Title: T&E Senior Level Attorney with in EP or Tax Job Responsibilities: - Confer with clients to identify their objectives and concerns. - Evaluate client situations to identify strategies and apply a comprehensive understanding of planning and administration techniques....
Title: Transactional Paralegal Job Responsibilities: - Provide administrative and paralegal support to the real estate, corporate, and trusts and estates departments within the law firm. - Open new client matters, perform conflict checks, and prepare engagement agreements. - Communicate with clients, counsel, and other...
Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney is responsible for designing estate plans for high-net-worth clients, including creating and drafting various types of irrevocable trusts. These trusts include Crummey trusts, intentionally defective grantor trusts, irrevocable...
Title: Mid-Level Trust & Estates Associate Job Responsibilities: The Mid-Level Trust & Estates Associate at the law firm is responsible for guiding clients through wealth transitions by providing estate planning that is clear, creative, and enduring. The key responsibilities include: - Planning...
Trusts & Estates Paralegal The candidate will draft documents including but not limited to promissory notes, pledge agreements, loan agreements, general corporate formation documents and other ancillary documentation involving complex US and foreign trusts and other entities. Provide basic services...
friendly job title: Legal Secretary (Private Client & Tax) at **Members Only** Bergman LLP in San Francisco H1: Join Our Team as a Legal Secretary at **Members Only** Bergman LLP in San Francisco H2: Essential Duties and Responsibilities for Legal...
Title: Legal Secretary (Private Client & Tax) at Law Firm in San Francisco Experience: 2+ years of administrative experience supporting multiple attorneys or senior leaders simultaneously, law firm experience preferred but not required. Salary Range: $70,000 - $110,000...
firm is committed to complying with all applicable laws providing equal employment opportunities. Job Title: Legal Secretary (Private Client & Tax) - Temp to Perm Salary: $95,000 - $115,000 annually Experience: 5+ years as a secretary or administrative professional...
firm, renowned for its specialization in estate planning, taxation, and business transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a key member of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Providing expert legal guidance and solutions in trust...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be based in the San Francisco office of the law firm, working within the Private Client and Tax Division. The role includes advising clients on complex tax matters, which...
Title: Trusts & Estates Associate Job Responsibilities: - Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives. - Assist with estate, gift, and generation-skipping transfer tax matters. - Conduct legal research and prepare memoranda on estate, tax, and trust issues. -...
Title: Trusts & Estates/Probate Legal Assistant Job Responsibilities: - Administrative Support: Provide comprehensive administrative assistance to attorneys and staff. This includes composing email and written correspondence, calendaring deadlines, obtaining records, organizing client files, filing, copying, mailing, receiving mail and packages, ordering office...
Title: Senior Trusts & Estates Paralegal Job Responsibilities: The Senior Trusts & Estates Paralegal is entrusted with a range of duties that require a high level of expertise and experience in the field of Trusts & Estates. These responsibilities include: - Performing legal...
Title: Senior Trusts & Estates Litigation Attorney Job Responsibilities: The Senior Trusts & Estates Litigation Attorney is responsible for managing a wide array of duties focused on civil litigation, particularly in probate and trust litigation. The responsibilities include: - Reviewing and drafting communications,...
Title: Practice Specialist / Executive Legal Assistant Job Responsibilities: 1. Oversee and coordinate client relationships with a strong focus on service excellence. 2. Lead the planning, coordination, and execution of assigned client matters and provide support from initiation through resolution. 3. Manage projects and...
Title: Litigation Attorney Job Responsibilities: - Manage all phases of litigation from inception through resolution, including pleadings, discovery, motion practice, settlement negotiations, and trial preparation. - Conduct comprehensive legal research utilizing tools such as LexisNexis and Westlaw to support case strategies and ensure...
Title: Associate Attorney Job Responsibilities: - Lead and oversee the probate team within the law firm, providing guidance and mentorship to both attorneys and paralegals. - Manage and handle a personal caseload of probate, estate planning, and litigation matters across California. - Refine and...
Firm is seeking a Tax Associate – Executive Compensation, Employment & Benefits – Junior Law Firm is actively seeking a Tax Associate to join our Executive Compensation, Employment & Benefits team. The successful candidate will have a minimum of...
Title: Tax Associate Job Responsibilities: - Provide domestic and international tax planning for multi-national corporations, closely-held businesses, and high-net-worth individuals and families in their personal businesses. - Advise businesses on sophisticated corporate and cross-border issues throughout all stages of business transactions, including LLCs,...
Title: Associate - Litigation & Trial - Securities and M&A Litigation Job Responsibilities: The role of Associate in the Litigation department at the law firm involves working within the Securities and M&A Litigation practice group. The responsibilities encompass handling complex and high-stakes...
Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) at the law firm will be responsible for supporting the Financial Services and Capital Markets business unit by handling a comprehensive range of estate administration tasks. This includes assisting attorneys in administering estates, funding...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At the law...
of estate planning matters. This role involves providing assistance to the firm’s attorneys and senior paralegals in various capacities, including: - Preparing and assisting with the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns. - Maintaining... finan...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal is responsible for managing a comprehensive range of estate administration matters. This involves assisting attorneys in the administration of estates, funding post-death irrevocable trusts, preparing necessary...
business unit, focusing on estate administration matters. Key responsibilities include: - Preparing various tax returns, such as Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining... financial records of trusts, performing trust accounting, and auditing accounts. - Managing General Ledger accounts, reco...
Title: Associate Attorney Job Responsibilities: 1. Case Management: - Oversee caseload by maintaining accurate records and client communication in internal systems. - Review and approve estate planning documents, including but not limited to Wills, Revocable Living Trusts, Irrevocable Trusts, trust administration documents,...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be responsible for a variety of tasks centered around estate planning and client consultation. Key responsibilities include: - Case Management: Overseeing caseload by maintaining accurate records and client communication within...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal The candidate will be assisting attorneys with the preparation of fiduciary, gift and estate tax... returns, and fiduciary accountings. Assisting attorneys with......
Title: Paralegal Manager Job Responsibilities: 1. Leadership: - Stay informed of developments, legal industry, and Financial Services & Capital Markets trends. - Lead and manage paralegals to ensure delivery of excellent services to stakeholders. - Demonstrate process improvement and workflow design acumen....
such as undue influence, lack of capacity, and fraud. - Address breach of fiduciary duty claims against trustees,... executors, and conservators. - Handle petitions for instructions and accountings, as well as spousal property petitions. - Conduct elder abuse actions, both financial and phy...
Manager Job Title: Conflicts Manager Job Responsibilities: The Conflicts Manager plays a critical role in overseeing and directing the general functions related to the conflicts clearance of new business requests. This includes managing analysts who assist with the review, search, and clearance of...
Title: Private Client Associate Job Responsibilities: - The associate will join the Private Client group and contribute to its growth and expansion. - Responsibilities include handling estate planning and estate and trust administration tasks. - The associate will be required to draft complex estate...
Title: Professional Staffer/Paralegal Job Responsibilities: - Conduct comprehensive legal research utilizing platforms such as LexisNexis and Westlaw to support case strategies across multiple practice areas, including estate planning. - Assist attorneys in drafting and proofreading legal documents, including contracts, pleadings, discovery requests, and...