Gift Tax Jobs in Westminster

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United States
Posted On Jul 17, 26
Full-time 2 views Experience : 3-5 yrs required

Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal will be responsible for various tasks associated with the administration of trusts and estates. Key duties include: - Preparing legal documents and conducting legal research. - Marshalling, organizing, and analyzing...

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Posted On Jul 17, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Trust/Estate Administration Paralegal Job Responsibilities: The Trust/Estate Administration Paralegal will be engaged in a variety of tasks essential for the administration of trusts and estates, including those involving complex and high net worth estates as well as probates. The responsibilities include: -...

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Full-time 1 views Experience : Min 7 yrs required

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key... stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

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Full-time 1 views Experience : Min 7 yrs required

families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key... stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth...

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Full-time Experience : Min 7 yrs required

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key... stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

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Full-time Experience : Min 7 yrs required

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key... stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

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Full-time 2 views Experience : 4-6 yrs required

to advanced estate, trust, gift, and income tax planning... business succession planning, and tax-efficient entity structuring. Draft and... revocable living trusts, irrevocable gift trusts, and advanced transfer... instruments, including GRATs, IDGTs, and SLATs. Manage trust administration matters for high-net-worth...

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Full-time 1 views Experience : Min 1 yrs required

Overview Law firm is a dedicated legal services firm committed to providing professional, reliable, compassionate Probate Administration, Trust Administration, and Estate Planning Services. Our mission is to deliver stress-free legal solutions while our clients are going through a difficult time, ensuring...

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Full-time 8 views Experience : Min 5 yrs required

administration. - Prepare estate and gift tax returns, with a... preference for candidates having experience in this area. - Exhibit strong research, writing, and drafting abilities. - Demonstrate strong oral and written communication skills. - Serve high net worth clientele with diverse backgrounds and...

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Posted On Sep 17, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal provides comprehensive support to attorneys in the Estate Planning and Probate Practice Group at a law firm. Key responsibilities include: - Assisting attorneys in preparing intricate estate planning documents such as wills, revocable...

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Full-time Experience : 2-4 yrs required

Title: Trusts & Estates Associate Attorney Job Responsibilities: - Draft estate plan documents, including wills, trusts, powers of attorney, and directives. - Assist with estate, gift, and generation-skipping transfer tax... matters. - Conduct legal research... prepare memoranda on estate, tax, and trust issues. - Collaborate......

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required

Job Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: -... related entities on complex tax matters, including income tax... planning, estate and gift... planning, charitable giving, wealth... of complex UHNW individual and family office tax compliance engagements, ensuring technical... accuracy, quality,...

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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......

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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... and their advisors. - Leading tax compliance and advisory engagements... involve complex individual income tax matters. - Reviewing individual t......

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

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...

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Posted On Sep 28, 26
Contract, Full-time Experience : Min 5 yrs required

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...

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Full-time 102 views Experience : 1-10 yrs required 1 applications

planning documents, such as living trusts, wills, durable powers of attorney, and advance health care directives. Will work with senior attorneys on advanced estate tax and income tax planning... matters. Handle trust and estate administration matters. Work with firm clients...

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