Title: Senior Tax Manager, Asset Management Job Responsibilities: - Build and... manage client relationships while overseeing a portfolio of large clients, acting as the primary contact for both internal and external clients. - Manage relationships at a senior level with large clients, providing...
Title: Senior Tax Manager, Asset Management Job Responsibilities: - Build and... manage client relationships while overseeing a portfolio of large clients, acting as the primary contact for both internal and external clients. - Manage relationships at a senior level with large clients, providing...
& Local Tax - Asset Management Job Responsibilities: - Participate in... multi-state alternative investment firms, including hedge funds, fund of funds, private equity, and real estate, addressing state and local tax issues such as compliance, advising, planning, and controversies. - Engage with multi-state...
global regulatory issues in the context of the company's asset management business. - Provide... general regulatory advice, including interpretation and application of regulatory reforms to the business. - Offer legal guidance and advice for new investment product launches, including prepara...
Title: Business and Real Estate Paralegal Job Responsibilities: The Business and Real Estate Paralegal is responsible for supporting Business Law and Real Estate attorneys in their daily activities. This includes handling client meetings and telephone inquiries, preparing all necessary documentation to...
Title: Estate Planning Attorney Job Responsibilities: - Meet with prospective clients for consultations to gather necessary information for planning recommendations. - Engage with current and former clients to review and update estate plans. - Quote fees and manage the client engagement process for estate...
Title: Trust Administration Paralegal Job Responsibilities: The Trust Administration Paralegal is responsible for managing daily activities related to Trust Administration, providing essential support to attorneys, and engaging with clients. The role involves a hybrid work model, requiring the paralegal to work two...
of wills, trusts, and estates. The key responsibilities include: - Engaging in complex estate planning, including the development and implementation of strategies for asset protection and wealth management. -... Administering trusts and estates,... ensuring compliance with relevant laws and client intentions. - Collaborat...
Title: Estate Planning/Probate Paralegal Job Responsibilities: As an Estate Planning/Probate Paralegal at the law firm, you will play a vital role in managing probate and estate planning matters efficiently. Your primary responsibilities include: - Serving as the first point of contact for prospective...
Title: Legal Assistant Job Responsibilities: - Provide support in the areas of Real Estate, Corporate, Estate Planning, and/or Probate. - Provide administrative support and enhance office effectiveness. - Monitor deadlines and manage calendars efficiently. - Handle communication with clients, law office staff, and other law...
Title: Administrative - Legal Assistant Job Responsibilities: The Administrative/Legal Assistant is tasked with providing high-level administrative, legal, and client-facing support directly to the Managing Attorney at the law firm. This role involves acting as a trusted gatekeeper, coordinator, and operations partner, ensuring...
Title: Estate Planning & Probate Paralegal (On-site) Job Responsibilities: Estate Planning & Probate Document Support - Draft, proofread, and finalize estate planning documents including wills, trusts, powers of attorney, advance directives, and deeds. - Draft and assist with probate pleadings and filings, including fiduciary...
Title: Senior Corporate Associate Job Responsibilities: - Handle corporate and transactional matters, including mergers and acquisitions, entity formations, contract drafting and negotiation, and corporate governance. - Manage entity formations, qualifications, and maintenance matters. - Draft and review corporate documents, including operating agreements, bylaws, stockholder...
Davie PLC is seeking an experienced Trusts & Estates Paralegal to become a key member of our collegial, high?performing estate planning and trust administration team in Brentwood, Tennessee. This is a long?term role for someone who enjoys real responsibility, owns...
probate matters. - Communicating effectively with clients to address their needs and concerns. - Assisting attorneys with case management and preparing legal documentation. -... Providing administrative support to ensure efficient operation of the law firm. - Managing and organizing files, documents, and records...
Title: Estate Planning & Probate Attorney Job Responsibilities: - Develop and execute customized estate plans tailored to client needs. - Provide legal counsel and guidance on estate planning, probate, and trust administration matters. - Prepare for and lead client meetings, including signing and review...
Title: Assistant General Counsel – Investments Job Responsibilities: - Support investment transactions, including negotiation and review of investment agreements, subscription documents, side letters, and related contracts. - Assist in legal due diligence for prospective investments, including the review of fund...
Title: Assistant General Counsel – Investments Job Responsibilities: - Support investment transactions, including negotiation and review of investment agreements, subscription documents, side letters, and related contracts. - Assist in legal due diligence for prospective investments, including review of fund structures, offering materials, governance...
Title: Senior Legal Secretary Job Responsibilities: The Senior Legal Secretary role involves providing legal secretarial support to attorneys in the Office's LPS/Probate or Litigation and Advisory teams within the organization. The incumbent is responsible for the timely preparation, processing, and filing of...
wills, trusts, powers of attorney, advance medical directives, and other related documents, ensuring meticulous compliance with all applicable laws and regulations. - Advise clients on advanced estate planning strategies, such as tax planning and minimization techniques, asset protection strategies, business su......
Title: Associate Attorney - Estate Planning and Business Transactions Job Responsibilities: The Associate Attorney at the law firm will be responsible for a variety of duties within the estate planning and business transactional practice. Key responsibilities include: - Drafting and reviewing comprehensive estate...
understanding of estate law and related legal practices. Key responsibilities include, but are not limited to: - Conducting thorough legal research and drafting legal documents with precision and accuracy. - Handling estate planning tasks, including the preparation and management of wills,...
client files and document management systems - Answer phone calls,... screen inquiries, and communicate professionally with clients - Draft basic legal documents under attorney supervision - Schedule appointments and manage the Managing Attorney's calendar - Prepare correspondence and maintain communication with clients, courts, and...
primary responsibilities for this role include: - Drafting Wills and Trusts or working on Estate Administration. - Providing essential support to the legal team by assisting with document management and preparation. - Performing various... administrative tasks to support the legal team. - Conducting si...
Counsel, Funds & Investment Management Job Responsibilities: - Support the company's... statements, engaging in the sub-advised funds’ 15(c) process, and assisting with responses to sub-advised client inquiries. - Negotiate investment management agreements and other contracts,... including amendments with institutional investors and financial ser...
Responsibilities: - Assist with document management and preparation, ensuring accuracy... and completeness of legal documents. - Perform various administrative tasks to support the legal team. - Engage in significant client contact both over the phone and in-person, requiring excellent communication skills and a...
Title: Transactional / International Tax Associate Job Responsibilities: The role involves working as a Managing Associate within the Venture Technology and Emerging Growth Companies practice. The responsibilities include: - Contributing to the analysis, coordination, and execution of successful tax structuring transactions. - Managing a...
Title: Trusts and Estates Administrative Paralegal Job Responsibilities: - The trusts and estates administrative paralegal is responsible for managing and producing a high volume of complex, detailed work related to domestic estate administration, trust administration, and fiduciary accounting. - The paralegal must handle...
in the administration and management of trusts and estates... in probate. This role involves a variety of responsibilities, including but not limited to: - Overseeing all aspects of trusts and estates in probate. - Preparing and filing probate documents to open and...
Title: Trust Administration Paralegal Job Responsibilities: The Trust Administration Paralegal is responsible for a wide range of duties that support the administration of trusts and estates. This role involves both client-related and administrative responsibilities, requiring the paralegal to work collaboratively with attorneys,...
Job Title: Knowledge Management Senior Specialist Job Responsibilities: - Serve... as a liaison between attorneys, business professionals, and the Practice Solutions & Research team. - Develop and implement best practices, procedures, tools, and techniques to aid in the delivery of legal services to...
Job Title: Knowledge Management Senior Specialist Job Responsibilities: - Serve... as a liaison between attorneys, business professionals, and the Practice Solutions & Research team to develop and implement best practices, procedures, tools, and techniques to aid in the delivery of legal services...
Title: Virtual Paralegal Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines. - Operate independently while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines. - Maintain proactive and professional communication...
attorneys, and others as assigned. This role entails providing administrative and litigation support to attorneys handling probate litigation, trust and estate disputes, and general litigation. The main responsibilities include: - Case Management: Perform general management of... civil litigation and probate l...
prenuptial and postnuptial agreements, visitation rights, child custody, grandparents’ rights, protection orders, spousal support, and modifications. - Case Management: Take ownership of legal... cases from the discovery phase through to trial, ensuring thorough preparation and representation. - Client Meetings: Conduct client meet...
Title** Associate Attorney I / Superior Court **Job Responsibilities** The Associate Attorney I position serves to assist the Athens-Clarke County Judge by providing advisory, transactional, and litigation-related legal services to the Unified Government. The key duties and responsibilities of this...
business experience for candidates with over 5 years. The role involves complex estate planning, asset protection planning, and trusts... and estates administration. An LLM in Taxation or CPA and Florida Bar membership are in complex estate planning and asse...
Title: Trust & Estates Paralegal Job Responsibilities: - Oversee the entire process of trusts and estates in probate, ensuring that all legal and administrative procedures are followed accurately and efficiently. - Prepare, file, and manage probate documents associated with opening and closing estates,...