ensure client satisfaction and case progress. - Draft legal documents, pleadings, and correspondence necessary for case management and client representation. - Appear... in court as needed to represent clients in various legal matters. - Work closely with a team of experienced assistants and...
North Barrington, Illinois Salary: The salary for this position ranges from $55,000 to $65,000 per year, depending on experience and qualifications. Law Firm in North Barrington, Illinois is seeking an experienced Estate Planning and Administration Paralegal to...
executors through all phases of trust and estate administration. - Review and interpret trust instruments, wills, and related estate planning documents. - Prepare required notices, inventories, accountings, and distribution schedules. - Coordinate asset marshaling, valuation, and transfer... of real property, financial accounts, an...
all phases of trust and estate administration. - Review and interpret trust instruments, wills, and related estate planning documents. - Prepare required notices, inventories, accountings, and distribution schedules. - Coordinate asset marshaling, valuation, and transfer... of real property, financial accounts, and business interests....
Title: Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business...
Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Title: US Private Bank - Private Banker - 2026 ReEntry Program Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience -...
with client and case management and perform tasks necessary... is not exhaustive, common responsibilities include: - Case File and Client Portal Management - Create file trees... for clients and cases - Add new contacts and matters to the case management databas...
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...
Job Title: Asset & Wealth Management Tax... Manager Job Responsibilities: - Lead the Financial Services Tax team to deliver benefits through digitization, automation, and increased efficiencies. - Supervise, develop, and coach teams to deliver exceptional client deliverables and manage client service accounts. - Drive...
Job Title: Asset & Wealth Management -... Renewable Energy Tax Senior Manager Job Responsibilities: The role of Asset & Wealth Management -... Renewable Energy Tax Senior Manager involves working within the Financial Services Tax practice, part of Corporate Tax services. The primary...
Asset and Wealth Management -... Renewable Energy Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
Title Partner Tax Preparation Advisor Senior Associate Job Responsibilities - Manage individual tax compliance and planning for executives, including handling partnership K-1 income, state tax credits, and composite returns. - Conduct Alternative Minimum Tax (AMT) and year-end planning. - Analyze...
Title: Privacy Counsel Job Responsibilities: - Partner with the Chief of Privacy to execute the enterprise privacy strategy and advance the privacy roadmap. - Maintain expertise in new and evolving privacy regulations, both domestic and international, providing actionable guidance to ensure compliance and...
Overview: A law firm seeks a highly motivated and experienced Estate Administration Attorney to join their team in North Barrington, IL. This role involves providing expert guidance to clients during the probate process and managing estate and trust administration. The...