Tax 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...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal is responsible for... post-death irrevocable trusts, preparing necessary documents, and managing probate and estate-related tax returns. Key responsibilities include: -... Preparing various tax returns, including Estate Tax... Return...
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...
and Capital Markets business unit by handling a comprehensive range of estate administration tasks. This includes assisting attorneys in administering estates, funding post-death irrevocable trusts, preparing necessary documents, and managing client cases. Key duties include: - Preparing estate-related tax returns, incl...
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...
and estate and trust administration tasks. - The associate will be required to draft complex estate plans and prepare estate tax returns. - The role necessitates... staying informed about relevant state and federal income and estate tax laws. - Providing high-quality client... se...
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...
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...
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 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: 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...
documents and other ancillary documentation involving complex US and foreign trusts and other entities. Provide basic services related to trusts, corporate entities, domestic and international tax issues, compliance and disclosure... issues, administration of trusts and estates, and other related matt...
Secretary (Private Client & Tax) at **Members Only** Bergman LLP... Secretary (Private Client & Tax) at **Members Only** Bergman LLP... Opportunity for Legal Secretary at Prestigious Law Firm in San Francisco - Support Attorneys and Clients in Private Client and Tax Di...
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 annually...
Secretary (Private Client & Tax) - Temp to Perm... Salary: $95,000 - $115,000 annually Experience: 5+ years as a secretary or administrative professional at a law firm, previous experience supporting at least one partner/high level manager in a legal or...
within the Private Client and Tax Division. The role includes... advising clients on complex tax matters, which encompasses comprehensive... succession and estate planning strategies, family office formation, governance, long-term structuring, tax-free reorganizations, mergers and acquisitions,... fund formation, and entity stru...
directives. - Assist with estate, gift, and generation-skipping transfer tax... matters. - Conduct legal research... prepare memoranda on estate, tax, and trust issues. - Collaborate... with senior attorneys on complex planning strategies. - Manage client files efficiently. Education and Experience Information: - 2-4 years of law...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
the prestige and challenge of Fortune 500 companies including dot coms, while enjoying the sunny lifestyle of the Southwest at this very busy, larger firm. Well-reputed in intellectual property, civil and securities litigation and corporate transactional practices, it is always...
Title: Mergers & Acquisitions Associate Attorney (Mid-Level) Job Responsibilities: - Handle significant mergers and acquisitions and other strategic transactions with 3-5 years of experience. - Manage domestic and cross-border transactions, representing both buy-side and sell-side interests. - Understand and address complex structural and corporate...
Title: Technology Transactions Associate Attorney (Mid-Level) Job Responsibilities: - The Technology Transactions Associate Attorney will engage in drafting and negotiating a wide variety of technology transactions. - Responsibilities include handling licenses of software, technology, and content, as well as software and technology development...
experience including complex estate, tax and wealth planning. Must... eligible for re-positioning include: tax-oriented real property and transactional... Will involve in primary areas include estate and tax planning for high net... worth individuals and families, estate administration, income tax, transfe...
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. - Counsel clients about possible strategies...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...