Gift Tax Jobs in Davidson

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Full-time 10 views Experience : Min 10 yrs required

Job Title: Senior Tax Attorney (10+ Years) Job Responsibilities: -... Provide strategic tax planning and advisory services... clients. - Structure and analyze tax implications for mergers, acquisitions,... planning matters, including for tax-exempt organizations. - Represent clients in... tax disputes, audits, and negotiations... with tax authorities. - Assist CPAs in......

Full-time 7 views

Attorney Job Title: Associate Attorney Job Responsibilities: - The Associate Attorney will be responsible for handling tasks related to real estate closings and estate planning in both North Carolina and South Carolina. - The candidate must demonstrate a willingness to generate business for...

Posted On Sep 11, 26
Full-time 2 views Experience : 2-5 yrs required

various legal documents including federal estate and gift tax returns, probate documents,... estate accountings, and estate planning documents. - Review, proofread, revise, and organize documents related to estate and trust administration matters. - Schedule and participate in meetings or conferences with c...

Full-time 2 views Experience : 5-6 yrs required

Job Title: Tax - Business Tax Services... - Private Tax - High Net Worth... a Manager in Private Tax at the company, you... providing personal and private tax advice and compliance support... to business owners, business-owning families, and owners of...

Full-time 10 views Experience : 3-8 yrs required

Title: Trusts & Estates Associate (3-8 Years) Job Responsibilities: The Trusts & Estates Associate will be part of the Trusts & Estates Practice Group at the law firm. The primary responsibilities for this role include: - Estate Planning: Assisting clients in the development...

Posted On Aug 17, 26
Full-time 1 views Experience : 2-5 yrs required

of assets, and estate, gift, and income tax returns. -... Assist attorneys in drafting wills, revocable trusts with tax planning provisions, irrevocable trusts,... flow charts, estate planning documents, and estate litigation documents. - Manage the estate administration process from beginning to e...

Full-time 25 views Experience : 3-5 yrs required

Title: Estate Planning or Elder Law Attorney Job Responsibilities: The Estate Planning or Elder Law Attorney is responsible for providing expert legal services in the areas of estate planning, trust and estate administration, and elder law. The attorney will support and represent...

Full-time 1 views Experience : 2-10 yrs required

Title: Senior Associate/Junior Partner – Transactional Job Responsibilities: - Represent clients in various transactional matters, which include but are not limited to wills and estates, asset protection, business plans, incorporations & LLCs, non-profit 501(c)(3), and intellectual property litigation. - Manage a caseload with...

Full-time 4 views Experience : Min 1 yrs required

Title: Attorney - Estate and Financial Planning Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options. - Meet with clients in consultations to gather necessary information and help them take actionable steps. - Design...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title Tax Manager, Global Employer Services... - Individual Tax Services, High Net Worth... Job Responsibilities As a Tax Manager within the Individual... Tax Services - High Net... their advisors. - Leading tax compliance and advisory engagements... involving complex individual income tax matters. - Reviewing individual......

Posted On Sep 07, 26
Full-time 23 views Experience : Min 7 yrs required

Job Title: Senior Tax Manager - High Net... Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning... and... expand knowledge in individual, gift, trust, and estate tax... planning and consulting, along... with overall professional development. - Develop and sustain excellent client relationships,...

Posted On Sep 07, 26
Full-time 25 views Experience : Min 7 yrs required

Job Title: Senior Tax Manager - High Net... Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning... and... expand knowledge of individual, gift, trust, and estate tax... planning and consulting, as... well as overall professional development. - Develop and sustain excellent client...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... responsible for delivering high-quality tax compliance and consulting services... The role involves managing tax and consulting engagements, identifying... client needs, and providing tax planning and consulting opportunities.... tax...

Posted On Sep 07, 26
Full-time 1 views Experience : 2-5 yrs required

Job Title: Tax Senior - High Net... Worth/FWS Job Responsibilities: - Perform tax, gift, and estate compliance... services... expand knowledge of individual, gift, trust, and estate taxes,... technical reviews of individual tax returns. - Gather necessary data... third-party sources. - Perform basic tax research to support tax......

Posted On Sep 07, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Tax Manager - High Net... Wealth Services Job Responsibilities: - Oversee tax preparation and perform the... family partnerships, and trust tax returns. - Consult on complex... tax matters and ensure compliance... with state and federal tax regulations. - Provide quarterly and... oversight. - Delegate and manage tax assignments and perform administrative......

Posted On Sep 07, 26
Full-time 1 views Experience : 6-10 yrs required

Title: Private Wealth Services Tax Manager Job Responsibilities: - Conduct primary... secondary reviews of complex tax returns. - Provide income, estate,... and gift tax planning strategies for... high... the Private Wealth Services Tax team to make recommendations... on return preparation and tax savings opportunities. - Focus on... tax...

Posted On Sep 25, 26
Full-time 2 views Experience : Min 3 yrs required

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Senior within the Individual... Tax Services – High Net... and review complex federal, state, and local individual tax returns and related workpapers. -... Sup...

Posted On Sep 18, 26
Full-time 15 views Experience : Min 7 yrs required

Job Title: Tax Senior Manager - Private... spectrum of business and tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. - Manage and... Fiduciary Taxation. This includes planning and executing client tax engagements. - Collaborate with... specialists regardi...

Posted On Aug 11, 26
Full-time 4 views Experience : 2-14 yrs required

their practice in Charlotte, NC. The ideal candidate will have a strong background in estate planning, estate administration, charitable planning, and tax legal counsel in... estate planning and clients on charitable and tax planning and review... le...

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