Probate & Trust Administration Paralegal Job Responsibilities: - Independently manage and... organize legal files with minimal supervision. - Draft correspondence, petitions, supplements, accountings, and related legal documents. - Review probate notes and file appropriate documents with the court. - Record legal documents with the County...
Title: Tax Attorney/CPA/Enrolled Agent Job Responsibilities: - Prepare and review federal and state tax returns for various entities including individuals, corporations, partnerships, non-profit organizations, and high-net-worth clients. - Conduct detailed tax research to interpret current laws such as GAAP (Generally Accepted Accounting Principles),...
Title: Marketing Manager Job Responsibilities: The Marketing Manager is tasked with leading, coordinating, and optimizing all marketing components at the law firm. This role is pivotal in ensuring seamless operations across various marketing channels, vendor partnerships, client pathways, and internal workflows. The...
Job Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) at... 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...
Paralegal Description Are you a Paralegal interested... working for a Trust, Estates, and Special Needs law... be the ideal Junior Paralegal for our team! This... position offers growth opportunities and a supportive work environment, for the right person looking for a long-term...
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...
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...
Job Title: Litigation Paralegal / Legal Secretary Job Responsibilities: The... Litigation Paralegal / Legal Secretary will... primarily be responsible for a range of tasks essential for supporting the legal team in estate, trust, and probate litigation, as well as complex or disputed...
Job Title: Paralegal (Trusts and Estates) Job Responsibilities:... firm is seeking a paralegal with at least 2... years of recent experience in the following areas: - Trust Administration - Probate - Estate Planning - Conservatorships The role involves: - Drafting...
Job Title: Probate/Estate Planning Paralegal Job Responsibilities: - Providing support to... attorneys - Preparing estate planning documents, with knowledge of WealthDocs being advantageous - Preparing, processing, and filing probate court documents - Preparing and filing documents with the recorder's office - Maintaining client database - Maintaining legal...
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: Legal/Administrative Assistant (Trusts & Estates Law Firm) Job... Responsibilities: The Legal/Administrative Assistant at the law firm will support two attorneys by managing various office tasks crucial to the firm's operations. Key responsibilities include: - Assisting attorneys with legal case management, ensuring...
Job Title: Paralegal/Receptionist Estate Planning & Probate Job... Responsibilities: The Paralegal/Receptionist at the law firm... will be responsible for a variety of tasks that are crucial to the smooth operation of the firm, particularly in the areas of probate, estate planning, and...
Job 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...
Planning, Probate & Corporate Paralegal Job Responsibilities: The law... is seeking a skilled paralegal to join their Transactional... Practice Group. The candidate will be responsible for: - Assisting attorneys in the preparation of estate planning documents. - Preparing probate documents,...
Title: Legal Secretary/Paralegal Job Responsibilities: - Prepare, review, and proofread legal documents, including contracts, pleadings, briefs, discovery materials, and correspondence, with meticulous attention to detail. - Assist attorneys with client interviews by preparing questionnaires and documenting case details accurately. - Schedule appointments, court dates,...
Title: Trust Administration and Probate Legal Assistant Job Responsibilities: The Trust Administration and Probate Legal Assistant is tasked with supporting attorneys and paralegals in all matters related to Trust Administration and probate. Key responsibilities include: - Assisting attorneys with case management for Trust...
Title: Litigation Legal Assistant Job Responsibilities: The Litigation Legal Assistant at the law firm will be tasked with a variety of responsibilities essential to the litigation process. These include: - Assisting attorneys throughout all phases of litigation, which encompasses drafting pleadings, discovery, and...
Title: Client Relationship & Sales Specialist (“Dragon”) Job Responsibilities: - Conduct consultations with prospective clients to understand their goals, concerns, and needs in the context of litigation. - Clearly explain the firm’s services and guide clients through the decision-making process without providing legal...
Job Title: Senior Trusts & Estates Paralegal Job Responsibilities: The... Senior Trusts & Estates Paralegal is... in the field of Trusts & Estates. These responsibilities... trust accountings for client estates. - Engaging in the preliminary... drafting of trusts and memos to ensure... accurate...
Temporary Trust & Estate Paralegal Job Responsibilities: - Assist attorneys in... assets. - Assist in the preparation of federal estate and gift tax returns. - Prepare and file documents to transfer assets into trusts, including real estate deeds,... assignment of interests, and transfer form...
Job Title: Trust & Estates Paralegal Job Responsibilities: - Handle Trust... Administration-Decedent's Estate cases from beginning to end, ensuring all legal procedures are followed meticulously. - Manage Conservatorship cases or Probate cases from initiation to completion, providing comprehensive legal support and guidance. - Engage...
Junior Trusts & Estates Paralegal The... 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...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts... & Estates Paralegal at... the law firm is tasked with a comprehensive range of duties essential for the administration of estate planning matters. This role involves providing assistance to the firm’s...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The paralegal... for the Trusts & Estates department at... the law firm is tasked with a comprehensive range of estate planning matters. This role involves providing assistance to the firm's attorneys and senior...
Job Title: Senior Trusts & Estates Tax Paralegal Job... Responsibilities: The Senior Trusts & Estates Tax Paralegal... estates, funding 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...
Job Title: Senior Trusts & Estates Tax Paralegal Job... Responsibilities: The Senior Trusts & Estates Tax Paralegal... in the administration of estates and the funding of... post-death irrevocable trusts. - Preparing necessary documents and... managing client cases. - Preparing various tax returns, specifically Estate...
Job Title Paralegal (Trusts and Estates) Experience... recent experience in Probate, Trusts, Estate, or Family Law... - Familiarity with estate planning document preparation Location San Diego, CA Full-Time Position Responsibilities - Draft and...
Probate and Trust Paralegal Responsibilities: Work on complex... probate and trust administrations, from initial petition through final distribution. Coordinate asset valuation, document preparation, and asset allocation/distribution. Review and prepare estate and gift tax returns. Review and prepare of fiduciary accountings....
Title: Legal Assistant/Paralegal Estate Planning Job Responsibilities: - Assist attorneys with their daily activities, providing comprehensive support to ensure efficient workflow. - Conduct thorough research to support estate planning processes and legal decision-making. - Assist with the drafting and reviewing of estate planning documents,...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) at the company plays a crucial role in the success and growth of the FTEAS business....
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role of Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team involves a variety of responsibilities crucial to the success and growth of the...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) plays a pivotal role in ensuring the success and growth of the business. Key responsibilities...
Friendly Job Title: Legal Secretary (Estate Planning) at **Members Only** in San Diego H1: Join Our Team as a Legal Secretary in San Diego! H2: Opportunity for Experienced Legal Secretary in Estate Planning Practice **Members Only**, a leading international law...
looking for an experienced Trusts & Estates Legal Secretary... to join their team. This position is responsible for providing administrative support and assisting the attorneys with legal documents, client communication, and multiple tasks at once. The Trusts & Estates Legal Secretary......
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 to...
TRUST AND ESTATES LITIGATION LEGAL ASSISTANT –... JOIN OUR GROWING TEAM IN SAN DIEGO **Members Only**, a leading family law firm in California, is seeking a litigation legal assistant with at least 2 years of experience in civil/trust litigation. This...
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...
Paralegal Law firm, renowned for its... 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 services. This full-time position is ideal for...
Litigation Paralegal The candidate should have... and calendaring; Setting up court calls; Data input to legal software such as CLIO; Working with outside vendors for filing and service actions, answering phones, and communicating with clients; Trial preparation. Paralegal certificate i...
Job Title: Virtual Probate Paralegal Job Responsibilities: - Draft and... file probate court documents, including petitions, notices, waivers, inventories, accountings, and closing statements. - Prepare related correspondence and forms for clients, courts, and financial institutions. - Track probate timelines and court...
Job 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,...
Job Title: Virtual California 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,...
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 matters, including...
Firm Seeks West Coast Private Wealth Planning Paralegal Primary Responsibilities: ... - Prepare gift and estate tax returns - Manage probate division cases from start to finish - Calendar cases administration issues - Draft trusts and wills as needed......
Planning and Business Formation Paralegal H1: Join Our... Planning and Business Formation Paralegal H2: Solana Beach... Office Seeking Experienced Paralegal for Estate Planning and... Business Formation Are you an experienced Paralegal with a passion for... estate planning...
Job Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) is... key member of the Paralegal Team within the Financial... Services and Capital Markets (FSCM) business unit at the law firm. The role involves a comprehensive range of estate administration activities, providing critical...