Title: Trusts & Estates Paralegal Job Responsibilities: - Draft estate planning documents including Wills, Durable Powers of Attorney (DPOAs), Trusts, Qualified Personal Residence Trusts (QPRTs), and Health Care Directives. - Create explanatory correspondence to clients detailing the proposed estate planning documents. - Manage all...
Title: Estate Planning and Probate Associate Job Responsibilities: The Estate Planning and Probate Associate will be responsible for a range of duties within the Trusts and Estates practice. Key responsibilities include: - Drafting and reviewing estate planning documents such as wills, trusts,...
Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. Key responsibilities include: - Overseeing the administration and business development of...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private sector offers the opportunity to assist private companies with various business advisory needs, such as audit, tax compliance, and...
Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are tasked with working collaboratively with engagement teams to serve a broad array of sophisticated clients, including some of the...
Title: Tax Director - Private Client Services Job Responsibilities: As a Tax Director within the Private Client Services practice, you will be at the forefront of managing and overseeing client service teams on various engagements. Your responsibilities will include: - Conducting secondary review...
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: Virtual Probate & Estate Planning Paralegal Job Responsibilities: Probate Administration: - Prepare and track probate court documents, such as petitions, inventories, accountings, and final distributions. - Manage estate administration timelines and ensure compliance with court and statutory deadlines. - Communicate with executors, beneficiaries, court...
expand its practice in wealth transfer, estate settlement, and... fiscal advisory services. This individual will cultivate existing client relationships while guiding new matters, with the potential to integrate a small established team if OverviewLocation: Seattle, WAExperience: 1–6 years of...