Title: Paralegal, Estate & Trust Administration Job Responsibilities: The Paralegal in the Estate & Trust Administration department at the law firm plays a vital role in supporting attorneys and clients throughout all phases of estate and trust administration. This position emphasizes responsiveness,...
with creating and implementing wealth preservation strategies, business succession... including wills, revocable trusts, and irrevocable trusts, such as intentionally defective grantor trusts. - Manage probate, trust, and estate administration processes. - Engage in sophisticated income, estate, gift, and generation-skipping transfer tax pl...
Job Title: Wealth Preservation and Estate Planning... with creating and implementing wealth preservation strategies, business succession... estate, gift, and generation-skipping transfer tax planning for high-net-worth... individuals. - Draft estate planning documents, including wills, revocable trusts, and irrevocable trusts, such as intentionally...
Title: Associate – Private Client Services – 2026 Job Responsibilities: As an Associate in the Private Client Services (PCS) division, you will support a diverse array of sophisticated clients, including some of the wealthiest families in the ., family offices, owner-operated...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career as a Tax Senior Associate in Personal Financial Services at the company involves working as part of a team to provide business advisory services to private companies. The role...
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...
Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice are responsible for overseeing multiple engagement teams that cater to a variety of sophisticated clients, including some of the wealthiest families in the...
Associate - Winter 2026 Tampa, FL, 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...
Saint Petersburg, FL. The ideal candidate will join a dynamic team dedicated to providing exceptional legal services and fostering professional with creating and implementing wealth preservation strategies, business succession... planning, and family-office estate planning documents, including wills, revo...