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...
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...
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....