Trust Officer Atlanta, Georgia Salary: Competitive, based on experience Experience: Minimum of 5 years in trust administration and estate planning **MEMBERS ONLY**SIGN UP NOW***. is looking for a Senior Trust Officer to join our team in Atlanta, Georgia. As a company, we...
career and work on unique and complex matters in the private wealth planning field. H1:... Law Firm Seeking Experienced Estate Planning Attorney H2: Join Our Team and Grow Your Career Salary: Based on experience Job Title: Estate Plan...
such as letters and transfer forms. - Assist in drafting... estate planning documents, including wills, powers of attorney, and both basic and advanced trusts. - Help manage and organize estate and probate files. - Prepare accounting and financial statements. - Docket court documents. - File...
crucial role within the Wealth Solutions group, which is... planning strategies for high-net-worth clients. The essential job functions include: - Meeting with wealth advisors, financial planners, and... other wealth management professionals to review,... fund, and maintain estate plans. - Learning and applying...
Title: Estate Planning Paralegal Job Responsibilities: - Gift Tax Returns: The paralegal will prepare and file annual IRS Form 709 Gift Tax Returns with minimal supervision. This involves coordinating with clients and accountants to gather necessary financial documentation, tracking filing deadlines, and...
Investment Management - Private Wealth (East Coast) Job... Tax Senior - Private Wealth Experience: 3+ years Salary... Range: $63,420 - $144,300 Locations: 22 locations across the US Position Summary - Leader and strategic thinker with extensive knowledge...
time off and holidays Professional development and training opportunities Responsibilities Assist in the preparation and review of individual, fiduciary, and estate tax returns Conduct research on various tax and wealth planning issues Analyze... fi...
- Financial Services - Wealth and Asset Management Job Responsibilities: -... for clients in the Wealth & Asset Management practice. -... Focus on key client issues in domestic federal, international, and state and local taxation, implementing tax strategies that align with the client's...
Entry-Level Associate - Department: Wealth Planning & Exempt Organizations... Group - Location: Atlanta, Georgia - Salary: Competitive, based on experience - Experience: Law student in their third year (3L) - ID: 2025-1899 - Number of Openings: 1 General Summary:...
Job Title: Tax Senior, Business Tax Services - Tax-Exempt - Salary Range: $63,420 to $144,300 (based on experience and qualifications) - Experience Required: 3+ years in federal taxation, with a focus on tax-exempt organizations - Location: 20 different locations available...
Managing Director, ASC 740 Atlanta, GA, United States Job Description Job Summary: The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative...
Associate - Winter 2026 Atlanta, GA, United States Job Description Tax Associate As a Tax Associate at **MEMBERS ONLY**SIGN UP NOW***., your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and...
to join its Private Wealth Planning practice in Atlanta,... GA. This position offers the chance to work on complex estate planning, probate, and trust administration matters while collaborating with nationally recognized attorneys and leaders in the field. The firm emphasizes...