Vice President, Fiduciary Oversight Management Job Responsibilities: - Manage first line... oversight for fiduciary account administrative reviews and resolve escalated compliance issues as needed. - Maintain thorough knowledge of financial services rules, fiduciary regulations (including Regulation 9), portfolio management, and fiduciary account administra......
Title: Paralegal – Probate & Estate Planning (Hybrid/Remote) Job Responsibilities: The primary role of the Paralegal in Probate & Estate Planning at the law firm involves supporting attorneys through various tasks essential for probate and estate planning processes. The key responsibilities include: -...
Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal will work closely with attorneys focusing on private client services, trusts, and estate planning. Key responsibilities involve drafting legal documents such as wills, trusts, and advanced directives, primarily using Lawgic estate planning...
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: 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...
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...
Responsibilities: - Lead the Client Management Process to identify new... business development opportunities. - Source new clients in alignment with the bank's established risk appetite. - Deliver meaningful interactions and a Branded Client Experience with the client team. - Develop an in-depth understanding of...
Title: Paralegal Job Responsibilities: - Support attorneys representing secured and unsecured creditors, lenders, investors, trustees, and other stakeholders in commercial litigation and bankruptcy/insolvency matters. - Assist with creditor-side bankruptcy filings and case administration, including proofs of claim, motions for relief from stay, objections...
explain eligibility requirements, and ensure a smooth application process. - Preparing & Submitting Medicaid Applications: Handle all aspects of Medicaid applications, from initial intake to submission and follow-up with the Department of Children and Families (DCF). - Strategizing Asset Protectio...
and cloud environments, focusing on core identity, platform, and systems management services. - Oversee the implementation,... management, and optimization of enterprise... security and monitoring tools and systems, such as antivirus, endpoint detection and response (EDR), identity threat detection and response (ITDR),...
Title: Instructional Designer Job Responsibilities: - Collaborate with Subject Matter Experts and Stakeholders to outline and determine requirements for learning programs and curriculum. - Develop curriculum architecture to support operational roles. - Design and create engaging, innovative, and effective training programs, including both instructor-led...
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: Paralegal DEPARTMENT: Private Client Services OFFICE: Boca Raton OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...
Us Ryan C. Phillips, . is seeking a motivated Construction Litigation Associate with 2 - 4 years of experience to join Ryan as a critical contributor to the success of our fast-growing construction litigation practice. Ryan represents architects, engineers, contractors, subcontractors, suppliers,...
Title: Probate Paralegal Job Responsibilities: - Prepare, draft, and file probate pleadings, petitions, and supporting documents. - E-file documents through the Florida e-Filing Portal. - Manage probate case files from opening through closing. - Calendar deadlines and ensure compliance with court requirements. - Communicate professionally with...
working in one or more of the following practice areas: - Transactional tax - Blended tax and corporate transactions - Formation, structuring, and operation of investment funds, including private equity funds and real estate funds, and their management companies The role involves providing... im...
Senior Vice President, Counsel- Asset Servicing Job Responsibilities: The Senior Vice... President, Counsel- Asset Servicing will serve as... legal advisor within the Asset Servicing business. The role... and independently advise the Asset Servicing business. Key responsibilities... include: - Acting as a trusted internal...
Title: Paralegal - Trust & Estates Job Responsibilities: - Draft fundamental estate planning and funding documents. - Review advanced estate planning documents. - Draft probate and trust settlement documents. - Possess knowledge of the rules of procedure governing estate and trust administrations. - Complete tasks and...
Title: Pharmacy Investigator Senior Job Responsibilities: - Conduct independent identification, investigation, and development of complex cases against perpetrators of healthcare fraud to recover corporate and client funds paid on fraudulent claims. - Review claims for appropriate coding, data mining, entity review, law enforcement...
a team of CPAs, engineers, and tax law experts to develop strategies and action plans for growing the TCIA Practice at the company. Your primary duties will include managing and executing cost segregation, fixed asset review, and overseeing IRC... Section...
collaborate with a distinguished team of CPAs, engineers, and tax law experts. The role involves managing and executing cost segregation projects, conducting fixed asset reviews, and overseeing IRC... Section 179D projects for clients. Your daily tasks will include breaking...
Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager in the Tax Credits & Incentives Advisory (TCIA) Practice, the candidate will collaborate with a team of CPAs, engineers, and tax law experts...
a distinguished team of CPAs, engineers, and tax law experts. Your primary responsibilities include: - Developing vision, strategies, and action plans to grow the TCIA Practice. - Managing and executing cost segregation and fixed asset review projects, and overseeing... IR...
Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager in the Tax Credits & Incentives Advisory (TCIA) Practice, your primary responsibilities include: - Collaborating with a team of CPAs, engineers, and tax law...
responsibilities involve developing the vision, strategies, and action plans to grow the TCIA Practice. The role requires managing and executing cost segregation, conducting fixed asset reviews, and overseeing IRC... Section 179D projects for clients. Daily tasks include separating the...
Title: Pharmacy Investigator Senior Job Responsibilities: - Conduct independent identification, investigation, and development of complex cases against perpetrators of healthcare fraud to recover corporate and client funds paid on fraudulent claims. - Perform claim reviews for appropriate coding, data mining,...
Title Specialized Tax Services - Energy Incentives & Credits Senior Manager Job Responsibilities - Lead major projects and ensure their successful execution - Develop and refine processes to improve efficiency and maintain high operational standards - Engage with clients at...
Title: Specialized Tax Services - Energy Incentives & Credits Senior Manager Job Responsibilities: - Lead major projects and ensure their successful execution. - Develop and refine processes to improve operational efficiency. - Uphold exceptional standards of operational excellence within the team. - Engage with clients...
Title: Technology, Operations & Privacy Paralegal Job Responsibilities: The Technology, Operations & Privacy Paralegal is a non-attorney position responsible for providing legal support to the company's Technology, Operations & Privacy Legal team. This team deals with technology transactions, digital banking, AI...
Title: Lead Counsel 2 - Negotiations Job Responsibilities: The Lead Counsel 2 - Negotiations position supports the company's global derivatives business by providing essential negotiation and contract administration support for the company's ISDA contracts and other OTC derivatives and clearing...
Title: Eviction Legal Assistant Job Responsibilities: - Procurement of all necessary information to initiate the eviction process. - Accurate entry of all required information into proprietary systems. - Coordination of eviction hearing dates with attorney availability. - Communication with clients and updating the client database...
key responsibilities: - Preparation, review, and approval of complaints and pleadings. - Attendance at hearings and mediations as required. - Management and prioritization of tasks... in a fast-paced environment. - Collaboration with team members and adaptability to changes within the practice. Education and Experience Information: Cand...
Title: Principal, Trade Counsel Job Responsibilities: - Provide legal advice and counsel on compliance with . and . trade regulations, specifically those administered by the Department of Commerce, Department of State, Customs and Border Protection, and Department of the Treasury. - Offer guidance...
pivotal role in the management, use, and control of... the law firm's online research and subscription tools and services, specifically focusing on digital information collections. The coordinator is expected to be a product champion for the firm's AI-assisted legal research...
& Incentives practice, the primary responsibilities include: - Designing, implementing, and executing accounting method studies and fixed asset reviews for clients. - Collaborating... with Corporate Tax leadership and utilizing specialized tax resources to conduct various consulting services, including Tax Accounting Metho...
practice, the primary responsibilities include: - Designing, implementing, and executing accounting method studies and fixed asset reviews for clients. - Collaborating... with Corporate Tax leadership and utilizing specialized tax resources to offer consulting services in Tax Accounting Method, Tax Inventory, Fixed Asset...
including letters of intent, asset purchase agreements, stock purchase... agreements, and merger agreements. - Managing due diligence processes, including reviewing contracts, corporate records, and regulatory materials. - Coordinating with tax, regulatory, finance, and litigation colleagues on transaction-related issues. - Participating in...
Title: Marital & Family Lawyer Job Responsibilities: - Represent clients in complex family law cases, ensuring their rights and interests are protected at every stage. - Prepare and file legal documents, including pleadings, motions, and briefs, with precision and attention to detail. - Conduct...
Title: Trust and Estate Coordinator Job Responsibilities: The Trust and Estate Coordinator will support the law firm's Private Wealth Services practice group and the Bequest Revenue program, while also interacting with clients. Key responsibilities include: - Supporting the national Bequest Revenue Program and...
over a period of three years. These functions include International Accounting, Financial Reporting & Analysis, Strategic Pricing, Tax & Compliance, Revenue Management, Spend Management, Internal Audit... & Risk Management, and Legal Project Management.... The primary duties and... accountabilities include: - C...
tasked with a variety of responsibilities aimed at optimizing the tax strategies of clients. Key duties include: - Designing, implementing, and executing accounting method studies and fixed asset reviews for clients. - Collaborating... with Corporate Tax leadership and utilizing specialized tax resour...
types of wealth trust accounts, including personal trusts, special needs trusts, investment management, custodial, and guardianship accounts.... The advisor is responsible for managing a portfolio consisting of accounts with varying levels of complexity and asset size. Key responsibilities include: -... Understan...
real estate and finance transactions. This includes: - Structuring and documenting joint ventures, acquisitions, dispositions, and financings involving various asset classes, capital stacks, and... ownership structures. - Drafting, reviewing, and negotiating core transaction documents such as letters of intent, purcha...
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...
Title: Legal Assistant / Legal Secretary Job Responsibilities: Administrative & Attorney Support: - Provide comprehensive administrative support to attorneys. - Manage attorney calendars, including scheduling client meetings, closings, hearings, and deadlines. - Coordinate appointments with clients, lenders, courts, and third parties. - Answer phone calls and...
OverviewA law firm seeks an Estate Planning and Probate Attorney in Boca Raton, FL. The successful candidate will guide families through estate planning and probate complexities, providing personalized legal services to safeguard assets and preserve and execute customized estate...