estate planning, tax and transfer planning, and business succession... planning. - Represent high net-worth individuals in estate planning matters. - Manage trust and estate administration. - Demonstrate business development experience, including maintaining and expanding a meaningful portable book of business. - Simultaneously juggle multiple...
those needs. This includes designing wills, trusts, beneficiary designations, and other essential documents to transfer and protect assets. The... attorney will also work with small business owners to design and implement business succession plans. The clientele ranges from individuals of...
Title: Paralegal - Estates and Trusts Job Responsibilities: - Draft basic and advanced estate planning documents, including wills, powers of attorney, and trust instruments. - Prepare and file probate pleadings, notices, inventories, and accountings. - Assist with trust funding, asset collection, and property transfers. -...
identifying and addressing the unique needs of clients in estate planning and administration. Responsibilities include: - Designing customized estate plans, including wills, trusts, beneficiary designations, and other necessary documents to ensure asset protection and transfer. - Engaging in estate, income,... and...
review estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives with precision and clarity. - Provide expert legal advice on estate tax strategies, probate procedures, and asset transfer methods to optimize client... outcomes. - Independently manage a ca...
Int'l Tax and Private Wealth Services Associate Job Responsibilities: - Focus... on pre-immigration tax planning for clients - Draft domestic and foreign trust instruments for international clients, with a priority on the latter - Handle cross-border investments, including the formation, oversight, and reorganization of...
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...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The role involves working within the Private Client Department (PCD) of a law firm, specializing in high-net-worth trust and estate planning and administration. The successful candidate will be responsible for advising clients...
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...
planning and administration - Knowledge of relevant state and federal tax laws - Experience with domestic estate planning, including succession planning, lifetime giving, estate and income taxation issues, charitable giving - Estate planning for retirement assets and tax-efficient family wealth transfer strategies - Collabor...
estate and trust planning, family office structure and administration, wealth management, wealth transfer, philanthropic... giving, and business succession planning. This role requires a deep understanding of the tax code, trust and estates laws, securities regulations, and accounting procedures. The a...
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....
estate planning matters, including trusts, wills, estates, and tax-related planning. - Advise high-net-worth individuals on sophisticated estate, tax, and transfer planning. - Develop business succession... strategies and manage taxable estates. - Manage multiple projects and meet deadlines efficiently. - Maintain exceptional attention to...
Title: Probate Paralegal Job Responsibilities: The law firm is seeking a Probate Paralegal for their estate and trust administration within the probate department. The primary responsibilities include managing estate and trust administration tasks independently under the supervision of an attorney. This involves...
International Estate Planning Senior Associate/Counsel/Junior Partner **Members Only**, a law firm, is looking for an experienced International Estate Planning Attorney to join their team. This position will be based in one of their offices in Stamford, Greenwich, West Hartford, CT...
International Estate Planning Senior Associate/Counsel/Junior Partner **Members Only**, a law firm, is seeking a qualified International Estate Planning Attorney with at least 5 years of experience. This position is available in any of the firm's offices located in Stamford, Greenwich...
Title: Trusts & Estates Associate (Mid-Level) Job Responsibilities: The Trusts & Estates Associate at the law firm is tasked with a variety of responsibilities pivotal to the administration of trusts and estates. The primary duties include the administration of trusts and...
Firm Seeks Experienced Trust and Estate Senior Counsel or Member in Naples, FL **Members Only** is seeking an experienced Trust and Estate attorney at the Senior Counsel or Member level to join our Naples, FL office....
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...
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...
Truist also offers a competitive benefits package, including medical, dental, vision, life insurance, and retirement plans. Job Title: Wealth Advisor III - Palm... Beach / Boca Raton Experience Information: 8 or more years of sales and client managemen...
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...
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...
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...
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...
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 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...
Title: Tax 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 work with a diverse range of sophisticated clients. These clients may include...
Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice are responsible for overseeing multiple engagement teams that cater to a variety of sophisticated clients, including some of the wealthiest families in the...
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...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the Private division at the company involves assisting private companies with various business advisory needs, such as audit, tax compliance, and planning,...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career as a Tax Senior Associate in Personal Financial Services at the company involves working as part of a team to provide business advisory services to private companies. The role...
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...
consulting service projects for high net worth individuals, particularly in areas such as individual income tax, wealth transfer, succession planning, and... international tax. The role requires demonstrating extensive technical skills with tax compliance assignments for individual tax clients, working...
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...
responsibilities aimed at providing tax and consulting services to high net worth individuals. The key duties include: - Assisting in offering tax and consulting services in the areas of individual income tax, wealth transfer and succession planning,... and international tax...
variety of responsibilities that include: - Providing tax and consulting services to high net worth individuals in areas such as individual income tax, wealth transfer and succession planning,... and international tax. - Demonstrating extensive technical skills with tax compliance assignments for indiv...
Client Manager II Apply locations Ponte Vedra Beach time type Full time posted on Posted 30+ Days Ago job requisition id 24007262 Job Description: At Bank of America, we are...
Information: Competitive salary based on experience and qualifications. Comprehensive benefits package, including medical, dental, vision, and life insurance. 401(k) retirement plan with company match. Paid time off and holidays. Ongoing training and professional development...
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...
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...
ensuring compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in designing and implementing estate planning strategies, including trusts and wealth transfer techniques. - Fiduciary Accounting:... Review trust and estate accountings in accordance with governing documents an...
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...
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,...
ideal 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 trans...