title . Private Bank – Private Banker – Managing Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
understanding. - Act as the primary point of contact for clients concerning trust account relationships, ensuring regular communication and overall management of complex trust relationships. -... Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures rela...
Title: Senior Trust Officer Job Responsibilities: - Administer and manage complex trust relationships within client portfolios, demonstrating expertise and sound judgment in fiduciary discretion. - Act as the primary contact for clients on trust account relationships, maintaining regular communication...
Title: Paralegal, Trusts & Estates Job Responsibilities: - Independently administer probate and trust estates in Maryland, the District of Columbia, and Virginia, including preparing and filing all required documents with the appropriate courts and agencies. - Prepare, draft, edit, and manage legal documents...
Attorney Job Title: Associate Attorney Job Responsibilities: - Manage family law, estate planning, probate, and estate litigation cases. - Assist with other cases as needed. - Prepare and draft motions, pleadings, discovery requests, financial statements, and other documents. - Take depositions and affidavits of clients and...
Overview: A law firm specializing in Trusts and Estates is seeking a dedicated attorney to join its team in Bethesda, MD. The ideal candidate will draft estate planning documents, handle probate filings, administer trusts, and maintain strong client estate...