Firm Seeks Experienced Trusts & Estates Paralegal The law firm of **Members Only** is seeking an experienced Trusts & Estates Paralegal to join our team. This is a great opportunity to work in a boutique law firm specializing in trusts...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: The Tax Senior Manager in Personal Financial Services at the company is responsible for supporting private companies with various business advisory needs, including audit, tax compliance, and planning. The role involves helping...
Responsibilities include preparing and filing probate documents, drafting estate planning documents, and managing the transfer of assets. - The paralegal... will be responsible for maintaining detailed and organized client files. - The role requires regular communication with clients to gather necessary i...
Tax Senior - Private Wealth Practice - Job... Tax Senior - Private Wealth Practice - Company: **Members Only**... - Department: Private Wealth Tax - Location: 22... Senior in **Members Only**'s Private Wealth Tax practice, you will... be a leader and strategic...
Investment Management - Private Wealth (East Region City Locations)... up to 25% on average - Opportunity for career growth and development within **Members Only**'s Private Wealth Tax practice - Comprehensive... benefits package and inclusive culture focused on diversity, equity, and inclusion...
Senior Manager - Private Wealth (East Region) H1:... Join **Members Only**'s Private Wealth Tax Team as a... Manager for their Private Wealth Tax practice - This... position is available in 22 locations across the country - The role involves providing...
Trust and Estates Administration Paralegal - Roseland, NJ - Competitive Salary & Comprehensive Benefits Package H2: Join Our People-Centered Culture at **Members Only** Law Firm: **Members Only** Job Title: Trust and Estates Administration Paralegal Experience: Minimum of 5+ years relevant Estate...
Title: Trust & Estates Legal Assistant Job Responsibilities: The Trust & Estates Legal Assistant will operate under general supervision and will be responsible for executing a variety of secretarial and administrative tasks to support attorneys within the Trusts and Estates Practice Group....
Title: Trust & Estates Paralegal Job Responsibilities: In connection with estate planning: - Prepare initial drafts of wills, trusts, durable powers of attorney, and advance directives for medical care for attorney review. - Assist in updates to beneficiary designations and similar tasks to coordinate...
entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning,... and estate planning. - Conduct primary review of complex tax returns and maintain re...
Title: Tax Manager-Investment Mgmt-Private Wealth (East Region City Locations)... Experience: 5+ years of public accounting experience (at least 3 years in investment management) Salary Range: $84,980 to $193,440 Position Summary: - Seeking a leader and strategic thinker with...
Tax Compliance, Tax Reporting, Wealth Management, Asset Management, Financial... Private Equity, Investment Funds, Hedge Funds, Mutual Funds, Federal Income Tax, State and Local Tax, Partnership Book/Tax Allocations, Incentive Fee Re-Allocation, Side Pocket, Transfer Partnership Interest, Fill Up/Down,... Competitive Salary, Comprehens...
all aspects of the administration of estates. The successful candidate will have excellent communication and organizational skills and attention to detail. Responsibilities: • Preparation of probate/court documents • Gathering information for the transfer/liquidation of assets • Preparation......
Title: Attorney – Trust & Estates Job Responsibilities: The Attorney – Trust & Estates will be responsible for handling estate planning and estate administration of complex estates. The candidate should be dedicated and motivated, capable of managing cases independently, and effectively communicating...
Title: Trusts & Estates Paralegal Job Responsibilities: - Assist attorneys with the preparation and execution of estate planning documents, including wills, trusts, and powers of attorney. - Manage probate and estate administration matters from initiation to completion, involving court filings, asset inventories, and...
experience with estate and wealth planning for high net... worth individuals and families and will be able to advise on income tax, transfer tax and charitable planning... and pass-through enti...
International Wealth Planning Associate - Join... York! H1: International Wealth Planning Associate - Private... Client and Tax Division H2: About **Members Only** and Our Focus on Successful Individuals and Private Capital Law Firm: **Members Only** Department: Private Client...
the supervision of attorneys, supporting corporate and commercial transactions. The essential job functions include: - Managing daily trust administration for various clients, which involves handling accounts, preparing letters, and managing transfer forms. - Assisting in drafting... estate planning documents such as wills...
Title: Trust & Estates Attorney Job Responsibilities: - Advise clients on estate planning, trust administration, estate administration, and tax audits. - Draft legal documents including wills, trusts, business succession planning documents, and charitable giving instruments. - Assist executors and trustees in the administration of...
Title: Trust & Estates Attorney Job Responsibilities: - Advise clients on estate planning, trust administration, estate administration, and tax audits. - Draft legal documents including wills, trusts, business succession planning documents, and charitable giving instruments. - Assist executors and trustees in the administration of...
Investment Management - Private Wealth (East Coast) - $63,420... to $144,300 Position Summary: - Seeking a leader and strategic thinker with extensive knowledge across multiple areas of taxation - Responsible for delivering compliance and consulting services to individual...
Tax Manager - Private Wealth (22 Locations) Position... - Passionate about delivering compliance and consulting services to clients in the private wealth sector, including trusts, estates,... family offices, investment vehicles, and charitable pursuits - Excited about complex tax...
other business needs. The actual salary for an individual will depend on their specific qualifications and circumstances. Job Title: Tax Senior Manager - Private Wealth (East Region City Locations)... Experience Information: 8+ years of public accounting experience...
Wealth Strategies Advisor Posted Nov... 29, 2024 Apply Now Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how...
Job Title: Private Wealth Strategist - Private Wealth... Management Job Responsibilities: The Private Wealth... Strategist is responsible for... (UHNW) clients. The key responsibilities include: - Conducting detailed cash flow analysis, income tax planning, asset protection, charitable planning, and estate and wealth transfer strategi...
Job Title Private Wealth Strategist - Private Wealth... Management Job Responsibilities The Private Wealth... Strategist position within the... Private Wealth Management group entails a... duties include: - Providing cash flow analysis, income tax planning, asset protection, charitable planning, and estate and wealth transfer strategie...
Wealth Strategist **Members Only**... Hybrid Invest Mgmt/Trust mail_outline Get future jobs matching this search or Job Description WEALTH STRATEGIST CNR ... WHAT IS THE development officers. Support Sr Wealth Strategist and Wealth Strategist......
Federal Tax (Private Client Services) Location: New York, NY, United States Date Posted: Dec 3, 2024 Share: share to e-mail share to twitter share to facebook share to linkedin Apply Now Save Job Description A&M is a...
Director, Private Client Services Tax - Minimum 500 and maximum 3000 words Salary Information: - The salary range for this position is $175,000 - $225,000 annually, dependent on several variables including education, experience, skills, and geography. - A&M...
What You’ll Do Are you a seasoned accounting professional with a passion for exceptional client service and a strong background in tax strategy and wealth management? We have a... unique opportunity for you to join our high net worth...
Title: Tax, Trusts, And Estates Associate AttorneyJob Overview: A distinguished law firm in Florham Park, NJ is seeking a mid-level associate attorney to join a well-established Tax, Trusts, and Estates Practice Group, which also includes a significant focus on elder...