Gift Tax Jobs in Batavia

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United States
Full-time Experience : 3-5 yrs required

Job Title: Estate & Tax Planning Associate Attorney Job... Responsibilities: The Estate & Tax Planning Associate Attorney at... areas of estate and tax planning. Key responsibilities include:... and implementing estate and tax planning strategies for clients,... particularly high-net-worth (HNW) and...

Posted On Sep 25, 26
Full-time Experience : Min 3 yrs required

documents, client communications, and tax documents. - Coordinate and communicate... with financial planners, Certified Public Accountants, and other external individuals for asset transfers during a client’s lifetime or after death. - Conduct research related to real estate titling through Courthouse visits or...

Full-time Experience : Min 7 yrs required

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: The Tax Senior Manager, Private Client... is responsible for providing tax compliance and consulting services... personal income, estate, and gift tax, as well as... wealth... retention strategies. The role involves a deep...

Full-time 32 views Experience : Min 5 yrs required

with experienced practitioners to enhance legal acumen and advance skills. - Engage in international estate planning, advising clients worldwide on . estate planning and transfer tax matters. - Develop and manage... complex estate planning matters involving asset protection and lifetime gifting s...

Full-time 9 views Experience : 2-3 yrs required

documents for advanced transfer tax planning strategies such as... trusts, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), and Grantor Retained Annuity Trusts (GRATs). - Conducting research and analysis of estate, gift, Generation-Skipping Transfer (GST) and... income tax i...

Full-time 5 views Experience : 3-5 yrs required

Title: Estate Planning and Tax Associate Attorney Job Responsibilities: The Estate... Planning and Tax Associate Attorney is responsible... for working closely with experienced shareholders and developing their own practice in a client-focused environment. Key responsibilities include: - Preparing and reviewing wills, trusts, powers...

Full-time 1 views Experience : Min 5 yrs required

management, and family management matters. This role involves drafting and administering trusts, advising on tax-efficient wealth transfer strategies, and... assisting with estate and fiduciary administration. The attorney will be expected to manage multiple projects and deadlines effectively, engage in inte...

Posted On Sep 17, 26
Full-time 88 views Experience : Min 5 yrs required

Planning Attorney The candidate should have 5+ years of practice experience. Estate planning is experience is required. Medicaid Planning is a plus. License to practice in Ohio, (KY and IN a plus) is required....

Full-time 86 views Experience : Min 3 yrs required

& Dreidame is searching for a Corporate Attorney to join their team in downtown Cincinnati. This full-service law firm has been in business since 1943 and is looking for an attorney with at least three years of experience in corporate,...

Full-time 1 views Experience : 4-6 yrs required

Title: Associate Estate Planning Attorney Job Responsibilities: The role of an Associate Estate Planning Attorney at the law firm involves working within the estate planning department of a well-established, mid-sized firm. The attorney will engage in estate planning, trust, and estate administration....

Full-time 3 views Experience : 4-8 yrs required

Title: Litigation Attorney (4–8 Years) — Path to Partnership Job Responsibilities: The litigation attorney will be responsible for managing cases from intake through trial across various practice areas. The attorney will work predominantly in litigation but will have the opportunity to explore...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required

Tax Senior - Private Wealth... held corporation, estate, and gift tax matters. Review tax... research... support the preparation of tax returns, and help prepare... for client meetings tied to compliance and consulting projects. Contribute to tax planning opportunities and help......

Posted On Aug 27, 26
Full-time 1 views Experience : Min 2 yrs required

Job Title: Tax Senior, Private Client Services Job... Responsibilities: - Engage in tax and consulting projects, enhancing... gather necessary information for tax return preparation. - Prepare complex... tax returns including individual, trust,... S-Corp, foundation, partnership, and gift tax returns, covering both... Federal... and...

Posted On Aug 27, 26
Full-time Experience : Min 5 yrs required

Job Title: Tax Manager, Private Client Services... Job Responsibilities: A Tax Manager in the Private... at the company provides tax compliance and consulting services... responsibilities include: - Managing tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities.......

Posted On Aug 27, 26
Full-time 1 views Experience : Min 10 yrs required

Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: - Leads tax and consulting engagements, teaching... team members the skills necessary and address client needs, tax planning, and consulting opportunities.... resolutions. - Reviews complex tax returns including individual, trust,......

Posted On Sep 15, 26
Full-time 1 views Experience : Min 7 yrs required

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: - Manages tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities. -... individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, providing feedback... to... preparers. - Directs commun...

Posted On Aug 12, 26
Full-time 3 views Experience : 2-10 yrs required

an Estate Planning and Tax Associate Attorney in Cincinnati,... building a personal practice in a supportive, client-centered and review wills, trusts, powers of attorney, and other estate probate and estate matters counsel on individual, fiduciary, estate, gift,...

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