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years of experience in estate and income tax planning, as well as estate and trust administration experience. The candidate should preferably have familiarity in drafting operating agreements and the transfer of real estate. An... LL.M. degree in Taxation is preferred....
Last Will and Testament, trusts, health care proxies, living wills, deeds, trustee certificates, homesteads, and asset transfer documentation. Including investment accounts,... qualified retirement accounts, life insurance etc. Excellent communication skills to deal with broad base of clients is a must....
strong background in trusts and estates planning and administration, with a focus on high-net-worth individuals and families. This role requires extensive experience in drafting complex estate planning and financial documents, as well as providing strategic advice on tax-efficient wealth transfe...
• Paralegal Certificate or equivalent experience • 3+ years of experience in trust and estate administration • Excellent communication, organizational and problem solving skills • Ability to work independently • Proficiency in Microsoft Office, CCH Tax Software, and Automation Software...
Planner/ Fiduciary Counsel in Wealth Planning department at Bessemer... Trust in Boston, MA - Requisition ID: 2316 Estate Planning & Client Service: - Review and advise on clients' estate planning and trust documents, working with Client Advisors and outside...
Wealth Strategies Advisor Bank... of America as a Wealth Strategies Advisor H2: Help... clients achieve financial success and make a difference in their lives Bank of America is dedicated to responsible growth and creating a diverse and inclusive...
Investment Management - Private Wealth Salary Information: The... wage range for this role is estimated to be $63,420 to $144,300, taking into account factors such as skill sets, experience, certifications, and organizational needs. Eligible employees may also participate in...
provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, HarbourVest complies with applicable state and local laws governing...
Manager - Private Company RSM is currently seeking a dynamic Tax Manager to join our Private Company practice. As a Tax Manager, you will be responsible for advising business owner clients on a full spectrum of business and tax...
bonus is paid in addition to base salary. Tax Manager - Ultra High Net Worth - Investment Fund Executives Locations: New York, Fort Lauderdale, St. Petersburg, Stamford, Houston Time Type: Full-time Posted on: Posted Today Job Requisition...