Firm Seeks Experienced Trusts & Estates Paralegal The law firm of **Members Only** is seeking an experienced Trusts & Estates Paralegal to join our team. This is a great opportunity to work in a boutique law firm specializing in trusts...
of a team of problem solvers to address complex business issues from strategy to execution. The role involves providing advisory services to high net worth individuals and private wealth management structures, focusing on... audit, tax compliance, and planning to enhance...
Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Deliver the firm's wealth planning resources to clients... and prospective clients. - Assist clients in client-facing advocate for the Wealth Strategy Engagement Model and... Bank. - Provide unbiased, customized wealth planning guidance based on......
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...
entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning,... and estate planning. - Conduct primary review of complex tax returns and maintain re...
and administration. - Handle fiduciary tax and accounting matters. - Prepare gift and estate tax returns. - Manage estate controversies and audits. - Address complex valuation issues. - Provide estate and wealth planning for high net... worth individuals and families. - Advise on income tax, tra...
Title: Trust & Estates Legal Assistant Job Responsibilities: The Trust & Estates Legal Assistant will operate under general supervision and will be responsible for executing a variety of secretarial and administrative tasks to support attorneys within the Trusts and Estates Practice Group....
Title: Trust & Estates Paralegal Job Responsibilities: In connection with estate planning: - Prepare initial drafts of wills, trusts, durable powers of attorney, and advance directives for medical care for attorney review. - Assist in updates to beneficiary designations and similar tasks to coordinate...
and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning,... and estate planning. - Perform primary review of complex tax returns and maintain regular...
Job Title: Wealth Strategist (Financial Planner) Job Responsibilities: -... Collaborate with Senior Wealth Strategists, Wealth Strategists, and... other colleagues to attract and expand relationships with high and ultra-high net-worth (U/HNW) clients. - Develop U/HNW client-facing materials and deliverables. - Conduct client discussions and presentations,...
law firm in Short Hills, New Jersey, is actively seeking an accomplished Trusts and Estates Attorney with an independently developed client portfolio. This opening presents a unique opportunity for a legal professional who thrives on advising high-net-worth individuals, family offices,...