Title: Tax Manager - Wealth Management Job Responsibilities: - Proactively... advisory teams to optimize wealth management goals. - Manage... estimated payments, extensions, and audits. - Involvement in estate planning and wealth transfer projects. - Determine... appropriate tax objectives, scope, and methodolo...
Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all... advisory team to optimize wealth management goals for clients... and families, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients to ensure accuracy...
Job Title: Tax Manager- Wealth Management Job Responsibilities: - Proactively manage... advisory teams to optimize wealth management goals for clients... local tax returns, estimated payments, extensions, and audits. - Engage in estate planning and wealth transfer projects. - Determine tax... objectives, scope, and methodol...
Title: Tax Senior Manager Wealth Management Job Responsibilities: -... team to optimize the wealth management goals of the... client/family, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients, ensuring accuracy, and...
Title: Trusts & Estates Legal Administrative Assistant Job Responsibilities: The Trusts & Estates Legal Administrative Assistant plays a crucial role in supporting attorneys and paralegals specializing in estate planning and trust administration within the law firm. The position involves a variety of...
families, and business owners. - Draft and implement sophisticated estate plans, business succession strategies, and wealth transfer vehicles. - Work closely... with clients on multi-generational planning, trust structures, and family business continuity. - Service an established client base while also working to...
Title: Trusts & Estates Attorney Job Responsibilities: The Trusts & Estates Attorney will join the Trusts & Estates practice group at the law firm. The candidate will be responsible for handling a variety of tasks related to trust and estate planning and...
The primary responsibilities include: - Engaging in trust and estate planning and administration. - Applying knowledge of relevant state and federal tax laws. - Handling multigenerational wealth transfers. - Assisting with business... succession planning. - Advising on gift and income tax planning. - Conducting charitable planni...
• Paralegal Certificate or equivalent experience • 3+ years of experience in trust and estate administration • Excellent communication, organizational and problem solving skills • Ability to work independently • Proficiency in Microsoft Office, CCH Tax Software, and Automation Software...
Title: Trusts and Estates Legal Administrative Assistant Job Responsibilities: The Trusts and Estates Legal Administrative Assistant is responsible for providing comprehensive administrative support to multiple attorneys within the Trusts and Estates Department. Key responsibilities include: - Typing correspondence, memoranda, and other legal documents...
Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Deliver the company's wealth planning resources to clients... the use of the Wealth Strategy Engagement Model and... advice capabilities offered by the Private Bank. - Provide unbiased, customized wealth planning guidance to c......
Job Title: Vice President, Wealth Planner Job Responsibilities: - Develop and... present content on various wealth management topics in collaboration... with divisional leadership and Wealth Planning & Advice (WP&A)... resource for the US Wealth Management (USWM) field by... providing insights into both...
Title: Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of the...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company will provide the opportunity to assist private companies with a range of business advisory needs such as audit, tax compliance, and...
provides a range of advisory needs to private companies, focusing on improving operational efficiency and strategic planning. The role involves helping high net worth individuals and private wealth management structures with audit,... tax compliance, and planning. Key responsibilities include: - Solv...
Title: Global Employer Services-Expatriate Tax Manager Job Responsibilities: The STS Expatriate Services Manager is responsible for advising clients on international assignment structuring and presenting researched conclusions and recommendations of alternative courses of action. Additional responsibilities include identifying various methods of complying with...
Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that work with a wide range of sophisticated clients. These clients may include...
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...
drafting of various estate planning documents. Key responsibilities include: - Assisting attorneys in drafting documents such as Last Will and Testament, trusts, health care proxies, living wills, deeds, trustee certificates, homesteads, and asset transfer documentation. - Managing documentation related... to investment a...
prominent Boston-based law firm is actively seeking an experienced Estate Planning Attorney to join their thriving private client practice. This role is tailored for attorneys who bring both technical expertise in estate planning and a portfolio of client relationships (book...