of attorney, and trust instruments. - Prepare and file probate pleadings, notices, inventories, and accountings. - Assist with trust funding, asset collection, and property transfers. -... Maintain case calendars and track critical deadlines. - Communicate with clients, beneficiaries, financial institutions, and court personnel. - Organiz...
Job Title: Asset & Wealth Management Tax... Director Job Responsibilities: - Define strategic direction for the Default team within the department. - Lead initiatives in business development and client relations to drive business growth. - Oversee multiple projects ensuring exceptional delivery and maintaining executive-level...
Job Title: Asset & Wealth Management -... Tax Senior Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes - Innovate and streamline processes to enhance efficiency and effectiveness - Maintain exceptional standards of operational excellence in every activity - Interact with...
Job Title Asset & Wealth Management Tax... Director Job Responsibilities As a Director in the Asset & Wealth Management Tax... division, you will play a pivotal role in shaping the strategic direction of the Default team. Your responsibilities will include:...
Job Title: Asset & Wealth Management -... Tax Senior Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with...
Title: Legal Assistant - Trust & Estates Job Responsibilities: - Provide comprehensive administrative support to attorneys in estate planning and the administration of estates and trusts, maintaining a high standard of work quality. - Possess a working knowledge of the procedural rules governing...
Job Title Asset & Wealth Management Tax... Director Job Responsibilities - Define strategic direction for the Default team. - Lead initiatives in business development and client relations. - Oversee multiple projects maintaining exceptional delivery. - Build and maintain executive-level client...
Title: Trust and Estate Coordinator Job Responsibilities: The Trust and Estate Coordinator will play a crucial role in supporting the law firm's Private Wealth Services practice group and Bequest Revenue program. The responsibilities include, but are not limited to, the following: - Support...
and correspondence with precision and attention to detail. This role involves managing case files using document management systems like Clio to... ensure all documents are organized and up-to-date. The candidate will review legal documents for accuracy and consistency, performing proofr...
of legal documents - Calendar management and scheduling of meetings -... Time entry and management - Client billing processes -... Submitting reimbursements - Providing strong customer service and communication - Maintaining a professional demeanor - Ability to prioritize tasks effectively Education and Experience Information: - Previous experience in...
Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: - Develops, consults on, and implements complex tax, estate, and financial plans for clients, collaborating with other planning resources on specific subject matters and partnering in the acquisition of new clients. - Conducts and reviews...
- Lead the Client Management Process and collaborate across... the enterprise to deliver a Branded Client Experience. - Provide access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. - Ensure...
Title: Experienced Trademark Attorney (Remote) Job Responsibilities: As a key member of the trademark team at the law firm, the role of the Experienced Trademark Attorney is multifaceted. The attorney will contribute directly to the success of clients and the firm through...
Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborates with other planning resources on specific subject matters of greatest complexity and partners in...
Title Senior Wealth Strategist - **Members Only** Job Responsibilities As a Senior Wealth Strategist within the Private Bank organization of the company, the primary responsibilities include developing, consulting on, and implementing tax, estate, and financial plans for clients, especially those with...
Title: Accounts Payable/Receivable Coordinator Job Responsibilities: The Accounts Payable/Receivable Coordinator is tasked with ensuring accurate and timely recording of the law firm's accounts payable and receivable transactions within the firm's accounting system. The role includes a variety of essential functions: - Monitoring and...
needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allocation, invest...
Title: Transaction Tax Manager Job Responsibilities: As a Transaction Tax Manager, you will play a critical role in leading innovative tax planning, consulting, and compliance skills on Mergers & Acquisitions (M&A) projects for multiple clients. You will have the opportunity to collaborate...
Title: Microsoft Dynamics CRM Senior Manager Job Responsibilities: - Develop, communicate, and execute a vision for Microsoft Dynamics CRM initiatives that align with the company's business development digital transformation and customer engagement strategies. - Lead the planning, execution, and delivery of end-to-end CRM...
Title: Family Law Attorney Job Responsibilities: - Create legal documents such as pleadings, motions, marital settlement agreements, contracts, judgments, and orders for a high volume of cases. - Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming...
Title: Contract Commercial Litigation Attorney Job Responsibilities: - Represent clients in all phases of commercial litigation, including pre-trial, trial, and appellate proceedings. - Conduct legal research, draft pleadings, motions, and discovery responses. - Develop case strategies and advise clients on...
Title: Real Estate Associate Job Responsibilities: - Engage in commercial real estate and financing transactions involving diverse property types, including mixed-use, office, multi-family, retail assets, hotels, and resorts. - Draft and negotiate documents pertinent to real estate and financing transactions, such as purchase...
as mixed-use, office, multi-family, retail assets, hotels, and resorts. - Draft and negotiate documents related to real estate and financing transactions, including purchase and sale agreements, licenses, leases, loan agreements, easements, CC&Rs, development-related agreements, and property management agreements. - Interact directly ......
Title: Real Estate Associate Job Responsibilities: The Real Estate Associate will be responsible for engaging in commercial real estate and financing transactions, specifically involving a variety of property types such as mixed-use developments, office spaces, multi-family units, retail assets, hotels, and resorts....
understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset...
crucial role in the management of probate and estate... planning matters. The primary responsibilities include: - Acting as a helpful and confident first point of contact for prospective and current clients, judges’ offices and judicial assistants, and other law firms. - Accurately...
Title: Estate Planning & Probate Paralegal Job Responsibilities: The Estate Planning & Probate Paralegal is responsible for supporting the legal team in the preparation and administration of wills, trusts, and estates. Key responsibilities include: - Assisting attorneys in drafting and reviewing...
Title: Probate Paralegal Job Responsibilities: The Probate Paralegal will play a crucial role in assisting attorneys with managing probate matters, ensuring the efficient administration of estates, trusts, and related legal processes. The key responsibilities include: - Drafting and filing probate petitions, notices, estate...
with document review, drafting legal documents, contracts, and pleadings with precision and attention to detail. - Manage case files through document management systems such as Caret... Legal, ensuring accurate filing and data entry. - Support litigation processes including discovery, deposition preparation, a...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: - Demonstrated experience in high-net-worth trust and estate planning and administration - Knowledge of relevant state and federal tax laws - Experience with domestic estate planning, including succession planning, lifetime giving, estate and income...
review estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives with precision and clarity. - Provide expert legal advice on estate tax strategies, probate procedures, and asset transfer methods to optimize... client outcomes. - Independently manage a ca...
Title: Director, Managing Counsel - Banking Financial Crimes Job Responsibilities: - Provide timely legal advice and assistance to Financial Crimes Compliance, Risk, and business partners on matters related to various legal frameworks, including the Anti-Money Laundering Act of 2020, the...
Title: Senior Vice-President, Counsel – FX and Derivatives Job Responsibilities: The primary responsibility of the Senior Vice-President, Counsel role is to provide effective legal support for the company's FX and Derivatives trading activities. This includes managing the trading documentation team...
Title: Legal Recovery Paralegal Job Responsibilities: 1. Own the Process: - Manage payment plan and stipulation collection cases from start to finish. - Field outbound and incoming calls with professionalism, answering debtor inquiries, explaining account details, and resolving disputes in real-time. -...
Title: Specialist, Digital Campaigns Job Responsibilities: - Support the development and execution of integrated marketing campaigns under the direction of the Director, Digital Campaigns. - Coordinate with practice and sector marketing teams to ensure campaign alignment with strategic priorities. - Support the creation of...
in various legal tasks primarily focusing on corporate and real estate matters. Key responsibilities include: - Leading and managing a team of associates effectively, which necessitates strong leadership and management skills. - Handling corporate transactions,... which encompasses: - Entity formation and governance...
Responsibilities: - Represent financial institutions, private credit funds, BDCs, and non-bank lenders in complex, sponsor-backed transactions, including multi-lender/syndicated facilities and unitranche/first-out–last-out structures. - Manage sponsor-backed acquisition financings across various sectors, including cross-border and multi-currency deals. - Handle cash-flow and asset-based lending, including senio...
Title: Probate & Trust Administration Paralegal Job Responsibilities: - Manage Probate and Trust Administration matters from initial client engagement through final resolution, ensuring compliance with applicable statutes and court procedures. - Participate in client consultations alongside the attorney, assess client...
Local Income Tax - Asset Management Job Responsibilities: - Provide... services to partnerships for Asset Management clients. - Deliver... exceptional client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. - Assist...
Local Income Tax - Asset Management Job Responsibilities: - Provide tax... services to partnerships for Asset Management clients. - Deliver exceptional... client service to multi-state companies with state and local tax issues, including compliance, advisory services, planning, technology, and controversies. - Assist multi-state companies...
Local Income Tax - Asset Management Job Responsibilities: - Provide tax... services to partnerships for Asset Management clients. - Deliver exceptional... client service to multi-state companies with state and local tax issues, including compliance, advisory services, planning, technology, and controversies. - Assist multi-state companies...
Local Income Tax - Asset Management Job Responsibilities: - Provide state... for partnerships in the Asset Management sector. - Deliver exceptional... client service to multi-state companies addressing state and local tax issues, including compliance, advisory services, planning, technology, and controversies. - Assist multi-state companies...
Local Income Tax - Asset Management Job Responsibilities: - Provide... services to partnerships for Asset Management clients. - Deliver... exceptional client service to multi-state companies with state and local tax issues, including compliance, advisory services, planning, technology, and controversies. - Assist...
Local Income Tax - Asset Management Job Responsibilities: - Provide tax... services to partnerships for Asset Management clients. - Deliver exceptional... client service to multi-state companies dealing with state and local tax issues, including compliance, advisory services, planning, technology, and controversies. - Assist multi-state...
Manager, Tax - SALT Asset Management Job Responsibilities: The primary... Manager, Tax - SALT Asset Management include: - Participating in... multi-state alternative investment firms (such as hedge funds, fund to funds, private equity, and real estate) with state and local tax compliance. -...
Manager, Tax - SALT Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance. - Work as part of a multi-disciplinary team to provide subject matter/alternative...
OverviewA law firm seeks a corporate and real estate associate attorney in Tampa, FL. The candidate should be a team player and self-starter, capable of leading and managing a team of associates effectively. A book of business is preferred, and...