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Full-time 11 views

Title: Estate Planning & Wealth Transfer Partner Job Responsibilities: The Estate... Planning & Wealth Transfer Partner will be... on complex estate planning, wealth transfer, business succession planning,... philanthropy, and related income tax matters. Key responsibilities include: - Advising high-net-worth individuals, families, and entrepreneurial...

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Full-time 9 views Experience : Min 5 yrs required

the law firm's Private Client Group, specifically within the tax department. The primary responsibilities include: - Assisting with fiduciary litigation cases. - Creating, drafting, and implementing sophisticated wealth transfer plans for high-net-worth... individuals. - Collaborating and assisting with all aspects of complex e...

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Full-time 2 views Experience : 2-6 yrs required

drafting, and implementing sophisticated wealth transfer plans for high-net-worth... individuals. Additionally, the associate will collaborate and assist with all aspects of complex estate and trust administration matters. The role requires the ability to proactively anticipate and resolve issues in a...

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Posted On Sep 09, 26
Full-time 1 views Experience : 2-3 yrs required

Coordinate the sale and transfer of estate and trust... properties, including collaboration with realtors and title companies through closing. - Verify property ownership and titles, and coordinate matters involving insurance, taxes, mortgages, and utilities. - Schedule repairs, maintenance, appraisals, and inspections. - Communicate...

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Full-time 6 views Experience : Min 5 yrs required

CPAs to provide expert advice to clients and their advisors on various tax issues, including gift, estate, generation-skipping transfer (GST), and income tax... matters, as well as fiduciary accounting. Key responsibilities include: - Collaborating with attorneys, CPAs, clients, and their advisors...

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