families, and business owners on complex estate and wealth transfer strategies. - Develop asset... protection structures and oversee trust administration. - Provide counsel on business succession planning and charitable/philanthropic strategies. - Draft and implement a variety of planning documents such as revocable and...
Job Title: Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state-level estate tax returns. - Collaborate with staff to ensure estate and GST tax returns are accurately completed by required deadlines following company processes. -...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Service practice, the candidate will work as part of a team of problem solvers, assisting in resolving complex business issues from strategy to...
Associate - Winter 2026 Phoenix, AZ, United States Be the First to Apply 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...
experience in estate and wealth planning, trust and estate... administration, and business succession planning. The candidate will advise high-net-worth individuals, families, and business owners on complex estate planning strategies, trust modifications, charitable giving, and succession planning. An active bar license...