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I am seeking an experienced 3–5-year Trust & Estate Paralegal Tax Legal Assistant in Pittsburgh, PA. Background 3-5 years of experience as a trust and estate planning paralegal. This individual will work closely with current seasoned paralegal, attorneys and clients on complex estate and trust administration matters.
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Provide tax planning, trust, and estate planning technical expertise to complex high-net-worth client relationships. Tax and financial planning expert who helps advisors solve complex tax, trust, estate, and financial planning related issues for high-net-worth clients.
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Description Coordinates with outside vendor who prepares tax returns in order to meet fiduciary compliance needs. Assists outside vendor with tax notices and taxing authority audits and inquiries related to client accounts and works with vendor and in-house and external counsel in resolving issues.
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Our tax practice helps our clients comply with complex information reporting and withholding rules under chapter 61, chapter 3, chapter 4 (Foreign Account Tax Compliance Act - FATCA), the Common Reporting Standard (CRS) and other regimes.
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The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
$84,000 - $107,500Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Prepares complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback.
$72,000 - $115,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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S in Taxation (MST) from an accredited college/universityDeep experience with individual income tax and/or gift tax, estate tax and trust taxation; multi-generational estate planning experience is a plusExperience managing multiple client engagements and client service teamsExcellent advisory, compliance, verbal and written communication skills with the ability to articulate complex information KPMG complies with all local/state regulations regarding displaying salary ranges.
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When you work with us, you can trust that we will help you with everything from travel, to housing, and acting as a liaison between you and the facility. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined.
$2,363 a weekExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns. Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred.
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We are looking for individuals who believe in accountability for one’s actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.
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SERVE AS INTERNAL TECHNICAL EXPERT. Support complex high-net-worth client relationships as a technical financial planning, trust, estate, and tax expert, including through direct interaction and delivery of advice to clients.
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Minimum two years of ultra-high net worth individual and/or trust and estate tax experience in an accounting firm and/or law firm. Prepare complex individual income, gift, trust and estate tax returns for ultra-high net-worth individuals and Family Offices.
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Experience in preparing and submitting a suit referral involving any of the following: a special condition lien, reduce tax claim to judgment, injunctive relief or foreclosure of the federal tax lien.
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BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. Job Duties:A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
$86,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Be familiar with the the requirements under the Common Reporting Standard (CRS) as set out by the OECD and the Foreign Account Tax Compliance Act (FATCA); Understand applicable US tax rules and requirements including IRS publications and tax form instructions.
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tax trust jobs in Pittsburgh, PA
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