Title: Trusts & Estates Legal Assistant/Paralegal Job Responsibilities: The Trusts & Estates Legal Assistant/Paralegal at the law firm will play a crucial role in supporting the Trusts and Estates team, as well as potentially assisting the estate administration and probate team. The...
Title: Estate Planning & Wealth Transfer Partner Job Responsibilities: - Advise... and sophisticated estate planning, wealth transfer, business succession planning,... philanthropy, and all related income tax matters. - Serve as a business advisor to clients, guiding them through a full range of financial,...
Job Title: Wealth Transition Services Senior Manager... (Form 706) and Generation-Skipping Transfer (GST) Tax Returns, along... with state-level estate tax returns. - Collaborating with staff to ensure estate and GST tax returns are completed accurately by required deadlines and in accordance...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: The role of a Tax Senior Associate in the Personal Financial Services practice at the company involves aiding private companies with various business advisory needs, such as audit, tax compliance, and...
Title: Estate Planning Advisor Entry Level Job Responsibilities: As an Estate Planning Advisor at the entry level, your primary responsibilities will encompass a variety of tasks aimed at providing comprehensive financial solutions to clients. These responsibilities include: - Understanding and...
Title: Trust Manager Job Responsibilities: - Act in a fiduciary capacity to administer trusts in accordance with governing documents. - Oversee Personal Trust, Agency, and IRA accounts. - Engage in business development by building and maintaining relationships with clients, partners, relationship managers, attorneys, and...
Associate - Winter 2026 Denver, CO, 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: Tax Manager - Estate, Gift & Trust Job Responsibilities: The Tax Manager at Company, specifically within the IronSpire Group, will be responsible for delivering high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth...
Title: Senior Paralegal – Advanced Tax Strategies (ATS) Job Responsibilities: Corporate Governance Support - Prepare governance documents such as operating agreements, bylaws, shareholder agreements, resolutions, and consents to align with complex restructurings. - Assist attorneys with closing checklists, tracking deliverables, and assembling post-closing binders. -...
a highly experienced Senior Wealth Planning Attorney to serve... trust and estate administration, gift and estate tax returns, marital property agreements, and transfer tax planning. The role... involves building strong client relationships by providing advice on adapting to unforeseen fam...