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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 be expected to: -...
Title Estate Planning and Administration Attorney Job Responsibilities The attorney will be responsible for providing guidance on probate administration, planning, and estate law matters, assisting families and individuals in navigating complex legal processes. Key responsibilities include: - Direct, hands-on client...
Title Estate Planning and Administration Attorney Job Responsibilities The role of the Estate Planning and Administration Attorney encompasses a variety of responsibilities aimed at providing comprehensive legal services in the realm of estate planning and administration. The key responsibilities include:...
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, as... well as overall professional development. - Develop and sustain excellent client...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... The role involves managing tax and consulting engagements, which... addressing of client needs, tax planning, and exploring consulting... opportunities. The Tax Manager works directly with... gather necessary information for tax return preparation. They ......
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. - Perform tax, gift,... and estate planning and......
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 tax... laws, as well as... technical reviews of individual tax returns to ensure compliance... with state and federal tax regulations. - Gather data......
Title: Private Wealth Services Tax Manager Job Responsibilities: As a Private... Wealth Services Tax Manager, the primary responsibilities... secondary reviews of complex tax returns and providing income,... estate, and gift tax planning strategies for... high... the Private Wealth Services Tax team to make recommendations... tax...
Job Title: Tax Senior Manager - Private... spectrum of business and tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. - Manage and... This includes the planning and execution of client tax engagements. - Collaborate with... company spec...
Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... held corporation, estate, and gift engagements. Prepare for and... projects, helping clients identify tax planning opportunities and understand... the implications of important...
Title: Senior Estate & Trust Paralegal Job Responsibilities: As a Senior Estate Administration Paralegal at the law firm, you will play a crucial role in guiding clients through the probate and trust administration processes with empathy, professionalism, and expertise. Your responsibilities will...
documents. - Advise clients on tax minimization strategies and asset... protection. - Conduct client meetings to understand their unique needs and goals. - Effectively communicate complex legal concepts clearly and concisely. - Stay up-to-date on the latest developments in estate planning law. - Collaborate with...
Title: Estate Planning and Probate Attorney Job Responsibilities: The Estate Planning and Probate Attorney at the law firm is responsible for providing legal counsel to clients on matters related to estate planning, probate, and estate administration. Key responsibilities include: - Drafting legal documents...
practice areas in Durham. The primary responsibilities include contributing to the firm's growth in key practice areas such as: - Commercial Real Estate - Trusts & Estates - Corporate Law and Mergers & Acquisitions (M&A) - Labor & Employment Counseling (Management Side) - Tax - Cybersecu...
Title: Estate Planning and Administration Attorney Job Responsibilities: - Direct, hands-on client and case interaction, ensuring a client-centric approach to all legal processes. - Manage client expectations through various communication channels including email, phone, and in-person meetings. - Prepare and draft pleadings, legal documents,...
a regional office. The ideal candidate will have two to six years of experience in sophisticated estate planning and estate/trust comprehensive estate planning complex federal estate and gift tax to six... years of relevant ...