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 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 - 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......
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...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: The Tax Senior Manager in Personal Financial Services at the company is responsible for supporting private companies with various business advisory needs, including audit, tax compliance, and planning. The role involves helping...
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...
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...
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,...