Trust and estate planning support consultant Job at 360 Resourcing Solutions (Stevenage)

Senior Tax Accountant, Trusts & Estates

Our growing, collaborative, and supportive tax practice is looking for a Senior ...

Location

United States , Gaithersburg

Salary:

Not provided

Lanigan Ryan

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or Economics or equivalent experience
Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred
JD or LLM credentials will be considered and are welcomed
At least 3-6 years of public accounting experience
Experience preparing and reviewing fiduciary income tax returns and estate tax filings
990 experience preferred
Maintains in-depth knowledge of federal and state estate, gift, and trust tax regulations and statutes, including how situs impacts planning, compliance, and administration across jurisdictions
Knowledge of accounting and tax software
Highly motivated with the desire to grow and develop this practice area
Passion for helping clients with estate planning, compliance, and wealth transfer needs

Job Responsibility

Review and prepare estate, trust, and fiduciary income tax returns as well as individual and business returns
Review and prepare fiduciary accounting for trusts, estates, and guardianships in accordance with applicable statutes and court rules
Ensure multi-state compliance with probate, inheritance, estate, and fiduciary income tax statutes and regulations, including state-of-situs variations
Conduct estate, gift, and generation-skipping transfer (GST) tax planning for high-net-worth clients, including wealth transfer strategies
Provide consulting on complex trust, estate, and individual tax matters, including year-end and multi-year projections (cash flow, estimated tax, and distribution planning)
Provide estate and trust administration support, ensuring compliance with federal and state tax laws by situs
Supervise and mentor staff accountants, reviewing work and guiding client engagements
Research complex estate, gift, and trust tax issues and clearly document findings and recommendations
Build and maintain strong client relationships with families, beneficiaries, and their advisors

What we offer

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Life insurance
Long-term disability insurance
Paid time off
Parental leave
Professional development assistance

Senior Tax Accountant - Estate & Trust

We are currently seeking a Senior Tax Accountant with a specialization in Estate...

Location

United States , Elk Grove Village, McHenry, Elgin, Woodridge, IL

Salary:

105000.00 - 115000.00 USD / Year

Porte Brown LLC

Expiration Date

Until further notice

Requirements

3+ years of current Public Accounting Experience
Experience preparing Form 1041 Fiduciary Income tax returns
Experience preparing Form 709 Gift Tax returns
Experience preparing Form 706 Estate Tax returns
Experience preparing Deceased Taxpayer Income Tax returns
BA/BS Degree in Accounting, Finance, or related field
CPA Certification
or eligible to sit for the CPA exam
Proficiency with tax software, MS Office, and working knowledge of QuickBooks
Strong client rapport and project management skills

Job Responsibility

Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters
Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals
Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting
Reading through trust agreements and wills to determine appropriate filings and estate structure
Complete monthly and quarterly accounting projects at client locations
Demonstrate an interest in practice development
Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm
Actively supports new initiatives
Identify opportunities to improve assignment profitability and efficiency
Pursues self-development opportunities

Associate Attorney

We are in search of an Associate Attorney to join our client's legal team as a f...

Location

United States , Cinnaminson

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must be a Licensed Attorney with active Bar Admission
Proficiency in Litigation Attorney practices is required
Demonstrated expertise in Estate Planning and Estate Law
Familiarity with Trusts and Estates, Tax - Trust & Estate, Wills, Probate, and Probate & Estate Administration
Ability to handle Probate Law and Probate Litigation
Comprehensive understanding of Elder Law
Experience in Litigation and making Court Appearances
Knowledge of Civil Court procedures is essential
Must adhere to the highest standards of ethics and professional conduct

Job Responsibility

Act as a representative for clients in Chancery Division and Law Division in New Jersey and Register of Wills and Orphan's Court in Pennsylvania
Draft and prepare various legal documents including Wills, Estates, Power of Attorney, Living Wills, Trust, and Guardianship pleadings
Ensure adherence to all relevant legal standards and regulations in the practice of Elder Law and Estate Planning
Oversee administrative and management functions related to legal practice to ensure smooth operations and client satisfaction
Provide advice to clients on business and legal transactions
Take charge of negotiations for settlements in legal disputes
Lead and manage a team consisting of a paralegal and support staff regarding a client's legal needs
Conduct in-person consultations with clients

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Private Client Solicitor

A legal 500 firm is seeking a talented and experienced Private Client Solicitor ...

Location

United Kingdom , Beaconsfield

Salary:

60000.00 - 75000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Qualified Solicitor with a focus on Wills, Trusts & Probate law
Law degree from a recognized institution
Additional qualifications or accreditations relevant to the role
Minimum of 6 years post qualification experience
Demonstrated experience in will drafting, probate and administration of estates, lifetime tax planning, and trust drafting
Expertise advising on Enduring and Lasting Powers of Attorney and Court of Protection
Excellent technical grounding in Wills, Trusts & Probate law
Demonstrated ability to provide high-quality legal services in a senior capacity

Job Responsibility

Lead and support a collaborative team of solicitors and consultants in the Wills, Trusts & Probate team, working closely with the partner to deliver outstanding legal services
Provide expert guidance to clients on wills, trusts, tax planning, Lasting Powers of Attorney, Court of Protection and Probate law
Utilize your extensive expertise to deliver exceptional legal counsel and demonstrate a strong technical grounding in this specialised area of law

Fulltime

Legal Assistant

Are you looking for a dynamic role where you can support attorneys across multip...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience in legal administrative support or paralegal work preferred
Strong organizational skills and attention to detail
Ability to manage multiple priorities and deadlines
Excellent communication skills for client and attorney interaction

Job Responsibility

Draft and prepare estate planning documents (wills, trusts, powers of attorney, healthcare directives)
Assist with document review and revisions based on attorney guidance
Communicate with clients to schedule consultations and gather necessary information
Organize and maintain client files, ensuring timely collection and filing of documents
Support trust administration, including accountings, distribution plans, and asset transfers
Assist with probate processes by preparing court documents, inventories, and petitions
Prepare corporate formation documents (Articles of Incorporation, Operating Agreements, Shareholder Agreements, Bylaws)
File annual reports, compliance documents, and corporate resolutions
Assist with mergers, acquisitions, and other transactions by organizing closing documents and checklists
Draft corporate contracts and agreements, ensuring compliance with applicable laws

What we offer

Hybrid work, up to 2 days/week
Paid parking
Health Insurance, with HSA
Dental Insurance
Vision Insurance
Paid time off and holiday time
401(k) with matching contribution
Disability Insurance
Life Insurance

Tax Associate Director – Inheritance & Trust Specialist

Our tax professionals draw on their comprehensive experience to deliver business...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment
Strong experience and the ability to lead projects, with support from senior members of the team, in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters
An in depth, up to date, knowledge of taxation including Trust and IHT related matters
Experience of reviewing Trust accounts and associated tax aspects
Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations
Experience of dealing with client senior management
Can guide and supervise less experienced colleagues
Some experience of seeking opportunities for developing new clients and for selling new services to existing clients
Staff management experience
Leads projects of varying scale and complexity

Job Responsibility

Manage funds, businesses and trusts of individuals, families and entrepreneurs
Build strong relationships with individuals to become their trusted advisor and oversee their tax affairs
Work across a truly diverse portfolio of global clients
Work proactively and manage your own tasks
Collaborate with others and communicate regularly with senior managers, directors, and BDO’s partners to help businesses effectively
Identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

What we offer

Health and wellness programmes
Pension plan with matched employer contributions
Private medical access for you and your family
Income protection plan
Holiday purchase scheme (up to 10 days additional leave)
Bike to work scheme
Agile working
Programmes, resources, and frameworks for career development
Mentoring and coaching
State-of-the-art collaboration spaces

Tax Intern

Are you an accounting major who is seeking a challenge? Do you thrive in a fast-...

Location

United States , Atlanta

Salary:

Not provided

Moore Colson

Expiration Date

Until further notice

Requirements

Accounting major
Seeking a challenge
Thrive in a fast-paced work environment
Enjoy collaborating with a team
Dynamic, motivated, and self-driven student
Interested in a public accounting career in the Atlanta metropolitan area

Job Responsibility

Assist in the preparation of tax returns and work papers for corporations, partnerships, trusts, estates, and individuals at the local, state, and federal levels
Support Senior Associates with tax planning and consulting services
Conduct research on tax issues and contribute to solutions
Manage the completion of deliverables, ensuring timely and accurate client service

What we offer

Gain hands-on experience in taxation and public accounting
Work closely with experienced tax professionals
Get exposure to various aspects of tax practice
Accelerate learning and sharpen accounting and leadership skills
Important responsibilities
Work collaboratively and effectively to achieve great results

Tax Manager

We are looking for a dedicated Tax Manager who thrives in a collaborative enviro...

Location

United States , Council Bluffs

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 7 years of experience in tax preparation and compliance
Proficiency in tools such as CCH ProSystem Fx and CCH Sales Tax software
Expertise in preparing corporate, partnership, and individual tax returns
Strong knowledge of annual income tax provisions and corporate tax compliance
Familiarity with entity formation and tax planning strategies
Excellent analytical and problem-solving skills, with keen attention to detail
Outstanding communication skills and ability to build trusted relationships with clients and team members
A commitment to continuous growth and staying current with industry standards

Job Responsibility

Prepare, review, and plan tax returns for individuals, partnerships, corporations, and fiduciaries
Offer strategic business consulting services, including entity selection, estate planning, and buy/sell advisory
Conduct thorough tax research on various topics such as income tax and fiduciary matters, ensuring compliance and accuracy
Lead and supervise tax engagements, financial statement projects, and other client-specific assignments
Manage client relationships, ensuring their needs are addressed while maintaining profitability
Identify opportunities to enhance services for existing clients and oversee implementation of solutions
Act as a mentor and coach for staff, providing guidance and supporting their growth and learning
Evaluate the performance of team members, offering constructive feedback and recommendations
Approve client billings and contribute to firm-wide initiatives aimed at innovation and improvement
Stay updated on industry trends and serve as a knowledge resource for colleagues and clients

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Trust and estate planning support consultant

360 Resourcing Solutions

Location:
United Kingdom , Stevenage

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 05, 2026

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