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Previous experience in tax law, estate planning, or trust administration preferred. 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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The CMBS / CRE Credit Analyst will be responsible for conducting in-depth analysis of commercial real estate properties and assessing credit risk associated with CMBS and CRE-related transactions.
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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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Analyze, interpret, and underwrite complex multifamily real estate transactions in compliance with respective agency guidelines (Fannie Mae and Freddie Mac) Bachelor’s degree in Accounting, Finance, Economics, Real Estate, or other related fields.
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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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Strong understanding of federal and state tax laws, estate tax principles, and trust administration procedures. Conduct legal research and analysis to support estate planning strategies, tax planning initiatives, and client advisory services.
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Client Advisory: Provide strategic tax and estate planning advice to high-net-worth individuals, families, and business owners. Estate Administration: Assist clients with the probate process and administration of decedents' estates.
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Financial Engineering, Economics, Real Estate Finance or Hospitality; State Certified Appraiser. Accounting, Accounting & Finance, Engineering, Engineering and Business, Finance, Management Information Systems & Accounting, Mathematics, Real Estate, Taxation.
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Transactional analysis and tax structuring related to the acquisition, restructuring, and disposition of real estate assets in fund and REIT structures. Coordination with the Transaction Advisory team to provide multiple services relating to real estate transactions.
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Fixed income compliance experience is required, and exposure to derivatives, mortgage loans, real estate, private placement, hedge fund, private equity is a plus. What you’ll need to succeedMinimum of 3+ years of experience in guideline monitoring using BlackRock Aladdin, Charles River, Sentinel, Bloomberg AIM, or a similar system.
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Qualifications:JD required; LLM or CPA a plusMinimum 4 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (>$20 million)Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clientsExperience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney.
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Preferred Qualifications: Real Estate Assistant Controller. Role Responsibilities : Real Estate Assistant Controller. About the company: Real Estate Assistant Controller.
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Position Overview:Our client is the Commercial Real Estate Finance group within the investment bank of a premier European-based global financial services institution located in New York City. Their real estate group is consistently ranked among the top-10 global and US real estate lenders, and they consistently look to grow their platform and expand into new products.
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The Alternative Investments & Manager Selection (AIMS) Group provides investors with investment and advisory solutions, across leading hedge fund managers, private equity funds, real estate managers, public equity strategies and fixed income strategies.
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Asset Management: Coordinate the transfer and titling of assets, including real estate, bank accounts, investments, and personal property. Type Direct Hire Job Title: Estate Planning ParalegalJob Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process.
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real estate jobs Title: entry clerk Company: Jones Lange Lasalle in New York, NY
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