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United States
Full-time Experience : 1-3 yrs required

expert legal advice and services in the realm of... estate planning. This includes drafting living trusts, wills, and other essential estate planning documents. The role requires close collaboration with clients nationwide, participation in seminars, and cooperation with other departments to...

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Posted On Jul 20, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Estate Planning Administrative Assistant Job Responsibilities: Client Communication: - Maintain communication with clients, addressing simple inquiries that do not require an attorney's input. - Direct clients to appropriate individuals for specific questions and service requests. - Provide timely updates to clients regarding the status...

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Posted On Aug 17, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Paralegal Job Responsibilities: Client Interaction: - Assign and answer client-submitted questions. - Perform structure clarification consultations with clients. - Conduct binder reviews with clients, ensuring accuracy and completeness. Document Review and Management: - Review blueprints for accuracy and escalate...

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Posted On Sep 03, 26
Full-time 4 views Experience : 4-8 yrs required

Job Title: Wealth Transition Services Tax Manager - Tax... income distribution, business succession, estate preservation, and estate plan flow. - Interpreting and reviewing legal documents concerning estate and business succession planning. - Providing tax planning and consulting services to high net w......

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Posted On Aug 24, 26
Full-time 13 views

tax and business advisory services and tax compliance to... Coach and mentor a group of talented staff, aiding in the development of their technical and professional skills. - Provide various tax, accounting, and advisory services to small business clients. -... Oversee an...

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Posted On Sep 03, 26
Full-time 3 views Experience : 5-5 yrs required

Title: Tax Manager - International Tax Job Responsibilities: A typical day as an International Tax Manager includes: - Serving clients on various international tax planning and compliance matters. - Working with staff to ensure individual and business tax returns are...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 5 yrs required

tax and business advisory services and ensuring tax compliance... for NFP clients. Your role involves working closely with firm leadership to serve clients and contribute to the growth and success of the company. You will act as a mentor and...

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Posted On Sep 11, 26
Full-time 4 views Experience : Min 3 yrs required

and employee taxes and social security. Analysis of payroll... tax notices. Preparation of Powers of Attorney. Liaison with Federal and State Agencies. Registration of employers for payroll taxes. Preparation and filing of payroll tax returns. Preparation of Forms W-2, Forms...

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Posted On Jul 26, 26
Full-time Experience : Min 10 yrs required

tax compliance and consulting services. - Mentor the team... and deliver the company's services to fully meet clients'... full responsibility for all services for clients in a... book of business. - Review and sign engagement letters, discuss the nature and...

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Posted On Jul 26, 26
Full-time 1 views Experience : Min 6 yrs required

Title: Tax Manager/Director Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. - Foster and build opportunities for clients,...

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Full-time 3 views Experience : 1-3 yrs required

with prospective clients to design estate plans and offer relevant services. - Conduct consultations... with existing clients over the phone to review and update their estate plans. - Seminar Participation: - Speak at live seminars across the countr...

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