families, and business owners on complex estate and wealth transfer strategies. - Develop asset... protection structures and oversee trust administration. - Provide counsel on business succession planning and charitable/philanthropic strategies. - Draft and implement a variety of planning documents such as revocable and...
Job Title: Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state-level estate tax returns. - Collaborate with staff to ensure estate and GST tax returns are accurately completed by required deadlines following company processes. -...
Job Title: Wealth Strategist (Financial Planner) Job Responsibilities: -... Collaborate with Senior Wealth Strategists, Wealth Strategists, and... situations, identify appropriate planning strategies, and educate clients using advanced modeling through the Comprehensive Wealth Assessment. - Support the Wealth... Strategy team by participating... in exter...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Service practice, the candidate will work as part of a team of problem solvers, assisting in resolving complex business issues from strategy to...
opportunities, including succession planning, wealth transfer planning, and tax... compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and provide consistency in tax preparation due to the complexities of fund reporting. This includes the...
Associate - Winter 2026 Phoenix, AZ, United States Be the First to Apply 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...
Title: Paralegal Job Responsibilities: - Draft wills, trusts, irrevocable trusts, powers of attorney, and related estate planning documents. - Handle the funding of assets into established trusts. - Work with attorneys to formulate new plans or update existing plans. - Draft, review, and implement contracts...
Job Title: Wealth Strategist (Financial Planner) Job Responsibilities: -... Collaborate with Senior Wealth Strategists, Wealth Strategists, and... financial situations, identify appropriate planning strategies, and educate clients through Comprehensive Wealth Assessment. - Participate in external... meetings, take notes, and develop custom planning models using...