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Gift Tax Jobs in Stoneridge

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United States
Posted On Jul 29, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Probate
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Probate

Title: Estate Planning Attorney Job Responsibilities: - Conduct comprehensive consultations with potential new clients to assess their estate planning needs. - Evaluate client needs to tailor estate planning and trust solutions. - Develop and maintain ongoing relationships with potential new clients to ensure long-term...

Posted On Aug 06, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law Estate Planning health insurance Insurance Partnership title
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law Estate Planning health insurance Insurance Partnership title

Title: Managing Attorney Job Responsibilities: Office Performance: - Oversee the day-to-day operations of the legal team to ensure cases progress efficiently and meet firm benchmarks for timeliness and quality. - Monitor key performance indicators (KPIs) related to case flow, productivity, and client outcomes, and...

Posted On Aug 05, 26
Full-time 2 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law Estate and Trust Estate Planning family Insurance
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law Estate and Trust Estate Planning family Insurance

Description Law firm is a team of attorneys and legal professionals dedicated to providing comprehensive estate planning and estate administration services to clients in Virginia, Maryland, and the District of Columbia. Role Description This is a full-time in-person role for...

Posted On Sep 25, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Senior supporting the Individual... Tax Services – High Net... state, and local individual tax returns and related workpapers. -... Supporting tax compliance engagements for high-net-worth......

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer

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... and their advisors. The Tax Manager will lead tax... compliance and advisory engagements... that...

Posted On Sep 28, 26
Contract, Full-time Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Taxation
Job Tags:
criminal finance gift tax Taxation

Seasonal Tax Delivery Manager, Individual Tax... Services - Global Employer... Review complex individual and gift tax returns, workpapers, and... related... deliverables for accuracy and completeness. Track filing, review, and client milestones; identify risks early and escalate blockers. Resolve review notes...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

Job Title: Tax Manager - Private Company Job... range of business and tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. - Manage and oversee... Fiduciary taxation, which includes planning and executing client tax engagements. - Collaborate with specialists... regarding Es...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

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...

Posted On Sep 17, 26
Full-time 2 views Experience : 5-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary Insurance Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary Insurance Taxation trusts Wills

the estate-planning and administration practice. The responsibilities include: - Estate Planning & Implementation: - Meeting and communicating with clients to discuss estate-planning goals, family circumstances, assets, and concerns. - Researching legal and tax issues to help develop... individualized planning...

Posted On Sep 24, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills

& Trusts Attorney About the Job A law firm is seeking a Virginia-licensed Estates and Trusts attorney to join its growing practice group. This opportunity is available to Virginia-based candidates and does not necessitate working in the Annapolis office. There is office...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer

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

Posted On Sep 25, 26
Full-time 3 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... state, and local individual tax returns and related workpapers. -... Support tax compliance engagements for high-net-worth... Prepare and review applicable tax forms, including Forms 1040,... as applicable. - Analyze complex tax issues involving gif...

Posted On Sep 28, 26
Contract, Full-time Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Taxation
Job Tags:
criminal finance gift tax Taxation

Seasonal Tax Delivery Manager, Individual Tax... Services - Global Employer... Review complex individual and gift tax returns, workpapers, and... related... deliverables for accuracy and completeness. Track filing, review, and client milestones; identify risks early and escalate blockers. Resolve review notes...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

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...

Posted On Aug 30, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
criminal Estate Planning estates family fiduciary gift tax health insurance Insurance Litigation Probate Software trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
criminal Estate Planning estates family fiduciary gift tax health insurance Insurance Litigation Probate Software trusts Wills

administration, including litigation as needed. - Work directly with individuals, families, fiduciaries, and business owners on estate planning, trust and estate administration, and related tax matters. - Advise clients on... comprehensive estate planning, including wills, revocable and irrevocable trusts, powers of at...

Posted On Sep 15, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary Probate

Title: Estate Planning Attorney Job Responsibilities: - Conduct client consultations and design meetings to guide them through estate planning representation. - Prepare estate planning documents in collaboration with the law firm team. - Facilitate the execution of estate plans. - Maintain a warm, client-centered environment...

Posted On Oct 01, 26
Full-time 13 views Experience : Min 3 yrs required
Practice Area:
Probate
Job Tags:
Elder Law Estate Planning estates family fiduciary Financial Institutions Government health insurance Litigation Practice of Law Probate satellite Software Surety Bonds trusts
Practice Area:
Probate
Job Tags:
Elder Law Estate Planning estates family fiduciary Financial Institutions Government health insurance Litigation Practice of Law Probate satellite Software Surety Bonds trusts

Paralegal Law Firm Position Available: Probate Paralegal About the Firm The law firm is a dedicated team with a shared mission to make a meaningful difference in the lives of seniors, individuals with special needs, and families navigating complex estate and fiduciary matters. Practice...

Posted On Sep 23, 26
Full-time 41 views Experience : 2-4 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning family fiduciary health insurance Litigation Medicaid Probate
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning family fiduciary health insurance Litigation Medicaid Probate

Planning Attorney Position Overview The Estate Planning Attorney position is designed for individuals seeking to elevate their practice to a partner-track level. The role provides an opportunity for mentorship by experienced attorneys and focuses on attracting and engaging quality clients, all within...

Posted On Aug 30, 26
Full-time 33 views Experience : 1-8 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General

and estate administration, including litigation. This role involves working with individuals, families, fiduciaries, and business owners on estate planning and related tax matters. Admission to the... Virginia Bar is required, with MD and DC admissions being a plus. The positi...

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