beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that have a significant impact on the Company's operations, strategies, or...
Services business within the Wealth and Investment Management (WIM) division of the company. The successful candidate will focus on general fiduciary activities, investment management, philanthropic... trusts, and dispute resolution. Key responsibilities include: - Leading complex initiatives with broad impact...
Title: Sr. Trial Attorney Job Responsibilities: - Deliver top-quality legal services to support the mission of a Fortune 100 insurance company, focusing on protecting people, businesses, and futures with extraordinary care. - Represent clients under both commercial and personal lines insurance policies independently...
Title Intern – Tax Services – 2026 Job Responsibilities Tax Services Interns at the company are integral members of client service teams, engaging in various tasks to support tax compliance and advisory services. Key responsibilities include: - Assisting with research...
Title: Trust Relationship Strategist, Vice President Job Responsibilities: - Serve as a subject matter expert in assisting high net worth clients with income, trust and estate, and tax planning, with a specialization in the administration and restructuring of trusts. - Interpret and understand...
Title: Managing Trial Attorney Job Responsibilities: - Manage approximately 12 direct reports, including attorneys and paralegals, and assist with operational aspects of the Newport Beach office. - Oversee Commercial and Personal Lines files, including Bodily Injury Commercial, Commercial Auto, Complex Commercial, Complex Personal...
Title: Senior Trial Attorney - Workers' Comp (Remote) Job Responsibilities: - Deliver top-quality legal services to support the mission of a Fortune 100 insurance company. - Represent clients under both commercial and personal lines insurance policies independently as lead counsel, or as part...
Title: Senior Trial Attorney - Workers' Comp (Remote) Job Responsibilities: - Deliver top-quality legal services to support the mission of a Fortune 100 insurance company. - Represent clients under commercial and personal lines insurance policies independently as lead counsel or as part of...
Title: Sr. Paralegal Workers' Compensation Job Responsibilities: - Provide direct pre-trial and trial support for litigated matters of varied complexity. - Assist in drafting, reviewing, filing, and serving pleadings, motions (including complex motions such as motions in limine and dispositive motions), discovery, and...
Title: Sr. Paralegal Workers' Compensation Job Responsibilities: - Deliver top-quality legal services to support the mission of a Fortune 100 insurance company. - Provide direct pre-trial and trial support for litigated matters of varied complexity. - Assist in drafting, reviewing, filing, and serving pleadings,...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team within the department. - Lead initiatives in business development and client relations. - Oversee multiple projects while ensuring exceptional delivery standards. - Build and maintain executive-level client relationships. -...
Title Asset & Wealth Management Tax Director Job Responsibilities - Define strategic direction for the Default team. - Lead initiatives in business development and client relations. - Oversee multiple projects while maintaining exceptional delivery standards. - Build and maintain executive-level...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define and set the strategic direction for the Default team within the department. - Lead business development initiatives and manage client relations to drive business growth. - Oversee multiple projects, ensuring exceptional delivery and...
Title Asset & Wealth Management Tax Director Job Responsibilities - Define strategic direction for the Default team - Lead initiatives in business development and client relations - Oversee multiple projects while ensuring exceptional delivery - Build and maintain executive-level client...
Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job... Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services... responsibilities include: - Preparation of complex trust and estate fiduciary accountings. - Managing client relationships... to retain client goodwill and ensure satisfaction. - Maximizing operatin...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job... Senior Analyst within the Fiduciary/Trust & Estate Accounting Services... the business. Key responsibilities include: - Preparing complex trust and estate fiduciary accountings. - Performing complex calculations... and reconstructions as necessary. - Conducting research on...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services... Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services... complex trust and estate fiduciary accountings. - Conducting complex... calculations and reconstructions as needed. - Researching state-specific principal and income acts when...
Title: Virtual Florida Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
Title: Virtual Estate Planning & Probate Paralegal Job Responsibilities: - Draft estate planning documents, including wills, trusts, powers of attorney, and advance directives. - Prepare and file probate documents such as petitions, asset inventories, creditor notices, and accountings. - Provide support in elder law...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
Tax & Estate Attorney Company: Company Schedule: Remote (Must live within a commutable distance of Orange, California) Employment Status: Direct Hire FTE Opportunity Position Overview The company is seeking a Tax & Estate Attorney with approximately 3–5 years of experience and a strong background in...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Job Title: Fiduciary/Trust & Estate Administration Services... Manager Job Responsibilities: - Provide technical preparation and review of complex trust and estate accountings. - Conduct complex calculations and reconstruction when necessary. - Research state-specific principal and income acts as needed. - Manage client relationships and work...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... at the company is responsible for managing an inventory of highly complex Financial Lines claims with large exposures. This role requires a high degree of specialized technical expertise and coordination, following...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims... Consultant at Company is responsible for managing a portfolio of highly complex Financial Lines claims. These claims often have large exposures and require specialized technical expertise and coordination. The consultant will: -...
Consultant- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex... Claims Consultant at the company is responsible for managing an inventory of highly complex Financial Lines claims, which involve large exposures and require specialized technical expertise. The consultant's duties include: -...
and State Individual and Fiduciary tax returns. - Oversee and... manage the tax return process, including the identification and resolution of tax issues. - Apply experience with corporation and partnership accounting and tax concepts. - Mentor, train, and manage staff accountants to meet...
reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. The role also involves preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the...
high-level reviews of tax research on individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. - Leading client meetings on compliance and consulting projects related to tax planning opportunities and tax implications of transactions. - Training, mentoring, and...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the role involves performing high-level reviews of tax research for individuals, fiduciaries, partnerships, closely-held corporations, estates, and gift work papers and tax returns. The...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, you will be responsible for performing high-level reviews of tax research for individuals, fiduciaries, partnerships, closely-held corporations, estates, and gift work papers and tax...
tax research for individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. - Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities. - Address the tax implications of transactions for clients. - Train,...
reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. The role involves preparing and leading client meetings focused on compliance and consulting projects, particularly those related to tax planning opportunities...
of responsibilities aimed at providing high-quality tax services to ultra-affluent clients. Key responsibilities include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. - Preparing and leadin...
Title: Tax Senior Manager - High Net Worth Tax Job Responsibilities: As a Tax Senior Manager in the high-net-worth tax practice, the primary responsibilities include: - Working with individual tax clients to assist them with the transition of wealth from one...
them with the transition of wealth from one generation to the next. A typical day as a Tax Senior Manager might include the following: - Preparing and reviewing highly complex tax returns including individual, fiduciary, corporate, partnership, and non-profit... tax retur...
complex tax returns such as individual, fiduciary, corporate, partnership, and non-profit... tax returns by required deadlines. - Analyzing the tax situation of individuals, their trusts, and estates from various perspectives to ensure the maximum tax benefit is applied. - Ensuring tax retu...
Title: Intern – Tax Services – 2026 – (Hybrid) Job Responsibilities: Tax Services Interns at the company serve as integral members of client service teams. They are involved in various engagements similar to an Associate and receive both formal and on-the-job...
Title: Sr. Employment and Litigation Counsel Job Responsibilities: The Sr. Employment and Litigation Counsel at the company will be responsible for providing legal support to the Human Resources department and business partners on employment law matters across the company's locations. Key responsibilities...
Title: Senior Trial Attorney - Workers' Compensation Job Responsibilities: - Serve as lead counsel or as part of a team, demonstrating trial advocacy skills and efficiency in handling legal matters. - Manage cases effectively with minimal oversight from the Managing Trial Attorney and...
Title: Sr. Paralegal - Subrogation Job Responsibilities: - Provides direct pre-trial and trial support for litigated matters of varied complexity. - Assists in drafting, reviewing, filing, and serving pleadings, motions, including complex motions such as motions in limine and dispositive motions, discovery, and...
Title: Sr Paralegal – Workers' Comp Job Responsibilities: - Provide direct pre-trial and trial support for litigated matters with varied complexity. - Assist in the drafting, review, filing, and service of pleadings, motions, and at times complex motions such as...
Title: Sr. Trial Attorney Job Responsibilities: - Deliver top-quality legal services to support the mission of a Fortune 100 insurance company. - Represent clients under both commercial and personal lines insurance policies independently as lead counsel, or as part of a team. - Manage...
review federal and state fiduciary income tax returns (Form... 1041), estate tax returns (Form 706), and gift tax returns (Form 709). - Ensure timely and accurate filing of tax returns and estimated payments. - Maintain compliance calendars and oversee tax deadlines for...
Banking Type Full-Time Company M&T Bank Department Wealth Advisory Services Salary $151, - $252, (USD) Job Title: Senior Wealth Advisor Experience: Bachelor's degree and a minimum of 9 years’ sales experience in the financial...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: As a Tax Partner in the Family Office Enterprise, the primary responsibilities include: - Leading tax engagements and advising on tax matters for affluent families and their family offices. - Providing...