Title: Paralegal Job Responsibilities: - Draft wills, trusts, irrevocable trusts, powers of attorney, and related estate planning documents. - Handle the funding of assets into established trusts. - Work with attorneys to formulate new plans or update existing plans. - Draft, review, and implement contracts...
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 Manager - Personal Financial Services Job Responsibilities: - Work as part of a team of problem solvers to address complex business issues from strategy to execution. - Encourage team members to voice their opinions and include quieter members in discussions. -...
Title: Tax Director - Personal Financial Services Job Responsibilities: A role as a Tax Director in Personal Financial Services at the company involves working within the department to assist private companies with a variety of business advisory needs. The responsibilities include providing...
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...
opportunities, including succession planning, wealth transfer planning, and tax... compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and provide consistency in tax preparation due to the complexities of fund reporting. This includes the...
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...