Trust Officer Atlanta, Georgia Salary: Competitive, based on experience Experience: Minimum of 5 years in trust administration and estate planning **Members Only** is looking for a Senior Trust Officer to join our team in Atlanta, Georgia. As a company, we...
career and work on unique and complex matters in the private wealth planning field. H1:... Law Firm Seeking Experienced Estate Planning Attorney H2: Join Our Team and Grow Your Career Salary: Based on experience Job Title: Estate Plan...
such as letters and transfer forms. - Assist in drafting... estate planning documents, including wills, powers of attorney, and both basic and advanced trusts. - Help manage and organize estate and probate files. - Prepare accounting and financial statements. - Docket court documents. - File...
crucial role within the Wealth Solutions group, which is... planning strategies for high-net-worth clients. The essential job functions include: - Meeting with wealth advisors, financial planners, and... other wealth management professionals to review,... fund, and maintain estate plans. - Learning and applying...
Title: Estate Planning Paralegal Job Responsibilities: - Gift Tax Returns: The paralegal will prepare and file annual IRS Form 709 Gift Tax Returns with minimal supervision. This involves coordinating with clients and accountants to gather necessary financial documentation, tracking filing deadlines, and...
Job Title: Tax and Wealth Planning Client Service Specialist... (Legal Administrative Assistant) Job Responsibilities: As a member of the Client Services Team, the Client Service Specialist (CSS) plays a crucial role in providing legal administrative support to a team of attorneys. This...
Investment Management - Private Wealth (East Coast) Job... Tax Senior - Private Wealth Experience: 3+ years Salary... Range: $63,420 - $144,300 Locations: 22 locations across the US Position Summary - Leader and strategic thinker with extensive knowledge...
Entry-Level Associate - Department: Wealth Planning & Exempt Organizations... Group - Location: Atlanta, Georgia - Salary: Competitive, based on experience - Experience: Law student in their third year (3L) - ID: 2025-1899 - Number of Openings: 1 General Summary:...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career with the Personal Financial Service practice at the company provides the opportunity for working with private companies in business advisory capacities, including audit, tax compliance, and planning to enhance operational...
Job Title: Tax Senior, Business Tax Services - Tax-Exempt - Salary Range: $63,420 to $144,300 (based on experience and qualifications) - Experience Required: 3+ years in federal taxation, with a focus on tax-exempt organizations - Location: 20 different locations available...
Managing Director, ASC 740 Atlanta, GA, United States Job Description Job Summary: The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative...
Associate - Winter 2026 Atlanta, GA, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and...
to join its Private Wealth Planning practice in Atlanta,... GA. This position offers the chance to work on complex estate planning, probate, and trust administration matters while collaborating with nationally recognized attorneys and leaders in the field. The firm emphasizes...