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Knowledge in Tax return Preparing Federal Gift and Estate tax, Pennsylvania Inheritance tax and fiduciary income tax returns Experience with Lackner, and Pro Series a plus Experience with Microsoft Office Outlook, Excel, Word, and other software Experience filing court documents, electronically preferred Paralegal certificate Active Notary license Probate, inventories, and tax returns.
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Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and etc.
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Strong knowledge of probate procedures, trust administration principles, and estate tax laws. Legal Research: Conduct legal research on trust and estate administration issues, probate laws, and tax implications.
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Job Summary: As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advice to clients in matters related to taxation, estate planning, and trust administration.
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Previous experience in tax law, estate planning, or trust administration preferred. Strong understanding of federal and state tax laws, estate tax principles, and trust administration procedures.
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Tax Compliance: Prepare and file individual income tax returns, gift tax returns, and estate tax returns on behalf of clients. Seeking a Tax, Trusts & Estates Associate with 3+ years’ experience to join Hackensack New Jersey office.
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Direct tax experience such as corporate income tax, tax provision, operational transfer pricing and state income taxation. Preferred indirect tax (transaction tax) experience with using native Oracle product functionality, ONESOURCE Indirect Determination, Vertex, Avalara, Sovos (Taxware.
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Knowledge of trust administration, estate planning strategies, and income and estate tax matters. - Support Senior Trust Advisor with all decision-making aspects of trust administration.
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Legal Research: Stay abreast of developments in tax law, trust law, and estate planning techniques. Evaluate the tax implications of various estate planning strategies, including lifetime gifting, charitable giving, and business succession planning.
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The Tax Director will provide recommendations to the CFO, President and CEO with regards to various tax strategies incorporating state and federal income tax, property tax, sales & use tax and excise taxes.
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Job Title: Tax, Trust & Estate AssociateJob Summary: As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advice to clients in matters related to taxation, estate planning, and trust administration.
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Working within a law firm's tax or estate planning department, you will assist in structuring tax-efficient estate plans, drafting estate planning documents, and providing guidance on wealth preservation and transfer strategies.
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OR You may substitute education for specialized experience as follows: One (1) academic year of graduate education in a field of study such as business administration (e.g., finance, accounting, auditing, marketing, and business law), law, economics, criminology, political science, government, public administration, or another related field.
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We are seeking a skilled Sr. Tax Accountant to join our team in Denver, CO. Reporting directly to the Controller and working with the CFO, the Sr. Tax Accountant will be responsible for overseeing all aspects of taxation, including working with outside tax advisor, sales and use tax, property tax, income tax, international tax, transfer pricing, and tax strategies.
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Trust Administration: Support attorneys in the administration of trusts, including funding trusts, managing trust assets, preparing accountings, and distributing trust income and principal to beneficiaries.
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income tax administration jobs Company: Grant Thornton
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