Job Title: Transactional and Estate Planning Associate Job Responsibilities: - The associate will focus on estate planning, trusts, and related services, as well as corporate and transactional work. - Assist clients in planning their estates and in the formation and growth of their businesses. - Work independently on smaller matters and collaboratively as part of a team on larger matters. - Engage in a client-based philosophy, providing prompt, professional, and ethical leg
Job OverviewA law firm seeks a Transactional and Estate Planning Associate in Goshen, Indiana. The role involves estate planning, trusts, and corporate transactional work. The ideal candidate will have 1-3 years of experience and a commitment to long-term growth within the estate planning and trust in corporate and transactional legal with team members on larger projects.
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Regional Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Charitable Planning and Trust Advisor The candidate will report to the Managing Director and will provide high-level, personalized service for individuals with a federally taxable estate valued at $5M+ and at least $1M in investable assets; working with clients to build investment portfolios, estate planning/management/settlement, philanthropic, retirement planning, tax management and descendent/intergenerational planning. Leads and delivers core market services of trust and read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax - Senior Manager - Trust and Estates The candidate will provide high level personal financial, income tax and estate/trust planning services. Will review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage and drive the success of multiple engagements. Manage all aspects of client accounts and foster client relationships. Manage within budgetary and time constraints while pro read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Banking Wealth Advisor Duties: Serves as the primary point of contact and is responsible for the acquisition of all new external Investment Management and Fiduciary / Trust (IM&T) clients. Partners with the Relationship Mangers (RMs) on all internal IM&T sales opportunities, referrals and book of business reviews. Supporting team when opportunities arise to expand the share of wallet of existing clients through offerings of products and services. In addition to hav read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax - Manager - Trust and Estates Duties: Provide high level personal financial, income tax and estate/trust planning services. Review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performance feedback t read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax - Senior Manager - Trust and Estates Candidate will provide high level personal financial, income tax and estate/trust planning services. Review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage and drive the success of multiple engagements. Manage all aspects of client accounts and foster client relationships. Manage within budgetary and time constraints while providing a read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax - Senior Manager - Trust and Estates The candidate will work for Family Wealth Services Tax Practice which provides Personal Financial and Estate Planning Services, Tax Compliance, and Family Office Services. Provide high level personal financial, income tax and estate/trust planning services. Review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage and drive the success of read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Associate Attorney The candidate will be responsible for drafting Petitions, Motions, Legal memorandums, and correspondence; Tracking and managing client billing; Consultations with Potential clients, managing calendar, discovery requests, depositions, reviewing and summarizing discovery from police reports, response to interrogatories, audio/video, and business financials litigation; Drafting Settlement Proposals, Child Support Worksheets, Income Withholding Orders, QDROs read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Associate Attorney The candidate will be responsible for drafting Petitions, Motions, Legal memorandums, and correspondence; Tracking and managing client billing; Consultations with Potential clients, managing calendar, discovery requests, depositions, reviewing and summarizing discovery from police reports, response to interrogatories, audio/video, and business financials litigation; Drafting Settlement Proposals, Child Support Worksheets, Income Withholding Orders, QDROs read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Regional Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here