planning, charitable planning, and trust and estate litigation. This role requires the attorney to research and learn complex rules of gift, estate, and generation-skipping transfer tax. The attorney will... receive training on these topics but must have the desire and...
Title: Tax Director - Personal Financial Services Job Responsibilities: - Work as part of a team of problem solvers to address complex business issues from strategy to execution. - Support the team in disrupting, improving, and evolving ways of working when necessary. - Arrange...
range of business advisory needs to private companies. Your primary responsibilities will include: - Working with High Net Worth Individuals and private wealth management structures to address... advisory needs such as audit, tax compliance, and planning. - Assisting clients in...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
Title: Private Client Paralegal Job Responsibilities: - Prepare probate and administration documents for formal and informal proceedings - Prepare disclaimers, receipts, releases, and settlement documents - Collect, analyze, and organize decedent’s financial records, including tax returns, trust agreements, deeds, stock...
law firm is seeking a Trusts And Estates Attorney for their Indianapolis, IN office. This role entails working with the Trusts & Estates team on various matters including estate planning, estate and trust administration, business succession planning, and charitable planning....