and review federal and state estate tax returns Prepare, edit and review informal estate and trust accountings, administration... of Federal and State estate tax returns, probate documents and Surrogate’s Court related filings Knowledge of estate and trust...
, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial..., Business Administration, Tax, Law, or Economics CPA, EA, or licensed attorney Minimum of 10 years of work experience...
trust and estate related documents, corporate transaction documents, immigration forms, etc.; collects and analyzes... from/for internal and external clients. Maintains and updates attorney mailing lists for clients. Maintains confidentiality of client...
Our client is a well-established law firm with a concentration in estate planning, trust and estate administration... documents, including wills, trusts, powers of attorney, and advance directives. Assist with estate administration tasks...
Our client is a well-established law firm with a concentration in estate planning, trust and estate administration... documents, including wills, trusts, powers of attorney, and advance directives. Assist with estate administration tasks...
Our client is a well-established law firm with a concentration in estate planning, trust and estate administration... documents, including wills, trusts, powers of attorney, and advance directives. Assist with estate administration tasks...
Our client is a well-established law firm with a concentration in estate planning, trust and estate administration... documents, including wills, trusts, powers of attorney, and advance directives. Assist with estate administration tasks...
Our client is a well-established law firm with a concentration in estate planning, trust and estate administration... documents, including wills, trusts, powers of attorney, and advance directives. Assist with estate administration tasks...
experience with CIBC Private Wealth Assist with the review of estate planning and trust documents Preparation of written... Who you are Bachelor’s degree and Juris Doctorate Attorney with 10-15+ years of estate planning experience Expertise...
institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... or a related discipline A CPA, licensed Attorney or a certified member of the Institute for Professionals in Taxation A minimum...
, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial... you must have A bachelor's degree in Accounting, Finance, Business or a related discipline A CPA or licensed Attorney A minimum of 8 years...
activities including personal trust administration, estate administration, individual retirement accounts, investment management..., Group Problem Solving, Leadership, People Management, Power of Attorney (POA), Trust Services, Work Collaboratively...
Drafts letters and documents for a variety of practice areas including trust and estate related documents, corporate... attorney mailing lists for clients. Maintains confidentiality of client and firm matters. Coordinates monthly billing process...
, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial... certification or licensed attorney status Tax due diligence, deal structuring, and post-acquisition planning experience...
across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... discipline or a graduate degree in Tax or Law CPA or licensed Attorney A minimum of 5 years of relevant work experience...
, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial..., licensed attorney, Project Management Professional, or Six Sigma Black Belt Ability to prioritize, handle and track multiple...
and review informal estate and trust accountings, administration of ongoing trusts, including distribution requests and income... documents and Surrogate’s Court related filings Knowledge of estate and trust income taxation Knowledge of fiduciary...
Capital Markets and Real Estate practices. The BD Manager will work closely with the Practice Group Leaders (PGL's) to execute... regular updates of web and print marketing content, including attorney biographies, practice area/office descriptions, webpage...