trusts and estates matters. The key responsibilities include: - Developing advanced estate and tax planning strategies tailored to the needs of high-net-worth clients. - Advising clients on estate, gift, generation-skipping transfer, capital gains, and property... tax planning. - Managing proba...
Job Title: Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state level estate tax returns. - Collaborating with staff to ensure estate and GST tax returns are completed accurately and by the required deadlines,...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private division offers the opportunity to assist private companies with business advisory needs, including audit, tax compliance, and planning. This role...
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...
Firm Seeking Experienced Trust and Estates Paralegal in South Orange County Salary Information: - Competitive salary based on experience and qualifications - Benefits package available, including health insurance, 401(k), and paid time off Job Title: - Experienced...
accountings, asset inventories, and transfer documentation. - Coordinate asset... appraisals, retitling, and valuations. - Communicate with trustees, beneficiaries, financial advisors, and accountants to ensure smooth administration. - Track statutory deadlines, including Probate Code compliance. Probate Administration - Draft and file...
Title: Tax Manager, International Tax Services Job Responsibilities: - Advise multinational clients on tax implications related to their business objectives across various industries. - Recommend alternate courses of action and identify methods for tax regulation compliance. - Manage international tax consulting...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Associate - Winter 2026 Newport Beach, CA, United States 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 tax research, tax planning,...
Overview: A dynamic and expanding law firm is seeking a Senior Estate Planning Attorney to join its Irvine, California office. This full-time position is designed for an experienced professional with a deep understanding of complex estate and trust planning, high-net-worth...