Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state level estate tax returns. Work with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes....
Title: Trusts & Estates and Tax Attorney Job Responsibilities: The Trusts & Estates and Tax Attorney at the law firm is responsible for advising high net worth individuals and families on comprehensive estate and tax planning. The role involves designing, drafting, and...
Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state level estate tax returns. Work with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes....
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
OverviewA law firm seeks a seasoned Trusts and Estates and Tax Attorney with at least 10 years of experience in advising high net worth individuals and families in estate and tax planning, located in Pasadena, CA. The role involves designing,...