tasks related to case management and client satisfaction initiatives. -... Directly interacts with clients and supports attorneys to ensure all cases are on track to achieve the best possible outcomes for clients. - Maintains a billable hour requirement of 1200 hours annually. -...
Senior Estate Planning Attorney We are looking for an estate planning attorney with a minimum of five years of experience, an amazing attitude, and the ability to demonstrate vast empathy for our clients. A qualified candidate will have experience...
$60,000 - $75,000 depending on experience H1: Experienced Probate Paralegal Wanted Law Firm is searching for an experienced probate paralegal with a minimum of five years’ experience to join the team. The ideal candidate is...
The salary for this position is competitive and commensurate with experience. Estate Planning Paralegal Are you looking for an opportunity to make a difference in someone’s life? We are a growing law firm and we are looking...
Probate Paralegal with case management and document preparation - Organize... for attorney review - File legal documents at local probate courts and handle courier runs - Track deadlines, follow up on filings, and update Actionstep (case management system) - Manage mail, scan... and u...
Title: Legal Assistant Job Responsibilities: - Prepare and proofread estate planning documents, including wills, trusts, powers of attorney, and health care directives. - Assist with probate filings, such as petitions, notices, inventories, and accountings. - Track deadlines for court filings and hearings to ensure...
Title: Entry-Level Associate Attorney Job Responsibilities: - Draft petitions, pleadings, letters, and simple orders. - Manage a small caseload with attorney supervision. - Appear for routine hearings and status conferences with support. - Communicate effectively with clients, courts, and opposing counsel. - Track deadlines, e-file documents,...
Title: Legal Intake and Sales Coordinator Job Responsibilities: - Own the front end of the client journey from first contact through engagement. - Conduct professional, consultative intake and sales conversations; assess fit; recommend appropriate probate and estate planning services; secure engagement when warranted;...
your email, tell us what you believe are the three most important things you can do to help our growing firm. ?? Attach your resume and cover letter in PDF format. ?? Salary Information:...
Coordinator - Estate & Asset Protection Law Firm ... H1 heading: Join Our A-Team as a Client Services Coordinator H2 heading: Qualifications and Responsibilities Bold headlines: - A-Team Players Wanted for Cutting-Edge Law Firm - Make a...
Friendly Job Title: Receptionist/Director of First Impressions at Law Firm H1 Heading: Join Our A-Team as Our Receptionist/Director of First Impressions! H2 Heading: **Members Only**: Seeking a Receptionist/Director of First Impressions Bold Headlines: - A-Team players wanted...
Utilize and learn job-related technologies such as Microsoft Word, Outlook, Excel, Teams, internet browsers, and case management software. - Employ strong negotiation... skills to resolve impound lien disputes with repair shops, tow yards, government agencies, and property damage claims with insurance...
Finance (Loan Servicing & Asset Management) Associate Job Responsibilities: - Join... the loan servicing and asset management team within the... loan sales, and other asset management matters. - Work with... CMBS, CRE CLOs, and other securitized products, if applicable. - Navigate complex subject matter...
Local Income Tax - Asset Management Job Responsibilities: -... 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...
or Tax Senior Manager, Asset Management Job Responsibilities: - Provide tax... for a variety of Asset Management clients. - Work as... part of a multi-disciplinary team to provide industry knowledge and experiences. - Oversee a portfolio of clients of varying size and scope and...
Title: Tax Senior Manager, Asset Management Job Responsibilities: -... for a variety of Asset Management clients. - Work... as part of a multi-disciplinary team to provide industry knowledge and experiences. - Oversee a portfolio of clients of varying size and...
& Local Tax - Asset Management Job Responsibilities: -... Engage in multi-state alternative investment firms such as hedge funds, fund of funds, private equity, and real estate, addressing state and local tax issues including compliance, advising, planning, and handling controversies....
Manager, Tax - SALT Asset Management Job Responsibilities: The Manager... and Local Tax (SALT) Asset Management practice is responsible... for: - Participating in multi-state alternative investment firms (hedge fund, fund of funds, private equity, real estate) with state and local tax compliance. -...
Wealth Management Summer Analyst - Atlanta,... Georgia, United States - 9 to 10 week internship About the Program - Nine to ten week summer internship for students pursuing a bachelor's or graduate degree - Fully immerse yourself in day-to-day...
Conduct market research and analysis to assist with investment decisions Participate in team meetings and training sessions to enhance knowledge and skills Actively contribute to team projects and initiatives Job Title: Summer Analyst - Wealth Management Exper...
manage legal documents including pleadings, discovery, and settlement packages - Request, track, and summarize medical records and bills - Maintain organized and up-to-date case files using case management software - Communicate professionally with... clients, providers, insurance companies, and court staff - Support case prepara...
planning, investments, insurance, tax management, executive compensation, retirement analysis,... estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the planning process. Responsible for developing and...
Title: Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) Job Responsibilities: As a member of the Client Services Team, the Client Service Specialist (CSS) plays a crucial role in providing legal administrative support to a team of attorneys. This involves...
Job Title Asset & Wealth Management Tax... Manager Job Responsibilities - Supervise and develop team members to achieve exceptional deliverables - Manage client service accounts and engagement workstreams - Independently solve and analyze complex problems - Utilize company's technical knowledge...
Job Title: Asset & Wealth Management -... Renewable Energy Tax Senior Manager Job Responsibilities: As a Senior Manager in the Tax Services category, specializing in Industry Tax Practice, you will be part of a team addressing complex business issues from strategy to...
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,...
growth and success of the firm. Key responsibilities include: - Developing and maintaining profitable client relationships. - Managing a transportable book of business worth at least $250,000 in specific practice areas such as transactions and contracts, management-side employment counseling, executive compensation,... immi...
General Counsel Job Title: Associate General Counsel Job Responsibilities: The Associate General Counsel at the organization is tasked with a wide range of responsibilities aimed at supporting the General Counsel or Deputy General Counsel. Key responsibilities include: - Negotiating, drafting, and reviewing general business, vendor,...
Title: Securities Legal Counsel Job Responsibilities: The Securities Legal Counsel is responsible for providing securities-focused legal counsel to support the registered investment adviser (RIA) and related financial services entities of the company. Key responsibilities include: - Drafting, reviewing, and maintaining advisory client agreements,...
This role requires the management of calendars, specifically focusing... on tax-related deadlines and scheduling client calls and meetings. The paralegal is responsible for the preparation of Federal and State estate tax returns as well as Federal Gift Tax returns. Estate...
Title: Certified Estate Planning Paralegal Job Responsibilities: - Draft a broad range of legal documents, including client engagement letters, deeds, limited liability company (LLC) formation documents, probate court petitions, powers of attorney, and health care directives, while tracking specific tasks for each...
and comply with legal standards. - Provide expert advice on estate planning matters to clients, helping them understand their options and make informed decisions about the management and distribution of their... assets. - Ensure that the management of estates is handled......
which includes the proper management of accounts, preparation of... letters, and completion of transfer forms. - Assist in drafting estate planning documents such as wills, powers of attorney, and both basic and advanced trusts. - Help manage and organize estate and probate...
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: - Define and implement strategic direction for the Default team. - Lead business development initiatives and manage client relations at an executive level. - Oversee multiple projects ensuring exceptional delivery and adherence to professional...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with...
Associate Job Title: Corporate Associate Job Responsibilities: As a Corporate Associate at the law firm, the candidate will be responsible for providing strategic advice to companies, private equity funds, venture capital funds, and other private investment vehicles. The role involves working on mergers and...
Title: Leveraged Finance/Private Credit Senior Associate Job Responsibilities: The Leveraged Finance/Private Credit Senior Associate will be a key member of the law firm's national Finance & Financial Services practice. The ideal candidate will engage in significant leveraged finance activities, primarily representing financial...
Office of a **Members Only** Top Ranked Law Firm seeks a senior estate planning attorney with 5 years of estate planning experience. The candidate will draft estate planning documents, including wills, trusts, powers of attorney, and advanced directives for...