structure, and estate planning goals. - Evaluate estate planning needs, including wills, trusts, powers of attorney, and advance directives. - Provide initial assessments on wealth transfer options and probate... avoidance strategies. - Document family relationships, asset inventories, and specific estate planning concerns. - C...
for estate planning and transfer. - Provide consultations to clients... regarding estate administration. - Execute estate plans in coordination with the team. Education and Experience Information: - Must be admitted to the Virginia Bar or have a pending admission. - Required to have a c...
Title: Tax Manager – Private Tax, International Private Client Job Responsibilities: - Apply tax knowledge across a wide range of tax topics and processes to address complex challenges. - Act as a key point of contact for clients and colleagues in a globally...
Title: Private Client Services Associate - Junior to Mid-Level Job Responsibilities: The Private Client Services Associate at the law firm will work within the Private Client Services Group, focusing on a variety of complex and sensitive matters. The responsibilities include: - Providing top-tier...
Title: Private Client Services Associate - Junior to Mid-Level Job Responsibilities: The Private Client Services Associate will be part of the law firm’s esteemed Private Client Services practice, which is recognized for handling sophisticated and sensitive matters for clients. The primary responsibilities...
Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Provide unbiased, customized wealth planning guidance to clients... on the development and presentation of Wealth Strategy and Advice materials... to guide client and advisor decision making. - Present in an easily digestible, conversat...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the department provides opportunities to assist private companies with various advisory needs, including audit, tax compliance, and planning. The role involves helping improve...
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: 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...
responsible for delivering tax and consulting services to high-net-worth individuals, focusing on areas such as individual income tax, wealth transfer, succession planning, and... international tax. Your duties include: - Demonstrating extensive technical skills in tax compliance for individual tax clients, specifical...
Title: Tax Senior Manager – Private Tax - International Private Client Job Responsibilities: As a Tax Senior Manager focusing on cross-border tax needs for high net worth individuals and their affiliated entities, the candidate will apply tax knowledge to various complex...
OverviewA law firm seeks an Associate Estate Attorney in Alexandria, VA. This role offers a balanced work-life environment with opportunities for growth as the firm expands its estate services nationwide. The successful candidate will join a team dedicated to providing...