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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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Accounting and Recordkeeping: Maintain accurate records of trust and estate transactions, including financial transactions, asset valuations, and distributions. Collaboration and Coordination: Collaborate with attorneys, paralegals, financial advisors, accountants, and other professionals involved in trust and estate administration.
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Gather necessary financial information, calculate estate tax liabilities, and coordinate with tax professionals to ensure compliance with tax laws and regulations. Strong knowledge of probate procedures, trust administration principles, and estate tax laws.
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Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Legal Research: Conduct legal research on trust and estate administration issues, probate laws, and tax implications.
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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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Envision Physician Services is currently seeking a qualified BC/BE Anesthesiologist for a full-time opportunity at Boca Raton Regional Hospital! Outdoor Recreation : Embrace an active lifestyle with Boca Raton's numerous parks, nature trails, and recreational facilities, including the expansive Gumbo Limbo Nature Center and Sugar Sand Park.
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Responsibilities:- Provide high-quality legal advice and services to clients on matters related to tax planning, trusts, estates, wills, and probate. 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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Skills: Caregiver - Direct Support Professional ( DSP ) - STNA - Resident Assistant - Home Health Aide - Assisted Living – Group Home – Human Services. Thrive as a Caregiver Direct Support Professional at REM Community Services: $13.50 hourly with On Demand Pay Options Each day, you will be proud of rewarding work helping people grow, learn, and live well.
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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. 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. Conduct legal research and analysis on complex tax and estate planning issues. Prepare estate planning documents such as wills, trusts, powers of attorney.
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The ideal candidate will have at least 3 years of experience in Tax, Trusts & Estates practice and preferably hold an degree in Taxation or Estate Planning. Qualifications:- Must have a Florida bar- Juris Doctor ( degree from an accredited law school.
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Juris Doctor (J.D.) degree from an accredited law school. LL.M degree preferred in Taxation or Estate Planning. Our Client is a prestigious law firm with a renowned reputation in the legal industry.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.
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Proactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions.
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MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. With over offices and nearly 7, associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-tier financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
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financial services jobs Title: financial advisor in Boca Raton, Moapa, Nevada
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