Provide sophisticated estate planning, wealth transfer and tax advice... to high-net worth individuals and families. Develop and maintain strong relationships with current clients and cultivate new client relationships. Serve as a business advisor to clients, guiding them through...
Job Title: Private Wealth Planning Associate Job Responsibilities: The Private... Wealth Planning Associate will be... part of the Private Wealth Planning Group at a... firm, engaging in high-net-worth wealth planning. The primary responsibilities... include: - Managing large projects efficiently and effectively. - Interfacing with...
H1: Private Wealth Planning Paralegal at **Members Only**... LLP H2: Join Our Team as a Paralegal with Strong Estate and Gift Tax Return Preparation Skills Law Firm Seeking Experienced Paralegal with Strong Estate and Gift Tax Return Preparation Skills...
Title: Trusts & Estates Legal Coordinator Job Responsibilities: - Engage in extensive client communication and coordinate meetings related to estate plan documents. - Prepare execution packages and manage the processes following document signings. - Act as a witness to estate planning signings and notarize...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) position is part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM) business unit. This role involves a comprehensive range of estate administration tasks, which include assisting the law firm's attorneys...
Title: Legal Administrative Assistant Job Responsibilities: - Assist in compiling necessary data and information from clients related to real and personal property for trust and estate planning documents. - Prepare initial drafts and make necessary edits to probate documents as directed. - Assist in...
preparing letters, and handling transfer forms. - Assist in drafting... estate planning documents such as wills, powers of attorney, and both basic and advanced trusts. - Help manage and organize estate and probate files to ensure they are up-to-date and accessible. - Prepare...
Title: AAG-Assistant Attorney General - Estate Tax Litigation Job Responsibilities: The Assistant Attorney General in the Revenue Litigation Bureau is tasked with managing cases that involve recovering debts owed to state agencies. This encompasses a range of cases, including: - Tort...
Title: Estate Planning/Transactional Attorney Contractor Job Responsibilities: - Respond to the law firm within one business day regarding Illinois estate planning or business rules, laws, statutes, regulations, or specific client matters. - Provide guidance on the intricacies and formalities of Illinois estate planning...
Job Title: Private Wealth Paralegal Job Responsibilities: The Private Wealth... Paralegal is tasked with... providing comprehensive paralegal support and assistance to attorneys in the administration and management of trusts and estates in probate. This role involves a variety of responsibilities, including but...
Title Assistant Attorney General - Estate Tax Litigation Job Responsibilities The Assistant Attorney General in the Revenue Litigation Bureau is tasked with several responsibilities centered around recovering debts owed to state agencies. Key duties include: - Handling tort cases that...
advice, and referrals in estate planning matters. - Draft, review, and execute estate planning documents such as wills, trusts, powers of attorney, advance directives, transfer-on-death instruments, and petitions. - Represent... clients in court proceedings. - Counsel clients on succession planning, charitable giving,...
Job Title Wealth Management Trusts & Estates... and gift tax, generation-skipping transfer tax, fiduciary income tax,... international transfer tax implications, and foreign... tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner with...
Job Title: Wealth Management Trusts & Estates... and gift tax, generation-skipping transfer tax, fiduciary income tax,... international transfer tax implications, and foreign... tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner with team members...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the Private department provides the opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning...
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The Expatriate Services Experienced Manager is tasked with a variety of responsibilities centered around providing exceptional service to clients on international assignment structuring. Key duties include: - Conducting arrival and departure tax meetings...
planning, asset protection, and wealth transfer for high-net-worth individuals... and families. This senior-level role requires a deep understanding of estate law, tax implications, and trust administration. The ideal candidate will possess a strong track record in managing complex estate matters...
Title: Trust & Estates Paralegal Job Responsibilities: - Oversee the entire process of trusts and estates in probate, ensuring that all legal and administrative procedures are followed accurately and efficiently. - Prepare, file, and manage probate documents associated with opening and closing estates,...