Job Title: Sr. Tax Planner Job Responsibilities: - Review clients’ past tax returns during the financial planning process to identify incremental opportunities. - Collect, analyze data, and provide recommendations. - Ensure that all tax-related research and data gathering is complete, create deliverables (“Tax Plan”), and present them to advisors and clients. - Research ad-hoc tax planning questions to support advisors and their clients. - Demonstrate an understanding ...
Residential Real Estate Attorney Job Title: Residential Real Estate Attorney Job Responsibilities: - Serve as the closing attorney for residential real estate transactions, including purchases, sales, and refinances. - Conduct and supervise real estate closings in the office. - Review and prepare closing documents, including deeds, loan documents, affidavits, and settlement statements. - Coordinate with lenders, real estate agents, title companies, and clients to ensure tim
Job Title: Marketing Manager Job Responsibilities: - Marketing Strategy & Execution: Design and implement a comprehensive multi-channel marketing strategy that aligns with the law firm's goals for growth and reflects core values of integrity, kindness, and excellence. This includes digital campaigns, paid advertising, content development, social media, and in-person events. - Digital Marketing & Website Oversight: Develop and manage digital marketing initiatives to enhance o
Job Title: SVP, Associate General Counsel, Chief Privacy Officer Job Responsibilities: - Lead a team of dedicated privacy attorneys and professionals, providing guidance on substantive legal issues and contributing to their career development. - Serve as a member of various authorized risk committees and executive leadership for projects, influencing strategy with executive stakeholders. - Stay informed about privacy laws and regulations, including the Gramm-Leach-Blile
Job Title: Probate Attorney Job Responsibilities: - Oversee client matters and files within the Estate Administration Department, ensuring quality assurance and compliance with state laws. - Provide leadership and support to paralegals and other team members to deliver exceptional customer service that exceeds client expectations. - Manage non-contested guardianship cases as part of the department’s services. - Cultivate and maintain excellent relationships with referral s...
Job OverviewA law firm seeks an experienced Probate Attorney to join their team in Fort Mill, SC, and Charlotte, NC. This role is ideal for an entrepreneurial-minded attorney who thrives on hard work and enjoys the challenge of overseeing legal work and growing a practice client matters and files within the Estate Administration Department, ensuring compliance with state leadership and support to parale