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...
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 Senior Manager - Personal Financial Services Job Responsibilities: The Tax Senior Manager in the Personal Financial Services practice at the company is responsible for providing a range of business advisory services to private companies. These services include audit, tax compliance,...
Title: Tax Director - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides the opportunity to assist private companies with business advisory needs such as audit, tax compliance, and planning to enhance their operational...
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...
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....