Title: Advanced Estate Planning Attorney Job Responsibilities: - Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies. - Draft and review estate planning documents, including wills, revocable trusts, and irrevocable trusts. - Navigate sophisticated client...
Title: Associate Attorney Job Responsibilities: - Lead Representation: Represent clients in complex Probate Court Proceedings (Common and Solemn Form), including contested matters and fiduciary litigation. - Sophisticated Drafting: Prepare and draft comprehensive legal documents, including specialized trust instruments, asset protection strategies, and estate...
Title: Associate Attorney - Sale of Business & Tax Planning Job Responsibilities: - Provide expert legal advice on the sale of businesses, focusing on structuring transactions for tax efficiency, compliance, and legacy preservation. - Develop and implement comprehensive tax planning strategies that align...
Title: Paralegal - Estate Planning & Trusts Job Responsibilities: The Paralegal in the Estate Planning & Trusts department at the law firm plays a crucial role in supporting the legal team. The primary responsibilities include: - Acting as the primary Estate Planning Paralegal...
Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are tasked with overseeing multiple engagement teams handling a diverse array of sophisticated clients. These clients may include some of the wealthiest...
letters, and completion of transfer forms. - Assist in drafting... estate planning documents such as wills, powers of attorney, and both basic and advanced trusts. - Help manage and organize estate and probate files to ensure they are up-to-date and accurate. - Prepare...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides an opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, to enhance...
Associate - Winter 2026 Atlanta, GA, 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, and...
Title: Estate Planning Associate Attorney Job Responsibilities: - Draft various estate planning instruments, including but not limited to last wills and testaments, revocable living trusts, irrevocable trusts for life insurance, spousal lifetime access trusts, gifting trusts, powers of attorney, and advance health...
join its Tax and Wealth Planning Group in Macon,... on the acquisition, preservation, management, and transfer of property. This role... involves a hands-on approach to client relationships, aiming for pragmatic and cost-effective clients on tax and wealth planning...