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Gift Planning Officer Duties: work closely with ... University's Executive Director of Gift Planning in creating strategies and marketing ... the University for legacies through estate plans and other arrangements..
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Gift Planning Officer The candidate will work ... University’s Executive Director of Gift Planning in creating strategies and marketing ... the University for legacies through estate plans and other arrangements..
... a talented Trust and Estates paralegal seeking career and financial growth. ... fiduciary accountants Assemble and organize estate tax returns plus exhibits Assist with ... documents for funding trusts,..
... law firm seeks a seasoned Estate and Tax Planning Attorney with 13 years of ... of experience to develop sophisticated estate plans, guide tax-efficient wealth transfers, and oversee fiduciary..
Estate Planning Paralegal The candidate' entails performing a ... a wide range of complex estate administration functions requiring knowledge of ... knowledge of estates and trusts, estate planning, investments, Medicaid..
Estate Planning Paralegal II The candidate will do ... valuations of assets. Assist with estate administration and estate tax return preparation. Preparation of beneficiary ... of flowcharts and summaries of..
... business owners to develop sophisticated estate planning strategies that address complex cross-border ... experience handling international trust structures, tax considerations, and wealth preservation for ... York, NYDutiesAdvise clients on..
... filing federal and state fiduciary estate and trust income tax returns (Form 1041). Preparing and ... and filing federal and state estate tax returns and gift tax returns. Preparing..
... prepare federal and various state estate tax, gift tax, fiduciary income tax and private foundation returns. Prepare ... and trusts. Prepare calculations for estate planning purposes; compute trustee’s and..
Trusts & Estates/Tax Senior Legal Assistant The candidate ... candidate will assist in preparing estate planning documents, transactional documents, Internal Revenue ... enclosing copies and/or original executed estate planning documents..
... Duties: Preparation of fiduciary income tax returns and maintenance of accounts ... estates and trusts; preparation of estate and gift tax returns; preparation of private foundation ... private foundation..
... opening for a Trusts & Estates/Tax Project Legal Assistant in the ... Legal Assistant will focus on tax and trusts & estates work ... our legal staff in preparing..
... York City to provide sophisticated estate planning and administration services for high-net-worth ... services for high-net-worth individuals, including tax and trust matters for individuals, ... and charitable organizations.DutiesAdvise clients..
Estate Administration Paralegal The candidate will prepare of ... documents, death, gift and income tax returns for large estates. Prepare ... Prepare income projection and income tax planning. Maintain checkbook..
... include: Preparation of fiduciary income tax returns and maintenance of accounts ... estates and trusts; preparation of estate and gift tax returns; preparation of private foundation ... private foundation..
T&E Planning Paralegal The candidate should have 2+ ... papers, and federal and NY estate tax returns, handle the marshaling of ... returns, handle the marshaling of estate assets, and..
We’re Hiring! Estate Administration Paralegal The Estate Paralegal will work closely with clients ... and the Attorneys in the Estate Planning and Administration Practice Group to ... the personal representative(s)..