Title: Experienced Trust and Estates Paralegal Job Responsibilities: 1. Estate Probate & Administration: - Prepare and file probate and administration applications with the New Jersey Surrogate’s Court. - Assist attorneys in communicating with executors/administrators regarding next steps and required information. - Aid...
Wealth Advisor III - Palm... in 2 locations Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...
Information: The salary for this position is competitive and will be based on experience and qualifications. In addition, we offer a comprehensive benefits package including medical, dental, vision, 401(k), and more. Job Title: Manager of Tax Services...
tax returns. Ensure accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in designing and implementing estate planning strategies, including trusts, charitable entities, and wealth transfer techniques. - Fiduciary Accounting:... Review trust and estate acc...
federal and state tax regulations. - Provide strategic tax planning and advisory services to high-net-worth individuals, family offices, and fiduciaries. - Conduct estate and gift tax planning, wealth transfer strategies, and charitable... giving consultations. - Research and interpret tax laws related to trusts,...
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...
for advising family offices and multi-generational families on a comprehensive range of tax services. Key responsibilities include: - Advising on structuring and modeling, succession planning, wealth transfer planning, and tax... compliance. - Leading engagement teams focused on entity, individual, fiduciary...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal will be responsible for managing all aspects of estate and trust administration within the law firm. Key responsibilities include: - Handling all phases of estate and trust administration, including...
Title: Senior Trial Court Staff Attorney (Assistant General Counsel) Job Responsibilities: The Senior Trial Court Staff Attorney primarily provides legal advice and support to judges, magistrates, and court personnel within the judicial system. The role involves conducting extensive legal research and preparing...
Title: Estate Planning Paralegal (Hybrid – Miami, FL) Job Responsibilities: - Supporting Attorneys in Estate Planning: Draft and review wills, trusts, powers of attorney, and healthcare directives to ensure documents are accurate, thorough, and aligned with client needs. - Managing Probate & Guardianship...
Title: Probate Paralegal Job Responsibilities: The role of a Probate Paralegal at the law firm involves a comprehensive set of responsibilities aimed at assisting attorneys and clients with probate, trust, and guardianship cases. The primary duties include managing cases from start to...
creating wills, trusts, asset protection strategies, healthcare directives, and power of attorney documents. - Managing probate and estate administration to help families settle estates efficiently, ensuring a smooth transfer of assets and addressing... any legal complexities that may arise. - Providing guid...
Wealth Advisor III - Miami... Miami, Florida, USA Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...
**Job Title:** Legal Wealth Advisor II **Job Responsibilities:** A Legal... Wealth Advisor II is tasked... with managing and expanding a portfolio of clients primarily consisting of small to mid-sized law firms and attorneys. The role focuses on the origination and ongoing management...
tax and consulting services to high net worth individuals, focusing on individual income tax, wealth transfer and succession planning,... and international tax. - Demonstrating extensive technical skills with tax compliance assignments for individual tax clients, specifically working with tax forms 10...
Information: The salary for this position is competitive and commensurate with experience. We offer a comprehensive benefits package, including medical, dental, vision, life insurance, 401(k) with company match, and generous paid time off. Job Title: Manager of...
with business advisory needs such as audit, tax compliance, and planning to enhance their operational efficiency. The role focuses on enabling private companies to concentrate on business strategy and personal wealth goals from inception to... transition. Responsibilities include: - Working...
Title: Tax Director - Personal Financial Services Job Responsibilities: The role of a Tax Director in Personal Financial Services at the company involves working with private companies to provide a range of business advisory needs that include audit, tax compliance, and planning....
returns, ensuring accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in the design and implementation of estate planning strategies, including trusts, charitable entities, and wealth transfer techniques. - Fiduciary Accounting:... Review trust and es...
federal and state tax regulations. - Provide strategic tax planning and advisory services to high-net-worth individuals, family offices, and fiduciaries. - Conduct estate and gift tax planning, wealth transfer strategies, and charitable... giving consultations. - Research and interpret tax laws related to trusts,...
and consulting service projects targeted at high net worth individuals. These projects will cover areas like individual income tax, wealth transfer, succession planning, and... international tax. The Director is expected to demonstrate extensive technical skills in tax compliance for i...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, you will be part of a team that helps private companies with business advisory needs, focusing on improving operational efficiency and...
variety of tasks aimed at assisting high net worth individuals with their tax-related needs. Your key responsibilities will include: - Providing tax and consulting services in individual income tax, wealth transfer and succession planning,... and international tax. - Assisting with tax co...
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...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate at the law firm will be involved in handling sophisticated private client matters, specifically focusing on trusts and estates. The primary responsibilities include: - Engaging...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate will be responsible for handling sophisticated private client matters involving trusts and estates. Key responsibilities include: - Engaging in high-net-worth trust and estate planning and...
Draft and implement advanced estate planning structures, including GRATs, SLATs, BDITs, DAPTs, and ILITs. - Advise clients on income, gift, estate, and generation-skipping transfer tax strategies. - Collaborate with... CPAs, financial advisors, and family offices to execute planning solutions. - Manage matters...
Title: Probate & Trust Administration Paralegal Job Responsibilities: - Manage Probate and Trust Administration matters from initial client engagement through final resolution, ensuring compliance with applicable statutes and court procedures. - Participate in client consultations alongside the attorney, assess client...
Wealth Advisor III - Palm... in 2 locations Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...
tax regulations. - Provide strategic tax planning and advisory services to high-net-worth individuals, family offices, and fiduciaries. - Conduct estate and gift tax planning, wealth transfer strategies, and charitable... giving consultations. - Research and interpret tax laws related to tr...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
Join Trust Counsel PL as a Probate Paralegal in Coral Gables, FL H2: Experienced Paralegal with Trusts & Estates Background Needed **This is NOT an Entry-Level Position. You MUST have Prior Trusts & Estates Experience as a Paralegal....
Title: Experienced Estate Planning Attorney Job Responsibilities: - Analyze sophisticated trust and estate planning matters to develop effective solutions for clients. - Coordinate with the Probate Department to assist with cross-over questions regarding Advanced Estate Planning-related legal issues. - Draft intricate estate and gift...
Firm Seeking Experienced Probate Litigation Paralegal in South Florida - Must have previous probate administration and litigation experience - Full-time, in-office position in Coral Gables, FL - Long-term position with room for growth and advancement within the firm -...
candidate will have a minimum of 4 years of experience in high-net-worth trust and estate planning and administration, with a strong understanding of state and federal tax clients on sophisticated trusts and estates tax-efficient family wealth transfer s...