Title: Trusts & Estates Legal Administrative Assistant Job Responsibilities: The Trusts & Estates Legal Administrative Assistant plays a crucial role in supporting attorneys and paralegals specializing in estate planning and trust administration within the law firm. The position involves a variety of...
Title: Tax Manager - Wealth Management Job Responsibilities: - Proactively... advisory teams to optimize wealth management goals. - Manage... estimated payments, extensions, and audits. - Involvement in estate planning and wealth transfer projects. - Determine... appropriate tax objectives, scope, and methodolo...
Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all... advisory team to optimize wealth management goals for clients... and families, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients to ensure accuracy...
Job Title: Tax Manager- Wealth Management Job Responsibilities: - Proactively manage... advisory teams to optimize wealth management goals for clients... local tax returns, estimated payments, extensions, and audits. - Engage in estate planning and wealth transfer projects. - Determine tax... objectives, scope, and methodol...
Title: Tax Senior Manager Wealth Management Job Responsibilities: -... team to optimize the wealth management goals of the... client/family, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients, ensuring accuracy, and...
recruitment partner. This role offers the opportunity to work with high-net-worth individuals and families on sophisticated estate planning and wealth transfer strategies. The ideal... candidate will bring a depth of experience in trust and estate law, along with a client-cent...