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Client Management: Provide high-quality legal counsel and representation to clients on trust and estate matters, including estate planning, probate, trust administration, and related litigation.
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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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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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Conduct legal research and analysis to support estate planning strategies, tax planning initiatives, and client advisory services. Client Advisory: Provide strategic tax and estate planning advice to high-net-worth individuals, families, and business owners.
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Conduct legal research and analysis on complex tax and estate planning issues. Responsibilities:– Provide high-quality legal advice and services to clients on matters related to tax planning, trusts, estates, wills, and probate.
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The ideal candidate will have at least 3 years of experience in Tax, Trusts & Estates practice and preferably hold an LL.M degree in Taxation or Estate Planning. - Prepare estate planning documents such as wills, trusts, powers of attorney.
$225,000 - $315,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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LL.M degree preferred in Taxation or Estate Planning. They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their Florida office.
$140,000 - $230,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Previous experience in tax law, estate planning, or trust administration preferred. Legal Research: Stay abreast of developments in tax law, trust law, and estate planning techniques.
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Evaluate the tax implications of various estate planning strategies, including lifetime gifting, charitable giving, and business succession planning. Trust Administration: Provide legal guidance to trustees and fiduciaries on the administration and management of trusts.
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Provide high-quality legal advice and services to clients on matters related to tax planning, trusts, estates, wills, and probate. Our Client is a prestigious law firm with a renowned reputation in the legal industry.
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Collaborate with partners and other attorneys to develop case strategies that best serve client interests. Qualifications:- Must have a Florida bar- Juris Doctor (J.D.) degree from an accredited law school.
$225,000 - $315,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Minimum 3 years’ experience practicing Tax, Trusts & Estates law. If you are a dedicated attorney looking for a challenging yet rewarding opportunity with a reputable law firm that values its employees' career growth and development, we would love to hear from you.
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The asset manager will be required to travel to portfolio properties to assess the overall condition of the real estate, the status of capital plans, the property manager on site, joint-venture partner engagement, and the performance of the market.
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Legal Research: Conduct legal research on trust and estate administration issues, probate laws, and tax implications. Provide updates on the status of estate or trust administration proceedings.
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Client Service: Provide exceptional service to clients by addressing inquiries, providing updates, and ensuring timely resolution of administrative matters. 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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wealth management client service associate estate planning on site jobs in Boca Raton, FL
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