Group. The successful candidate will be responsible for a variety of tasks focused on estate planning and estate/trust administration. Key responsibilities include: - Drafting sophisticated estate planning documents such as trusts, wills, and powers of attorney. - Planning and advising on wealth-transfe...
firm. The primary responsibilities for this role include: - Estate Planning: Assisting clients with the development and implementation of estate plans to ensure the efficient transfer of assets, minimize taxes,... and fulfill the client's personal and family objectives. - Estate Administration: Ma...
real estate transactions, business tax planning, nonprofit tax planning, business succession, wealth transfer, and charitable planning. -... Handling federal, state, and local taxation matters. - Representing clients in tax controversies before IRS Administrative Appeals, the . Tax Court, and Federal District Courts. Education...
Title: Tax & Estate Planning Attorney Job Responsibilities: The Tax & Estate Planning Attorney is responsible for providing comprehensive legal services in the areas of tax and estate planning. This includes advising clients on the development and implementation of estate plans,...
Experienced Estate Planning Attorney – **Members Only** **Members Only** is a law firm with 6 offices across North Carolina and South Carolina, and is seeking an experienced Estate Planning Attorney for their new office in Belmont, North Carolina. The Attorney will...
Title: Estate Planning Attorney in Charlotte, North Carolina Experience: 1-2 years in Estate Planning related matters Salary: Competitive salary and benefits package Responsibilities: - Advise clients on estate planning matters, including wills, trusts, powers of attorney,...
Title: Trust & Estates Paralegal Job Responsibilities: - Meet with clients, trustees, and family members to discuss estate plans and communicate with beneficiaries to ensure their understanding and compliance with the estate planning process. - Draft both standard and complex estate planning documents,...
. Private Bank - Wealth Advisor - Executive Director... Job Responsibilities - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the company to serve in a current or future fiduciary capacity. - Act as...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice at the company, the primary responsibilities include working as part of a team to solve complex business issues ranging from strategy...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in Personal Financial Services, you will work as part of a team of problem solvers, tackling complex business issues from strategy to execution. Your responsibilities will...
Title: Tax Manager - Personal Financial Services Job Responsibilities: A career within the Personal Financial Service practice at Company provides the opportunity to assist private companies with a variety of business advisory needs, including audit, tax compliance, and planning, to enhance their...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides the opportunity to assist private companies with a range of business advisory needs such as audit, tax compliance, and...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company offers the opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning. This role focuses...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the Company Private provides the opportunity to assist private companies with business advisory needs, including audit, tax compliance, and planning. The...
Title: Senior Manager, Accounting Methods Job Responsibilities: The Senior Manager in the Accounting Methods group is responsible for helping companies optimize their federal tax accounting methods, including IRC 263(A) capitalization, depreciation accounting methods, expense acceleration, and revenue deferral. This role is part...
Title: Tax Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides the opportunity to assist private companies with a range of business advisory needs, such as audit, tax compliance, and planning to...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: As a Senior Manager in the Personal Financial Services practice within the company, the role encompasses a variety of responsibilities aimed at assisting private companies with their business advisory needs. This includes...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: The role of a Tax Senior Associate in the Personal Financial Services practice involves supporting private companies with various business advisory needs, including audit, tax compliance, and planning, with the ultimate goal...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career within the Personal Financial Service practice at the company offers the opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, to enhance operational...
private companies with various business advisory needs, including audit, tax compliance, and planning to enhance operational efficiency and focus on business strategy. You will help clients develop, design, and implement plans to achieve personal wealth goals and ensure maintenance......
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: As a Senior Manager in the Personal Financial Services practice within the department, you will play a vital role in assisting private companies with various business advisory needs such as...
Title: Tax Director - Personal Financial Services Job Responsibilities: The Tax Director in Personal Financial Services at the company will work within the department, specializing in Entrepreneurial & Private Business (EPB) services. The role involves working as part of a team of...
Overview: A client-focused, expanding law firm in the Charlotte area is seeking an experienced Estate Planning Attorney to help grow and lead its estate planning division. This role offers the opportunity to manage a full range of estate planning matters...