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Trust Administration Associate The candidate should have 5+ years of experience (senior) in management of trusts, probate, though not litigation...
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... such as individuals, corporations, partnerships, estates, trusts, non-profits. Research and consult on various tax projects. ... to inquiries from the IRS and other taxing authorities. Prepare extensions ... other..
... prepare individual, trust, estate, partnership and corporate tax returns. May assist ... tax services including planning, research, and compliance. State and Local Tax staff provide tax ... credit consulting..
... a statewide recognized estate planning and trust administration attorney has over ... experience crafting customized estate plans and developing new strategies and techniques to address the ever-changing ... ever-changing..
... including, the following duties: Scheduling and confirming client appointments; Sending appointment ... of estate planning documents; Meeting and interacting with clients to complete ... clients to complete intake, scheduling,..
... providing a balance between remote and in-office work. The firm values ... The firm values a supportive and collaborative environment, emphasizing work-life balance ... collaborative environment, emphasizing work-life balance..