Job Title: Estate & Tax Planning Associate Job Responsibilities: The Estate... & Tax Planning Associate at the... tasks including estate and tax planning, trust administration, and... in gift and estate tax matters, which includes the... of Spousal Lifetime Access Trusts (SLATs), Intentionally Defective Grantor... Trusts...
Attorney Job Responsibilities: - Handling clients’ tax issues before the IRS,... state tax agencies, and courts. - Advising... clients on tax-related matters. - Preparing tax returns,... returns, estate and gift tax returns. - Preparing estate planning... documents and advising clients on estate planning. - Handling various...
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 with significant impact on the Company's operations, strategies, or profitability. - Provide...
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 significantly impact the Company's operations, strategies, or profitability. - Provide...
Title: Estate Planning Attorney Salesperson Job Responsibilities: - Conduct estate planning strategy consultations with pre-qualified inbound leads. - Establish authority and trust within the first minutes of every client conversation. - Diagnose client needs and present tailored estate planning solutions. - Confidently ask potential clients...
Title: Associate Attorney Job Responsibilities: - Draft clear and precise legal documents including pleadings, motions, memoranda, and correspondence tailored to various practice areas. - Assist senior attorneys with case preparation by managing case files, corresponding with clients, scheduling consultations, and appointments. - Provide support...
Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for leading complex initiatives that have a broad impact on the Company's operations, strategies, or profitability. Key duties include: - Acting as a...
Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for: - Leading complex initiatives with broad impact and acting as a key participant in large-scale planning. - Handling matters that significantly impact the...
Title: Colorado Associate Attorney Job Responsibilities: The Colorado Associate Attorney position at the law firm entails a diverse set of responsibilities primarily aimed at providing high-quality legal services to clients. The attorney will be expected to: - Lead with integrity, compassion, and curiosity...
Title: Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is tasked with delivering comprehensive legal services in estate planning, estate law, probate, estate administration, and business succession planning. Key responsibilities include: - Developing customized estate planning strategies that cater to the unique...
Job Title Partner Tax Preparation Advisor Manager Job... Responsibilities - Provide tax compliance and planning guidance... to the owners of Company across the US. - Supervise, develop, and coach teams to ensure they deliver high-quality client services. - Manage client...
Job Title Partner Tax Preparation Advisor Manager Job... Responsibilities - Provide tax compliance and planning guidance... equipped to handle complex tax-related issues. - Manage client... service accounts and engagement workstreams, ensuring efficient and effective delivery of services. - Solve and...
Job Title Tax Counsel Job Responsibilities -... Serve as a legal tax advisor for a broad... and commercial initiatives, and tax minimization efforts for all... Act as a SALT tax audit, appeals, and litigation... advisor for multistate income tax, multistate transaction taxes, state......
Job Title Partner Tax Preparation Advisor Manager Job... Responsibilities - Provide tax compliance and planning guidance... to the owners of Company across the US. - Supervise, develop, and coach teams to ensure high-quality service delivery. - Manage client service accounts...
strategic state and local tax consulting services designed to... lower tax rates, ensure compliance, and... provide value across various state and local taxes. - Manage multi-disciplinary, multi-state reviews to analyze income, franchise, sales and use, payroll, and ad valorem taxes. This...
Title: Estate & Business Succession Planning Attorney Job Responsibilities: The Estate & Business Succession Planning Attorney at the law firm will be responsible for several critical functions that involve advising and collaborating with high-net-worth individuals and business owners. The attorney will: - Advise...
Title: Associate Attorney Job Responsibilities: - Host and speak at public workshops to educate potential clients on estate and financial planning options. - Conduct client consultations, gather necessary information, and assist clients in taking appropriate actions. - Design and review individualized estate plans to...
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...
Title: Estate Planning Attorney - 4 days a week (Salary plus bonus) Position Summary: The Estate Planning Attorney is responsible for meeting with prospective and returning clients to conduct consultations and analyze estate plans. The attorney will ensure that legal documents are...
The primary focus of civil litigation for this role includes, but is not limited to, areas such as housing, consumer protection, education, federal income tax, elder law, employment, family... law, probate, and public benefits. The attorney may also address...
Title: Trust & Estates Associate Job Responsibilities: The Trust & Estates Associate will be responsible for providing high-quality legal services and advice in the area of trust, estate, and wealth preservation. The candidate will be expected to manage client relationships directly and...
and generation-skipping transfer (GST) tax strategies. - Develop and implement... family-owned and closely held businesses. - Structure and draft estate planning documents, including complex trusts such as GRATs, ILITs,... SLATs, and IDGTs. - Coordinate with clients’ financial advisors, accountants, and other professionals to...
review estate planning documents, including Wills and Revocable/Irrevocable Trusts - Assist with trust administration... and probate proceedings - Maintain strong, long-term client relationships through clear communication and thoughtful counsel - Handle all aspects of probate and estate administration, including intestate and testate proc...
review estate planning documents, including Wills and Revocable/Irrevocable Trusts. - Assist with trust administration... and probate proceedings. - Maintain strong, long-term client relationships through clear communication and thoughtful counsel. - Handle all aspects of probate and estate administration, including intestate and testate...
Title: Estate Planning & Elder Law Attorney Job Responsibilities: The Estate Planning & Elder Law Attorney will be responsible for handling all major phases of estate planning and elder law, including, but not limited to: - Meeting with prospective and existing clients, both...
Attorney Job Title: Associate Attorney Job Responsibilities: The successful candidate for the Associate Attorney position at the law firm will be responsible for providing legal counsel in various areas of law including business law, personal injury, probate, estate planning, real estate, or family...
draft, review, and finalize estate planning documents, including but not limited to Trusts, Wills, and Powers of... Attorney. - Advise fiduciaries in probate & trust administration cases. - Participate in and lead client counseling meetings, providing practical and cost-effective legal guidance. - Col...
Title: Associate Attorney Job Responsibilities: - Provide comprehensive legal advice and guidance to clients concerning estate planning, special needs planning, and elder law needs. - Collaborate closely with clients to develop personalized estate plans that align with their objectives, ensuring the protection and...
Job Title: Trusts & Estates Attorney -... Senior Associate Job Responsibilities: The Trusts & Estates Attorney -... drafting of estate and tax plans to cater to... client needs. - Administer probate estates, ensuring compliance with relevant legal standards and client e...
Job Title: Trusts and Estates Attorney –... drafting of estate and tax plans. - Administer probate estates. -... Prepare and review tax returns. - Engage in fiduciary... litigation. - Participate in charitable planning. - Plan for family-owned and privately held businesses. - Work with other...
and estate planning. The key responsibilities include: - Conducting client intake and developing client relationships. - Creating wills, trusts, and related estate planning... documents. - Drafting documents related to probate and trust administration. - Preparing probate and trust litigation petitions and discovery documents. -...
Title: Agency Attorney Job Responsibilities: The Agency Attorney at the **Members Only** plays a crucial role in the Legal unit, handling various legal issues related to CPLR Article 78 proceedings, pensions and benefits, Employment Law, Family Law (including Domestic Relations Orders, Income Execution...
Title: Senior Family Law Litigation Attorney Job Responsibilities: - Provide legal services in all aspects of family law, estate planning, and probate law, with a specialization in high asset and highly complex family law cases. - Exhibit substantive knowledge of statutes, regulations, and...
Title: Senior Family Law Litigation Attorney Job Responsibilities: The Senior Family Law Litigation Attorney at the law firm will be responsible for providing expert legal services in family law, estate planning, and probate law, with a focus on high asset and highly...
Title: Estate and Trust Administration Attorney Job Responsibilities: The Estate and Trust Administration Attorney will be responsible for managing estate (Probate) and trust administrations. This includes conducting client consultations and drafting estate planning documents. The attorney is expected to provide high-quality client...
Title: Estate Planning & Probate Associate Job Responsibilities: The Estate Planning & Probate Associate will be responsible for a variety of tasks within the law firm's Estate Planning & Probate Group. Key responsibilities include: - Drafting customized estate planning documents tailored...
Title: Real Estate & Estate Planning Attorney Job Responsibilities: - Lead all aspects of real estate closings, including contract review, due diligence, title review, clearing issues, document preparation, settlement statements, and funding. - Advise clients throughout the transaction and communicate clearly with buyers/sellers,...
Title: Senior Associate - Trusts & Estates Job Responsibilities: - Draft... wills, revocable and irrevocable trusts, powers of attorney, health... care proxies, and related documents. - Guide clients and fiduciaries through the full lifecycle of estate and trust administration, including probate matters, fiduciary...
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: Associate Attorney Job Responsibilities: - Manage numerous active cases from intake through resolution with minimal oversight. - Communicate directly with clients and opposing counsel to facilitate case progress. - Support senior attorneys in litigation practice, including conducting discovery, hearings, and trials. - Collaborate with...
Title Attorney Job Responsibilities The attorney at the law firm will be responsible for contributing to the firm's long-term development and success. The firm represents businesses and families on a wide range of legal issues, including estate planning, probate, real...
Title: Attorney Job Responsibilities: The law firm is seeking an attorney to join their team, with responsibilities that include managing a steady stream of new clients in practice areas such as family law, estate planning, probate, civil litigation, and employment law. The...
on civil litigation in areas such as housing, consumer rights, education, federal income tax, elder law, employment, family... law, probate, and public benefits. The attorney may also engage in other legal areas depending on client needs. Responsibilities include legal rep...
Title: General Attorney Department: Department of the Army, . Army Corps of Engineers, Southwestern Division Job Responsibilities: - Operate under the technical and advisory supervision of the District Counsel. - Prepare or review complex legal issues, instruments, assemblies, or legal opinions pertaining to state...
Title: Corporate Trust Associate Job Responsibilities: The Corporate Trust Associate will join the Corporate Trust Team within the Global Finance Practice Group at the law firm. The role involves representing corporate trustees or agents in various types of debt financing, including structured...
Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
Title: Estate Planning & Trust Attorney Job Responsibilities: - Meet with clients to educate them on estate planning strategies using clear and simple language that is easily understandable. - Draft and review estate planning documents and clearly explain these documents...
Worcester, MA. The successful candidate will provide comprehensive estate planning, estate administration, and gift and estate tax services to and... implement estate plans tailored to client estate administration processes clients on gift and estate tax with...