Gift Tax Jobs in Meadow Brook

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United States
Full-time 2 views Experience : 2-5 yrs required

Overview Law firm, a well-established elder law and fiduciary services firm serving Rhode Island, Massachusetts, and Connecticut, is seeking a part-time Attorney to join our team. This role is ideal for a professional who values meaningful client interaction, a supportive team...

Full-time 7 views Experience : Min 5 yrs required

Job Title Private Client International Tax and Estate Planning Associate... Responsibilities The Private Client International Tax and Estate Planning Associate/Senior... advising clients on international tax matters and cross-border planning... sophisticated estate planning and tax-efficient restructuring solutions for high-net-worth... international families and th...

Full-time 7 views Experience : 4-8 yrs required

Title: Private Wealth Associate Job Responsibilities: The Private Wealth Associate at the law firm will engage in sophisticated estate planning and drafting, trust and estate administration, estate and gift tax, and charitable planning.... The successful candidate will collaborate with attorneys across various...

Full-time 21 views Experience : 3-5 yrs required

net worth estate planning, and related areas of law. - Draft legal documents, including trusts, wills, powers of attorney, and other estate planning and business succession documents. - Draft sophisticated estate and tax planning documents such as... SLATs, IDGTs, charitable remainder a...

Posted On Jul 15, 26
Full-time 6 views Experience : Min 3 yrs required

Title: Paralegal - Trust & Estates Practice Group Job Responsibilities: The paralegal in the Trust & Estates Practice Group at the law firm will assist attorneys and other paralegals in various aspects of estate planning and trust administration. Key responsibilities include: - Administering...

Full-time 9 views Experience : Min 8 yrs required

of wealth management, including asset protection and handling gift and estate tax issues. -... Collaborate primarily with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized service with strong attention to detail. - Articulate legal strategies and cou...

Posted On Aug 14, 26
Full-time Experience : 2-5 yrs required

Title: Probate & Estate Administration Paralegal Job Responsibilities: - Assist with all substantive functions that do not require a law degree, including conducting client meetings and handling incoming phone calls. - Acquire records, perform spreadsheet work, and draft documents. - Utilize Microsoft Office (Word...

Posted On Sep 24, 26
Full-time 1 views

Title: Trusts and Estates Administrative Paralegal Job Responsibilities: The trusts and estates administrative paralegal is tasked with efficiently managing a high volume of complex and detailed work related to domestic estate administration, trust administration, and fiduciary accounting. This role is crucial in...

Full-time 156 views Experience : Min 1 yrs required

Lawyer The candidate' must have general knowledge of corporate and/or real estate law, strong drafting skills, the ability to work independently, attention to detail, strict confidentiality, collegial interpersonal skills and the ability to work in a fast paced environment. Responsibilities...

Posted On Aug 13, 26
Full-time 5 views Experience : 3-5 yrs required

Title: Estate Planning Attorneys Job Responsibilities: - Estate Planning Attorneys will be responsible for handling cases from inception with minimal supervision. - The role requires strong skills in writing, analysis, and research. - Candidates must demonstrate a commitment to superior client service. - The position...

Full-time 2 views Experience : Min 2 yrs required

ATTORNEY Job Title: Associate Attorney Job Responsibilities: The associate attorney will be responsible for providing legal services in the areas of estate planning, elder law, probate/trust administration, and corporate commercial transactions. The candidate must demonstrate the ability to work independently while maintaining a commitment...

Full-time 3 views Experience : Min 35 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Meet with clients to evaluate their estate planning goals and develop customized legal strategies. - Draft and review wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, deeds, and other estate planning documents. - Handle probate...

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

Title: Estate Planning Attorney (1-2+ Years Experience) Job Responsibilities: - Meet with clients to evaluate their estate planning goals and develop customized legal strategies. - Draft and review estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and...

Full-time 5 views Experience : 2-7 yrs required

systems. - Assist with probate and trust administration matters. - Work directly with clients to design and implement estate planning strategies. - Collaborate with senior attorneys on complex and high-net-worth planning matters. - Continue developing expertise in tax-efficient and advanced planning techniques. Education... and Experience...

Posted On Sep 16, 26
Full-time 3 views Experience : Min 5 yrs required

variety of estate and trust income tax returns. - Input information for... fiduciary income tax returns (Form 1041), gift... tax returns (Form 709),... and... estate tax returns (Form 706). - Communicate... with trust and estate beneficiaries regarding distributions. - Produce summaries and accounting...

Full-time 4 views Experience : Min 3 yrs required

and file Massachusetts estate tax returns, Federal estate tax... returns, and gift tax... returns. - Prepare, review,... and... submit necessary probate forms and court documents. - Obtain date-of-death valuations and secure required documentation for estate tax returns and settlement processes. -... Oversee ongoin...

Full-time 4 views Experience : 3-20 yrs required

experienced Private Client International Tax and Estate Planning Associate... minimum of 5 years of experience in international tax and estate planning, with... a focus on advising high-net-worth international families and their on international tax matters and cross-border planning... ...

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