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Legal Secretary/Assistant The candidate will work for the Law Firm specializing in Elder Law, Estate Planning, Probate and Guardianship. Job duties: Responsibilities will include handling all phases of probate and guardianship, ..
Private Bank - Private Banker, Associate The candidate will manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an ..
... of experience. Experience in estate planning document drafting with accuracy and ... worth clients. Exhibit strong technical knowledge in estate and trust planning, including excellent tax research and .....
Senior Tax Manager The candidate will interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely ..
... years of experience providing financial planning, estate planning or a combination of both ... reviewing estate, business or other planning documents for clients with net ... is needed. Deep..
... of relevant experience in estate planning, taxation, administration, and related services. ... Trusts, and Estates. International estate planning experience is a valuable asset ... comprehensive legal counsel in estate..